OnForm V2.0 © Documents By Paul Lathwell 27 December 1995 Contents -------- Introduction................... 1.0 Requirements............... 1.1 Disclaimer................. 1.2 Copyright.................. 1.3 Guided Tour................ 1.4 Technical Support.......... 1.5 How Do I?...................... 2.0 Enter Address Files........ 2.1 Edit Addresses............. 2.2 View .ADP Records.......... 2.3 Enter Product Details...... 2.4 Manually............... 2.4.1 OCE Automation......... 2.4.2 Edit Product Details....... 2.5 Enter/Change VAT & P&P..... 2.6 Remove Product Details..... 2.7 Run The Program Modules.... 2.8 Preferences.................... 3.0 Altering................... 3.1 Start-Up Prefs......... 3.1.1 Invoice Prefs.......... 3.1.2 Order Prefs............ 3.1.3 Saving etc................. 3.2 Trouble Shooting............... 4.0 FAQ........................ 4.1 Printing................... 4.2 System Messages............ 4.3 Reference Manual............... 5.0 Address Screen............. 5.1 Items Screen............... 5.2 Menu Screen................ 5.3 Prefs Screen............... 5.4 Key-Board Short-Cuts........... 6.0 General.................... 6.1 Printer.................... 6.2 Disk Access................ 6.3 .ADP Files................. 6.4 File Requester................. 7.0 ---------------------------------- Introduction 1.0 ---------------- Welcome to OnForm V2.0 the leading invoice/order form printing application for the Amiga! OnForm has been designed to be user friendly and easy to use, please read the documentation carefully. It is recommended that you print out the documentation for easier reference. In an attempt to reduce the program size and subsequent memory usage, OnForm V2.0 consists of a main program and three program modules... Prefs-Ed - If OnForm cannot find the required preferences files (when OnForm is initially run for example) this module is automatically run. It is not possible for you to access this module manually. OCE - This module allows you to create and edit .OCE files, used for speeding up the entering of product details. OCE is run via the main OnForm program by pressing the F6 key. ADP - Basically a cut down version of my AddressPrint program, this modules provides you with a facility for editing .ADP files and printing address labels. PLEASE NOTE: With exception of .ADP files, any details entered before running a module will be lost. In an attempt to prolong the life of your monitor OnForm (and modules) also includes a built-in screen blanker which is invoked after three minutes if no user input is detected. Also to avoid your view of the screen from being obscured the mouse pointer is removed from view after about 15 seconds should no mouse activity take place. Moving the mouse or pressing any keys immediately brings the screen/mouse pointer back into view. Requirements 1.1 ---------------- OnForm should run on any Amiga with at least 1Mb of memory. While a hard drive is not necessary it is recommended to install OnForm if you have one. Further details on how to install OnForm are covered in the 'ReadMe.1st' document on this disk. Disclaimer 1.2 -------------- ALL PROGRAMS AND ASSOCIATED FILES ON THIS DISK ARE NOT COVERED BY ANY WARRANTY. I WILL NOT BE HELD RESPONSIBLE FOR ANY DAMAGE CAUSED BY THIS DISK OR ITS CONTENTS, DAMAGE OR LOSS SUFFERED WHILST USING THIS DISK IS YOUR OWN RESPONSIBILITY. I RESERVE THE RIGHT TO ALTER THE CONTENTS OF THIS DISK WITHOUT NOTICE. Copyright © 1.3 --------------- Copyright to OnForm, OCE, ADP, Prefs-Ed and all associated files on this disk are the exclusive property of Paul Lathwell. Under no circumstances should any of these programs or associated files be distributed by anyone other than Paul Lathwell. Copying software is theft by interpretation of the law. Except for the personal use of a Registered-User*, it is illegal to copy any of the above programs or files. * - An individual who has provided the required registration fee, a completed registration form and has been accepted by myself as being registered. Registration of a user may be refused or removed in circumstances where I deem necessary. Guided Tour 1.4 --------------- As the required preferences files will not exist when OnForm is initially run the 'Prefs-Ed' module will automatically run so you can create them. Full details on how to use Prefs-Ed are covered in the 'OnForm-Set-Up' document. Screens... Address Screen - Used for displaying the company and customer details as well as time/date, payment method and form type. The control panel situated between the company and customer address windows is used for navigating your way around .ADP files. The form button simply allows you to select which form type you wish to create ie. invoice or order. If selected with the RMB (Right-Mouse-Button) the