SYMENU System Manager Introduction 1

• Introduction
• Elliott Software Manuals
• Initial Startup Checklist
• Overview

SYMENU System Manager Introduction 2

• Installation Procedures
• Registration File
• Adding Elliott Network Users
• Multi-Tasking Sessions
• Start Exploring Elliott

SYMENU System Manager Introduction 3

• Special Startup Options
• Files/Directory Structure
• Network File Locations

SYMENU System Manager Introduction 4

• File Format Conversions
• Elliott Transaction Control Application Overview
• Trx Considerations
• Record Locking
• File Locking

SYMENU System Manager Introduction 5

• Getting Started with Elliott - Starting Elliott
• Elliott Registry Setting

SYMENU System Manager Introduction 6

• Special Considerations
• Account Numbers
• Inventory Quantity Fields
• Dates
• Numeric Entries
• Back-up
• Online Help Application Overview

SYMENU System Manager Introduction 7

• Screen User Interface - Keystroke Conventions
• Mouse
• Toolbar
• Context Sensitive Menu
• Fonts
• Calculator

SYMENU System Manager Introduction 8

• Office Automation - Macros Application Overview
• External Macros
• Internal Macros
• Defining an External Macro
• Syntax for External Macro Script
• Writing and Testing Your External Macro Script

SYMENU System Manager Introduction 9

• Defining an Internal Macro
• Command Prompt Macro
• Bypass User ID and Password with Command Prompt Macro
• Special Keys for Internal Macro Inside an Application

SYMENU System Manager Introduction 10

• General Events - Application Overview
• Programs vs. Events
• Run Instructions - E-Mail Actions
• General Event Subscription List
• Create Subscription

SYMENU System Manager Introduction 11

• Run Instructions - Message Boxes
• Scenario Variations
• Run Instructions - Tickler Actions

SYMENU System Manager Introduction 12

• Specific Events Application Overview
• Master Event List

SYMENU System Manager Introduction 13

• Run Instructions - Customer Notification

SYMENU System Manager Introduction 14

• Run Instructions - Salesman Notification
• Templates

SYMENU System Manager Introduction 15

• Use Existing Template for a New Event
• Run Instructions - Buyer Notification
• Restrictions

SYMENU System Manager Introduction 16

• Run Instructions - Sell More Notification
• Advanced Features

SYMENU System Manager Introduction 17

• Consolidate Replicates in the Same Batch
• Template Variables

SYMENU System Manager Introduction 18

• Links Application Overview
• Run Instructions
• Link Type
• Managing Links
• Understanding Link Types

SYMENU System Manager Introduction 19

• Entry Field Descriptions
• Editing and Deletion Issues
• Creating a User Hot Link
• User Links with Images
• User Links with URLs
• Creating a System Link

SYMENU System Manager Introduction 20

• Run Instructions

SYMENU System Manager Introduction 21

• Printing and System Application Overview
• Run Instructions
• Font
• Raw Data Pass Through
• Draft Made with Dot Matrix Printer
• Font Dialog
• How Does Elliott Pick the Best-Fit Font?
• Font Selection for Dot Matrix Printers
• Report Width
• Margins
• Page Length
• Windows NT, 2000 or XP Workstation's Printing
• Laser Form Support
• Option Button
• Print-to Screen
• Temporary Directory for Print to Screen (and E-mail Attachments)
• Defer to Disk
• When Things Go Wrong

SYMENU System Manager Introduction 22

• E-Mail with Printing Application Overview
• Run Instructions
• Spool Report Manager Application Overview
• Run Instructions
• View
• Archive and Paperless Office
• Delete
• Options
• Exit

SYMENU System Manager Introduction 23

• Run Instructions
• Process
• Run Now
• Edit
• Delete
• Options
• Report
• Log
• Exit
• Laser Form and Designer Application Overview
• Run Instructions
• Set Up Elliott to Use Standard Laser Forms
• Customize the Sample Laser Form
• Laser Form Designer

SYMENU System Manager Introduction 24

• Customer Relationship Management - Notes and Ticklers Application Overview
• Notes
• Sorting Notes in List Box
• Context Menu
• Note Type
• Folder
• Tickler
• Setting Up the Tickler Function
• Launch Tickler Reminders with Elliott
• Setting Up the Organization's Hierarchy Structure
• Launch Tickler Reminder
• Tickler List Box
• Tickler Detail Window
• Supervisor's Function

SYMENU System Manager Introduction 25

• Notes and Printing Application Overview
• Knowledge Base Application Overview
• Run Instructions
• Who Can Use the Note Function?
• Run Instructions - Accessing Notes

SYMENU System Manager Introduction 26

• Attributes Application Overview
• Run Instructions - Information Attributes
• Field Entry Descriptions
• Attaching Attributes
• Run Instructions - Control Attributes
• Entry Field Descriptions - Master Attributes File
• Attribute Reporting
• Field Entry Description Restricted Attribute File
• Attaching Attributes
• How An Attribute is Used in COP Add Orders

