PriCalc Version 1.05 Shareware Copyright Chris Nicholson - February 1997 Please mail all suggestions, comments or details of problems to me at 100522.2324@compuserve.com. or direct at Compuserve on 100522,2324. WHATS NEW Major rewrite including: Improved memory usage Full stock control including transaction and order reports Import facility Support multiple files (like Data and Sheet) Attach a note file to each record Attach a Sheet file to each record Tag records to allow easy viewing REGISTRATION PriCalc 1.05 is shareware. You can use it free for 21 days, after this it must be registered. Until you receive your registration code there will be a number of nag screens and each file is restricted to only 8 records. This software represents many hours of programming, so if you like it please register. PriCalc 1.05 can be registered in two ways. . Compuserve On-line registration ($35) via "Go Swreg" SWREG ID = 12513 . By Mail, send a cheque for £20, made payable to Chris Nicholson, to 26 The Elms Hertford Herts SG13 7UX England DISCLAIMER No responsibility is accepted by the author for any loss of data, however caused, by the use or misuse of PriCalc. The responsibility for any consequences of installation or use rest solely with the user. No warranties or guarantees of any kind are implied. The author accepts absolutely no responsibility for any decisions formulated using information provided by PriCalc. DISTRIBUTION PriCalc V1.05 is freely distributable to anyone so long as it is distributed in UNMODIFIED FORM along with this unmodified readme file, and that no further fees are charged. FILES Psc105.opa Any drive :\app Program file Pscmod5.opo Any drive :\app\pricalc Program file JbsortB.img Internal M:\app Sort module Optional files Pschlp5.rsc Internal M:\app\pricalc Help file Priimp5.opo Any drive :\app\pricalc Import module INSTALLATION (New Users) Copy the file Psc105.opa to directory \app on any drive. Copy Pscmod5.opo and Priimp5.opo to the directory \app\pricalc\ on any drive. If you want to use the online help then install the file pschlp5.rsc to the directory M:\app\pricalc\ on the internal drive. Then install PriCalc on the system screen using Psion-I. Either press enter to create a file called PriCalc or press Psion N and type in a new name followed by pressing enter. INSTALLATION (Upgrading) Replace all files except Pscpref.prf and any *.opd files. ACKNOWLEDGEMENTS John Boyce for the use of his sort program Jbsort. Arthur Karpman for his excellent suggestions and assistance. HISTORY Version 1.05 Major rewrite including: Improved memory usage Full stock control Import facility Support multiple files (like Data and Sheet) Attach a note file to each record Attach a Sheet file to each record Tag records to allow easy viewing Version 1.04 Supports both £ and $ (can be changed at any time) Memory reduction - now uses 78k Greater control with selectable listing which allows full use of the arrow keys Ability to link records Option to export to Word or Sheet, Sheet allows both individual and total export Version 1.03 Initial release PriCalc V1.05 Getting Started When you first run the program you will be taken through a setup procedure that allows you to specify your program preferences. I have setup some defaults so that you can use these and then, if required, change them at a later date. The program will then automatically go to the add screen so that you can enter your first record. You will need to add one record to allow access to the rest of the program. If you are unsure, just enter any information because the record can always be edited or deleted later. File Management PriCalc can now support multiple files, like Word and Sheet, so that if required you can divide your information into different categories. To create a new file from the system screen put the cursor under the PriCalc icon and press Psion-N, you will then be prompted for a new file name. Once this is completed PriCalc will start with this as the current file. To start using an existing file place the cursor under the PriCalc icon on the system screen and scroll down to the required file, then press enter. Adding a record The first field is used throughout the program as the main identifier, so I would suggest that this is used for a products unique reference, eg part number or name. The next 3 text fields are completely free for you to enter any relevant information. The next field allows you to put products into categories from 1 to 10. This allows for easier viewing when used in conjunction with the sorting facility. Next you can enter a unique code for this record, it allows you to link records together for fast selection. See the linking section for more details. The next field is for you to enter the intial price. This can either be the list price or a cost price because the program can mark up or down, dependant on what setting you have selected in the percenatage preferences. After saving the record you are prompted to input the stock information for this item. Enter the current stock level and then the minimum order level. This can then be monitored on a daily basis, when the program is started or using shift-Psion-C. If you do not want to use this feature leave the fields blank and then accept the zero warning that appears. Importing Records You can import records from other Psion Data files by using the import facility. Select Psion-I and decide whether you want to import to the currently open PriCalc file or create a new one, then select the Data file that you want to import. Next define the field layout of the Data file that you are importing. For example if the import file fields are in the following order; User Field 1, User Field 3, User Field 4, User Field 2. Then you would insert the following numbers for the relevant fields; User Field 1 - 1 User Field 3 - 2 User Field 4 - 3 User Field 2 - 4 Program Control There are 2 list views, all and tagged records, and you can alternate between them by using Psion-L. Using the escape key will always take you back to the list view that you are currently using. To move between records in list view use either the up/arrow keys, page up/down or home/end. Records can be tagged to allow selective viewing or export options. To operate the tag option use the Tab key to turn the tag on or off. To select a record from the list view press enter. To switch between Screens 1 and 2 use the Diamond key. To move between records in normal view use either the left/right arrow keys or home/end. To select a linked Secondary record press it's relevant number key from the Primary record. Each record can have a Word note attached to it. by pressing the "N" key. The first time that you do this you will be prompted to either link to an existing Word file or to create a new one. Once you have specified the file the program will automatically launch this file when the "N" key is pressed. You can edit the linked file information from the preferences menu. Each record can have a Sheet note attached to it. by pressing the "S" key. The first time that you do this you will be prompted to either link to an existing Sheet file or to create a new one. Once you have specified the file the program will automatically launch this file when the "S" key is pressed. You can edit the linked file information from the preferences menu. To move to a particular record number use Psion-J. Stock Control To add to a product's stock level press the "+" key and enter the quantity of units added to stock, the supplier and a purchase number if required. When you want to reduce the stock level press the "-" key and enter the quantity of units sold, customer name and an invoice or receipt number. If there is insufficient stock then you will be warned of this and if you opt to proceed then this will be noted as a back order. The minimum order level monitor can be set up by the settings in the general preferences or you can manually activate it by pressing shift-Psion-C. By pressing shift-Psion-C you can check to see if any items require ordering, including back orders and then produce a report detailing the quantities etc.This can be automatically run everytime the program is started or the date is changed by selecting the required option in the general preferences. All transactions are recorded and a transaction report can be produced by pressing shift-Psion-I. You will be prompted as to how you want the data sorted so that the report is more useful. You can calculate the total value of all the products in stock in this file by pressing Psion-T. Please note that all products that are on backorder are treat as a zero value. Exporting You can export either all, just an individual record or tagged records to a sheet file. If exporting all then you can choose how you want the data sorted. Linking When you add a new record there is a field for you to enter a unique code or reference for that particular record, (existing records can be edited by using Psion-K). Once a record has a code it can be linked by editing the link information for another record and entering the first records code in one of the 4 link fields. This will then be displayed on the main screen, the linked record can then be quickly displayed by pressing the assigned key number. Pricing Calculator This section can be used to check and assist with the correct pricing of a product or service. As long as the correct data is entered, it will calculate the minimum amount of units that need to be sold to achieve either breakeven sales or a set profit value, or the actual sale price. In these calculations a unit refers to the individual product, and breakeven in this instance is the number of units that need to be sold and not their sales value.