preference file for that particular form type file will also be loaded. PLEASE NOTE: It is not possible to edit, create or append .ADP files using OnForm these functions are available in the ADP module. Menus Screen - Forming the lower section of the initial display, this screen incorporates the Status-Bar, various menus buttons and details of order/invoice totals. As well as displaying system messages and the current path/filename, the Status-Bar can also be used to set the 'Auto-Load' file for .ADP files. The 'Auto-Load' feature simply allows you to have a .ADP file opened automatically when OnForm is run. The menus button support the features for loading/saving address files, printing forms, allowing you access to the preferences screen or quitting OnForm should you really wish to. To the right of the buttons is an area which will initially be blank, this is where you set the V.A.T. rate and enter any postage/packing costs. Items Screen - This is where you'll enter details of products to be ordered or invoiced. To display the Items Screen press the space-bar or click the LMB (Left-Mouse-Button) on the right-arrow button (bottom right address screen). If there not any items listed when you click the LMB on the screen the cursor will be placed on the first line under the 'Description' heading allowing you to start entering details. If you click on the screen with the RMB while a .OCE file is open, the cursor will appear under the 'Code No.' heading. The advantage of using .OCE files is that you only need to enter the code no. and quantity details as the description and unit cost are taken directly from the .OCE file. Left-Arrow button: Returns you to the Address screen, alternatively press the space-bar. Clear - Allows you to select or delete all product details as necessary. Required By - Only available while creating order forms, this allows you to enter a date an order is required by. Ord/Ref No. - Allows an order/reference number to be added to an invoice or order form. Prefs Screen - Displayed by clicking on the 'Prefs...' button or pressing the key. Selecting the Prefs Screen whilst the Items Screen is displayed will cause OnForm to switch back to the Address Screen. This is necessary as some preferences may only be set via the Address Screen. PLEASE NOTE: It is only possible to alter your address preferences while the Prefs Screen is displayed. To enable greater versatility, three separate preferences files are used... Start-Up - The three preferences held in this file are for global program use... 'Form-Type' (Address Screen), enables you to define whether OnForm should initially be set to create invoice or order forms. 'Date' has two possible settings, 'Auto' if you have a battery backed-up system clock or 'Man' if you don't. 'Currency' allows the use of either the £ or $ currency symbol. Order - These preferences are set via both address and prefs screens... Address Screen - Customer address, telephone number, credit card details and Payment Method. Prefs Screen - Print Quality & No. Of Copies. Invoice - Again these preferences are set via the Address and Prefs screens... Address Screen - Company address, phone/Fax/Vat numbers and Payment Method. Prefs Screen - Print Quality, No. Of Copies, Header and Time. In addition to the preferences settings available on the 'Prefs' screen there are also four more buttons... Prefs-File - Preferences file currently available for modification. Selecting this button using the LMB simply cycles through the three prefs files. Using the RMB on the other hand also causes the relevant prefs file to be read from disk. Load/Save buttons - Self explanatory really... Load/Save the current prefs file displayed on the Prefs-file button. Use... - Use current settings and return to the Menu Screen. Technical Support 1.5 --------------------- Every effort has been made to ensure OnForm and associated programs are user-friendly and bug free. However, should you experience ANY difficulties or wish to make bug reports or suggestions then please contact me at the following address... Paul Lathwell (PD) 3 Sweetbriar Close Gadebridge Hemel Hempstead Herts HP1 3PA. England. Alternatively, if you have access to FidoNet you may contact me via Netmail at 2:254/255.18 How Do I? 2.0 ------------- This section gives a more detailed approach on how to use certain program features, there is also a more basic reference section later which gives a more brief description of what the features do. Enter Address Files 2.1 ----------------------- There are a total of four different ways of entering addresses into OnForm. 1. Manually - Click on the Company/Customer address window with the RMB and enter address details. You can also use the LMB, but this is best reserved for editing addresses as you would otherwise be required to click on every line. 2. Load a .AP file as used in my AddressPrint program. 