Business System Page 2
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Filter Records

Filtering Records from the Database Saves You Routing through the Database! The User Can Filter in '3' Different Ways.

  1. Search By the First Part of a Surname
  2. Search By the First Part of a Company Name
  3. Search By Selecting from a Drop Down Company List from the Database.

Filter Records.gif (7225 bytes)

(The Result of the Filter Records Form is Shown Below)

Filtered Records Selection

After Selecting the Filter (in this case Company Name) the Filtered Records Form Appears for you to Select which Record out of the Filtered Set you want to Contact.

Filter Records 2.gif (11323 bytes)

(In this Case We've Selected Mr John Downs as he is the Only Person in this Database for KLD Shopfitters)

Click On 'Close' Button to Quit this Window & Return To Main Page

  

 

Portfolio Selection

A Table View of the Database Allows the User to Select Multiple Records and Create a Portfolio of Contacts.

Record Portfolio.gif (17896 bytes)

In this Case we've Selected Several Records from the Database to Contact. There is also Options to 'Reset Contacts' and 'Select All Contacts' to Clear the Previous Selection and Help with Selecting Alot of Records. The User Can Also Carry Out a 'Single Mail Merge' On this Page by Selecting One Record from the Table to Contact (this feature is as an Alternative to the Filtering Method Mentioned Earlier).

Click On 'Close' Button to Quit this Window & Return To Main Page

  

 

Company Exists

Using a List of Company Names in the Right Window Frame the User Can Select a Company Address to Add to the Active Record on the Form!

Company Exists.gif (11569 bytes)

Clicking On the Select Company Button Enters the Data Directly into the Database and onto the Database Form. If the Company Details dont Exist Yet in the Database The User Can Cancel this Form at any time Without Making any Changes.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

 

Quote Details

The Quote Details Form is Populated with the Data from the Quote Table and the Address Details in the Database. Both the Recipient and the Recipients Address Details Can be Added to the Quote! If the Quote is intended for the 'Sales Department' then the User would Replace the Name Details on the Bottom Left of this Form.

Quote Details.gif (9195 bytes)

When the User Has Populated this Form a Quote Can be Created by Simply Clicking the 'Open Quote' Button.

Clicking On the 'Cover Letter','Envelope' or 'Label' Button Will Create the Paperwork to Go with the Quote by Mail Merging them With the Data from this Form.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

 

Invoice Details

The Invoice Details Form is Populated Automatically from the 'Job Ref' Link to the Quotation Table. If the Invoice is intended for the 'Accounts Department' then the User would Replace the Name Details on the Bottom Left of this Form.

Invoice Details.gif (9386 bytes)

Similar to the Quote Details an Invoice Can be Created by Simply Clicking the 'Open Invoice' Button. A Different Address Could Be Selected for the Invoice on this Form if for Instance the Accounts Department was Situated at a Different Address to the Sales Department.

Clicking On the 'Cover Letter', 'Envelope' or 'Label' Button Will Create the Paperwork to Go with the Invoice by Mail Merging them With the Data from this Form.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

 

Quotes to Follow Up

The Quotes to Follow Up Forms Allow the User to First of All Select the Number of Follow Up Days Since the Quote. This Enables the User to Choose how Long to Leave Quotes Before Chasing them Up.

Quotation Follow Up.gif (3778 bytes)

A Report Can be Printed Out and Follow Up Letters Can be Mail Merged with the List of Companies in the Report. There are also Options to Print out Envelopes and Labels to Send Out the Letters.

The 'SubForms' for Quotation Follow Up Reports Can be Seen Below.

   Quotation follow Up Subform.gif (6872 bytes)

The 'Quotation Follow Up Form' Allows the User to First Select the Length of Time Since Issuing the Quotes (If No Quotes are Found a Message appears to tell the User and Allow them to Reselect the No. of Follow Up Days)

When Quotes have Been Found in the Database the Program Opens the 'Quotation Follow Up Reports and Mailing Form'. From this Form Reports, Letters, Envelopes and Labels Can be Opened by the User and Printed Out.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

 

Outstanding Invoices

The Outstanding Invoices Forms Allow the User to First of All Select the Number of Days allowed Until Payment. The User Can Select how Soon they Want to Chase Up their Invoices.

Outstanding Invoices Form.gif (3787 bytes)

A Report Can be Printed Out and Letters Can be Mail Merged with the List of Companies in the Report. There are also Options to Print out Envelopes and Labels to Send Out the Letters.

The 'SubForm' for the Outstanding Invoices Reports and Reminders Can be Seen Below.

 

Outstanding Invoices SubForm.gif (7943 bytes)

The 'Outstanding Invoices' Form Allows the User to First Select the No of Days Till Payment (If No Invoices are Found a Message appears to tell the User and Allow them to Reselect the No of Days)

When Invoices have Been Found in the Database the Program Opens the 'Outstanding Invoice Reports and Reminders Form'. From this Form Reports, Letters, Envelopes and Labels Can be Opened by the User and Printed Out.

Click On 'Close' Button to Quit this Window & Return To Main Page

Outstanding Company Invoices

The Outstanding Company Invoice Forms Allows the User to Select the Number of Days allowed until Payment for a Chosen Company. The User Can See how Many Invoices are actually not Being Paid for a Particular Company and Keep an Eye on Payments.

