This software may only be distributed with the express permission of EuroSmartz Ltd.
Saving of documents has been disabled in this version. Other restrictions also apply.
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Now there are two easy solutions for contact and sales management.
SaleSmartz Standard provides provides powerful integrated contact and time management.
SaleSmartz Pro has the same powerful contact and time management with additional features which enable you to incorporate your product pricing details and print quotes and invoices.
Both systems can work together using the same shared information. SaleSmartz allows you to view and group information graphically. You can really see and move objects by dragging them, no need for special codes or commands.
The following is a small excerpt from the SaleSmartz user's guide, it can be used as a quick reference for the demo software.
Make a Contact (Customer)
About
Contacts are files which store information about a Company and/or People. Contact information and history can be recorded in each file.
Process
1) Select “New..." in the “File” menu to show the "New file" dialogue.
2) The dialogue will open with the Contact option already chosen, so click “OK” and the new Contact window will open.
3) Enter data into the Address fields, and save.
Contacts can also be imported from text files exported from other applications.
Make a To Do Memo
About
A To Do Memo is a quick note which can be used simply as a reminder or for more advanced scheduling.
Process
1) Type Cmd-T or select “New To Do” in the “To Do” menu.
2) Type a message into the new To Do window.
3) Click on the lever at the top right of the window to show more function buttons.
4) Click on the info button to change the due date and other related information.
5) “Hot links” to other information such as Contacts and Products (SaleSmartz Pro only) can be created on a memo by dragging icons of these items onto the memo.
6) View To Do memos in the To Do List, Month or Day windows, opened from the "To Do" menu.
Make a Price List (SaleSmartz Pro only)
About
A Price List is used to store your Product information and pricing. Several Price Lists (perhaps for each supplier) can be used by SaleSmartz at the same time.
Process
1) Select “New..." in the “File” menu to show the "New file" dialogue.
2) Choose the “Price List” option and click “OK”.
3) Name and save the new Price List by selecting "Save as..." in the "File" menu.
4) Install Products in a Price List by doing one of the following:
a) Selecting the “Import...” menu item to import Products from any file saved in TEXT format, e.g. export of your Price List from a spreadsheet program.
b) Selecting “New Product” in the “Edit” menu, type the new Product’s code in the dialogue window and click “OK”. Enter the Product's information in the fields in the new Product window and save.
Make a Catalogue (SaleSmartz Pro only)
About
Catalogues are used if you wish to group and show your products graphically. Only images of products appear in a Catalogue. Price Lists are needed to store the original Products.
Process
1) Select “New..." in the “File” menu to show the "New file" dialogue.
2) Choose the “Catalogue” option and click “OK” to open the new Catalogue window.
3) The first page of the Catalogue is the contents. Pages can be added by selecting “New page” in the “Edit” menu and then viewed using the page switcher in the top left of the window. If "New Page" is not visible, deselect any icons which you may have selected first.
4) Drag (or Copy/Paste) items from a Price List on to pages in the Catalogue.
5) Name and save the new Catalogue.
Make a Print Template (SaleSmartz Pro only)
About
Print Templates are used to define the printed appearance of Quotes/Invoices and Catalogues.
Process
1) Select “New..." in the “File” menu to show the "New file" dialogue.
2) Choose the “Print Template” option and click “OK” to open the new Print Template window. A Print Template consists of one or many “blocks”. A default block is made automatically for the Quote/Invoice or Catalogue columns near the middle of the window. The size, border, content and font attributes can be changed for each block using menus.
3) Add new blocks of customised text to the Print Template by selecting “New block” in the “edit” menu, e.g. these could be the address or phone number of the Contact.
Pre-set text (enclosed in «») will be replaced at the time of printing with the related properties from the Contact/Quote or Invoice.
4) Change the content of these new blocks by double clicking on the block and defining it using the dialogue.
5) Resize blocks by first clicking to select them, then dragging the black corners to the required size.
6) Name and save the new Print Template.
Make a Quote (SaleSmartz Pro only)
About
Use a Quote to provide a Customer with details of pricing for selected products.
Process
1) To make a Quote, select a Contact and open its window by doing one of the following:
a) Selecting “Show Contacts” in the “Windows” menu to show the Contact List and double click on a Contact line.
b) Opening one of the Contact files on the disk.
c) Creating a Contact if necessary.
2) Once the Contact file is open, click on the “History” icon to the left of its window to show the “History” mode.
3) If not already selected, select the Contact History field by clicking in it. It will then appear with a thick black line around it.
4) Select “New quote” or "New object" in the “Edit” menu.
If a dialogue appears for the new object, click on the Quote icon. A new Quote will be created and selected in the Contact History field.
5) Products can be installed in the Quote by dragging (or Copying/Pasting) items from a Price List or a Catalogue.
6) If there is no Print Template selected for a Quote, then a template can be chosen (or changed later) by selecting from the list beside “Choose Template...” in the “File” menu.
7) Choose “Print...” or "Print preview" in the “File” menu to print-out the new Quote.
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