3. Load a .OnF file, similar to .AP files except these files also contain phone & membership number details. 4. Open .ADP, these are quite simply data-base files containing addresses in the similar format to .AP files. The main advantage of using .ADP files is one of speed... Simply load an .ADP file then locate required addresses using the control panel situated between Company and Customer addresses (Address Screen). PLEASE NOTE: In normal use the sixth field in .AP and .ADP file is ignored by OnForm. However, if a '*' is placed at the beginning of the sixth field, details of that field will be displayed under the 'Member No.' field in OnForm. This is useful if your customers are assigned membership numbers as the number would automatically be displayed on any invoice. Edit Addresses 2.2 ------------------ With exception of .ADP files, all addresses may be edited directly from within OnForm. There are two methods for editing addresses depending on how much needs to be changed. For simply typing error corrections simply select the incorrect line with the LMB and make the necessary alterations. If on the other hand someone has move for example, you will want to completely replace the whole address. In this case simply click on the address window with the RMB, the cursor will now appear on each line in turn allowing you to alter all details as necessary. View .ADP Records 2.3 --------------------- The bank of six buttons between the Company & Customer addresses are used for moving around .ADP files to view address records. Simply click on '|<<' to move to the first record, '<<' for previous, '>>' next and '>>|' for the last. In addition to these basic functions, there are also two further buttons allowing a text string to be entered and searched for. Use '?' to search for an occurrence of a string on the 'Name' field (first line of address), and '#' to search on the 'Mem No.' field. PLEASE NOTE: A '*' is required in the sixth field of .ADP records to signify to OnForm that the record contains a 'Mem No.'. While it is still possible to perform a search on the 'Mem No.' field, no text will appear unless a '*' is present. Enter Product Details 2.4 ------------------------- Before any details can be entered you must first display the 'Items Screen' by pressing the space-bar or clicking on the right-arrow button (bottom right of Address Screen). Two methods for entering product details are incorporated, manually or semi-automated using .OCE files... Manually 2.4.1 -------------- Activate the LMB while the mouse pointer is over the clear area of the 'Items Screen'. A cursor will appear on the first line under 'Description' allowing you to start entering details... 1. Enter the product's description, then press . (Max 29 characters). 2. If applicable type in the code number. . Any text entered here is automatically converted to upper-case characters. (Max 11 characters). 3. Enter the quantity required. . (Max 9999). 4. Enter the unit price of the item. . (Max 9999.99). The 'Amount £' is automatically calculated after you press and the cursor move down to the next line. Simply follow steps 1-4 above for any remaining items or just press to finish. OCE Automation 2.4.2 -------------------- Activate the RMB while the mouse pointer is over the clear area of the 'Items Screen'. If a .OCE file has not previously been opened, a file requester will appear showing a list of available .OCE file for you to load. Once a file has been loaded or one is already in use, a cursor will appear on the first line under the 'Code No.' heading... 1. Enter the code no. of the item to be ordered/invoiced., then press . (Max 11 characters). A description for the item will automatically appear under the 'Description' heading. 2. Enter the quantity required. . (Max 9999). Unit price details are taken directly from the .OCE file and displayed under 'Unit £'. 'Amount £' will be calculated and displayed after is pressed. The cursor then moves down to the next line waiting for you to enter another code. Simply follow step 1&2 for any remaining items or press to finish. Edit Product Details 2.5 ------------------------ There are two procedures for editing product details determined by what details need to be altered... 1. If you have entered an incorrect code or quantity when entering .OCE codes, simply re-select the offending line with the RMB, as if to enter another code. The text cursor appears after the previously entered code allowing you to make any alterations, press once the correct code has been entered. After you press the cursor reappears under the 'QTY' headed column, you may now change the quantity as required. Press to complete the editing process. 