Outstanding Invoices Company Form.gif (8411 bytes)

If Invoices have Been Found in the Database the Program Will Open Up the Report for Printing. From this Form Letters, Envelopes and Labels Can be Mail Merged with the Data from the Form and Printed Out.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

Annual & Between Dates Book Keeping

The Annual Report Subform Allows the User to Select a Particular Year to Print Out a Report, but If More Flexibility is Required the User Can Select Between Dates to Look for Particular Entries in the Book.

Annual Expenses Form.gif (5165 bytes)

The 'SubForms' for Between Dates Reports Can be Seen Below.

 Between Dates Expenses Form.gif (4523 bytes)

Both Subforms Allow the User to Choose the Kind of Report Format they might Like by Clicking on the 'Tabular Report' and 'Category Report' Buttons. The Subforms are the Same format for the 'Income and Receipt' Book.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

Exit The Database

The Exit Database Subform Allows the User to Backup the Database Every Time the Database is Used. The Backup Backs Everything thing Up from the Program Including Addresses, Invoices, Quotes, Book Keeping and Purchase Orders to Make Sure No Data Is Lost. The Backup Doesn't take Long and the User doesn't Have to Carry Out Backups if No Data or Entries have Been Added to the Program.

Exit Form.gif (4014 bytes)

The 'SubForm' for the Database Backup Can be Seen Below With the Utilities for Viewing Backup Data before Leaving the Program.

 

Backup Form.gif (7691 bytes)

The Exit Subform Gives the User an Option to Carry Out A Backup And then View the Data Backed Up from The Program or Just Quickly Exit the Program Without Carrying Out the Backup.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

Change Company Address

The Change Company Address Subform Allows to Change the Address Details of Every Client at a Company if that Company Changes Location. The Existing Details Are Chosen In the Selection Window on the Right. When the Correct Company Address Is Found from the Database the User Can type the New Address In the Blank Fields on the Left of the Form Including the Main Phone & Fax Number Until the Direct Dial Numbers Are Known.

The 'SubForm' for Changing Company Address Details Can be Seen Below.

Change Company Address Form.gif (10332 bytes)

 

The User Can Apply the Changes to Database Records by Clicking on the 'Change Address' Details Button. If the User is Unsure about the Changes they Can Cancel the Form Without Making Any Changes at Any Time by Clicking On the 'Cancel/Close Form' Button.

Click On 'Close' Button to Quit this Window & Return To Main Page

 

Open Documents

This Subform Allows the User to Open and Edit Standard Documents or Templates to this Program. For Instance, the Standard Invoice Sheet, Quotes and Cost Sheets and Purchase Order Can be Edited If a Companies Details or Logo Changes. When the Templates are Changed then any Further Document Created will have these Changes and therefore will Always be Up to Date.

The 'SubForm' for Opening and Editing Standard and Saved Documents Can be Seen Below.

 

Open Records Form.gif (11156 bytes)

When Documents Such as Invoices, Quotes, Cost Sheets or Purchase Orders Are Created they are all Saved Electronically for Use in this Program. This Subform Allows the User to View All these Documents and Open them from Microsoft Excel Instead of the Database by Clicking on the Relevant Button.

If the User Creates and Saves any Important Letters or Faxes then they Can Also View all their Saved Documents from Microsoft Word by Clicking on the 'Letters and Faxes' Button on this Form. If Standard Labels or Envelopes are Saved (Say for Sending Items to the Printers or Attaching S.A.E. to Documents) then they Also Can be Opened from this Form.  

The 'Exported Records' Button Allows the User to Open and View any Documents they Exported Last to Microsoft Excel Such as Invoices, Book Keeping and Database Records. They Can Also View All the Records that Have Been Entered Into the Database In a Table Format by Clicking On the 'Database Records' Button. A Database Subform Opens Up with  Options to Select the Type Of Data the User Wants to View.

Clicking On 'Standard Documents' Opens Up The Subform Shown Below. Standard Templates Can be Edited by Clicking On the Relevant Button and the Document is Automatically Loaded into Microsoft Excel and Word. Just Click on the Save Button in Word or Excel to Implement Your Changes.

 

Open Standard Documents Form.gif (9879 bytes)

All the Standard Accounts Documents Can be Edited from this Page As Well As the Follow Up Letters for Quotes and Invoices.

Any Changes to the Standard Blank Letters or Fax Templates In the Documentation Section Can be Made to the Templates When they Are Opened for Editing. These Changes Can be Saved to the Document Before Carrying Out the Mail Merge.  

Click On 'Close' Button to Quit this Window & Return To Main Page

 

 

 

Direct Designs Specialises in Design and Software Services.

Direct Business System Includes:

A Powerfull Client Database. Mail Merge Features. Book Keeping & Reporting Facilities.      Job Ref Lookup Utility for Cost Analysis

Drawing Services Include:

Major & Minor Contract Work, SubContract Work,  Manufacturing & Much More!

Drawing Plotting Services

Plot A1, A2 and A3 Size Autocad or DXF Files at the Most Competitive Rates Around!

 

WebPage Created by Adrian Thompson @ Direct Designs. Please See the Contact Page if You have any Comments or Queries

(Please Note this Site has been designed for a minimum Display of 1024x768 Pixels. To Change the  Display Settings go into Control Panel, Click On the Display Icon and then the Settings Tab, Change the Settings of the Screen Area to 1024x768 and Click Apply.)