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TS Man User Manual

1. Select the client you want to associate this system to from the Select Client window in this example NORTON SUPPLIES LTD and click OK Select Client Dialog mil Where CLIENT_NO STARTING WITH CLIENT NO CLIENT NAME CLIENT TYPE MAIN CONTACT JOHO002 JOHN SMITH PRIVATE PERSON JOHN SMITH MICOO04 MICHELLE NORMAN PRIVATE PERSON MICHELLE NORMAN NORTON SUPPLIES LTD BUSINESS MARTIN COLM SCOTT PARSON PRIVATE PERSON SCOTT PARSON WELLINGTON PRIMARY SCHOOL DANIEL REED SLUOODS WELODD You will be asked for confirmation How To 17 5 1 5 Confirm _ es If you click no the association process will be canceled If you click Yes the association will be performed Information LA System successtully associated Click OK to that and you will see the new client name on the New Job window associated with this system Fillinthe Requested By and Check out Type values Click OK to start the new job Click Cancel not to start the new job Important if you click Cancel the association will not be reversed Print barcode OK so you have barcodes generated for all new systems that come into your workshop In order to take advantage of this there is one more step that needs to be completed Printing Service Tag barcode select the job that you
2. Settings Label Names oo Check in amp Custom Fields Labels dynamically changed based on SYSTEM TYPE Tax settings al Terms System Types rs m Select a type for which you want to edit the labels that will be u displayed in the System Check in Inventory 2 ie AA s by tretim SYS DET 1 SY5_DET 2 SYS DET 3 SYS DET 4 al Footers SMS Email CPU Type CPU Speed Memory Size HOD Size Ep abel Names SYS_DET 5 SYS_DET 6 syS_DET_7 SYS_DET Miscellaneous Stoo EOE Ss TT System Boot OK BIOS Access OK SYS DET 10 CUST_FIELD_1 Custom field 1 Options Show custom fields on the jobs grid Don t show custom fields on the jobs grid ANALYSIS 1 ANALYSIS 2 ANALYSIS_3 ANALYSIS_4 HARDWARE BIOS BOOT 0 5 START UP AMALYSIS_5 ANALYSIS _6 ANALYSIS_ ANALYSIS_8 DRIVERS VIRUS SCANS CONNECTIVITY PERIPHERALS ANALYSIS _9 ANALYSIS_10 0 5 UPDATES OTHER Save Changes Miscellaneous page As the title suggests this page contains miscellaneous settings related to the software itself and your company How To 73 Settings Miscellaneous Address and logo l Tax settings Reports Printing Options z hee Preview before printing lal Inventory Just print lial Report names E Footers SMS Email On Job Completion E Label Names Send SMS Let me choose E C Send Email Do nothing Invoice Printing Options Force invoice to be printed before
3. and other malware CONNECTIVITY YEs Pass BOOT es pass RIPHERALS YES Pass 0 5 START UP yes y pass 0 5 UPDATES YES v Pass DRIVERS YEs v Pass OTHER YES Pass ail So you have ran the virus check cleaned the system and recommend an antivirus software be installed to prevent future infections You may also print or email an Analysis Report to the client by clicking on the Analysis Sheet button The next step is to create an estimate where you will enter the antivirus software any labor that should be paid for like the time it took you to find and remove the 10 viruses the time that will take you to install and configure the new antivirus etc That estimate will then be passed on to the client and if agreed then you may proceed to the actual task of installing and configuring the new antivirus software after which your job is done and all is left to be done is e set the job as complete e invoice the client e receive the payment e close the job 26 TS Man User Manual 5 3 2 Estimates Quotations Sometimes the client asks for an estimate He she will not be happy with a rough estimate but an accurate estimate of the cost Once the system analysis is complete if required you may create an accurate estimate for the job Click on the button with plus sign to start a new Estimated Task ale Estimate Completed The New Estimated Task window
4. masterkey E Server Login Change this password First time logon Server localhost User Name 5Y5DBA Password masterkey Database C projects TSMan2010 De User Password Connection string localhost C Projects TSMan2010 DB TSM FOB How To This topic will try to explain some of the main processes in TS Man and how can or should be done 10 TS Man User Manual 5 1 Start new job Assuming you started TS Man and logged in to the database click on the New Job button at the top of the page wi The New Job window will pop up New Job ey Check out Type DROP OFF PICKUP Job Date Due Date 06 07 201113 3408 H Gly 07 07 2011 13 34 08 Allocate To Priority System Database Administrate w NORMAL Returning system Service Tag Barcode crrr Ora SETI NO ecccseesensensenees Validate Select client from the drop down list and fill in all the required details If this is the first time for that particular system then leave the Barcode and Serial Number blank These two boxes are used for systems that have been there before However if you want to make sure scan the barcode or enter the serial number and click on the Check sign button to find out if that particular system has ever been in your workshop before When done click OK You will be taken to the System Check in page where you have to enter the details for the system and job How To 11 5 1 1
5. Fri Trimester To Date Administrator 2F 3 B a 3 m 4 J SS IREA EEN 3 Week To Date Semester To Date Priority i Month To Date Year To Date Save Current Filter as Default Restore Default Filter Change Status Very intuitive using a fast and royalty free database server for multi user connectivity a simple and almost self explanatory graphical user interface through which you the end user will complete the daily service amp repair tasks with ease and accuracy Benefits Professional and faster service for your customers Increase your productivity times fold Keep track of changes in the details and owners of the computer systems passing through your workshop Local LAN and Internet access Access your database from anywhere in the world if you have an internet connection Fast free and reliable database server Generation of detailed reports exportable to Word and Adobe Acrobat format Key Features True client server Work order creation jobs invoicing and Time Billing Inventory Tracking professional version Purchase Orders professional version Billing Quotations estimates Mass e mailing for post sales marketing send emails to all your customers with new bargains special offers etc Reporting Create your own custom reports with the built in report designer Introductio
6. Tiree Boerst mwee The Select Exportable Fields dialog will pop up Select which fields you want to be exported Your choice will be saved to database Click OK to close the dialog 60 TS Man User Manual a Select Exportable Fields CLIENT NO PERIOD_YEAR SUBTOTAL DISCOUNT iy TAX_1_NAME TAX_2_ NAME iy TAX_3_NAME TAX_1 RATE TAX_2 RATE TAX_3 RATE TAX_1 TOTAL TAX_2 TOTAL iy TAX_3_ TOTAL Export currency symbol Now click on Export button The Export DBGrid dialog will pop up Select from the combo box list what format you want to export it to Exporting DBGrid Export formatz Cancel View only X E sport to file Doses b SSS l omt Your selected fields were exported and next time the same fields will be selected by default 5 8 2 Export transactions Transactions can be exported to may formats including Excel xls and you may use those files to import data into whatever your accounting package Is providing it can import data from Excel sheets For example you want to export al exportable transactions to Excel xls format Click on AC Receivable tab then Transactions button The transactions list grid will show up on the right side pane Click on Post All Unposted Transactions first In order to enable the Export and Options buttons you have to check the Prepare Exportable Transactions check box Click on Options butto
7. Introduction 1 1 Introduction TS MAN Service amp Repair Management Software by BLANCHESOFT LIMITED www blanchesoft com 1 1 Welcome Dear user Thank you for your interest in our TS Man Technical Support Manager software This help file should give you basic information about the software Itself Introductory overview TS Man is a professional computer service amp repair tool designed to support the computer service amp repair businesses in achieving a fast professional and accurate service delivered to their customers It is the ideal choice for small companies and individuals who are in the business of computer maintenance and repair TS Man User Manual E TS Man 3 Trial Professional J Application lt Logn Logout 4 ChangePassword DE Admin Trial Options Help Job no 92 JOHN SMITH F New Job a Jobs List Problem Description JOBNO CLIENTN JOBD DUED COMPL DATE SYS OUT DATE STATUS PRIOR ALLOC TO Giving random blue SCreens 93 WONDERLA 06 07 20 107 07 20 lt not set gt lt not set gt ON HOLD NORMAL System Datab 92 JOHN SMITF 06 07 20 07 07 20 ALLOCATI NORMAL Total jobs 2 Client JOHN SMITH Main Tel 4556666 Filters Job Log Filter Reference Date 06 07 2011 a JOB DATE E JOB DUE DATE gt COMPLETION DATE SYSTEM OUT DATE USB port needs replaced waiting for client One Click Date Range Allocated To confirmation