2. To edit product details that have been entered manually select the incorrect line using the LMB, as if to enter a further product. The process for editing details is exactly the same as if entering another product, with the exception of previously entered details already being entered. This allows simple mistakes, such as spelling errors, to be altered with ease. Enter/Change VAT & P&P 2.6 -------------------------- The current VAT rate or cost of postage and packaging can be entered/altered at any time while the 'Menus screen' is visible. To enter/alter a charge for postage & packing just click in the upper half of the blue region, right of the menus buttons. 'Postage & Packing £' will appear followed by the text cursor, enter the charge for P&P then press . Entering/altering is achieved in exactly the same way, except you must click in the lower half of the blue region. This time 'V.A.T. @' appears, just enter the percentage rate at which VAT is charged. It should be noted that it is also possible to set the VAT rate as part of the preferences files. Remove Product Details 2.7 -------------------------- At the bottom of the 'Items Screen', there is a button labelled 'CLEAR', which has two uses regarding the removal of product details... 1. To remove ALL listed product details click the 'CLEAR' button with the LMB. 2. To remove individual product items first select 'CLEAR' with the RMB, then click on any item with the LMB to remove it. To signify you have finished removing items simply click the RMB. Run The Program Modules 2.8 --------------------------- There are currently three modules available to OnForm... ADP - Used to create/manage .ADP address (data-base) files and print address labels. To Run press the F7 key, or providing you do not have a copy of AddressPrint installed you may also press F1. OCE - For the creation and management of .OCE files, as used for storing product details. To run simply press the F6 key. Prefs-Ed - Normally used only once when OnForm is initially run to create the preferences files necessary to use OnForm. Prefs-Ed is run automatically when a require preference file cannot be located. In an effort to prevent your preference files a manual means for launching the Prefs-ed module has not been provided. Preferences 3.0 --------------- To enable greater versatility OnForm uses three separate preferences files... Start-Up - Governs the initial and global settings used by OnForm when run: The default Form Type, Date (whether or not the backed up system clock should be used, if fitted) and Currency (£ or $ symbol). Order - Settings to be used when creating order forms: Customer address, telephone number, card no., card expiry date and Payment Method from the 'Address Screen'. Print Quality and No. Of Copies directly from the 'Prefs Screen'. Invoice - Settings to be used when creating invoices: Company address, Phone No., Fax No., VAT No. and Payment Method from 'Address Screen'. Print Quality, No. Of Copies, Header and Time from 'Prefs Screen' Altering 3.1 ------------ To enable preferences to be altered the 'Prefs Screen' must be visible. To view the 'Prefs Screen' select 'Prefs...' from the Menus or press the key. Before making any changes you should ensure the 'Prefs File' button indicates the correct preference file - Order, Invoice or Start-up. To change the preferences file click on the 'Prefs File' button with either mouse button. Using the RMB however also causes OnForm to read the last saved preferences files from disk. Parameters which may be altered for each file are outlined above (3.0). Start-Up Prefs 3.1.1 -------------------- 1. 'Form' type - Set via the 'Address Screen'. Used to determine what forms are to be created by default - invoice/order. LMB to cycle through the options. 2. Date - Use 'Auto' (automatic) if your computer is fitted with a battery backed system clock, this will ensure all forms are printed using the current date. If a battery backed clock is not fitted set Date to 'Man' (manual), you are then required to enter the date yourself. 3. Currency - Sets the currency symbol to be used, either £ or $. Invoice Prefs 3.1.2 ------------------- On Company section of 'Address Screen'... 1. Company address - If a .ADP is currently open a system message will be given asking you whether or not to close it. It is necessary for .ADP files to be close to enable addresses in preferences file to be edited. Click on the current address with the LMB to alter individual lines or RMB to edit all lines. 2. Tel, E-mail, FAX & VAT - Select (LMB) as necessary to edit/enter as required. PLEASE NOTE: Special code may be entered into the 'Tel' & 'Fax' field to alter the way in which the standard header on invoices will be printed... Enter a * as the first character of the 'Tel' field to print the telephone number as - 'TEL/FAX:' as opposed to just 'TEL:' Enter a * into the 'Fax' field to print as 'Line 2:' instead of 'Fax:'. Alternatively, you may have a FidoNet point number in which case you may enter a # this will print the 'Fax' field as - 'Fidonet:' (this was mainly implemented for my own use, but other users may also find it useful). 