Vending Software Help

It is recommended that you read through this entire help document before using this software. It will not only explain to you what every button and field does, it will also give you insight on how it works. Select the help option that corresponds with the appropriate software tab.

Setup Walk Thru Known Issues Important Tips Main Tools/Utilities View Reports Machines Setup / Maintenance Forms / Export Info

Setup Walk Thru Step 1. Read the license agreement, terms and conditions and any other documents. Step 2. Install the software. Step 3. Register the software. a) Connect to the Internet. b) Click on the "Info" tab in your vending software. c) Click on the "Register" button. d) Complete the on line registration form. or a) Complete the registration card included with the software. b) Mail it to the address on the front of the card. Step 4. Activate your registration. a) Click on the "Info" tab in your vending software. b) Click on the "Activate registration" button. c) Enter your name or company name and serial number. d) Click the "Save And Close" button. e) The next time you restart the software your registration will become activated. Step 5. Familiarize yourself with the software. a) Start with each tab and click on each button in the software. b) Pay special attention to the results that you see in the forms and reports so you have an understanding as to how the software processes data and reports. Step 6. Configure the software for your needs. This software is designed to accommodate almost every type of vending business. If any of the configurations do not apply to you, you should still preview them for future reference. a) Select the "Setup/Maintenance" tab in the software. b) Select the "Company Set Up" button. Fill out the form and select "Save and Exit". c) Select the "Suppliers" button. Enter your suppliers information and click the "Add Supplier" button and continue until you have all of your suppliers entered, then close the window. d) Select the "Product Types" button. Add or remove the product types that you want the software to use. Close the window when you are finished. e) Select the "Products" button. Add or remove the products that you want the software to use. Close the window when you are finished. f) Select the "Adjust Inventory" button. Select the appropriate product ID and add the quantities in units that you have in stock. Do this for all of the products that you have in inventory. Close the window when you are finished. g) Select the "Customers" button. Add all the customers where you have your machines located. Close the window when you are finished. h) Select the "Charity" button. Add all the charities that you pay commissions to from your machines. Close the window when you are finished. i) Select the "Tax IDs" button. Create all the tax IDs that you require. It is best to try and incorporate the year for the tax ID, as they will most likely change in time. Close the window when you are finished. j) Select the "Expense IDs" button. Add or remove all the Expense IDs that you require. Close the window when you are finished. k) Select the "Routes" button. Add or remove all the routes that you require. Although routes can be created with any name you choose, postal/zip codes are an excellent way to name your routes. Close the window when you are finished. l) Select the "Validators" button. Add all the validator mechanisms you have (if any). Close the window when you are finished. m) Select the "Changers" button. Add all the changer mechanisms you have (if any). Close the window when you are finished. n) Select the "Machine Flags" button. Add or remove all the machine flags that you require. Machine flags provide you with a flexible search method that you choose to locate machines by such as Machines For Sale. Close the window when you are finished. o) Select the "Machines" button. Add all the vending machines that you have. Close the window when you are finished. p) Select the "Machine Heads" button. Add all the vending machine heads that you have. Close the window when you are finished. Step 7. Delete the sample data: IMPORTANT NOTE! - You must leave at least one record in every form! If any records do not apply to your application create at least one blank record for each before removing the sample data or leave one of the sample data records. Failure to do so will result in a failure to open a form that accesses a table that has no records. Sample Data Located In: a) Changers b) Validators c) Charities d) Collections e) Customers f) Expenses g) Products h) Route IDs i) Suppliers j) Tax IDs k) Machines Congratulations, you have now successfully configured the vending software and it is now ready to use. During the initial use of this software you may want to track and verify the way the software processes and generates your data to be certain that the results you receive are correct and suitable for your needs. Main Help Menu     Known Issues 1) IMPORTANT NOTE! - You must leave at least one record in every form! If any records do not apply to your application create at least one blank record for each before removing the sample data or leave one of the sample data records. Failure to do so will result in a failure to open a form that accesses a table that has no records. 2) Vending products often cost an uneven amount of money. Example 1000 Bubble gum for $5.00 is 1/2 a cent each. With currency standards there is no accommodation for $0.005 so values get rounded off. This software is designed to accommodate this limitation by allowing fractions of a cent to be entered. With this comes the draw back that when you perform total summaries over a period of time, calculations don't get rounded off the same. Example: - In one collection you sold 50 pieces of gum. - If each piece sold for 10 cents you would have a gross of 5.00 dollars. - Assuming each piece of gum cost you half a cent each your cost on this would be 25 cents; therefore your profit would be $4.75. - Applying a tax of 10% would come to $0.475, which would be rounded off to $0.48. - If you had the same sales in the next collection your tax would be based on $9.50, which comes to $0.95 As you can see from the above examples there is a difference of 1 cent. Over a period of time this can add up. This software was designed to minimize this problem, in order to provide you with more flexibility over the cost of products. It is still likely for the results to be slightly off. 3) After entering data you must close and reopen the form to update the window. 4) NT and Windows 2000 Installation - You must create the folder C:\Program Files\ if it does not already exist. When installing the vending software be sure that the install path is C:\Program Files\vend. Installing in a location other than this will result in important software options and features to not function. 