Systems Manager
SYMENU System Manager Introduction 11
Run Instructions: Message Boxes We will help you create a General Event by example for an event that triggers a Message Box Notification regarding Procedures & Policies when someone accesses Inventory Item File Maintenance. The steps used are basic ...
SYMENU System Manager Introduction 12
Specific Events Application Overview Specific Events unleash the power of database access to provide high levels of customer service and improve the productivity of all users. With Specific Events, the options and features available in the Event ...
SYMENU System Manager Introduction 13
Run Instructions: Customer Notification Scenario: We have a customer who wants to be notified when an out-of-stock item he is interested in has been received into inventory. Before proceeding, you should be familiar with writing General Event ...
SYMENU System Manager Introduction 19
Entry Field Descriptions Name Description Type 6 character field After you complete the fields below, the system inserts the description and Hot-key if applicable in this field for easier identification. Defined By: Determines where the link appears ...
SYMENU System Manager Introduction 21
Printing System Printing Application Overview ELLIOTT allows you to use virtually any Windows-enabled printer, including fax and PDF writer. It also prints any job that traditionally only worked well in MS-DOS mode through “Raw Data Pass Through” ...
SYMENU System Manager Introduction 23
Deferred Report Processing Overview Deferred Report Processing is a re-design from the V6.X DOS deferred processing user interface. Many new features were added in Elliott for Deferred Processing and a different file, DEFERWIN, was needed to store ...
SYMENU System Manager Introduction 24
Customer Relationship Management Notes & Ticklers Application Overview Notes are a global function that let users enter additional notes for any master record like a customer, item, vendor or order record. Unlimited amounts of information can be ...
SYMENU System Manager Introduction 25
Notes And Printing Application Overview Printing notes in selected documents is controlled by two related setup procedures. Global Setup/System/Note Function This setup flag determines which of the following notes can be copied (Y), not copied (N) or ...
SYMENU System Manager Introduction 26
Attributes Application Overview Attributes are database extensions or controls that can be attached to any master record. They are normally used to track information that is outside of the master record and in some cases for control purposes to meet ...
SYMENU System Manager Introduction 27
eContacts Application Overview eContacts is a CRM database designed for e-mail programs and web site authentication. Management and system users can easily and efficiently develop a feature rich and robust user database for their web site and use it ...
SYMENU System Manager Introduction 29
Mass E-Mail Application Overview Mass E-Mail is designed to give you great flexibility and usability in creating and managing outgoing e-mail. Integrated with Elliott Software, eContacts and Elliott Web solutions, Mass E-Mail allows you to group your ...
SYMENU System Manager Introduction 30
Creating Mass E-Mail Templates Templates allow you to design a message that you intend to use repeatedly with minor changes at each mailing. The beauty of Elliott Mass E-Mail Templates is that they let you use data fields from the master record via ...
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E-Mail & CRM Application Overview During the development of our Web Solutions Programs we recognized that not all businesses have the need or budget to implement a full scale Web accounting and distribution system. It is because of those businesses ...
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Stock Watch Stock Watch is an automatic and easy to use feature in Sales Desk that notifies customers when an out of stock item they ordered, or are interested in, has been received into inventory. In its purest form, all the user has to do is answer ...
SYMENU System Manager Introduction 34
Printer Setup Application Overview See chapter titled Printing System Password Setup Application Overview The Elliott password system is a multi-level system that uses five related types of password protection. This application also provides for user ...
NSCTLMN4 Global Setup Bill of Lading 9
User Defined Code Setup Application Overview This feature gives you the ability to assign a “User-Defined Code” in the COP line item screen for special tracking purposes. In the Order Line Item Entry Screen, the system will prompt you to enter a ...
NSCTLMN4 Global Setup Bill of Lading 10
Stock Status Inquiry Setup Application Overview This function provides you with a wealth of customer service information available by using Function Keys. For maximum benefit, the users should thoroughly familiarize themselves with the many item ...
Feature - Support 12 Months History in Export Processor
Release Date - 7/13/17 Note: This feature is only available in version 8.2 and above. The Export Processer now supports the 12 Month History Summary file for the following tables and values: Customers: Total sales for the customer by period Total ...
NSCTLMN3 Inventory Management Global Control Setup 1
Global Setup I/M Global Control From Elliott Main Menu go to > Util-Setup > Global Setup > Dist > I/M Global Control Global Control Setup Screen This screen controls which features and options you want to use to enhance the functionality of your ...
NSCTLMN3 Inventory Management Global Control Setup 2
Display Item History Information This function will allow you to view additional history information from the Item Master File and during Item File Inquiry. The inquiry windows are similar to Standard Elliott Item History Report. Run Instructions ...