8. Loading and applying a saved filter Click on the second icon Load saved filter are 9 9 9 F The Load Filter Template dialog will pop up showing you a list of all saved filters within that category 66 TS Man User Manual 9 10 E Load Filter Template Saved Filters Description MARK SPENCER OFEN JOBS Expression STATUS OPEN Click the OK button to apply the selected filter Please note that if you have more than one saved filter on the list and do not select anything the first saved filter will be applied Editing a saved filter To edit a saved filter do the following e Load the saved filter e Click on edit current filter icon e Edit the filter expression e Click OK to apply the filter e Either save it to database or not Edit Company Details amp other settings Well company details may be considered here soft of an understatement In fact on the company page there is more than just company name address etc We will go through every and each one of the three pages so you will have a good understanding about all that is in there Address and Logo page This is the page where literarily the company details are Is simple and straight forward with one exception and that is the Telephone and Fax numbers These two numbers will show on the already existent reports as just numbers If you want to have Tel or Fax as labels in the reports then when you enter the te
9. Click on Jobs button On the right side you have the jobs grid At the bottom right click on the fourth icon new filter JOB DATE STATUS CLIENT NAME JOB DESCR al 92 06 07 2011 12 0ALLOCATED JOH0024 JOHN SMITH o S 34 06 07 2011 13 3 COMPLETED WONDERLAND SOLICITORS Another standard repair service 93 06 07 2011 12 0 ON HOLD WONDERLAND SOLICITORS uao ne The Filter setup dialog will pop up Select the following values e Field STATUS e Condition equal e Value OPEN without quotes Click on Add to list button The dialog should look like this 64 TS Man User Manual i Filter setup dialog ole ss Select records by the following conditions Field Condition STATUS equal Add to list Bane eee rani Define additional conditions ODR Value Now click on OK button The job grid is filtered in fact the database table is filtered and now is displaying only the jobs that are open Saving the filter to database While the filter is still active click on the third icon save filter This action will bring up the Save New Filter dialog Choose a name a description then click on OK to save filter to database How To 65 a Save New Filter es Name OPEN JOBS Description All open jobs Removing the filter not delete just deactivate To remove the active filter click on the sixth icon a 9 9 Se
10. 13 34 08 H EY checked in By System Database Administr Fixed Price Job Tite Manually entered job tite Down Payment 0 00 To have a value for Rough Estimate you must select a job title from the list that has Rough Estimate value greater than zero E Job Titles TITLE IS ROUGH ESTIMATE IS FIXED PRICE DEPOSIT AMOUNT Another standard repair service 0 00 0 00 0 00 m7 Preventive Maintenance 30 00 q Standard Charge Repair Service 80 00 0 00 1 Standard Repair Service 0 00 0 00 Test Job Title 0 00 0 00 Zero price 0 00 0 00 taja is And only then the Rough Estimate value will change Chent WONO025 WONDERLAND SOLICITORS Phe Requested By WONDERLAND SOLICITORS On 06 07 2011 13 Max Price 0 00 Due Date 07 07 2011 13 34 08 ly Checked n By System Database Administr Fixed Price Job Tite Preventive Maintenance A Does EEE 0 00 5 22 TS Man User Manual 5 2 3 9 2 4 Max Price sometimes the client doesn t have time to wait for an accurate estimate but doesn t want a rough estimate either In this cases you may ask the client what is the maximum price he she is prepared to pay for the repair That s were Max Price comes into effect Let s suppose that the problem with that PC is the hard drive The client wants the hard drive replaced but he wants it replaced with the same type model and size which you don t have in stock What ca
11. DO NOT FORGET IT Database Admin TS Man is using Firebird Server as database server For that reason an admin interface was implemented enabling you to change password add edit delete users back up and restore the database file print server log and database file details All tasks related to back end database administration that TS Man incorporates are handled from here Please note that only SYSDBA can perform this task Frist log out if you are logged in Then from the main menu click on Database Admin 40 TS Man User Manual Please note that if you are logged on that menu item will be disabled J Application af Login Logout Chanqe s oo DB Admin Trial Options amp Help Click on it and the Server Login window will pop up The login process this time only differs because you may choose which protocol to use Other than that is the same as the normal login window Select the server database file name and location protocol then enter password and click OK Please note that the User Name cannot be changed It will always be SYSDBA server Login Server localhost Database C Program Files TS Man 3 DB TSM FDB User Name OYSDBA Password eerrterrs Once your login was validated the DB Admin window will pop up Here you can do all the tasks related to database administration that TS Man supports How To 41 Edit User A deleted
12. If total before tax is over Miscellaneous Delivery charge not incduded in discount calculations Net Days Discount o z Delivery charge not induded in discount calculations Save Changes Report names page This is where reports variables are entered and saved to the database The subject has been explained in Report names and Report footers 70 TS Man User Manual Settings Report names E Address and logo Report Names z TR CHECK_IN RECEIPT E Inventory E Footers SMS Email Label Names ESTIMATE WITH DISCOUNT Estimate With Discount INVOICE_WITH_DISCOUNT Invoice With Discount CASH_PAYMENT_RECEIPT Cash Payment Receipt DELIVERY_NOTE Delivery Note CREDIT NOTE Credit Note SERVICE HISTORY Service History INVENTORY _GAIN_LOSS Physical Inventory Gain or Loss PHYSICAL INVENTORY VALUATION Physical Inventory Valuation DEPLETED STOCK LEVELS Depleted Stock Levels Footers SMS Email This is the page where footers legal disclaimers SMS text and Email body text can be written and formatted PRINT_KNOWLEDGE_BASE Knowledge Base Print ESTIMATE_WITHOUT_DISCOUNT Estimate Without Discount INVOICE_WITHOUT_DISCQUNT Invoice Without Discount CARD_PAYMENT_RECEIPT Card Payment Receipt DOWN_PAYMENT Down Payment Purchase PHYSICAL INVENTORY VARIANCE Physical Inventory Variance Stock Transfer Sheet REORDER LEVEL RE aii Reorder Level Reached RETURN_T
13. Job no 94 WONDERLAND SOLICITORS New Job Refresh Gg o on Dern c Max Pre 000 Due Date 07 7 2011 13 34 08 La Fi gr Checkedin By System Database Aci T _ Job Title Ti in the ob title or select Wome the TE gt ra Down Payment 0 00 BA Ga ao a system Type hoe T Serial No ums WG gt Lent EG ee ene et NO wan Make Model Accessories one item per line ser el fa se Other Details Damages Screen damaged top left corner E Custom field 1 Custom field 3 Custom field 4 System Details CPUType IntelMoble7 elf CPUSpeed2ichz lE Memoryse aca w ig mosea el fig Initial Check Power On OK SystemBoot BIOS Access CD DVD Drives USB SOK Device Drivers Has System System Passwords OK OK OK OK Passwords a a a ants Problem Description Giving blue Screens at random New Edit client This topic will outline the situation where you start a new job for a new client Before you can go further with the new job details you must create a record for that client If there are no clients in your database just click on the icon button to add a new client 12 TS Man User Manual Check out Type DROP OFF PICK UP Job Date Due Date 06 07 2011 13 39 53 gt fly 07 07 2011 13 39 53 A Ar Allocate To Priority NORMAL Returning System Service Tag Barcode crrr OP SEPA NO ieseeseere
14. To 15 5 1 4 E New Job 2s Client NO Name WONDERLAND SOLICITORS Requested By Check in Type Check out Type DROP OFF PICK UP Job Date Due Date 06 07 2011 13 48 53 sly 07 07 2011 13 48 53 Allocate To Priority System Database Administrate NORMAL Returning System Service Tag Barcode rrera OP Serial NO ccceseeseereereeeeee VA 67045671 J uy8es 587 Click OK to be taken to the System Check in page where all the system details are already filled in Associate client sometimes the computers change hands owners and the same computer may have been in your workshop before but under a different client Because of this TS Man provides you with an easy way of associating a particular system with a client It s easy as 1 2 3 Right click on the client name and select Associate this system with a different client 16 TS Man User Manual a New Job 2s Client NO Name wonozs EE SY 4 Edit client Check in Type DROP OFF Job Date 06 07 2011 13 48 53 fa E 07 07 2011 13 48 53 Le E Allocate To System Database Administrate Returning System Service Tag Barcodes css a OF SOP NOs cscs Validate 67845671 CO Juy888587 m