3. Payment Method - The normal method of payment to be used for invoices. LMB to cycle options ('Cheque/P.O.', 'Cash' or 'Access/Visa'). From 'Prefs Screen'... 1. Print Quality - 'Draft' or 'NLQ' (Near-Letter-Quality). LMB to cycle. 2. No. Of Copies - Each form should be printed this number of times. LMB to cycle, options 1-3. 3. Header - 'Std' Print the standard invoice header. 'Ctr' an alternative to print your address centrally about the page. 'Off' to leave a blank area at the top of invoices, useful if you wish to print on pre-printed headed stationery. To adjust the size of the area left for your pre-printed stationery click on 'Header' when set to off then enter a value between 0-20. LMB to toggle 'Header' between Off & Std. 4. Time - LMB to toggle On/Off printing of time on invoices. Order Prefs 3.1.3 ----------------- On Customer section of 'Address Screen'... 1. Customer address - If a .ADP is currently open a system message will be given asking you whether or not to close it. It is necessary for .ADP files to be close to enable addresses in preferences file to be edited. Click on the current address with the LMB to alter individual lines or RMB to edit all lines. 2. Tel No. - Select (LMB) to edit/enter as required. 3. Card No. - LMB to enter/alter your credit card number if applicable. Credit card numbers should be entered as one number... 7895/3215/7259/0012 would be entered as - 7895321572590012 . PLEASE NOTE: If an 'Expiry' date has not already been supplied, the cursor will immediately move down to the 'Expiry' field when you press . An expiry date for your credit card MUST be entered... 4. Expires - Enter the expiry date of your credit card in the form of mmyy, where mm may be 01 (or 1) to 12 and yy may be 01 to 99. When you press this date will be displayed as mm/yy. 5. Payment Method - The normal method of payment to be used for invoices. LMB to cycle options ('Cheque/P.O.', 'Cash' or 'Access/Visa'). From 'Prefs Screen'... 1. Print Quality - 'Draft' or 'NLQ' (Near-Letter-Quality). LMB to cycle. 2. No. Of Copies - Each form should be printed this number of times. LMB to cycle, options 1-3. Saving etc... 3.2 ----------------- From 'Prefs Screen'... Load - Re-load a previously saved preference file as appropriate to the current 'Prefs File' setting. Save - Save settings for the current 'Prefs File' to disk. Use... - Utilize current preferences and return to normal program function. Trouble Shooting 4.0 -------------------- There are bound to be times when things just won't work as you would expect. To prevent premature baldness, caused by you pulling your hair out, I've provided this section to deal with the more common problems and difficulties that occasionally occur... FAQ 4.1 ------- Q - 'Why does the mouse pointer keep disappearing?' A - It's supposed to! To prevent the pointer from getting in the way and obscuring the screen it is automatically removed after about 15 seconds if no mouse activity takes place. Q - 'After leaving my computer unattended for about 5 minutes I returned to find the screen had disappeared. What has gone wrong?' A - There are two possible answers for this... 1. OnForm's built in screen blanker has been activated as no user activity has been detected for at least three minutes. The idea of a screen blanker is to prevent your screen from being damaged by the prolong display of one image, when you leave your computer/monitor switched on and unattended for long periods for example. 2. Someone has stolen you monitor, call the Police! Q - 'Every time I print an invoice on my pre-printed stationery "Packed/Despatched by..." is printed on a separate sheet of paper, what's wrong!' A - You need to set the amount of blank space left for your pre-printed header. Ensure that 'Prefs File...' is set to 'Invoice' and 'Header' set to 'Off'. Now click on 'Header' with the RMB, a value and cursor will appear this value needs to be reduced so that a smaller blank space is left when you print your forms. Simply delete the current value and enter a lower one followed by . A little experimentation may be required to allow enough room for your pre-printed header without printing the form over two pages. If it is not possible you will have to resort to printing invoices using OnForm's built-in headers. Q - 'When printing address labels using the ADP module, I find my printer ejects the remaining labels immediately after printing the first address label. Have I found a bug?' A - No. Try changing the 'Feed' preference