# Overview

Thank you for purchasing DataQuip the latest in information technology. We welcome you and advise that you carefully read this manual before using DataQuip. DataQuip is not a difficult program to use if you take the time to read this manual. Once again thank you for your purchase of DataQuip. Please feel free to check out our company website and email us any questions you might have. You can reach us http://www.crrweb.com. Thank you.

Technology

To assure you that DataQuip is the latest in database technology this subheading will go over the precise technology DataQuip uses. This innovative technology all revolves around the Borland BDE engine. This BDE is a high performance object-orientated database engine which based around a 32-BIT architecture. Its feature list includes multithreading, pre-emptive multitasking, Universal Naming Conventions (UNC), and long filename support. You and your business do not have to fret over the new millennium because BDE has been tested and is Y2K compliant. (For more information on this go to http://www.borland.com). Also it has been used successfully in the market place for various commercial applications. To learn more about the BDE engine visit the link below:

Borland BDE: http://www.borland.com

# Installation

Installing on a single computer

Installing DataQuip is a simple process. We once again advise that you read all of the steps before installation. Not doing so could lead to an avoidable mistake. After you read through these steps it would be in your best interest to go back and follow along step by step as you install.

To install DataQuip on a single computer:

1. Insert the CD-ROM labeled "DataQuip v2.0"

2. A setup program will automatically appear on the screen. Carefully follow these on screen instructions.

3. After you carefully follow the on screen instruction go to the [Administration] section of this manual on adding users.

Installing on a Network

To install DataQuip on a network each client computer must have a drive letter mapped to the server location you wish DataQuip to reside in. If you need to know how to map a drive letter over your network system, read your vendor documentation or ask your administrator. Below you will find the step by step instructions on how to install to your server. Once again we strongly advise you go over each step carefully to assure a successful installation.

1. Insert the CD-ROM labeled "DataQuip v2.0"

2. A setup program will automatically appear on the screen. Carefully follow these onscreen instructions.

3. Take note of the location it was installed to on the server. This information will be needed for the client computer setup.

After installing DataQuip to the Network follow these instructions carefully to successfully install DataQuip on each of your client computer:

1. Insert the CD-ROM labeled "DataQuip v2.0"

2. A setup program will automatically appear on screen. Carefully follow the on screen instructions.

3. After the setup program has finished, Click on the start menu. Go to where it says Find and after you have done this click on where it says Files or Folders

4. Type in the filename field "BDECFG32.EXE", then press the button "Find Now"

5. After it has finished searching simply double click on any listing of the BDECFG32.EXE file.

6. The BDE Configuration program will now load. Under where it says "Drivers Name" click on the entry called "PARADOX"

7. In the right pane under where it says "Parameters" click on the box next to where it says NET DIR. It should now allow you to type. Here, type the drive letter that is mapped to the server.

8. Next, Click on the tab on the bottom of the folder that reads alias

9. In the Alias Names list, Click on the entry called "DataQuip"

10. In the right pane under where it says Parameters, Click on the word PATH and type in the Server installation directory. Then add the directory \data. For example if I installed it to "c:\program files\DataQuip" on the server and I had a drive letter F: mapped on my client computer, I would put "f:\program files\DataQuip\Data".

11.Click on the top of the window menu where it reads "File" and click on the entry called "Save"

12. Reboot

13. Now go to the Administration section of this manual to learn how to add users.

Repeat this on each client computer.

Additional Information

When DataQuip is installed on a network DataQuip employs a technique called file locking. When a user is editing a record DataQuip locks that record to the user who has edited it. This is used to assure that other users are not allowed to edit the record. If it did not the database would reject one of the user changes. This file locking technique helps prevent any problems.

# Data Entry

The Navigation Bar

Navigating through DataQuip is as easy as navigating through a book. Simply use the navigation bar located at the top of the window. The navigation bar contains 2 single arrows pointing both left and right. To move forward or backward one record click on these single arrow buttons. The 2 double arrows located at the top of the window move you to the last or first record of the database.

The "pyramid" button located just next to the navigation buttons is called the edit button. This button is used if you want to make changes to a previous entry. This must be pressed to make any changes. When you have entered edit "mode", A check and a "X" will appear. Clicking on the check will save any changes you make while clicking on the "X" cancels any changes.

The plus and minus signed located on the navigation bar stand for add or delete. To add a record simply click the "+" button, or to delete a record click the "-" button.