15. check out Let me print it only if I want to Other Spell Checking Dictionary External Delivery Label as you see it on sales invoices amp English United Kingdom Pap Use Item Serial Number on invoices where apliicable Set Starting Invoice Purchase Job Numbers Default SMS Gateway When you create an account you must create a HTTP connection The Username Password and API_ID Kapow are created automatically Click Settings and use those details from your HTTP connection to enter into the right boxes Save Changes Professional version Inventory and Purchasing modules Purchases Explanations can be see here in green text 74 TS Man User Manual Settings Inventory Address and logo Stock Valuation a Tax settings Applies to Professional Version only 2 Terms Every quantity received in stock is recorded with the receival date Receipt Date and a unique ID a number for that quantity l on If stock entries are used receiveing stock then sold quantities are deducted from stack automatically the oldest ones in the stock They were first in so they go first out FIFO al Report names If the items sold were received with a Serial Number Tracking that specific items are being lial Footers SMS Email FIFO First In First Out deducted from the stock therefore it becomes Specific Identification Label Names Prices used are the specific prices that the items ha
16. etc Close job Closing a job is simple Just click on the CLOSE JOB button Accessories picked up DESCRIPTION QUANTITY SERIAL NO Laptop Bag Charger 1 23452354754 FILE TYPE Check out Type PICK UP 4 lt gt ni l By Date Time a ar FCEIVE PAYI ALL ITEMS RECEIVE PAYMENT PICKED UP CLOSE JOB y Vv J CREATE INVOICE 36 TS Man User Manual 5 9 9 9 1 The reason for this button is that the status of the job will be set to CLOSED and it will be included in certain reports Handle look up parameters Due to the nature of the business computer repairs there was necessary to implement look up parameters that can be added edited or deleted at any time Look up tables This are the database tables that contain records like System Types Colors CPU Types etc The records in the look up tables can be entered modified deleted in two ways 1 Wherever you see a square button at the right side of a box that means you can add edit delete the values on that list System Details CPU Type Intel Mobile 7 iA EPU Speed 2 1 GHz l Fal Memory Size 4 GB Fa HOD Size 300 GB el iA By clicking on that button you will bring up a new dialog where you can handle the records on the list E SYS_DET1 OA DROP DOWN VALUES Intel Mobile 7 When done click OK to close this dialog then selec
17. need to print the barcode for then click on the System Check in page There you will see two buttons one called Service Tag and the other called Custom Service Tag 18 TS Man User Manual Job no 94 WONDERLAND SOLICITORS New Job x Refresh f mee O a a Due Date 07 07 2011 13 34 08 Checked n By sr Saa metes Ane Fixed Price 0 00 Job Tite Type i in the job title or select from the ist ae Down Payment 0 00 0 00 hli A saa ee Under Proofof Service Tag Label parii SYE 1 Warranty Warranty Serial No naas Gee 5 ox seme elf no va Make Accessories one item per line Other Details Damages Screen damaged top left corner System Details CPU Type Intel Mobile 7 BIA CPU Speed 2 1GHz e ER Memory Size 468 elfa HoD Size 30068 el E Initial Check Power On OK SystemBoot BIOS Access CD DVD Drive s USB sOK Device Drivers Has System YStem Pass vords OK OK OK OK Passwords ps ys es as Giving blue screens at random Click on on of the two buttons shown above to print the barcode A print options dialog will pop up How To 19 SMPART PC REPAIRS Phone 0123 456 7890 011761413 5 1 6 Scanners TS Man can be used with two types of scanners USB and Keyboard Wedge regardless if they are handheld or not scanners that use Serial port
18. of machines provided that the Designated User is the only individual permitted to use the product You may also make a reasonable number of copies of the product to backup devices such as hard disks optical media or tape and one physical CD media backup copy of the product solely to replace the original copy provided to you if the Original copy is damaged or destroyed All rights not specifically granted to you herein are retained by BLANCHESOFT 76 TS Man User Manual 4 3 Multiple Licensed Copies You may purchase from BLANCHESOFT or its authorized reseller additional licenses to permit multiple Designated Users to use the product If you purchase additional Designated User Licenses for the product then you are granted for each Designated User License the personal nonexclusive nontransferable and limited license to designate one individual in your organization as the Designated User and permit such Designated User to install and use the product solely as permitted under Section 4 2 In such case the product may be used exclusively by the specifically Designated Users subject to all the terms and conditions of this License You agree that you will not designate more Designated Users than the number of Designated User Licenses that BLANCHESOFT or its authorized resellers have expressly granted to you and you will not allow the Product to be used by any individuals other than the Designated Users designated by you from time to time Y
19. or COM port are not compatible with TS Man Wireless scanners can also be used Before you start using the barcode system in TS Man please make sure your scanner can read the barcode type that TS Man generates for Service Tag Scanner settings Barcode type 2 of 5 INTERLEAVED Check digits NO Checksum NO 20 TS Man User Manual 5 2 5 2 1 System Check in As with every new job you are required to fill in an entire range of details about the new job and the system itself If the job is performed on a system that was in your workshop before and of course you have used the barcode Service Tag to check for that system some of the details will automatically be filled in Job Title The job title is there to help you describe in one line of text what the job is about That title will show on the invoice as the invoice description You may edit this description on the invoice itself before actually printing the invoice You may enter the job title manually or you can select one from the list by clicking on the button at the right side of the box Alternatively you may enter a new job title also by clicking on the button at the right side of the box Client WONDERLAND SOLICITORS Estimate Requested By WONDERLAND SOLICITORS On 06 07 2011 13 Max Price 0 00 Due Date 07 07 2011 13 34 08 EY Checked n By System Database Administr Fixed Price Job Title Type in the job title or select fr
20. process in TS Man Although from a logical point of view the concept is not new the way it is presented in the graphical user interface is unique Read carefully throughout this chapter as this chapter refers to the most important part of your business In fact this is what is it all about Service amp Repair System analysis This chapter could also be called TEN STEP CHECK because it covers the 10 most important areas that a computer system must be analysed in order to fully reveal any obvious or less obvious problems with that system As you can see from the picture below the ten categories are arranged in two columns of five each with the Action Required box in the middle By clicking on any of the categories the words in capital letters with icons on their left side you will bring up the selected category Action Required notes in the square panel from the middle You can e specify what tests to be performed by selecting YES or NO under the Perform area e enter the appropriate result of the test under the Status area e if the result is FAIL then you can type the text in the Action Required box The picture below portrays a system that has failed the security test virus and spyware System analysis Check Type Perform Result VIRUS SCANS Check Type Perform Result HARDWARE yes y pass Action Required VIRUS SCANS Yes y FAL 3 _ Found a total of 122 viruses trojans if BIOS res m Pass
21. show all controls and windows to the users but not allowing them to perform tasks except for the ones that they have the right to TS Man will hide may controls and windows from users if they don t have those certain rights Our philosophy with regards to user rights is What you don t need to know you don t worry Log in to the administration module as explained in Database Admin To give or edit access rights to your users select the exiting user or add a new user as explained in Add edit users There are three main types of access rights 1 Administrator 2 senior Technician 3 Technician Choose them one by one to see what the default unchangeable rights are and what optional rights you 46 TS Man User Manual 5 6 4 can give or take are User Information Required Information Access Rights Type C Administrator Technician Senior Technician Extra Rights System Check in Allocate Jobs User Name Password Confirm Password Optional Information First Name Middle Name Last Name Fj Create Estimates System Check out oe Authorize Jobs Langman Cancel Once you are satisfied with the right you have given to your user click OK to return to the DB Admin window Back up database Although TS Man provides an Auto Backup Schedule you may need to take a snapshot of the database at certain time For that you can do a manual back up Log in to th
