Database Overview

Built for Sales was designed to help you manage your daily business activities from tracking sales and managing customer accounts. We built the database modules to provide you with the sophisticated data entry, managing, and reporting tools that your business needs, in what we hope you’ll find as a friendly and easy to use environment.

Built for Sales is designed as a detailed transaction management tool for your daily business operations. It provides you with data entry, business forms and letters, and transaction and performance reports for the basic sales area of your business operations. The following lists some of the features in Built for Sales:

1. Customer Orders

• Manage customer accounts
• Record customer orders
• Print Picking Slips, Packing Slips and Invoices
• Track orders in-progress
• Track finished and shipped orders
• View/print sales reports
• View/print order status reports
• View/print on-time delivery performance reports
• View/print aged account receivables
• Record customer payments on invoices
• Allow for return of product
• Print credit slip for the returned product
• Perform collection activities on overdue accounts

Conventions Used In This Manual

Key elements of the database appear in small capitals, for example, MAIN MENU.
References to specific information appears in italics.
Important indicates critical information or instruction.
Note indicates additional information or technical notation.
Tip indicates a special tip or word of advice.

System Requirements

This database was designed for use with Lotus® Approach 97®. You must have the Lotus Approach® software in order to run this application.

Built for Business was tested on Pentium®, Pentium II & III®, and AMD Atholon® systems using Windows 95, 98 Me and Windows 2000 Professional® operating systems.