The last button located at the end of the navigation bar is the refresh button. Though most of the time DataQuip will refresh the data it presents, sometimes it does not do so fast enough. In this case you would click on this button to use the most up to date information.

Invoice / Order Entry

Nav:

Go to: Database and then to Invoice

Entry:

1. Press "+" button located at top of window

2. Click on the company field for a drop down list of customers. Search the list by typing in part of the name

3. Edit Ship to information as described above.

4. Go to shipping tab to edit shipping cost and method

5. Add an item by going to items tab

6. Next search by part #, description, and price

7. A list will be displayed for the search. Double click on desired item to be added.

8. Click on the quantity column and type in the quantity

9. Press the check button located below the tabs to save item changes.

10. Repeat steps 5 to 9 to add more items

11 Press the check button located at the top of window to save invoice.

12. To edit entry at any time press the pyramid button located at top of window. When you desire to edit any items press the button located under the word tabs

Purchase Order Entry

Nav:

Go to: Database then go to Purchase Orders

Entry:

1. Press "+" button located at top of window

2. Click on the company field for a drop down list of suppliers. Search the list by typing in part of the name

3. Add an item by going to items tab

4. Next search by part number, description, and price

5. A list will be displayed for the search, double click on desired item to be added.

6. Click on the quantity column and type in the quantity number.

7. Press the check button located below the tabs to save item changes.

8. Repeat steps 3 to 7 for more items

9. Press the check button located at the top of window to save purchase order.

10. To edit entry at any time press the pyramid button located at top of window. If you need to edit any items the button is located under the word labeled tabs

Quotation Entry

Nav:

Go to: Database then go to Quotation

Entry:

1. Press "+" button located at top of window

2. Click on the company field for a drop down list of customers. Search the list by typing in part of the name

3. Add an item by going to items tab

4. Next search by part number, description, and price

5. A list will be displayed for the search, double click on desired item to be added.

6. Click on the quantity column and type in the quantity number.

7. Press the check button located below the tabs to save item changes.

8. Repeat steps 3 to 7 for more items

9. Press the check button located at the top of window to save quotation.

10. To edit entry at any time press the pyramid button located at top of window, or for items the button is located under the tabs

Category Entry

Nav:

Go to: Reports then go to Category

Entry:

1. Press "+" button located at top of window

2. Type in the category field the category name you desire

3. Type a description in the description field

4. Then press the check button at the top of the window to save the category.

5. To edit entry at any time press the pyramid button located at top of window

Supplier Entry

Nav:

Go to: Database then go to Supplier

Entry:

1. Press "+" button located at top of window

2. Type in supplier info

3. Select a category by click on the drop down menu

4. Select a terms from drop down menu or type a terms.

5. Press the check button at the top of the window to save supplier.

6. To edit entry at any time press the pyramid button located at top of window

Customer Entry

Nav:

Go to: Database then go to Customer

Entry:

1. Press "+" button located at top of window

2. Fill in customer info.

3. Select a terms from drop down menu or type a terms

4. Enter a discount percentage.

5. Next select a default ship to address. (If you want to select the same address as the billing save the customer entry by pressing the check button located at the top of the window. After this press the pyramid button located at the top of the window to edit the entry again. Finally select in the ship to field the customer entry.)

6. Press the check button located at the top of window to save customer.

7. To edit entry at any time press the pyramid button located at top of window

Product Entry

Nav:

Go to: Database then go to Products

Entry:

1. Hit the "+" button locate just under the payment record list.

2. Fill in product info. Select supplier by drop down menu. Select category by drop down menu.

3. If necessary, click on history tab to enter the cost, and inventory information.

4. Then click the check button located at the top of the window to save.

5. To edit entry at any time press the pyramid button located at top of window

Payment Entry

Nav:

Go to: Database then to Invoice, From the invoice window click on the payment tab

Entry:

1. Hit the add button locate just under the payment record list.

2. Fill in the date, payment method (Hint: Left click on this field and a drop down menu will appear for common payment methods.), and amount

3. Press the check button located just under the tabs to save.

7. To edit entry at any time press the pyramid button located just under the tabs

Serial Number Entry

Nav:

Go to: Database then go to Purchase Order, From the Purchase Orders window click on the items tab

Entry:

1. Click the item so that an arrow (located on the side of the item list) points the item you wish to serialize.

2. Next, click the serialize button, a hidden field will appear

3. Enter serial number then press enter.

4. To edit serial number, simply go to the serial numbers tab

Shipment Tracking Number Entry

Nav:

Go to: Database then go to Invoice. From the Invoice window click on the shipping tab

Entry:

1. Hit the add button locate just under the shipping record list.

2. Fill in the date and tracking #

3. Press the check button located under the tabs to save entry.

4. To edit entry at any time press the pyramid button located just under the tabs

# Printing

Printing a Invoice, Purchase Order, or Quotation

Nav:

From the Invoice, Purchase Orders, or Quotation window click on the report tab

Entry:

1. Hit the print button

Printing Product Information

Nav:

Database then go to Products. From the Products window click on the report tabs.

Entry:

1. Hit the product info button

Printing Customer Mailer

Nav:

Database then go to Customer. From the Customer window press the report tab

Entry:

1. Hit the mailer button

# Special Features

Serial Number Tracking

Nav:

Go to: Database then go to Product, From the Product window click on the report tab

Entry:

1. Enter the serial number into serial number field

2. Next, the serial track button

3. A list will appear below the serial number field.

Unpaid Invoices / Purchase Orders

Shows unpaid purchases and orders, and the amount the customers owe

Nav:

Unpaid Invoices:

1. Go to Reports
2. Then to Accounting
3. Then to Unpaid Invoices

Unpaid Purchase

1. Then to Reports
2. Then to Accounting
3. Then to Unpaid Purchase Orders

Posting Invoices or Purchase Orders

Post inventory changes. Required to keep inventory management up to date. Do on a daily basis.

1. Go to Reports
2. Then to Utility
3. Post All Products

Profit Button

Automatically shows your profit

1. Go to Database

2. Then go to Invoice or Quotation

3. Next click on the report tab, and press the profit button.

# Administration

Nav:

Reports then to Administration

Adding a user:

1. Click the plus button located at top of window.

2. Fill in username, password, and privilege.

3. Press the check button to save.

Deleting user:

1. Go to the user you wish to delete.

2. Press the minus button located at the top of the window.

Editing user info:

1. Go to the user you wish to edit.

2. Press the pyramid button located at the top of the window.

3. Edit.

4. Press the check to save or the X to cancel changes

# Reports

Sales Reports (by Customer, User, or Product)

Sales report

Nav:

Reports then to Accounting from there to Sales By """ (Customer,User,Product)

Steps:

1. Enter in date by select form drop down calendar or entering manually

2. Select the next button

Invoice not Shipped Report

This report list unshipped orders

Reports, Accounting and Invoices not Shipped

Product to Order Report

This report generates a list of items to order and breaks it down by vendor.

Reports, Accounting and Product to order

# Your Company Info

Setting Company Information and Logo

Nav:

1. Go to Reports
2. Then go to Utility
3. Then to Company Info

Steps:

1. Press the pyramid button located at the top of the page.

2. Enter in company information

3. Press the browse button to located and select company logo picture. This picture will appear on all billing, and purchasing paper work.

Logo Requirements

The logo must be a bitmap with a depth of 16 or 256-colors and be 220x20 pixels in size.

# Purging Data from the Database

Located in the Reports menu under Utility, There is a feature called "Clear the Database". This feature will allow you to erase the entire database.

# TroubleShooting

Problem | Solution
DataQuip reports variant conversion error. | This is a normal error when you ask DataQuip to report on data that does not currently exist. This error can be safely ignored.
DataQuip reports a file locked by user, then lists a file, and username | This message is associated with a technique called file-locking, to read more about this see section [Installation :: Additional Information]
When I initially load DataQuip, It reports that it can not open a table, and lists a file and path. | This is usually caused from a miss-configured BDE configuration. See section [Installing on a Network] for a help on this. This can also be cause from missing data files. To fix this either restore data files from a backup, or re-install DataQuip.
What if I find a bug in DataQuip? | Please contact us at: techsupport@crrweb.com With an explanation of bug.

# Warranty

CORY RAUCH DISCLAIMS ALL WARRANTIES WITH REGARD TO THIS SOFTWARE, INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS, IN NO EVENT SHALL CORY RAUCH BE LIABLE FOR ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE.

# Contact

CRR Website
321 Dante Court, Suite C6
Holbrook, NY, 11741
http://www.crrweb.com
sales@crrweb.com