22. simplest way to achieve that is to email the report as attachment Check in Receipt from the Check in Page service Report from the Service amp Repair page Completion Details Completed By System Database Administrator On 06 07 2011 15 07 07 Re notify Invoice from the Check out page How To 57 5 7 5 5 8 Accessories picked up DESCRIPTION QUANTITY SERIAL NO MARK Charger 1 23452354254 iar a FILE TYPE Check out Type TEAT CLOSE JOB CE Date Time o 06 07 2011 15 14 23 Custom reports TS Man has an embedded report designer The library is provided by FastReport VCL and is being used successfully by tens of thousands of users around the world This help file is not the subject of report designing therefore you may want to download and read the Report Designer User s Manual However you must know that a certain level of Scripting and SQL knowledge is required depending on the complexity of the reports Scripting languages supported by the report designer are e Pascal Script e Basic Script e C Script e Java Script If you run into difficulties while modifying or creating new reports please contact support blanchesotft com and we might be able to assist you in achieving your desired results Export financial data Every financial transaction is being recorded and saved to the database automatically without the need of user intervention In fact user int
23. 0 00 0 00 0 00 eel ie Click on the OK button to have the job title and the fixed price updated Client wono025 WONDERLAND SOLICITORS Estimate Requested By WONDERLAND SOLICITORS on 06 07 2011 13 Max Price 0 00 Due Date 07 07 2011 13 34 08 EY Checkedin By System Database Administr Fixed Price Job Title Virus Desinfection A Down Payment 0 00 e IMPORTANT Same as Max Price with the Fixed Price TS Man will not allow you to create invoices if the price is not exactly the same as the Fixed Price 5 2 5 System Description This is where you enter the details characteristic to that very system It is always recommended that you take the time and enter the serial number It will save you a lot of time when that system comes back without the System Tag barcode This part is no rocket science the labels and boxes are self explanatory so just enter the details If one or more details are not on the list of drop down boxes then click on the buttons at the right side of the boxes to add a new item to the list 24 TS Man User Manual System description ae Age Under Proof of Service Tag Label Years 2 Stem Type Colour Warranty Warranty Serial No a e oe Custom field 1 Make Model Accessories one item per line Acer I X263Whid Custom field 2 Other Details Damages Screen damaged top left corner 1 23452354254 Custom field 3 Custom field 4 5 2 6 System De
24. 1 13 48 53 A sly 07 07 2011 13 48 53 4S Allocate To Priority NORMAL Returning System Service Tag Barcode rrr Oe SEPIA NO ccseeseevsereereeneee V Scan barcode A good way of keeping track of systems that pass through your workshop is to assign them a unique SERVICE TAG in the form of a barcode Once a new system is checked in a unique number is generated for that system and a barcode is being generated for it All you have to do is print the barcode stick it on to the system itself and the next time the system comes into your workshop just scan it Client name and all system details will be automatically filled in for the new job Scanning the barcode 14 TS Man User Manual When a new job is entered it is strongly recommended you first scan the barcode in then click on the Check button so all the system details and client name will be automatically filled in Place the cursor into the Barcode box then perform the actual scan a New Job 24 Client NO Name A Requested By Checkin Type DROP OFF Job Date 06 07 2011 13 48 53 4 EF 07 07 2011 13 48 53 Allocate To Priority NORMAL Returning System Service Tag Barcode errr Ora Serial NO ccsncrccnennenseneenell p E Once the scan is performed the barcode will be automatically typed into the box Then click on the check button to retrieve the system details Enter the Requested By and Check out Type values How
25. 192 231 57 164 C Program Files TS Man 3 DB TSM FDB L oox Ji cme NOTE As you can see from this example the database path and file name is a local path When connecting that path is being passed to the Firebird Server as a string of text connection string The Firebird Server takes it as the location and name of the database file it should connect to Being a local path by definition it looks into it s own C drive finds it and successfully connects to it Connection 9 4 1 a As a rule of thumb database path should always be the same as when you use TS Man locally on the server First time login This topic needed to be added and this is mainly due to the database setup wizard where you will set the required and optional parameters for the proper functioning of the software However the optional parameters can be setup later in the Company window Also the required parameters can be changed later in the same place Login parameters As TS Man is build to be a client of the Firebird Database Server there are certain default parameters that need to be mentioned at the first login The very first time when you start TS Man and that happens on every computer not only on the server a tip will pop up displaying the default user name and password After a successful login that tip will not show anymore Defaults USE SYSDBA e Password
26. 2 You may not alter the product in any way including changing or removing any messages or windows 2 3 You may not de compile reverse engineer disassemble or otherwise reduce the product to a human perceivable form You may not modify rent or resell for profit the product 2 4 You may not create derivative works based upon the product without the permission of BLANCHESOFT 2 5 You may not publicize or distribute any registration code algorithms information or registration codes or Activating keys used by the product without written permission of BLANCHESOFT 3 Terms that apply to the use of the TRIAL version 3 1 You may install the trial version and create as many copies of the Trial version on storage media as you wish 3 2 You may redistribute the trial version freely on on line services bulletin boards or other electronic media as long as the files are distributed in their entirety 3 3 The trial version may not be distributed on CD ROM disk or other physical media for a fee without the permission of BLANCHESOFT 4 Terms that apply to the use of the Activated version 4 1 The Product is licensed not sold 4 2 Grant of license Subject to the terms and conditions of this License BLANCHESOFT grants to you if you are an individual or one designated person in your organization Designated user a personal nontransferable nonexclusive and limited license to use the product You may install the product on a reasonable number
27. ANT When you create an account you must create a HTTP connection The Username Password and API ID Kapow are created automatically Click Settings and use those details from your HTTP connection to enter into the right boxes Once you have the above option selected every time you click on a button that is printing a report the full window preview will show up From there click on the Export To icon to export the report to your desired format See below 56 TS Man User Manual E Check in Receipt Lo B a SGGHGA 04 8 wo Q0 ABUA dd 1 SMART CHECK IN RECEIPT arpcrepairs com infog smanpcreapirs com Smart PC Repairs 9 Unit 56 Parnell Business Centre 122 Cheshire Road London N78 SHT Service Tag AIRS E Job No 1003 Tel 123456789 Fax 98765432 10012591 Date 05 01 2009 Ref NOR0006 Date 0501 2009 NORTON SUPPLIES LTD 23542345 MobileTel Email meoalm nortonsupp com B System Description ee e Proof of Warranty e 0 fees m a l Model vosTRO seralNo 1241234 Other Details no visible damage pidure attached Other Items Left in Custody Charger System Details CPUType CentinoDual CPU Speed _2100Mhz Hard Drive Size 126b Initial Check r i Page 1 of 1 ee EONS PASE Oe a 5 7 4 Send as email attachment sometimes the client requires a receipt or an invoice or a service report to be sent by e mail The
28. ATE_WITHOUT_ DISCOUNT Estimate With Discount INVOICE WITH DISCOUNT Invoice With Di Discount CASH_PAYMENT_ RECEIPT Cash Payment Receipt DELIVERY I NOTE SYSTEM_ANALYSIS Analysis Sheet SERVICE REPORT Estimate Without Discount INVOICE WITHOUT DISCOUNT Invoice Without Discount CARD PAYMENT RECEIPT Card Payment Receipt CLIENT _JOB_HISTORY Delivery Note CREDIT_NOTE Client Job History DOWN PAYMENT Credit Note SERVICE HISTORY Service History INVENTORY_GAIN 1055 Down Payment PURCHASE O Pickup Receipt RETAINER_HISTORY Service Report CHEQUE PAYMENT RECEIPT Cheque Payment Receipt PICK UP RECEIPT Retainer History NON_REFUNDABLE DOWN _PAYMENT Receipt for Non refundable Deposit RETURN_TO_VENDOR RTV Purchase PHYSICAL INVENTORY VARIANCE Return To Vendor RTV BOOK INVENTORY VALUATION Physical Inventory Gain or Loss PHYSICAL INVENTORY VALUATION Physical Inventory Variance Book Inventory Valuation STOCK RECEIPT Physical Inventory Valuation Stock Transfer Sheet REORDER LEVEL REACHED Stock Receipt RESERVED ITEMS STATUS Depleted Stock Levels Reorder Level Reached Reserved Items Status Save Chang
