In many areas of FastManager you need to select from a list of options. You can customize many of these lists
Lists include:
To create or edit these lists, select Lists
from the Edit
menu.
Select the list that you want to edit from the drop down list.
To add a new item to the list click on Add New Item To List
.
To edit an existing item, click on the item that you want to edit in the list above.
Update
.Delete
.BC
(background color) or FC
(foreground color) and select an alternative color.
FastManager can create thumbnail images for each embellishment which will then print on the design detail reports as well as show up on certain screens.
You need to tell FastManager where to create the thumbnail images.
Edit
→ Picture Folders
To add a new folder. Click on Add
and select the location of the new folder.
If you moved your data to another location you will have to tell FastManager the new location of your existing folders. To do that, click on the Change
button.
Network -->
(instead of, say, a mapped network drive) FastManager allows you to create an unlimited number of markup tables.
Global Item Changes
screen.
To access the markup maintenance screen, select Markup Maintenance
from the Edit
menu
To create a new markup simply start by typing in the first markup percentage (after giving your table a name).
For example. If you want to double up on the cost of an item if a customer orders 0 - 11 items enter 100 under the Markup
column.
$3.00
and you add a markup 100%
you will add $3.00
to the existing cost of $3.00
thus selling the item for a total of $6.00
Every line item that is added to an order on the sales screen is linked to a Sales Group.
To customize the list of sales groups, go to: Edit -> Sales Group Maintenance
.
New
buttonEdit
buttonDelete
button.When creating a new Sales Group, or editing an existing one, enter the following information:
Save
to commit your changes.Save and New
to immediately create the next item.
You need to tell FastManager how you want to apply sales tax.
Tax On Tax
.
In this scenario, we will assume that you only charge 1 tax.
From the Edit
menu select Tax Maintenance
.
Now we need to tell FastManager what our default tax percentages will be.
In FastManager you can assign and schedule tasks to various departments.
From the Edit
menu select Departments
Open
and select the department that you want to edit.New
.
Remember to click on Save
to commit any changes you have made.
If you are manually assigning tasks to these departments, you can tell FastManager what you want the default date to be at the time of assigning the tasks.
If you have more than one department that does the same thing, you can specify the other one to be a substitue for this one, so that if this department is full up on a given day, it is easier to switch the task to the other department
Scheduling templates can save you time by assigning multiple tasks with just 2 clicks
Edit
menu select Scheduling Templates
New
button (in the middle), enter a short description e.g. 'Names and Numbers' and click OK
.>
(add to group) button.<
(remove from group) button.^
or Move Down v
buttons.
When you are done click on Save
to commit your changes.
You will now be able to use this template to assign multiple tasks to a job. For more info see: Production - Scheduling With Templates
When entering and pricing catalog items you can select to have FastManager calculate the cost based on a Discount Code.
To open the discount code maintenance screen, select Discount Codes
from the Edit
menu.
Save
You can create canned (“predefined”) remark lines to avoid repetitive typing, which you can use the on sales screen.
From the Edit
menu, select Canned Remark Lines
Open
button.Save
button to commit you changes, or click on the Delete
button to delete the canned remark line.New
button.
You can assign payment terms to a customer. These terms will print on customer documents such as quotations, sales orders and invoices.
To customize your terms list, select Terms
from the Edit
menu.
Open
button.Save
button to commit your changes or click on the Delete
button to delete the record.New
button.You can customize the different payment methods in FastManager.
Edit
menu select Payment Methods
Hide
the record instead.Every now and then you may have to issue a refund to a customer. You need to tell FastManager how you processed the refund.
To edit the various refund methods, select Refund Methods
from the Edit
menu.
Open
button, and then selecting the record you want to edit or delete.Save
to commit your changes or X
(Delete) to delete the record.Every now and then you might need to adjust your customer's balance without processing a payment or an invoice.
You can do that by processing a customer journal entry which will either increase or decrease your customer's balance. In FastManager you can create a variety of your own journal types (in addition to the default standard journal types that are already configured)
To view, edit or create types of journals, go to:Edit
–> Journal Types
To create a new journal type, enter a user friendly description e.g. Interest Charges or Bad Debt
Save
In FastManager there is some basic text that will appear at the bottom of certain customer documents such as Quotations, Sales Orders, Invoices and Customer Proofs.
These are called form tags.
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The following forms in FastManager can be customized by FastManager for a fee (Limitations Apply)
You can also import forms from our existing online templates.
To import from our online forms,go to: Edit -> Forms
Click on the Search Online
button.
Select the form you want to import and click on the Import
button.
Layout Type
.Quotation with no discount
, select Quotation No Discount
from the drop down list.Save
button to complete the import process.