5) Barcode font may need to be installed manually from the CD due to a bug in some windows versions. 6) All barcode data must be entered in uppercase. 7) Barcode functions require a high quality laser printer and barcode scanner. Main Help Menu     Important Tips 1) If your machine dispenses more than one product simply create a machine ID for each product that is appropriate. Example: Your machine has 3 products create IDs like SampA-1, SampA-2, SampA-3. 2) Units. A unit is based on what the machine dispenses. Example If Sodas are sold one at a time this would be one unit. If gum were sold 2 at a time 2 would be one unit. If 10 ounces of peanuts were sold at one time 10 ounces would be one unit. 3) Converting to units. Weigh or count approx 10-20 vends and average them out. To calculate the number of units per case, divide the case weight or count by the average. 4) Accommodates machines with unlimited number of products. Simply assign a new machine ID for each product. 5) Use extreme care when deleting data. By popular request this software provides total flexibility in configuration as well as data. With this comes the possibility to delete or modify data that could produce undesirable or inaccurate results. Use extreme care when making any changes or deletions. After making changes test the program to assure all calculations and reports are correct. 6) IMPORTANT! - Remove all sample data before using this software. Failure to do so will result in accurate results. 7) Read thru the entire help guide. This provides you with details on every field and button. 8) Right clicking the mouse opens a menu of useful options for each form and report. 9) Using basic computer skills such as "cut" and "paste" will save you a lot of time and effort. 10) Barcode functions - If you plan to use the barcode scanner functions you must meet the following requirements:. A) High Quality Printer. B) High Quality Barcode Scanner. C) All Data must be alpha numeric and in upper case. Main Help Menu     Main Web Site - Takes you to our web site. Shop On-Line - Takes you to our on-line web store. Specials - Takes you to our on-line web specials. Exit - Closes the vending software. Tools Button - Launches the customizable machine trouble shooter. ? Button - Launches this help document. Back To Main Help Menu     Tools/Utilities Collection Route Maintenance Expenses Charities Commissions Orders In Query Back Orders Placed Orders Received Orders Paid Charities Paid Commissions Add / Edit Flags Search Machine Flags -Sub Form Create New Route -Sub Form Barcodes Barcode Batch Back To Main Help Menu     Collection Date - Enter the date that the collection was made on. Machine ID - Select the machine that the collection is for. Meter Reading - Enter the meter reading from the machine for this collection. ? Button - Launches Help Tip. Customer ID Grey - Displays the customer ID that corresponds to the machine selected. Customer ID White - Paste the customer ID from the previous grey field. Product ID Grey - Displays the product ID that corresponds to the machine selected. Product ID White - Paste the product ID from the previous grey field. Fills - Enter the number of units it took to fill the machine on collection. Spoilage - Enter the number of spoiled products collected from this machine. Collected - Enter the total amount of money collected from this machine. Refunded - Enter the amount of money refunded to your customer for faulty vends. Gross Grey - Automatically calculates your gross collection for you. Gross White - Paste the results from the previous grey field here. Cost To Refill Grey - Automatically calculates the cost to refill the machine. Cost To Refill White - Paste the results from the previous grey field here. Tax Red Arrows - Marks the appropriate tax row amounts to use based on your setup configuration. Tax 1 Grey - Automatically calculates the amount of tax 1, based on what you assigned to this tax field in your configuration. Tax 1 White - Paste the results from the corresponding marked grey field. Tax 2 Grey - Automatically calculates the amount of tax 2, based on what you assigned to this tax field in your configuration. Tax 2 White - Paste the results from the corresponding marked grey field. Tax 3 Grey - Automatically calculates the amount of tax 3, based on what you assigned to this tax field in your configuration. Tax 3 White - Paste the results from the corresponding marked grey field. Tax Total Grey - Automatically calculates the total amount of tax. Tax Total White - Automatically calculates the total amount of tax based on the previous tax entries. Charity Grey - Automatically calculates the amount to pay the charity for this machine. Charity White - Paste the results from the previous marked grey field. Commission Grey - Automatically calculates the commission to pay the customer for this machine. Commission White - Paste the results from the previous marked grey field. Status Window - Provides status on inventory order, charity and commission payables. Delete Collection - Removes a collection record from the database. Undo - Eliminates any new changes or record modifications. New Collection - IMPORTANT! You must select this button each time you want to add a new collection to avoid changing an existing collection. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection # - Takes you to a specific collection number. Close - Closes the collection window. Tools/Utilities Menu     Main Help Menu     Route Maintenance Current Route - Displays details of the route for the machine selected. Route - Adds or Changes the route for the machine selected. Route Order - Assigns a logical order in a specific route. Customer ID - Displays the customers ID for the selected machine. Comments - You can add comments to your routes. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection # - Takes you to a specific machines route record. Create New Route - Opens the route ID window to add a new route. Close - Closes the route window. Tools/Utilities Menu     Main Help Menu     Create New Route Enter the name of your new route - This can be any name you choose to call a route. It is recommended that you use a postal / zip code. Select the week of the month - Select the week of the month you want this route to be maintained. Select the weekday - Select the weekday you want this route to be maintained. Undo - Eliminates any new changes or record modifications. Delete this route - Deletes the selected route from the database. Before deleting or renaming a route it is important to first change all machines on the route to one that exists. Add route - IMPORTANT You must select this each time you add a route to avoid changing an existing route. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Route - Takes you to a specific route ID record. Close - Closes the route ID window. Tools/Utilities Menu     Main Help Menu     Expenses Expense # - Displays the selected expense ID number. Date - Enter the date of the expense. Invoice # - Enter the invoice number for the expense. Check # - Enter the check number used to pay for the expense. Supplier - Enter the name of the supplier that the expense is for. Expense Type - Select the type of expense you are entering. Description - Enter a short description for the expense you are entering. Add Expense Type - Adds a new expense type for your drop down list. Undo - Eliminates any new changes or record modifications. Delete Expense - Deletes this expense from the database. New Expense - IMPORTANT You must select this each time you add a expense to avoid changing an existing expense. Amount Window Amount - Enter the total price of the expense before taxes. Tax 1 - Enter the total amount of tax 1 for expense. Tax 2 - Enter the total amount of tax 2 for expense. Tax 3 - Enter the total amount of tax 3 for expense. Total - Displays the total amount of your expense including taxes. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Expense - Takes you to a specific route expense record. Close - Closes the expense window. Tools/Utilities Menu     Main Help Menu     Add / Edit Expense ID Add / Edit Expense ID - Enter or change the name for your expense ID. Undo - Eliminates any new changes or record modifications. Delete Expense ID - Deletes expense ID from database. It is important to change all expenses that relate to an expense ID that is to be changed or deleted to a new expense ID. Add Expense ID - IMPORTANT You must select this each time you add a expense ID to avoid changing an existing expense ID. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Expense ID - Takes you to a specific expense ID record. Close - Closes the expense ID window. Tools/Utilities Menu     Main Help Menu     Charities Charity ID - Displays the ID of the charity for the collection record you are on. Description - Displays a description of the charity for the collection record you are on. Rate - Displays the charity rate you have assigned to pay this charity in your configuration. Collection Reference # - The reference number for the selected collection. Reference # Column - The reference number for each collection row. Rate Column - Displays the charity rate you have assigned to pay this charity in your configuration. Date Column - Displays the date the collection was made on. Commission Column - Displays the commission payable to the charity for collection row. Charity ID Column - Charity ID for collection row. Drop Down Selector Column - Changes status of the commission payable from "In Query" the default to "Paid". Once changed to paid the charity payable for this collection will be moved to "Paid Charities". IMPORTANT - after paying the commission to charity be sure to change this to "Paid" to avoid payment to the charity again. Total Commission To Pay - Provides you with the total amount owing for all Query commissions to the selected charity. To Charity - The name of the charity the total commissions are payable to. Add To Expenses - Opens expense window to enter commission payment as an expense. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the charity window. Tools/Utilities Menu     Main Help Menu     Commissions Customer ID - Displays the customers ID for the selected collection. Description - Description of the customer Rate - Displays the commission rate you have assigned to pay this customer in your configuration. Collection Reference # - The reference number for the selected collection. Reference # Column - The reference number for each collection row. Rate Column - Displays the commission rate you have assigned to pay this customer in your configuration. Date Column - Displays the date the collection was made on. Commission Column - Displays the commission payable to the customer for collection row. Customer ID Column - Customers ID for collection row. Drop Down Selector Column - Changes status of the commission payable from "In Query" the default to "Paid". Once changed to paid the commission payable for this collection will be moved to "Paid Commissions". IMPORTANT - after paying the commission to customer be sure to change this to "Paid" to avoid payment to the customer again. Total Commission To Pay - Provides you with the total amount owing for all Query commissions to the selected customer. To Customer - The name of the customer the total commissions are payable to. Add To Expenses - Opens expense window to enter commission payment as an expense. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the commissions window. Tools/Utilities Menu     Main Help Menu     Orders In Query Supplier Details Window - This top window displays the suppliers details for the product selected in the collection. Collection Reference # - The reference number for the selected collection. Product ID - Displays the products ID for the selected collection. Fills - Displays the number of fills in units for the selected collection. Reference Column - The reference number for each collection row. Order Column - The number of units used to fill machine for each collection row. Product ID Column - Product ID for each collection row Price Per Order Column - Total amount to refill the collection row. Product SKU Column - Suppliers SKU to reorder products. Order Status Column - Changes status of the order from "In Query" the default to "Ordered". Once changed to ordered the order for this collection will be moved to "Placed Orders". IMPORTANT - after placing an order be sure to change this to "Ordered" to avoid reordering again. Total units to order - Displays the total number of units needed to restock your inventory. Units per case - Displays how many units come to a case from your supplier. Cost per case - Displays the cost per case. Cases needed - Calculates how many cases are needed to reorder. Recommended cases to order - Calculates how many cases are needed to reorder. This is rounded off to the nearest case. Cases ordered - Enter the number of cases you decided to order. Product SKU - The product SKU to reorder products from your supplier. Approx. cost to restock - This is an estimated value since cost per unit may be in fractions of a cent. Adjust query by - Button - This opens the query adjustment form to adjust for fractions of a case left over from order. Adjust query by - IMPORTANT This number is calculated by the recommended cases to order. If you order the recommended cases and there is a fraction of a case left over either way. Select the adjust query button and paste this number in the adjust query by field in the query adjustment form. This will either add or subtract the fraction of a case to the next order. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the order window. Tools/Utilities Menu     Main Help Menu     Adjust Query Product ID - Select the product ID for the inventory adjustment you need to make. Date - Enter the date of the adjustment. Adjust query by - Enter the number of units you wish to adjust the query by. This can be cut from the orders form if accessed from it. Adjust query cost Grey - Displays the cost of the query adjustment to be pasted in the next field. Adjust query cost White - Paste the previous grey field result here. Undo Adjustment - Cancels the last change in this form. Done - Closes collection query adjustment window. Tools/Utilities Menu     Main Help Menu     Back Orders Supplier Details Window - This top window displays the suppliers details for the product selected in the collection. Collection Reference # - The reference number for the selected collection. Product ID - Displays the products ID for the selected collection. Fills - Displays the number of fills in units for the selected collection. Reference Column - The reference number for each collection row. Order Column - The number of units used to fill machine for each collection row. Product ID Column - Product ID for each collection row Price Per Order Column - Total amount to refill the collection row. Product SKU Column - Suppliers SKU to reorder products. Order Status Column - Changes status of the order from "Back Ordered" to "Received". IMPORTANT - after receiving an order be sure to change this to "Received" to correct your inventory. Total units ordered - Displays the total units of product that were ordered. Product SKU - The product SKU for the product. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the order window. Tools/Utilities Menu     Main Help Menu     Placed Orders Supplier Details Window - This top window displays the suppliers details for the product selected in the collection. Collection Reference # - The reference number for the selected collection. Product ID - Displays the products ID for the selected collection. Fills - Displays the number of fills in units for the selected collection. Reference Column - The reference number for each collection row. Order Column - The number of units used to fill machine for each collection row. Product ID Column - Product ID for each collection row Price Per Order Column - Total amount to refill the collection row. Product SKU Column - Suppliers SKU to reorder products. Order Status Column - Changes status of the order from "Placed Orders" to "Received or Back Ordered". IMPORTANT - after receiving an order be sure to change this to "Received" to correct your inventory. Total units ordered - Displays the total units of product that were ordered. Product SKU - The product SKU for the product. Add to inventory - Button - This opens the add inventory window. Add to expenses - Button - This opens the add expenses window. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the order window. Tools/Utilities Menu     Main Help Menu     Received Orders Supplier Details Window - This top window displays the suppliers details for the product selected in the collection. Collection Reference # - The reference number for the selected collection. Product ID - Displays the products ID for the selected collection. Fills - Displays the number of fills in units for the selected collection. Reference Column - The reference number for each collection row. Order Column - The number of units used to fill machine for each collection row. Product ID Column - Product ID for each collection row Price Per Order Column - Total amount to refill the collection row. Product SKU Column - Suppliers SKU to reorder products. Order Status Column - Changes status of the order from "Received" to a variety of choices. IMPORTANT - changing this from "Received" will have an impact on your inventory and may result in an accidental reorder. Total units ordered - Displays the total units of product that were ordered. Product SKU - The product SKU for the product. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the order window. Tools/Utilities Menu     Main Help Menu     Paid Charities Charity ID - Displays the ID of the charity for the collection record you are on. Description - Displays a description of the charity for the collection record you are on. Rate - Displays the charity rate you have assigned to pay this charity in your configuration. Collection Reference # - The reference number for the selected collection. Reference # Column - The reference number for each collection row. Rate Column - Displays the charity rate you have assigned to pay this charity in your configuration. Date Column - Displays the date the collection was made on. Commission Column - Displays the commission paid to the charity for collection row. Charity ID Column - Charity ID for collection row. Drop Down Selector Column - Changes status of the commission payable from "Paid" to "In Query". IMPORTANT - Changing this from paid will cause a duplicate over payment to the charity. Total Commissions Paid - Provides you with the total amount paid for all paid commissions to the selected charity. To Charity - The name of the charity the total commissions were paid to. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the charity window. Tools/Utilities Menu     Main Help Menu     Paid Commissions Customer ID - Displays the customers ID for the selected collection. Description - Description of the customer Rate - Displays the commission rate you have assigned to pay this customer in your configuration. Collection Reference # - The reference number for the selected collection. Reference # Column - The reference number for each collection row. Rate Column - Displays the commission rate you have assigned to pay this customer in your configuration. Date Column - Displays the date the collection was made on. Commission Column - Displays the commission paid to the customer for collection row. Customer ID Column - Customers ID for collection row. Drop Down Selector Column - Changes status of the commission payable from "Paid". IMPORTANT - Changing this from "Paid" will result in an over payment to the customer. Total Commission Paid - Provides you with the total amount paid for all Query commissions to the selected customer. To Customer - The name of the customer the total commissions were paid to. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Collection - Takes you to a specific collection record. Close - Closes the commissions window. Tools/Utilities Menu     Main Help Menu     Add / Edit Flags Default White - The name of the flag you wish to edit or add. IMPORTANT change all machines flags to an existing flag before changing or deleting a flag. Undo - Undo the last change to this form. Delete Flag - Deletes this flag from the database. Add Flag - IMPORTANT You must select this each time you add a new flag to avoid an accidental change or deletion to an existing flag. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Flag - Takes you to a specific flag record. Close - Close the flags window. Tools/Utilities Menu     Main Help Menu     Search Machine Flags Drop Down Menu - Displays a list of existing flags for you to search by. Locate - Takes you to the records that match the selected flag above. Edit Flags - Opens the add / edit flag form. Close - Closes the search for flags window. Tools/Utilities Menu     Main Help Menu     Barcodes Barcode wizard allows you to easily create multiple bar codes on one sheet. (Requires High Quality Printer) SKU - Enter the SKU number you want to create. Description - Enter the description of the item the SKU is for. Price - Enter the price to include on the SKU. Load - Load the information to the wizard for processing. From the lower menu select the format of bar code you wish to view or print. Tools/Utilities Menu     Main Help Menu     Barcode Batch Barcode batch wizard allows you to create individual barcodes. (Requires High Quality Printer) SKU - Enter the SKU number you want to create. Description - Enter the description of the item the SKU is for. Price - Enter the price to include on the SKU. Load - Load the information to the wizard for processing. Unload - Unload the information from the wizard for processing. Back Arrow Icon - Allows you to navigate thru the query of barcodes in the wizard. Forward Arrow Icon - Allows you to navigate thru the query of barcodes in the wizard. Note: These items will remain in the query until removed. This allows you to easily print multiple copies of the barcode. From the lower menu select the format of bar code you wish to view or print. Tools/Utilities Menu     Main Help Menu     View Product Details Routes Tax Details Edit Tax Details Customers Customers Add / Edit Machine Details Machine Head Details Suppliers Back To Main Help Menu     Product Details Top Window - Shows details on all of your products. Selecting any line in this window will provide you with details in the lower window. Lower Window: Description - Enter a brief description of the product you wish to add or edit Product ID - Enter an ID for the product you wish to add or edit. This can be anything you like. Shelf Life - Enter the shelf life expected for the product. Product Type - Select a product type from the drop down list. Suppliers ID - Select a suppliers ID from the drop down list that you will be ordering this product from. Suppliers SKU - Enter your suppliers SKU for ordering this product. Cost Per Unit - Enter the broken down cost per unit for this product. A unit is equivalent to what is dispensed per vend. Example: Can drink would be one unit. Two pieces of gum that come out in one vend is considered one unit. Case Price - Enter the price for a case of this product. Units In Case - Enter the number of units per case. Example: a case of 24 drinks would be 24 units. A case of 5000 bubble gum would be 2500 units if dispensed two at a time. Comments - Enter a comment for this product. Refresh - Refreshes the form after an entry or change. Delete Product - Deletes product from database. IMPORTANT Be sure to change any machines products to one that exists before changing or deleting a product. Add Product - IMPORTANT You must select this button before adding a new product to avoid accidentally changing or deleting an existing product. Close - Closes the products window. View Menu     Main Help Menu     Routes See Tools/Utilities - Create New Route View Menu     Main Help Menu     Tax Details Top Window - Displays tax ID and details. Edit Tax ID - Opens the tax record selected from the above window to edit or remove. Add / Remove Tax - Opens tax add / remove form. IMPORTANT Changing or removing a tax ID may have an effect on some reports. It is recommended that you add a new tax ID if your needs change. Example: If your tax for Manitoba changed for 2001 you may want to create a new ID called MB2001 and leave the original MB. Close - Closes the tax details window. View Menu     Main Help Menu     Tax Details Window Tax ID - This can be any thing you like. We suggest that you use a state or province abbreviation combined with the effective year since most taxes are based on these regions and the year will provide you with a quick reference. Description - Enter a brief description for the tax ID. Example: CA2001 could be California 2001 Method of calculating taxes - Select the method used for calculating taxes for this tax ID. Tax Rates: Tax 1 - The rate for whatever you decide tax 1 is to be used as. This could be state / province, Entertainment Tax, etc.. Tax 2 - The rate for whatever you decide tax 2 is to be used as. This could be state / province, Entertainment Tax, etc.. Tax 3 - The rate for whatever you decide tax 3 is to be used as. This could be state / province, Entertainment Tax, etc.. Undo - Undo the last change on this form. Delete Tax ID - Deletes the selected tax ID from the database. IMPORTANT Changing or removing a tax ID may have an effect on some reports. It is recommended that you add a new tax ID if your needs change. Add Tax ID - IMPORTANT This must be selected each time before adding a new tax ID to avoid accidentally changing or deleting an existing tax ID. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Tax ID - Takes you to a specific tax ID record. Save / Close - Saves changes to the current record and closes the tax details window. View Menu     Main Help Menu     Customers Top Window - Displays customer ID and description. Selecting a customer in this window will display the customers details in the customer description window below. Edit Customer - This will open a new window to edit or delete data for the selected customer. Add Customer - This will open a new window to add, edit or delete data for all customers. Close - Closes the customers window. View Menu     Main Help Menu     Customers Add / Edit Customer ID - This can be anything you wish to use to identify this customer by. Name - Enter the customers name. Name 2 - Enter the second part of the customers name if required. Address - Enter the customers address. This could be a street number. Address 2 - Enter the second part of the customers address if required. This could be a unit or box number. City - Enter the city that the customer is located in. Province / State - Enter the province or state that the customer is located in. Postal / Zip - Enter the postal or zip code for the customer. Which ever applies to your country. Phone - Enter the phone number for your customer. Fax - Enter the fax number for your customer. Contact - Enter the contact name for your customer. Comments - Enter a brief comment about this customer. Undo - Undo the last change you made to this form. Delete Customer - Deletes this customer from the database. IMPORTANT Before deleting or editing a customer ID you should reassign any machines that are located at this customers location to another customer that already exists. Add / Edit Customer - IMPORTANT You must select this each time you add or change a customer to avoid accidentally making changes to the wrong customer. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Customer ID - Takes you to a specific tax ID record. Close - Closes the customers add / edit window. View Menu     Main Help Menu     Machine Details Machine ID - This can be anything you wish to make reference to this machine. Date Purchased - Enter the date you purchased the machine. Model - Enter the model of this machine. Manufacturer - Enter the manufacturer of this machine. Color / Trim - Enter the color and trim for this machine. Serial # - Enter the serial number for this machine. Purchase Price - Enter the price that you purchased this machine for. Resale Value - Enter the resale value you expect to get when you are ready to get rid of this machine. Location Description - Enter a brief description as to the exact location of this machine at your customers location. Flag - From the drop down list you can select a searchable flag to assign to this machine. Create / Delete Flags - Create or delete a flag for the above. Comments - Enter a brief comment for this machine. Locate Help - Opens a help tip window on using the locate feature. Locate - Allows you to search and locate specific information for machines. Undo - Undo the last modification to this form. Delete Machine - Deletes the selected machine from the database. Add Machine Head - IMPORTANT You must select this each time you wish to add a new machine head to avoid making changes to the wrong head. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Machine - Takes you to a specific machine record. Add Machine Head - Create or delete a flag for the above. Save / Close - Saves changes to the selected record and closes the machine details window. View Menu     Main Help Menu     Machine Head Details Machine Head ID - This can be anything you wish to make reference to this head. Machine ID - Select the machine that relates to this head. Add Machine Button - Adds a new machine. Update Button - Refreshes the current window. Machine Details Window - Displays the selected machines details. Coin Changer ID - Select the ID for the coin changer in this machine from the drop down list. Sell Out Units - Enter the total number of units that this machine will hold. Head Type - Select the type of head from the drop down list. Validator ID - Select the ID for the validator in this machine from the drop down list. Meter Display - Select the type of meter display used in this machine. Unit Price - Enter the price per unit this machine collects. Meter Reading - Enter the meter reading for this machine when it is put into service. Customer ID - Select a customer ID for where this machine will be located from the drop down list. Tax District - Select the tax district for where this machine will be located from the drop down list. New Tax District - Create a new tax district or ID that will appear in the above drop down list. Product ID - Select the product ID from the drop down list that is used in this machine. Commission - From the drop down list select the commission rate that you have agreed to pay the customer on vends from this machine. Add Commission Rate - Adds a new commission rate to the above drop down menu. Charity ID - Select the charity that you wish to pay commissions to for this machine from the drop down list. Route Number - From the drop down list select the route you wish to assign this machine to. Route Status Display - Displays the route that the selected machine is currently assigned to. Add New Route - Opens a new window to add a new route if non are appropriate for this machine. Locate Help - Opens a help tip window on using the locate feature. Locate - Allows you to search and locate specific information for machines. Undo - Undo the last modification to this form. Delete Machine - Deletes the selected machine from the database. Add Machine - IMPORTANT You must select this each time you wish to add a new machine to avoid making changes to the wrong machine. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Machine - Takes you to a specific machine record. Add Head Button - Adds a new head. Save / Close - Saves changes to the selected record and closes the machine details window. View Menu     Main Help Menu     Suppliers Top Window - Displays a list of existing suppliers. Selecting any of these suppliers displays its details in the lower window. Supplier Detail Window: Add / Remove Supplier(s) - Opens a new window that allows you to add, remove or edit a supplier to the database. Edit Supplier - Opens a new window that allows you to edit or delete the selected supplier. Close - Closes the suppliers window. View Menu     Main Help Menu     Add / Edit / Delete Suppliers Name - Enter the name of the supplier Name 2 - Enter the name of the supplier such as its division. Address - Enter the address of the supplier. Address 2 - Enter the address of the supplier. Example Unit 2 City - Enter the city of the supplier. Province / State - Enter the province or state of the supplier. ZIP / Postal Code - Enter the postal / zip code for this supplier. Phone - Enter your suppliers phone number. Fax - Enter your suppliers fax number. Supplier ID - This can be anything you wish that will identify this supplier. Web Site - Enter the web site address for this supplier. E-Mail - Enter the email address for this supplier. Contact - Enter your contacts name for this supplier. Comments -Enter a brief comment about this supplier. Undo - Undo the last change to this form. Delete Supplier - Delete the supplier from the database. IMPORTANT You should reassign any products that use this supplier to a different supplier before deleting or renaming a supplier. Add Supplier - IMPORTANT You must select this before adding a new supplier to the database to avoid accidental changes to an existing supplier. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Supplier - Takes you to the selected suppliers record. Close - Closes the supplier details window. View Menu     Main Help Menu     Expense Details - By Date Beginning Date - Enter the beginning date you wish to view expenses by. Ending Date - Enter the ending date you wish to view expenses by. Cancel - Cancel search. Preview - Preview the expenses that meet the above conditions. View Menu     Main Help Menu     Expense Details - By Date And Type Beginning Date - Enter the beginning date you wish to view expenses by. Ending Date - Enter the ending date you wish to view expenses by. Expense Type - Select the expense type you wish to include in your search. Cancel - Cancel search. Preview - Preview the expenses that meet the above conditions. View Menu     Main Help Menu     Reports Collections Commissions Charities Tax Inventory Machines Customers Survey Back To Main Help Menu     Collections By Customer - View collections sorted by customers. By Customer With Details - View collections sorted by customers with details. By Machine - View collections sorted by machines. By Tax - View collections sorted by tax IDs. Route Sheets - View route sheets. Route Stats - View route statistics. Print Route Sheets - Prints your route sheets for collection. Print Route Stats - Prints your route statistics for collection. Help - Launches help on printing these reports. Reports Menu     Main Help Menu     Commissions Payables - View commission payables. Payables By Date - View commission payables by date. Paid - View commission paid. Paid By Date - View commission paid by date. Help - Launches help on printing these reports. Reports Menu     Main Help Menu     Charities Payables - View the charities that have a commission owing to them. Payables By Date - View the charities that have a commission owing to them by date. Paid - View the charities that have been paid. Paid By Date - View the charities that have been paid by date. Help - Launches help on printing these reports. Reports Menu     Main Help Menu     Tax Tax IDs - View the statistics for the tax IDs. Tax Report - View the tax report. Tax Report By Date - View the tax report by date. Help - Launches help on printing these reports. Reports Menu     Main Help Menu     Inventory Inventory - View the statistics on your inventory. Spoilage - View the statistics on your spoilage. Product IDs - View the statistics on your product IDs. Help - Launches help on printing these reports. Reports Menu     Main Help Menu     Machines Machine Fills - View the statistics on machine fills. Machines - View the statistics on machines. Machine Summary - View a summary of machines. Help - Launches help on printing these reports. Reports Menu     Main Help Menu     Customers Customers Machines - View the statistics on customers machines. Customers - View the statistics for customers. Help - Launches help on printing these reports. Reports Menu     Main Help Menu     Survey View Location Survey - View the location survey sheet. Print Location Survey - Print the location survey sheet. Launch Survey - Launches the location survey wizard. Reports Menu     Main Help Menu     Location Survey Enter all the fields starting at the top of the page working your way down. The results will be displayed in the "Results" window. Print Survey - Prints a blank survey form to gather location details to enter. Print - Prints the results from this form. Close - Closes the location survey window. Reports Menu     Main Help Menu     Machines Machine Details Machine Head Details Machine Head Type Machine Head Move Coin Changer Validator Commission Rates Add / Edit Flags Search By Flags Back To Main Help Menu     Machine Details See View - Machine Details Machines Menu     Main Help Menu     Machine Head Details See View - Machine Head Details Machines Menu     Main Help Menu     Machine Head Type Display Window - Shows a list of machine types that already exist. Refresh - Refreshes the above display window. Modify Machine Types Field - Add or edit a machine type. Example: Soda Add/Edit Machine Type - IMPORTANT You must select this before adding a new machine type to avoid accidental changes to an existing machine type. Undo - Undo the last changes to this form. Delete Machine Type - Deletes the machine type from the database. IMPORTANT Before deleting or editing a machine type be sure to change any machines that use this type to a new type that already exists. Close - Closes the machine type window. Machines Menu     Main Help Menu     Machine Head Move To Customer Selector - Changes the customer that the machine selected is linked to. Go To Machine Head - Selects the machine head you want to move. Save Change - Saves the change to the selected record. Undo Change - Undo the last change to this form. Save and Close - Saves the change to the selected record and closes machine move window. Machines Menu     Main Help Menu     Coin Changer Coin ID - This can be anything you wish to use to identify this changer by. Date Purchased - Enter the date you purchased this changer. Purchase Price - Enter the price you paid for the changer. Manufacturer - Enter the name of the manufacturer of this changer. Model - Enter the model of this changer. Serial # - Enter the serial number for this changer. Change Type - Enter the change type. Example: quarters would be .25 Change Volts - Enter the changers volts. Comments - Enter a short comment for this changer. Description - Enter a short description of this changer. Undo - Undo the last changes in this form. Delete Changer - Delete the changer from the database. IMPORTANT If you delete a changer you should first assign a new changer to the machine that uses it. Add Changer - IMPORTANT You must select this before entering a new changer to avoid an accidental modification to an existing changer. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Changer - Takes you to the selected changers record. Close - Closes the changers window. Machines Menu     Main Help Menu     Validator Validator ID - This can be anything you wish to use to identify this validator by. Date Purchased - Enter the date you purchased this validator. Purchase Price - Enter the price you paid for the validator. Manufacturer - Enter the name of the manufacturer of this validator. Model - Enter the model of this validator. Serial # - Enter the serial number for this validator. Validator Type - Enter the change type. Example: quarters would be .25 Validator Volts - Enter the changers volts. Comments - Enter a short comment for this validator. Description - Enter a short description of this validator. Undo - Undo the last changes in this form. Delete Validator - Delete the validator from the database. IMPORTANT If you delete a validator you should first assign a new validator to the machine that uses it. Add Validator - IMPORTANT You must select this before entering a new validator to avoid an accidental modification to an existing validator. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Validator - Takes you to the selected validator record. Close - Closes the validators window. Machines Menu     Main Help Menu     Commission Rates Commission Rate - Displays the commission rate for the selected record. Add a new rate in this field. Undo - Undo the last change to this form. Delete Commission - Deletes the selected commission from the database. Add Commission Rate - IMPORTANT You must select this before adding a new commission rate to avoid an accidental change to an existing commission rate. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Rate - Takes you to the selected commission rate record. Close - Closes the commission rates window. Machines Menu     Main Help Menu     Add / Edit Flags See Tools/Utilities - Add / Edit Flags Machines Menu     Main Help Menu     Search By Flags See Tools/Utilities - Search Machine Flags Machines Menu     Main Help Menu     Setup / Maintenance Machine Heads Machine Flags Changers Validators Routes Customers Charity Tax IDs Expense IDs Company Set Up Suppliers Product Types Products Adjust Inventory Activate Registration Back To Main Help Menu     Machine Heads See View - Machine Head Details Setup / Maintenance Menu     Main Help Menu     Machine Flags See Tools/Utilities - Add / Edit Flags Setup / Maintenance Menu     Main Help Menu     Changers See Machines - Coin Changer Setup / Maintenance Menu     Main Help Menu     Validators See Machines - Validator Setup / Maintenance Menu     Main Help Menu     Routes See Tools/Utilities - Create New Route Setup / Maintenance Menu     Main Help Menu     Customers See View - Customers Add / Edit Setup / Maintenance Menu     Main Help Menu     Charity Charity ID - This can be anything you wish to use to identify this charity by. Description - Description of the charity. Rate - The commission rate you will pay this charity from your vend sales for a selected machine. Name - Name of the charity. Street - Street the charity is located on. Address - Address of charity. Example: Unit 1 City - The city that this charity is located in. Province / State - The province or state that this charity is located in. Postal / Zip - The postal / zip code for this charity. Undo - Undo the last changes to this form. Remove Charity - Removes charity from the database. IMPORTANT Before removing or renaming a charity ID you should make sure it is not in use by a machine. Add Charity - IMPORTANT You must select this before adding a new charity to avoid an accidental change to an existing charity. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Charity - Goes to the selected charity record. Close - Closes the charities window. Setup / Maintenance Menu     Main Help Menu     Tax IDs See View - Tax Details Window Setup / Maintenance Menu     Main Help Menu     Expense IDs Add / Edit Expense ID - Displays the expense ID for the selected record. Enter a new expense ID here. Undo - Undo the last changes to this form. Delete Expense ID - Deletes expense ID from the database. IMPORTANT Before deleting or changing an expense ID, you should first change all expenses that correspond to this ID to a new one that already exists. Add Expense ID - IMPORTANT You must select this before adding a new expense ID to avoid an accidental change to an existing expense ID. Navigation Arrows - 1st Goes to first record, 2nd takes you to previous record, 3rd takes you to the next record, 4th takes you to the last record. Go To Expense ID - Takes you to the selected expense IDs record. Close - Closes the expense IDs window. Setup / Maintenance Menu     Main Help Menu     Company Setup Your Company Name - Enter the name of your company. Your Address - Enter the address of your company. Your City - Enter the city your company is in. Your Province / State - Enter the province / state your company is in. Your ZIP / Postal Code - Enter the zip / postal code for your company. Your Phone - Enter the phone number for your company. Your Fax - Enter the fax number for your company. Your E-mail - Enter your companies email address. Your Web Site - Enter your companies web site address. Undo - Undo the last changes to this form. Save and Exit - Saves changes and closes the company information setup window. Setup / Maintenance Menu     Main Help Menu     Suppliers See View - Add / Edit / Delete Suppliers Setup / Maintenance Menu     Main Help Menu     Product Types Product Type Window - Displays the product types you have configured in the database. Refresh - Refreshes the above window. Modify Products - Displays the product type for selected record and or add a new product type. Add / Edit Product - IMPORTANT you must select this before adding a new product type to avoid an accidental change to an existing product type. Undo - Undo the last changes to this form. Delete Product - Deletes the selected product type from the database. IMPORTANT You should change any machines that have reference to this product type to a different product type before deleting it. Close - Closes the product types window. Setup / Maintenance Menu     Main Help Menu     Products See View - Product Details Setup / Maintenance Menu     Main Help Menu     Adjust Inventory Product ID Drop Menu - Selects the product ID that you want to make an adjustment on. Quantity By Units - Enter the number of units that you want to adjust by. Undo - Undo the last changes to this form. Add Another Adjustment - Allows you to add another adjustment. Done - Closes the inventory adjustment window. Setup / Maintenance Menu     Main Help Menu     Activate Registration Enter Your Name - This is the name that the software is registered to. Enter Your Serial Number - This is the serial number that came with your software. Undo - Undo the last changes you made to this form. Save and Close - Saves your changes to this form and closes the registration activation window. Setup / Maintenance Menu     Main Help Menu     Forms / Export Route Sheets - Preview lets you view the route sheets without printing them. Print prints the route sheets for collections. Location Survey - Preview lets you view the location survey without printing it. Print prints the location survey. Export - Exports all the data for the following tables in your database to use in other applications. Routes Tax Report Charities Payable Charities Paid Commissions Payable Commissions Paid Machine Collections Inventory Statistics Machine Fill Statistics Machine Summary Product ID Statistics Spoil Statistics System Tables Expenses Back To Main Help Menu     Info Details Check For Updates Register Activate Registration Upgrade Wizard Terms And Conditions Back To Main Help Menu     Details Check For Update - Connects to the internet to see if there is an update available for this software. Register - Connects to the internet to register this software on-line. Close - Closes the details window. Info Menu     Main Help Menu     Check For Updates Check For Updates - Connects to the internet to see if there is an update available for this software. Info Menu     Main Help Menu     Register Register - Connects to the internet to register this software on-line. Info Menu     Main Help Menu     Activate Registration See Setup / Maintenance - Activate Registration Info Menu     Main Help Menu     Upgrade Wizard Upgrade - Copies all of your existing data to a new upgrade version when it becomes available. Close - Closes the software upgrade wizard window. Info Menu     Main Help Menu     Terms And Conditions Terms And Conditions - Opens the terms, conditions and license agreement for this software. IMPORTANT You must agree and comply with this at all times. Info Menu     Main Help Menu