29. B DB Admin Source C Program Files TS Man 3 DB TSM FBK Destination C Program Files TS Man 3 DB RESTORED FBK activating and creating deferred index FK_HARDWARE DEI activating and creating deferred index FK_CLIENT FILES activating and creating deferred index FK_CASH REGS SHI activating and creating deferred index FK_STOCK_LOCATIC activating and creating deferred index FK_CREDIT NOTE_L activating and creating deferred index FK_TEMP_MAN_ ADD activating and creating deferred index FK_CASH REG IN activating and creating deferred index FK_CASH_ REG DA activating and creating deferred index FK_CLIENT ID activating and creating deferred index FK_BILL_OF MAT_1 activating and creating deferred index IDX_ITEM ID ON_A activating and creating deferred index IDX VENDOR_ID Of activating and creating deferred index FK_ITEM SPECS 1 committing metadata finishing dosing and going home gbak gbak gbak gbak gbak gbak gbak gbak gbak gbak gbak gbak gbak gbak F y The restore log will show on the panel which you my print by clicking on the Print button Reports We are constantly improving the report in TS Man and adding new ones However it is impossible to keep everyone happy and for that reason a report designer was embedded into the application You may modify existing reports and create new ones Some scripting knowledge required Scripting languages supported by
30. ICENSE RTF FILE PROVIDED WITH THE PRODUCT ANY USE BY YOU OF THIS PRODUCT ALSO CONSTITUTES YOUR ACCEPTANCE OF THESE TERMS IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT YOU MUST UNINSTALL AND DELETE THE SOFTWARE FROM ALL STORAGE MEDIA 1 Definitions 1 1 Product means TS MAN with its accompanying documentation 1 2 BLANCHESOFT means BLANCHESOFT LIMITED Company Registration No 5884781 England and Wales United Kingdom 1 3 Trial version means a version of the product to be used to review demonstrate and evaluate the Product The trial version may have limited features may lack the ability for end user to save edit print certain details featured in the product s back end database The trial version may also be limited to a period of usage usually 30 days after which the product will stop working 1 4 Activated version means a trial version unlocked by special purchased License file The Activated version is fully functional and its features are not limited 1 5 Activating key means a special file to be used to unlock the trial version and to enable all features of the Product 1 6 Designated user is an individual or if you are an entity one 1 designated person in your organization 2 General License grants and restrictions 2 1 TS Man is protected by copyright and other international treaties This product together with its accompanying documentation is the property of BLAANCHESOFT 2
31. IPTION CATEGORY Inventory Windows Server 2008 Enterprise Software Inventory Windows 7 Professional x64 Software Service Virus Disinfection Sale amp Service Inventory Toshiba Hard Drive Hardware Inventory Some used hdd xxx Used Hardware Inventory Samsung HDD Used Hardware Assembly Preventive Maintenance Preventive Maintenance im 3 Service Hourly Labor Labour iH z D 9834596995 Inventory Dell iv Monitor Hardware Non Inventory 52345235 Service Delivery Charge DROP OFF CHARGES On Order N A As you can see the item was added to the estimate Estima ted Items Required ITEM NO DESCRIPTION QTY TYYRYRR Virus Disinfection ifea 0n v 3 Modify UNIT PRICE 50 00 To add another item repeat the operation Click OK to close the New Task window and return to the Service amp Repair screen The estimate is ready to be printed emailed etc To email the estimate click on the mail icon To print the estimate click on the printer icon How To 29 9 3 3 Estimate Quotation TASK TYPE TASK EST HRS VIRUS SCANS Virus Disinfection panpa lEstimate Completed a LA Once the estimate is approved by the client click on OK To Proceed This will lock the estimate no more edits allowed and will unlock the Tasks and automatically add all the estimated tasks to the actual tasks so you can start working on it WIOK To Proceed Aut
32. NCHESOFT All rights reserved Pricing and licensing Pricing For the latest prices please check our purchase page The base price is set to British Pounds and may fluctuate according to the exchange rate if you are purchasing using your local currency Licensing Licensing for TS Man is done by the concurrent connections You may install TS Man on as many computers as you wish The maximum number of users that can be connected to the database at any one time equals the number of licenses you have purchased Trial version however comes with three 3 concurrent connections allowing you to test it in a multi user environment Legal matters Blanchesoft reserves the right to change the price or pricing structure for TS Man and all ohter software products without notice to existing or prospective customers Purchasing 77 10 Purchasing You may purchase one or more licenses for TS Man in two ways 1 Visit http Awww blanchesoft com and click on the purchase page 2 Start TS Man from the main menu click on Help About The About TS Man window will pop up and you may click on Purchase License button for trial version or Upgrade License for registered versions Vendors At this time TS Man is being distributed through Share it http Awww shareit com Resellers are using their own exchange rates and commissions therefore the price may vary Please note that some of this resellers may change either new ones
33. O_VENDOR RTV SYSTEM_ANALYSIS Analysis Sheet SERVICE REPORT Service Report CHEQUE_PAYMENT_RECEIPT Cheque Payment Receipt PICK UP RECEIPT EFUNDABLE_DOWN_PAYMENT Receipt for Nontefundable Deposit Return To Vendor RTV BOOK INVENTORY VALUATION Book Inventory Valuation STOCK RECEIPT Stock Receipt RESERVED ITEMS STATUS Reserved Items Status Save Changes How To 71 Settings Footers SMS Email Address and logo Service amp Repair Form Legal Disclaimer E Tax settings Whilst every effort will be made to ensure data han handling Company Name will not accept responsibility aie Fi Terms Company Name 221 Clifford Rd Cliffordshire CS2 J5K Tel 123456789 Email sales companyname co l Purchases l Inventory Report names Fg Footers 5M5 Email 2H Oe lt Purchase Remarks can be modified on the purchase form l Please send two copies of your invoice 2 Enter this order in accordance with the prices terms delivery method and specifications listed above On Job Completed SMS maximum 160 characters simple text only __ On Job Completed Email Email Subject Fl Save Changes Label Names This is the place where you can e change the name of the 4 custom fields that appear on the Check in Page e change the labels for some fields in System Check in e change the labels of the fields in System Analysis page TS Man User Manual
34. ated one by one for the selected jobs No batch invoicing available as yet in TS Man Click on System Check Out tab to move to the check out page Click on the CREATE INVOICE button to create the invoice for that job If the CREATE INVOICE button is grayed out that means the job has not been completed yet 32 TS Man User Manual Accessories due for pick up DESCRIPTION QUANTITY SERIAL NO a Charger 1 23452554254 FILE TYPE Check out Type lt gt Wa a aa ALL ITEMS side RECEIVE PAYMENT PICKED UP CLOSE JOB The invoice will automatically be created and displayed in edit mode If for example the client is in front of you you may enter a payment at this time by clicking on the payment button How To 33 5 4 2 Invoice No 30477 Invoice No Age Period Terms Con eran p E Discount 0 00 Clent WONOO25 WONDERLAND SOLICITORS Grand Totak Paid Job Another standard repair service z ine cha Invoice Description one line of text VAT 19 9 5 For service and maintenance provided by SMPART PC REPAIRS on system Acer X2 Printed Tf Terms is NET discount will be automatically applied and cannot be modified Tf Delivery type is external OTHER will represent the delivery price incl taxes Invoice Details Payments Credit Notes ITEM NO DESCRIPTION l y DISCOUNT PRICE MYRYRR Viru
35. ck OK 44 TS Man User Manual E User Information So Required Information Access Rights Type Administrator O Technician Senior Technician Extra Rights System Check in Create Estimates Claim Open Jobs System Check out pe Ae Ce a Allacate Jobs Authorize Jobs xeRER EEE HEHH That s it the user s password was changed 5 6 2 Add edit users Handling users is no different to other database software At first the interface will look a bit different but the tasks are all the same as in any other database application Log in to the administration module as explained in Database Admin Here you have many other options but in this topic we will focus on changing the password Select the user by clicking on the User Name part of the text then click on Edit User button to edit the selected user or Add User button to add a new user 9 6 3 E DB Admin l User Name First Name Middle Name Last Name NICOLE Nicole Langman SYSDBA System Database Administrator Add User Edit User Delete User A deleted user will not show on the drop down list for Allocated To filter Inthe Workshop page The rest is simple and straight forward Users and user rights It is widely accepted that it is better not to reveal a certain window to a user that does not have the right to perform the operations allowed in that window some other software developers will