SYMENU System Manager Introduction 27

• eContacts Application Overview
• Run Instructions
• Entry Field Descriptions - Web Access Screen
• Entry Field Descriptions - Billing/Credit Window
• Managing eContact Information

SYMENU System Manager Introduction 28

• Using eContacts in COP
• eContacts Review

SYMENU System Manager Introduction 29

• Mass E-Mail Application Overview
• Run Instructions
• Entry Field Descriptions - Content Tab
• Entry Field Descriptions - Selection Tab
• Entry Field Descriptions - Get Records

SYMENU System Manager Introduction 30

• Creating Mass E-Mail Templates
• Using Variables
• Elliott E-Mail Processor Versus Default E-Mail Client

SYMENU System Manager Introduction 31

• E-Mail and CRM Application Overview
• Run Instructions
• Batch Mode E-Mail Order Acknowledgement
• E-Mail Shipping Acknowledgement

SYMENU System Manager Introduction 32

• Stock Watch
• Using Stock Watch
• Web Stock Watch
• Links and CRM Application Overview
• Events and CRM Application Overview
• User Notes and CRM Application Overview
• Ticklers and CRM Application Overview
• Util-Setup File/Utilities Application Overview
• Run Instructions
• Export
• Import
• Rebuild
• Initialize

SYMENU System Manager Introduction 33

• Company Setup Application Overview
• Run Instructions
• Entry Field Descriptions

SYMENU System Manager Introduction 34

• Printer Setup Application Overview
• Password Setup Application Overview
• Run Instructions
• Entry Field Descriptions

SYMENU System Manager Introduction 35

• Main Level Security Control
• Salesman Security in 7.3

SYMENU System Manager Introduction 36

• Global Security Control
• Run Instructions
• Entry Field Descriptions
• User Global Security
• Supervisor Relationships
• Event Security

SYMENU System Manager Introduction 37

• Print Spooled Reports Application Overview
• Deferred Processing Application Overview
• Label Code Setup Application Overview
• Run Instructions
• Entry Field Descriptions
• System Code Type File Maintenance Application Overview
• Run Instructions
• Entry Field Descriptions
• System Code Value Application Overview
• Run Instructions
• Entry Field Descriptions
• eContact Processor Application Overview
• Zip Code Filed Application Overview
• Estimate Field Size Application Overview

SYMENU System Manager Introduction 38

• User List Application Overview
• Run Instructions
• Export Processor Application Overview
• Notes Processing Application Overview
• Printing Notes
• Purge Notes
• Note Type
• Entry Field Descriptions
• System File Maintenance Application Overview
• Vertex Interface Application Overview

SYMENU System Manager Introduction 39

• Global Setup Overview
• System Global Setup
• Accounting Global Setup
• Distribution Global Setup
• COP Control Global Setup
• COP Function Global Setup
• Add-Ons
• Utility Global Setup

SYMENU System Manager Introduction 40

• System Global Setup - Additional Search Key Application Overview
• Run Instructions
• Field Entry Descriptions
• Generating Index Keys
• Available to Promise Application Overview
• Run Instructions
• Entry Field Descriptions
• Barcode Printing Setup Application Overview
• Automatic Label Printing
• Run Instructions
• Entry Field Descriptions
• Using Bar Code Label Printing

SYMENU System Manager Introduction 41

• Company Specialized Control Application Overview
• Design Your Own Form Application Overview
• Run Instructions
• Field Entry Descriptions
• Hide Cost Control Application Overview
• Run Instructions

SYMENU System Manager Introduction 42

• Note Function Application Overview
• Run Instructions
• Field Entry Descriptions

SYMENU System Manager Introduction 43

• Printing Control Application Overview
• Run Instructions
• Field Entry Descriptions

SYMENU System Manager Introduction 44

• Serial Number Tracking Control Application Overview
• Run Instructions
• Field Entry Descriptions
• Using Serial Number Tracking

SYMENU System Manager Introduction 45

• System Period Control Application Overview
• Run Instructions
• User Purge Control Application Overview
• Run Instructions
• Events Handling Application Overview
• Run Instructions
• Stock Watch Template

SYMENU System Manager Introduction 46

• Attribute Handling Application Overview
• Run Instructions
• Item Hold Processing Application Overview
• Run Instructions
• eContacts Manager Application Overview
• Run Instructions
• Link Setup Application Overview
• Run Instructions
• G/L Global Control Application Overview
• Run Instructions
• G/L Setup Application Overview
• Run Instructions
• A/R Global Control Application Overview
• Run Instructions

