Quick Start Guide

These documents have been created to help you quickly get started using your Conveyorware Business Software.

REMEMBER: Conveyorware has many “Layers”. You can use as little or as much of the software as is appropriate for your business.

1. Welcome – Before You Start…
   Information to consider and record to assist in the proper creation of your Company in Conveyorware software.
2. Navigation Reference Guide
   Tips to help you move through the screens in Conveyorware.
3. Recommended Hardware
   Information to assist in hardware purchasing decisions.
4. Printer Setup
   Directions for initial setup of printers to receive Conveyorware reports and information.
   
5. Migration
   Information regarding changing your software package to Conveyorware.
6. Data Entry Sheets:
   Each of the following documents contains information on the major data fields in these Conveyorware files to assist in the migration process or organizing your new company.
   Company File
   Company Setup Defaults
   Class File
   Customer File
   Inventory File
   Vendor File
7. Daily Printer Routine and Reports
   Routine to insure receipt of reports and information from Conveyorware software.
8. Administrator Guide – Admin ID Option 600
   Directions for setting up your Company including the Financial Interface and USER ID management.
9. Inventory Management – Option 300
   Learn to create inventory records and input stock item information.
10. Territories and Commissions – Option 150
    Learn to manage sales territories and sales representatives.
11. Customer Management – Option 200
    Learn to create and display customer files including customer tax issues.
12. Order Management – Option 400
    Learn to create, change and display customer orders.
13. Order Processing and Shipping – Option 400, 411
    Learn to process and prepare orders for specific shipping methods.
    (Also see IT Links)
14. Order Flow Chart & Abbreviations – Option 401
    Quick view of Orders not yet completed and their status.
15. Point of Sale – Option 600
    Learn how to use Conveyorware for cash drawer, retail sales management.
16. Credit Memos – Option 450
    Learn to credit a customer account for returned inventory items.
17. Introduction to Accounting
    Financial Definitions and Accounting Flow Chart through to Financial Statements.
18. Accounts Receivable – Option 100
    Learn to manage and apply payments from your customers.
19. Accounts Payable – Vendor Management – Option 750*, 100, 101
    Learn to create a Vendor file and enter and pay vendor invoices.
20. Payment Processing and Aging – Option 750*, 100
    Learn to create, print, reconcile and void checks.
21. Accounts Payable Checklist
22. General Ledger and Chart of Accounts– Option 750*, 200
    Learn to work with the Chart of Accounts and General Ledger journal entries.
23. Financial Reporting: Income Statement, Balance Sheet – Option 750*, 200, 201
    Learn to view and print these important financial documents.
24. Monthly Accounting Routine
25. Reports:  AR/AP/Day-end/ Inventory/Miscellaneous

*All Financial records are protected in Option 750. An additional password is required and user logins can be blocked from accessing these menu options. (See Section 6. Administrator Guide)

Glossary
FAQ