to 'Line'. Certain printers namely those of the ink-jet variety seem to automatically eject paper/labels when they receive a form-feed command. The ADP module normally uses this command to advance the label which subsequently results in the labels being ejected. To overcome this I created the 'Line' feed preference which prints a series of blank lines to advance labels instead of using a form-feed command. Q - 'I sometimes need to return to the Workbench when using OnForm, but I have to the program to do so. Do you think you could create a button allowing the user to return to the Workbench without first quitting the program?' A - It is actually possible to return to the Workbench without quitting OnForm, all you have to do is press Left-Amiga + A. the same key combination is also used to return back to OnForm. Printing 4.2 ------------ If strange results are obtained when attempting to print forms please ensure you check the following details about your set-up before panic sets in... 1. The use of the correct printer driver. 2. The printer's emulation (Epson) and DIP switch settings. 3. Ensure all connections between computer and printer are secure and the printer is switched on and online. System Messages 4.3 ------------------- During use OnForm may occasionally display a system message to tell you there is a problem. These messages are listed below with a more comprehensive explanation of their meanings... No Address To Save! - It is not possible to save an address unless one exists! No .ADP File Present! - Occurs when you try to view .ADP records when no .ADP file is currently open. You Cannot Edit .ADP Files! - It is not possible to alter .ADP files using OnForm. Not Available For Editing! - This error mainly occurs when you attempt to alter a preferences setting without the 'Prefs Screen' being visible. No File Open! - .ADP and .OCE files can only be closed if they are open in the first place. Document Not Found! - All program documentation should be kept in the 'OnForm/Docs/' directory, if they are moved or deleted OnForm will not be able to find them when you try to access them directly from the program. Operation Aborted! - Just confirms that you have elected to abort certain operations. - Not Found! - A match for the text string entered could not be found. Setting Auto-Load File... - Verifies that the 'auto-load' file has be set. Clearing Auto-Load File... - The current 'Auto-Load' file is being removed. File Does Not Exist! - The file you have tried to access does not exist. Select 'Get Dir' on the file requester to update the files list to see what files are currently available. Program Not Found! - You have tried to run another program from within OnForm but it cannot be found where expected. Preferences File Not Found! - The preferences file you have tried to access does not appear to exist on disk. Set the preferences and select 'Save' from the 'Prefs Screen', a file will be created for future use. Amount Due - Maximum Limit Exceeded! - OnForm can only handle up to a certain value of money, and you have just exceeded it! No Address! - You have attempted to print a form without first specifying the recipients address. No Items Listed! - You have attempted to print a form with out specifying any items to be invoiced/ordered. Not Entered! - OnForm will also refuse to print forms unless the date or time (depending on the preferences) have not been entered. Code - - Not Found! - When using .OCE files to enter product details the code entered was not found in the current .OCE file. Opening - <.OCE path/filename> - Confirmation of what .OCE file is being opened. Closing - <.OCE path/filename> - Confirmation that the current .OCE file is being closed. Printing Aborted... - Confirms that a printing operation has been aborted. Reference Manual 5.0 -------------------- This section of the documentation is here purely for reference to the various feature an facilities available. For a more detailed description on how to use certain features please refer to the - 'How do I?' section (2.0). Address Screen 5.1 ------------------ Company/Customer Addresses - The setting of 'Form' determines in which of these two areas addresses may be entered:- Company while set to 'Order' and Customer while set to 'Invoice'. The only exception to this rule is while the 'Prefs' screen is visible, in which case this rule becomes reversed. Address Control Panel - Only in conjunction with .ADP files to view address records... |<< - Moves to first record in the current file. << - Previous record. ? - Enable a text search on the name field of addresses. # - Search on the membership no./contact name of the current file. Data for this field is only visible in 'Mem no.' providing a '*' was entered during the creation of address records. However, this does not