36. d when they were entered in stock Therefore E ee if youhave a variable Unit Cost and a fixed Mark up percentage the same item may have different price due to which specfic Stock Receipt belongs to The calculation of stock value reports at the end of E E period will allways reflect the exact values physically sold on hand in your stock When reorder level has been reached gt Send email notification Notification Email admin blanchesoft com Notification SMS Send both SMS and email notification gt Send 5M5 notification 07857570766 Do Nothing Items Default Warranty Types Inventory Item Non nventory Item Assembly build ST a a a Stock Receive Options Default Receive Location Default S N Tracking Mode pna E Items Default Warranty Length days Vendor Manufacturer In house 122 days 365 days Save Changes 5 11 Purchasing amp Inventory Online amp Downloadable Demos Only Purchasing and inventory module are more complicated and users don t really read through the help files Therefore online or downloadable demos are available on our website http www blanchesoft com 6 EULA TS Man End User License Agreement EULA 75 THIS SOFTWARE END USER LICENSE AGREEMENT EULA IS A LEGAL AGREEMENT BETWEEN YOU AND BLANCHESOFT PLEASE READ THIS LICENSE AGREEMENT CAREFULLY BEFORE INSTALLING OR USING THE PRODUCT A COPY OF THIS LICENSE IS AVAILABLE IN THE L
37. e word password shown above here in red font 5 5 2 Override password When a job was completed the record will be locked so no accidental editing can take place If you need to edit a closed job you will be asked for a Override Password The default password is the word password without quotes Job Completed Record locked Enter override password How To 9 6 39 To change this password click on Admin tab then Look up Tables button Click on Page 2 At the bottom right there are the boxes where you can enter a new password Look up Tables Saved Filters NAME DESCRIPTION CATEGORY FILTER STRING Main Warehouse COUNT SHEETS LOCATION Main Warehouse Hardware Category Hardware COUNT SHEETS CATEGORY Hardware category hardw PICK COUNT ITEM CATEGORY Hardware Saala Do not delete this filter COUNT SHEETS l4 v 22 Job Titles TITLE ESTIMATED PRICE FIXED PRICE Another standard repair service Preventive Maintenance Standard Charge Repair Service Standard Repair Service blalaly e i Task Titles 7 7 Manual Override max 20 characters TASK TITLE CATEGORY Passwords Preventive Maintenance OTHER la Standard Repair Service OTHER Fi New Virus Disinfection VIRUS SCANS Verify Default password is aly E IMPORTANT This password is being stored as encrypted text to the database If you forget it contact support blanchesoft com But best of all
38. e administration module as explained in Database Admin Click on Maintenance tab Click on Back up tab by default it is already selected Select the source Select the destination Click on Back up button How To 47 9 6 9 C Program Files TS Man 3 DB TSM FDB C Program Files TS Man 3 DB TSM FBK abak writing constraint PK_ MANUAL ADDED STOCK RECORDS abak writing constraint INTEG_5 abak writing constraint INTEG_52 gbak writing constraint FK_TEMP_MAN ADD 1 abak writing constraint INTEG_179 abak writing constraint INTEG_197 abak writing constraint FK_STOCK LOCATION ASSOC 1 abak writing constraint INTEG_302 abak writing constraint INTEG_303 abak writing constraint INTEG_307 abak writing constraint INTEG 309 abak writing referential constraints abak writing check constraints abak writing SQL roles gbak closing file committing and finishing 1986560 bytes written F 4 TT The back up log will show on the panel which you my print by clicking on the Print button Restore database If the need arises you will want to restore the database file Database file restore can be done from both the manual back up and the Auto Back up Schedule files Log in to the administration module as explained in Database Admin Click on Maintenance tab Click on Restore tab Select source Select destination Click on Restore button 48 TS Man User Manual 9 7
39. ereeeee VA The Select Client Dialog window will pop up Click on the New Client button at the bottom left of the window E Select Client Ls STARTING WITH CLIENT TYPE MAIN CONTACT RESIDENTIAL JOHN SMITH The New Client window will pop up Enter client details Click on the Same button if the main contact name is the same as the client name Click on Ship To tab to add extra Ship To addresses Click on Contacts to add extra contact names for this client Click on Taxes to manage tax settings for this client Click on Terms to set the sales terms How To 13 9 1 2 5 1 3 Click on Systems amp Jobs to manage client s system details Click on Files to manage files associated with this client Click on Retainer see the balance of the retainer for this client By serial number sometimes it happens that the barcode was scratched off or if printed on poor quality paper or the computer hardly used the barcode may become unreadable or it may fall off What then Well if the last time around you entered the system s serial number as well as the barcode then you have nothing to worry about Just type the system s serial number into the Serial Number box and click on the check button It has the same result as you have scanned the barcode a New Job 24 Client NO Name Requested By Check in Type Job Date a 06 07 201
40. ervention is not possible allowing you to have an accurate count of every financial transaction This functionality we consider necessary in an application that can function in multi user networked environment Financial transactions e Payment e Cancellation e Writeoff 58 TS Man User Manual 5 8 1 These transactions are all recorded and can be exported to Excel and other formats ready for importing into your accounting package If you want the cells in the spreadsheet to be formatted like number date etc then you should choose as export format the Data Interchange Format which by default is associated with Microsoft Excel files in your computer if Microsoft Office is installed see below Export formats Data Interchange Format a View only Xe Export to file Export invoices Invoices can be exported to may formats including Excel xls and you may use those files to import data into whatever your accounting package is providing it can import data from Excel sheets Let s suppose for example that you want to export al the invoices to Excel xls format Click on AC Receivable tab then Invoices button The invoices list grid will show up on the right side pane In order to enable the Export and Options buttons you have to check the Prepare exportable invoices check box Click on Options button to choose which fields to export How To WONDO25 59
41. es the name Cash Payments then you will have to change the value in the box GASH_PAYMENT_ RECEIPT to be the same as your newly created report This way the program will know which report to display when the Print Receipt button is clicked How To 51 5 7 2 Report Mames CHECKIN Check in Receipt SYSTEM ANALYSIS Analysis Sheet SER ICE REPORT Service Report DELIVER NOTE Delivery Note CUSTOM BARCODE Custom Barcode COLLECTION_RECEIPT Collection Receipt ESTIMATE WwITH_DISCOUNT E stimate With Discount ESTIMATE WITHOUT DISCOUNT Estimate Without Discount INVOICE WITH_DISCOUNT Invoice With Discount PRINT KNOWLEDGE BASE Knowledge Base Print INVOICE WITHOUT_DISCOUNT Invoice Without Discount CASH_PayMENT RECEIPT Cash Payments i CHEQUE_FAYMENT_RECEIPT Cheque Paymens Receipt CARD PAYMENT RECEIPT Card Payment Receipt SERVICE HISTORY REPORT Service History As you can see the name had to be changed to reflect the actual report name that you wanted to be used as cash payment receipt Report footers SMS Email There are three reports where you can input your own text at the bottom of the page without the need to edit redesign the report itself The boxes where you put the text for this reports are rich text containers meaning they accept colored font bold italic underline etc To have your custom formatted text in this reports click on the buttons at the righ
42. gory Task title oe OTHER Standard Repair Service Notes Max 2000 char Items Used ITEM NO DESCRIPTION W PRO Windows 7 Professional x64 Hee Click OK button to return to the Task window featured here underneath Once this is done you may click on Completed By icon to set the status of the job as COMPLETED Completion Details completed By System Database Administrator On 06 07 2011 15 07 07 Sa Service Report The current user name will be filled in automatically Based on your settings an email or SMS will be sent to the client Following is a popup dialog based on the fact that the current settings are Let me choose How To 31 9 4 9 4 1 Job Completion Notification amama Please choose Send SMS Send Email Do Nothing Click OK button to close this dialog and perform the action selected Now the job is ready for invoicing System check out On the Check out page you can e create and print invoice for the current job e receive payment and print payment receipt e set which items were collected e close the job e print collection delivery receipt e print barcode e search jobs Create Invoice Invoices in TS Man are created based on the tasks and the Items Used you have entered for every task If a job has not tasks you will still need to create the empty invoice in order to close the Job It is important to mention here that invoices can be cre