SYMENU System Manager Introduction 47

• A/R Setup Application Overview
• Run Instructions
• A/R Bill To Customer Application Overview
• Run Instructions
• A/R Sales Tax Audit Trail Application Overview
• Run Instructions
• A/R Payment Source Application Overview
• Run Instructions
• A/R Customer/eContact Import Application Overview
• Run Instructions
• A/P Global Control Application Overview
• Run Instructions
• A/P Setup Application Overview
• Run Instructions
• A/P Batch Processing Application Overview
• Run Instructions
• P/R Setup Application Overview
• Run Instructions
• P/R Global Control Application Overview
• Run Instructions
• Backrec Setup Application Overview
• Run Instructions
• I/M Global Control Application Overview
• Run Instructions
• I/M Setup Application Overview
• Run Instructions

SYMENU System Manager Introduction 48

• Display Item History Information Application Overview
• Run Instructions
• Substitute Item Control Application Overview
• Run Instructions
• Inventory Transfer Control Application Overview
• Run Instructions
• COP Setup Application Overview
• Run Instructions
• P/O Global Control Application Overview
• Run Instructions
• P/O Setup Application Overview
• Run Instructions
• P/O Requisition Process Application Overview
• Run Instructions
• BOMP Global Control Application Overview
• Run Instructions
• BOMP Setup Application Overview
• Run Instructions
• Manufacturing Global Control Application Overview
• Run Instructions
• Bill of Lading Application Overview
• Run Instructions
• Copy Order Application Overview
• Run Instructions
• Customer Item Cross Reference Application Overview
• Run Instructions
• Freight Calculation Application Overview
• Run Instructions

SYMENU System Manager Introduction 49

• Order Invoice Inquiry Application Overview
• Run Instructions
• Price by Whole Order Application Overview
• Run Instructions
• Price List by Customer Application Overview
• Run Instructions
• Print COD Tag Application Overview
• Run Instructions
• Credit Check and Release Application Overview
• Run Instructions
• Salesman Commission Control Application Overview
• Run Instructions
• User Defined Code Application Overview
• Run Instructions
• Stock Status Inquiry Application Overview
• Run Instructions
• Sales Desk Application Overview
• Run Instructions
• Change Customer Screen Layout Application Overview
• Run Instructions
• Contract Pricing Application Overview
• Run Instructions
• Recurring Order Application Overview
• Run Instructions
• Change Quote to Order Application Overiew
• Run Instructions

SYMENU System Manager Introduction 50

• Invoice Printing Application Overview
• Run Instructions
• Print Order/Quote/RMA Application Overview
• Run Instructions
• Order Billing Screen Application Overview
• Run Instructions
• Order Header Screen Application Overview
• Run Instructions
• Order Line Item Screen Application Overview
• Run Instructions
• Picking Ticket/Shipping Label Application Overview
• Run Instructions
• Post Invoice to A/R Application Overview
• Run Instructions
• Purge Posted Orders Application Overview
• Run Instructions
• Future Price Screen Application Overview
• Run Instructions
• Shipping Manifest Report Application Overview
• Run Instructions
• Shipping Email Acknowledgement Application Overview
• Run Instructions
• Shipping Data Update Application Overview
• Run Instructions
• Shipping Confirmation Application Overview
• Run Instructions
• Customer Delivery Performance Report Application Overview
• Run Instructions
• Multi-Bin Control Application Overview
• Run Instructions
• Style Group Control Application Overview
• Run Instructions

SYMENU System Manager Introduction 51

• Vertex Sales Tax Interface Application Overview
• Run Instructions
• Sales Order Export Application Overview
• Run Instructions
• Sales Order Import Application Overview
• Run Instructions
• Shipping Verification Application Overview
• Run Instructions
• Purchase Order Import Application Overview
• Run Instructions
• Take An Order Interface Application Overview
• Run Instructions
• ActiveX Component Application Overview
• Run Instructions
• Online Credit Card Processing Application Overview
• Run Instructions
• Customer Scanner Interface Application Overview
• Run Instructions
• Radio Beacon Interface Application Overview
• Run Instructions

SYMENU System Manger Introduction 52

• Item Import Utility Application Overview
• Run Instructions
• Warehouse Receiving Application Overview
• Run Instructions
• A/P Invoice Import Interface Application Overview
• Run Instructions
• Generate User Index Application Overview
• Run Instructions
• Convert Ship-To To Customer Application Overview
• Run Instructions
• Field Entry Descriptions
• Run Instructions
• Reset Last Access User and Date Application Overview
• Run Instructions
• Switch FOB and Landed Cost Application Overview
• Run Instructions
• Copy FOB to Landed Cost Application Overview
• Run Instructions
• Event Alert and Purge Application Overview
• Run Instructions
• eContact Integrity Check Application Overview
• Run Instructions
• eContact Password Generate Application Overview
• Run Instructions
• Set CC Master Password Application Overview
• Run Instructions
• Preauthorize User CC Access Application Overview
• Run Instructions
• Preauthorize Server CC Access Application Overview
• Run Instructions
• COP Order Integrity Check Application Overview
• Run Instructions