prevent a search from being performed. PLEASE NOTE: To search for the next occurrence of a string previously entered select either ? or # with the RMB. >> - Next record. >>| - Last record. Tel No. (Company) - Company telephone number. To print 'Tel/Fax:' on invoices using the standard header simply enter a '*' as the first character. Fax No. - Fax number. Entering a '*' prints 'Line2:' or '#' prints 'FidoNet:' when printing invoices using the standard header. E-mail - More and more people and businesses are using the Internet as a means of communication via E-mail. If you have an E-mail address enter it here to print it on your invoices. VAT No. - If applicable enter your companies VAT registration number here (Only used when setting Invoice preferences). Date - LMB to enter the date or RMB to retrieve the system date. If your computer is fitted with a battery backed clock this will show the current date anyway. Time - A time can only be entered providing 'Date' in the 'Start-Up' preferences is set to 'Man'. Tel No. (Customer) - Customer telephone number. Entering a '*' has no effect on the printer output. Mem No. - Membership number. Useful if you assign you customers with an account number, especially when used alongside .ADP files. Membership numbers stored in .ADP file are only displayed/printed in this field if a '*' was entered in (the contact/membership field) of the .ADP file being used. Card No. - Stores your credit card number while 'Form' is set to 'Order'. Remains blank while creating invoices. Expires - Expiry date of your credit card. Same conditions as 'Card No.' apply. Form: - The current form type to be created/printed. Clicking on this button with the LMB toggles the invoice/order option while the RMB also loads the relevant preferences for the new setting. Payment Method - Select to choose the payment method being used for the current invoice/order form. -> - Switch to 'Items' screen. Item Screen 5.2 --------------- Product Details - There is provision for entering a total of 18 products on your invoice/order forms... Click on any line using the LMB to manually enter a Description, Code No., Qty (Quantity) and Unit price of the product. The final column - 'Amount £' is automatically calculated using the values entered in the Qty & Unit £ fields. Click on any line using the RMB to enter details using the automated '.OCE' file method as covered in the section 2.4.2 of this document. To alter existing details simply re-select the required line and making the necessary amendments to each field in turn as if entering a new product. PLEASE NOTE: Providing a value has been entered into the 'Qty' field, any spaces between the details just entered and any previously listed will be removed. However, if no 'Qty' is entered the details will remain as entered, this is useful should you wish to print a short message on your form such as 'Merry Xmas!' <- - Returns you to the Address screen. CLEAR - LMB to select individual product details to be removed. RMB to delete all products, a requester asking you to confirm this action will be given to ensure products are not deleted accidentally. Required By - Use when creating order forms only. Allows you specify a date by which you expect your order to have been received by. Enter the date as a six digit number representing ddmmyy. PLEASE NOTE: When using this feature please ensure you allow a reasonable time for your order to be processed and delivered. Ord/Ref No. - To keep yourself organised you may well wish to print a reference number on your invoices/orders, if so this is where it should be entered. Menu Screen 5.3 --------------- Load .AP - Loads a single (.AP) address file from disk via the file requester. Alternatively, click on this button with the RMB to save the current address as a single address file. Load .OnF - Similar to 'Load .AP' but loads/saves single .OnF address files. The advantage of using .OnF files is that they may also contain phone and membership number details. Open .ADP - Use to open/close an .ADP database address file. Quit - Speaks for itself really! If the printer has been used you will be given the option of re-setting it before you are returned to the Workbench. Prefs... - Switches from the 'Menu Screen' to the 'Prefs Screen'. Print - Prints invoice/order form(s) using the current preferences settings. Auto-Load - To set the current .ADP file as the default file to be loaded when OnForm is run, click on the status-bar with the LMB. Removing reference to the Auto-Load file is achieved by simply selecting the status-bar with the RMB. PLEASE NOTE: To set/remove the Auto-Load file, a .ADP file must already be in use. Postage & Packing - Select the upper half of the blue region next to the menu buttons to enter a charge for postage and packaging to be added to your invoice/order. V.A.T. - To set the rate at which VAT should be set on your invoices/orders select the lower half of the blue region to the right of the Menus buttons. Prefs Screen 5.4 ---------------- Print Quality - Print using either NLQ (Near-Letter-Quality) or Draft quality characters when printing invoices/orders. No. Of Copies - Determines how many copies of a form should be printed. Cycle through 1-3 using the LMB. Header - Used only when printing invoices. 