43. horized By System Database Administrator ao Refresh That s it You have successfully created an estimate To revert the OK To Proceed action and unlock the estimate for editing click again on OK To Proceed icon Repair tasks Whether you have created an estimate or not you will need to have the repair tasks finished before you can set the job status to COMPLETED However you may finish a job without any tasks but in this case the invoice total will be zero It has to be mentioned here that jobs which have estimates automatically have the tasks created In these cases you only need to set the Items Used STATUS to the appropriate value DONE or USED Here we will start from scratch using a job that has no estimate Click on the OK To Proceed icon to unlock the Tasks controls and set the Approved By value to the current user V OK To Proceed Authorized By System Database Administrator mel Refresh Once that s done you can start by creating a new task To do that click on the plus sign button at the bottom of the Tasks grid 30 TS Man User Manual Tasks TASK TYPE TASK DONE ACT HRS The New Task window will pop up The process of entering task title and items from the stock list is the same as described in Estimates Quotations chapter The difference here is that you have to set the STATUS of each item manually when is done a New Task Som Cate
44. l no write first Tel without quotes See below How To 67 Settings Address and logo Bii Name SMPART PC REPAIRS E Purchases Address Address line onewer E Inventory E Report names E Footers SMS Email City Town Label Names Canty Miscellaneous Address Line 2 a Phone 01234567890 Fac Fax smpartpcrepair com ite www spartpcrepair tsm Save Changes Tax Settings page This is self explanatory and you have probably set your taxes at the database setup wizard when you first logged on 68 TS Man User Manual Settings Tax settings Tax options TAX 1 TAX 2 Company Tax No VAT ID GB 88683838484 TAX 1 TAX 2 TAX 3 When you enter a new item this 3 taxes can be used to add to the Selling Price of the item FREIGHT TAX If invoice Delivery Type IN HOUSE the FREIGHT TAX will be applied If invoice Delivery Type EXTERNAL no tax will be applied Save Changes Terms This is the page where the default terms are set This terms will be applied as default to all new client records and have been explained in New Edit Client topic How To 69 Settings Terms Address and logo Default Terms will be automatically applied to new clients lial Tax settings Method E E Purchases Cash On Delivery C 0 D E Inventory m eip E C O D cash on delivery Footers SMS E Label Names
45. lace for the footer text on the estimate To edit this text click on Admin Settings Footers SM5 Email Then format the text to your liking and click Close How To 53 Be Editor fa Arial E s B 7 U 2s BE k I I I l l l A This is the place for the footer text on the estimate To edit this text click on Admin Settings Footers 5M5 Email SS Modified 5 7 3 Export to other formats All reports can be exported to many formats 1 Word 2 Excel 3 PDF 4 HTML and ohters The exporting can be done from two places 1 From the incorporated preview pane only if your access rights are Administrator 2 From the full screen report preview for all users From the incorporated preview pane only if your access rights are Administrator Click on Reports button The incorporated preview pane will show up on the right select the report you want and click on any of the buttons within the red rectangle marked here below 54 TS Man User Manual Ei wi al E j a lp f i 4 Po PL Reset Date Range nah Sheet Check in Receipt Collection Receipt CHECK IN RECEIPT Custom Barcode RA Daven Mote ater Tene e a a U O enea O m O O e O ea EE cman Seay a AS AET O ee e e O myn baT St ee ron iT Tehe for gn on bah of ee kary aT ii eee ei re ene rs eds Peg te bee et eel ee a LLE ey weed Gobo ore ie gee cu rea ig ae dear preggers
46. lues See picture Then continue the installation following the wizard You don t have to leave the default options although recommended Installation 5 3 1 fe Setup TS Man 3 Select Components Which components should be installed Select the components you want to install dear the components you do not want to install Click Next when you are ready to continue TS Man Client r Connection Being a true client server application TS Man requires a connection to the database server and the database file itself There are few details that you may want to know about the communication between client and server in TS Man e PEO LOCO isscecocde cece se eaccncassecarciceteteecas eect TCP EPO nee ee ee eee eee nee reer ee 3050 e Firewall access TSMan exe cceeceee required o Port TORWANCIING casaesnsiececcuarcicerateesGsccacasenasetee required for WAN access e NIC Network Interface Card required even for local computer connection Local same computer Connecting to the server and database on the local computer if you installed the Server that is is very straight forward When the Server Login window appears enter the following TS Man User Manual 3 2 Server Login Zs Serveri localhost Database C Program Files TS Man 3 DB TSM FDB User SYSDBA Password Connection string localhost C Program Files TS Man 3 DB TSM FDE The default password f
47. n 3 2 1 Database Back up and restore Access rights levels for users SMS integration Alcatell amp Kapow Email to SMS providing your mobile telephone provider supports it We wish you many satisfactory moments using TS Man m Blanchesoti http www blanchesoft com Installation We are constantly working towards improving the setup installation process of TS Man Currently the setup process is straight forward with most of the required options selected by default There are two types of installation e Server which can also be used as standalone setup e Client which is used to connect to the database through the Firebird Server If you are not sure which one to choose at first then choose Server Server amp Client standalone server installation can be used as standalone installation default for single individuals Can also be used as Server the place where Firebird Server and database file reside so all clients may connect to it TS Man is using a fast open source royalty free database server FIREBIRD SERVER The current version of Firebird server that is being used with TS Man is Firebird 2 1 4 The Server Concept in TS Man is that of the place computer where database file TSM FDB and Firebird Database Server are installed TS Man executable is all ways the same In fact it is just another client application for the famous Firebird Server Installing the TS Man Server start by ru
48. n to choose which fields to export How To Transactions 61 agaa Post All Unposted Transactions Prepare Exportable Transactions imn The Select Exportable Fields dialog will pop up Select which fields you want to be exported Your choice will be saved to database Click OK to close the dialog 62 TS Man User Manual 5 9 Select Exportable Fields 10B_NO AMOUNT PAYMENT_DATE 15 POS INVOICE_NO PRECESSED BY S S Export currency symbol core Now click on Export button The Export DBGrid dialog will pop up Select from the combo box list what format you want to export it to Exporting DBGrid Export formats Cancel View only X E sport to file Doses b SSS l sik Choose wether you want to export to file or view only and later save Click Export Your selected fields were exported and next time the same fields will be selected by default Create custom filters TS Man provides you with the functionality of custom filters which can be saved to database and reused Almost all grids have the filter toolbar displayed at the bottom right of the grid In this topic we will focus on the Jobs Grid The procedure of creating and saving filters is the same all throughout the application All OPEN jobs example How To 63 Click on AC Receivable tab you need to be an Administrator user
49. n you do Well you can tell the client that you will purchase yourself the required hard drive but you don t know exactly the price you will be required to pay for it What you know is how much you will charge for the labor So the best approach is to ask the client how much he she is prepared to pay to have the hard drive he she wants In this case you enter the maximum price the client is prepared to pay into the Max Price box manually Client WONO025 WONDERLAND SOLICITORS Estimate Requested By WONDERLAND SOLICITORS On 06 07 2011 13 Max Price Due Date 07 07 2011 13 34 08 EY Checked n By System Database Administr Fixed Price Job Tite Another standard repair service Fal Down Payment 0 00 IMPORTANT Once you have entered a Max Price TS Man will not allow you to create an invoice that exceeds that price Fixed Price More often than not you may have Set Price jobs For example Virus disinfection Is more or less the same for all computer systems So in this case you enter a job title called Virus Disinfection and give it a fixed price How To 23 TS ROUGH ESTIMATE I5 FIXED PRICE DEPOSIT AMOUNT Virus Disinfection 30 00 20 00 Another standard repair service 0 00 0 00 0 00 Preventive Maintenance 30 00 0 00 25 00 Standard Charge Repair Service 0 00 80 00 0 00 Standard Repair Service 0 00 0 00 0 00 Test Job Title