NSCTLMN3 Purchase Order Global Control Setup 1
Global Setup P/O Global Control Setup 1. Select Util-Setup from the Elliott Main Menu. 2. Select Global Setup 3. Select Dist. 4. Select P/O Global Control Fig. 3D.1 P/O Enhancement Setup Screen Display Total Weight/Volume/Amount During Po Entry ...
NSCTLMN3 Purchase Order Global Control Setup 2
Purchase Order Requisition Application Overview This Enhancement is a preprocessing function for creating purchase orders by allowing you to enter requisition data from various modules into the PO Requisition Trx File. It will allow the purchasing ...
NSCTLMN3 Distribution Modules Global Setup: Index
Due to the large size of the document entitled "NSCTLMN3 Distribution Modules Global Setup," we have separated it into several different documents within the Knowledge Base. Listed below is an index for each section, as well as a link to each ...
NSCTLMN5 Global Setup Change Quote to Order 1
Change Quote to Order Application Overview This function will allow you to change a quote to an order. It will also let you set the Request/Promise Date to equal the Order Shipping Date? You can only change a quote to a “O” type order. Note: If you ...
NSCTLMN5 Global Setup Change Quote to Order 2
Deposit Handling Application Overview Standard Processing Method The standard method of order entry is designed to enter, process, ship and invoice orders. It is not designed to apply deposits, pre-payments, or credit memos to all type of orders in ...
SYMENU System Manager Introduction 35
Menu Level Security Control For User Name SUPERVISOR, all flags for menu items are set to Y. At this point, SUPERVISOR is the only person that can add, change, or delete password information. Users must have SYS rights before they can access any of ...
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Global Security Control This setup gives you additional security controls for features that are not available as a menu selection and for the COP Order Entry Menu functions to Create Credit Memos and Delete Orders. Run Instructions Elliott Main Menu ...
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Print Spooled Reports Application Overview See chapter titled Printing System Deferred Processing Application Overview See chapter titled Printing System Label Code Setup Application Overview This application allows the user to define Label Codes. ...
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User List Application Overview The User List utility displays a list of users currently logged into the Elliott system. Each user’s login date and time are displayed. If the password system is in use, the User names entered there will also be ...
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Global Setup Overview There are a vast number of features and functions in the Elliott Software that we let you Pick & Choose rather than install them by default. This way, you can select what best suits your needs and that which can improve your ...
SYMENU System Manager Introduction 40
System Global Setup Additional Search Key Application Overview This enhancement offers increased search option criteria for customer, employee, item, ship-to, vendor and service invoice searches. For example, users can search a customer by address, ...
NSCTLMN5 Global Setup Change Quote to Order 3
Order Entry Header Screen Application Overview Elliott COP is a feature rich module with many features and functions that are controlled in the Order Header, Order Line Item, and Order Billing Screens. Rather than enabling these features and ...
NSCTLMN5 Global Setup Change Quote to Order 4
Order Entry Line Item Screen Application Overview Elliott COP is a feature rich module with many features and functions that are controlled in the Order Header, Order Line Item, and Order Billing Screens. Rather than enabling these features and ...
NSCTLMN5 Global Setup Change Quote to Order 5
Pick Ticket/Ship Labels Run Instructions Elliot Main Menu à Util setup à Global setup à cop-Func à Pick Ticket/ship label Entry Field Descriptions Name Description 1. Print Staging Slip with Picking Ticket? This feature is used to print a ...
NSCTLMN5 Global Setup Change Quote to Order 6
Purge Posted Invoice Application Overview The purpose of this feature is to automate the purge process via Deferred Processing without losing the time window of history that you wish to keep. To make this possible, we allow you to define a time ...
NSCTLMN5 Global Setup Change Quote to Order: Index
Due to the size of the document entitled "NSCTLMN5 Global Setup Change Quote to Order," we have divided it into several separate documents within the Knowledge Base. What follows is an index listing the contents of each section, along with a link to ...
I Cannot See the Spooled Reports Even though I Am an Administrator Equivalent User
Release Date: 08/16/2017 Q - I am an administrator equivalent user, I logon to the PSQL server to run Elliott V8.2. I do this because I was instructed to run Deferred Processing on the PSQL server since the performance is much faster. My PSQL server ...
Multi-Currency Exchange Handling in Elliott
Release Date: 08/30/2017 Multi-Currency Exchange Handling in Elliott Introduction Elliott is not designed as a multi-currency package. However, there are common practices you can use that have been adopted by Elliott users to perform multi-currency ...
How to be a Good Elliott Citizen
Release Date: 08/30/2017 How to Be a Good Elliott Citizen Every time I go to an Elliott user site for training, I always set aside some time to discuss how to be a good Elliott citizen. It is important for Elliott users to adopt a few common ...
Salesman Security
Released Date: 08/30/2017 Sometimes your organization may use outside sales representatives. These reps, often, are not your real employees. In many cases, they represent multiple vendors' products. If you choose to let them access your Elliott ...
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