'Std' - Prints forms using the standard OnForm header, 'Ctr' - Similar to Std but prints your company address centred about the page and 'Off' - Which leaves a blank area for your own pre- printed stationery. With Header set to Off it is also possible to enter the number of blank lines to be printed from 0-20. LMB to toggle Std/Ctr/Off. Date - Used by the Start-Up preferences only. Set to 'Auto' if you have a battery backed system clock or 'Man' if you don't. Time - On/Off determines whether or not the time should be printed on your invoices. Currency - A global setting used by the Start-Up prefs to set the currency symbol to use. LMB to toggle £ & $. Prefs File: - Displays and allows you to select what preferences file to edit. LMB cycles through - Start-Up/Order/Invoice. Load - Retrieves the relevant prefs file from disk as appropriate to the setting of 'Prefs-File:'. Save - As 'Load' but saves the current settings. Use... Returns you to the menus screen. Key-Board Short-Cuts 6.0 ------------------------ General 6.1 ----------- ESC - Quit program and return to workbench. TAB - Display/return from Preferences screen. Space-Bar - Display/return from Items screen. Left-Amiga + A - Switch between OnForm and the Workbench. F1 - Run AddressPrint or ADP module if AddressPrint is not available. F3 - Run Dysk-Stik. F5 - Run any Amos program via a file requester. F6 - Run OCE module. F7 - Run ADP module. F10 - View the tutorial document. HELP - View the main documents file (This file!). Printer 6.2 ----------- Right-Amiga + P - Print form. Right-Amiga + R - Reset printer. Disk Access 6.3 --------------- Right-Amiga + O - Open a .ADP data-base file. Right-Amiga + C - Close current .ADP file. Right-Amiga + L - Load a .AP file. Right-Amiga + S - Save current address as an .AP file. Right-Amiga + Right-Shift + L - Load a .OnF file. Right-Amiga + Right-Shift + S - Save current address as an .OnF file. ADP Files 6.4 ------------- Right-Shift + Left Cursor - Move to first record in a .ADP file. Left-Cursor - Move to previous record in a .ADP file. Right-Shift + HELP - Enter a text string to search for in the name field of the current .ADP address file. Right Alt + HELP - Enter a text string to be searched for in the contact/member no. field of .ADP the current .ADP file. Down Cursor - Search for the next occurrence of a text string previously entered. Right Cursor - Advance to the next .ADP record. Right-Shift + Right Cursor - Move to last record in a .ADP file. File Requester 7.0 ------------------ The requester consists of three areas: A window containing a list of existing files, two lines for direct input and a section of control buttons. The window of existing files allows you to select them for loading, saving, opening or deleting. Double clicking on a file-name with the LMB, causes that file to be loaded, saved, opened or deleted, after which you are returned to the program. Alternatively, single click on a file-name then press or select the OK button. The top input line is used to enter a new path for your files. The bottom input line is used for entering file-names. Please Note: .AP & .ADP extensions are NOT required when entering file-names directly into the requester, these are automatically added by AddressPrint. Buttons: OK - If selected it is assumed you are happy with your selections and acts accordingly. If no file has been selected/entered the operation is cancelled and you return to the program. CANCEL - Cancels any selections and returns you to the program. PARENT - Returns to the parent directory, of the current directory. (If it exists!) DEVICES - Displays a list of all available devices in the files window. Devices are hardware devices such as disk drives or RAM disk. ASSIGNS - Lists currently available disks by their volume names. SORT - When selected, all files & directories are sorted when read from disk. SIZES - If selected all files are displayed with their size in bytes. GET DIR - Updates the current directory. This is useful if you have changed disks or new files have been created or old ones removed. STORE - Stores the contents of directories in memory. When the requester is next called it will display the contents of the last directory. when the store button is not selected the disk is read every time the requester is called. ----------------------------------