Popups are lists available throughout CommerceExpert to improve data accuracy and to speed entry. The number of record choices in this Output layout are fixed and cannot be increased or decreased. However, there are a number of Programmable Popup lists. Lists can be modified at any time.
Play Movie: uC_Popup.MOV
Choosing Popups... opens an Output layout listing all "Popup" records in the database. From the Output layout actions are taken on current records.
To view and/or modify a current record, double click on the record. This opens the Input layout.
"Popup Name" can not be changed. They are used in the programming language of the database. "Popup Titles" maybe changed.
The fields in the "Popup" records are described on the following page.
Popup Menu Title is displayed in many records throughout CommerceExpert. This title may be modified. With the exception of the" Profile" titles, we suggest no changes be made to the title.
Approved by designates the person responsible for creating the current Popup list.
Approved on is the date the last modification was made.
Popup Choice is the area to create your choices. Use the "+" or "-" button or keys, to add or subtract from the list.
Explanation of Use, is a brief description of where and how to use the Popup menu.
"Import" is a button used to Import the explanations. A dialog box opens to find and open the "Popup Description" text file. The file should be in the CommerceExpert Utilities folder in CommerceExpert folder.
The following is a description for each of the "Popup" records.
Action Popup is used in the "Service", "Customer" and 'Lead" Records.
Enter reoccurring actions that would be taken in various situations.
JobType Popup is used in "Employee" records.
It is a list of the types of jobs in the company.
Need Popup is used in the "Customer" record.
It lists categories of the Customers needs.
Note Type is used in the "Service" record. This popup is used to record the origin or source of the incoming request or situation.
Profiles 1-5 Popups are used in the "Customer" record and in the "Lead" record. These popups are programmable lists that are customized by the you. They are programmed to reflect information pertinent to the your business.
These fields can be used in Searches, to select groups of "Customer" records. Actions can be taken on the found selection, such as sending a new product brochure.
Profile 6&7 are used in the "Customer" record. These profiles are programmable true/false indicators that are customized by you. A statement for which the Customer would be designated as true or false, are entered as the title.
Prospect Popup is used in the "Customer" record. This popup notes the Customer's relationship.
SaleType is used in "Customer", "Proposal", "Order" and "Invoice" records. "SaleType" can determine the Price Point to charge a Customer.
The four price levels that are set up in the "Default" record are on this list automatically. Other Price Points may be added.
CommerceExpert uses the fourPrice Points in the "Default" record to assign a price to a Line Item. If additional Price Points are added CommerceExpert looks at the beginning letter of the Price Point. If it matches one of the four default Price Points, the default Price Points is used. If the beginning letter does not match any of the Price Points the "A" price point is used.
For example: (A) Retail, (B) Wholesale, (C) Distributor, and (D) Sample are the four default Price Points. Depending on the volume of purchases per year, I give my Wholesale Customers a discount. Therefore I have Wholesale 1, Wholesale 2, and Wholesale 3 as alternate Price Points. In the "Customer's" record I assign Wholesale 2 and assign a 2% discount to his record. When an "Order" record is created the Wholesale Price Points is assigned and the 2% discount is given.
Salutation is used in the Contact Included layout in the "Customer" record and the "Rep" record. Salutation should be a list of the normally used salutation when corresponding with the Customer.
PplStatus is used for "Proposal" records. Enter in choices that you would use to designate the status of a Proposal (such as Open, Won, Lost, etc.). Open must be one of the choices.
Activities is used in the "Time Card" feature to list a variety of tasks that an Employee might be assigned.
Reason is used in the "Inship Goods" feature to allow you to list a variety of reasons for movement of inventory.
Status is used for "Order" records. Enter in choices that you would use to designate the status of an Order process (such as designing, production, shipping)
Consign is used to determine when a Sale is to be recorded as revenue. If you have product on 30 day consignment and you do not want to record the revenue until the 30 days, you can designate various terms for status. One of the terms must be "Completed". This is the term used as a default and indicates the Invoice can become revenue.