50. nning the executable you downloaded During the installation process at the beginning you will be presented with a screen asking you to choose the type of the installation Choose TS Man Server and continue by clicking next leaving all the default values See picture TS Man User Manual 2 2 p setup TS Man 3 Select Components Which components should be installed Select the components you want to install dear the components you do not want to install Click Next when you are ready to continue on some computers you will have to reboot the computer in order to have firebird service started Client Client installation is required only if you want to access the TS Man database from another computer The Client concept in TS Man is that of a database client with no other exceptions Install the TS Man Client option on as many computers as you wish The connection to database is being regulated by the license which will only allow a maximum of users based on the number of licenses you have purchased Trial version comes with 3 users so it can be fully tested in the client server environment Installing the TS Man Client on other computers Start by running the executable you downloaded During the installation process at the beginning you will be presented with a screen asking you to choose the type of the installation Choose TS Man Client and continue by clicking next leaving all the default va
51. oi PS Tho lhi Th Ce CR Fira le ca ct a Sa rate AEDI Sea a a deta pected ab ede Tr Ga ak ob a Pade a Se ad ee I a r a d rhah a ee ine ae Bp a Sb reba ds nhs Sa Re a EE ie Ainiai cae kidi Li par d labar LiT D ice a hih erm bi ar anger id abet cbd by iinr r rb Lak rai or bey ra harali bey Fali Ll la Hpk rdd o ary k een aA R Torny harna mi lirar bik Bakda o rhah be ee ee a a a ree rri paraoa ath Craw se ce dra bea bt ae tt ee a bh cyte oie ey Liter rade Cee cares gaa Sel Sl ice re Ta ee pe Te A a Then just follow the instructions From the full screen report preview for all users For this you will need to have the Preview before printing option selected in the Admin Settings Miscellaneous Of course that instead of printing the preview will show up and you have to do the printing afterwards yourself by clicking on the Printer icon in the report preview window How To 55 Reports Printing Options Preview before printing ap Just print On Job Completion Send SMS Let me choose Send Email Do nothing Invoice Printing Options Force invoice to be printed before check out Let me print it only if I want to Other spell Checking Dictionary External Delivery Label as you see it on sales invoices amp English United Kingdom Pap m Use Item Serial Number on invoices where aplicable Set Starting Invoice Purchase Job Numbers Default SMS Gateway IMPORT
52. om the list gt Down Payment 0 00 To enter an already existent job title click on the button at the right side of the box Job Titles window will pop up Select one from the list and click OK To add a new job title click on the plus sign new record BE Job Titles ee TITLE TS ROUGH ESTIMATE IS FIXED PRICE DEPOSIT AMOUNT Another standard repair service Preventive Maintenance 30 00 0 00 65 00 Standard Charge Repair Service 0 00 80 00 0 00 Standard Repair Service 0 00 0 00 0 00 Test Job Title 0 00 0 00 0 00 Zero price 0 00 0 00 0 00 JF a i g k op Co Ceo Enter the title S ROUGH ESTIMATE or IS FIXED PRICE If you want to charge a down payment for this type of job enter the DEPOSIT_AMOUNT value and click OK How To 21 9 2 2 IMPORTANT You may not have both prices greater than zero It s either IS ROUGH ESTIMATE or IS FIXED PRICE Rough Estimate The Rough Estimate is there for the clients that are asking sort of informatively for the price but they don t request an accurate estimate Both Rough Estimate and accurate estimate are there as a guidance You may go over or under the estimated price If you enter the job title manually then the text N A will show meaning Not Applicable Client WONO025 WONDERLAND SOLICITORS 0 01 Requested By WONDERLAND SOLICITORS on 06 07 2011 13 Max Price 0 00 Due Date 07 07 2011
53. or SYSDBA is masterkey Please note that SYSDBA is the database owner and it cannot be and should not be changed You may also for server enter 127 0 0 1 or the computer name instead of localhost Database value path is the default path here But if you installed TS Man in a different folder or drive then please enter that location Over the LAN Connecting over the LAN Local Area Network checklist e TS Man and Firebird Server must be installed on the server machine e Firebird Server service must be running on the server machine e You have installed and configured your network at least a peer to peer network is required For the purpose of this tutorial the computer where Firebird Server and TSM FDB reside will be referred to as the server All the other computers where TS Man Client was installed will be referred to as the client The client communicates with the server through port 3050 TCP Requirements The server must have a static IP address not DHCP assigned and that is because when the IP address lease expires you will no longer be able to log in until you find out what the new IP address IS If you have strict firewall rules in place open port 3050 TCP and put TSMan exe on the white list Login details Let s assume the IP address of the server is 192 168 1 7 On the Server Login window enter the following Server 192 168 1 7 Database C Program Files TS Man 3 DB TSM FDB see NOTE User your use
54. or it will Blanchesoft disclose any further communication details containing private information about you to anybody unless required by law or court order
55. ou agree to maintain accurate records of the Designated User designated by you to use the Product under each Designated User License you hold 5 Limited warranty and limitation of liability 5 1 BLANCHESOFT neither makes any warranty or representation nor authorises the making of any warranty or representation that the product will meet the requirements of any particular user or that operation of the product will be uninterrupted or error free 9 2 THE PRODUCT IS PROVIDED TO LICENSEE AS IS ALL EXPRESS OR IMPLIED CONDITIONS REPRESENTATIONS AND WARRANTIES INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY SATISFACTORY QUALITY FITNESS FOR A PARTICULAR PURPOSE OR NON INFRINGEMENT ARE DISCLAIMED EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY INVALID 5 3 TS MAN WAS DEVELOPED WITH GREAT ACCURACY AND CARE ABOUT END USER BUT IN NO EVENT SHALL BE THE AUTHORS LIABLE FOR ANY INDIRECT PUNITIVE SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGE CAUSED BY THE SOFTWARE INCLUDING LOSS OF BUSINESS REVENUE PROFITS USE DATA OR OTHER ECONOMIC ADVANTAGE 5 4 No oral or written information or advice given by BLANCHESOFT its dealers distributors agents or employees shall create a warranty or in any way increase the scope of ANY warranty PROVIDED HEREIN All questions concerning this End User License Agreement shall be directed by email to info blanchesoft com TS Man computer service amp repair system Copyright 2006 2011 BLA
56. r name Password your password Connection 7 server Login 2s server 197 168 1 7 Database C Program Files TS Man 3 DB TSM FDB User SYSDBA Password Connecton string 192 168 1 7 C Program Files TS Man 3 DB TSM FDB You may also use the computer name as Server server Login 2s Server pe O41 Database C Program Files TS Man 3 DB TSM FDB User SYSDBA Password Connection string PC_01 C Program Files TS Man 3 DB TSM FOB NOTE As you can see from this example the database path and file name is a local path When connecting that path is being passed to the Firebird Server as a string of text connection string The Firebird server takes it as the location and name of the database file it should connect to Being a local path by definition it looks into it s own C drive finds it and successfully connects to it As a rule of thumb database path should always be the same as when you use TS Man locally on the server 3 3 Over the Internet WAN Connecting over the WAN Wide Area Network or Internet checklist TS Man User Manual e TS Man and Firebird Server must be installed on the server machine e Firebird Server service must be running on the server machine e You have installed and configured your network at least a peer to peer network is required For the purpose of this tutorial the computer where Firebird Server and TSM FDB reside will be
57. referred to as the server All the other computers where TS Man Client was installed will be referred to as the client The client communicates with the server through port 3050 TCP Requirements The server must have a static IP address not DHCP assigned and that is because when the IP address lease expires you will no longer be able to log in until you find out what the new IP address IS You will need a static WAN IP address assigned by your ISP a dynamic WAN IP address may still work but is not guaranteed Log on to the router and create a virtual server or as on some routers is called port forwarding That means forward all incoming requests to port 3050 TCP to go to the IP address of the server That only needs to be done at the server s physical network If you have strict firewall rules in place open port 3050 TCP and put TSMan exe on the white list Login details Let s assume that the static WAN IP address assigned to you by your ISP is 192 231 57 164 Server 192 231 57 164 Database C Program Files TS Man 3 DB TSM FDB see NOTE User your user name Password your password Unlike in the LAN connection you may not be able to use the computer name as server That is because you will need a registered domain name and probably your very own web server server Login _ 2s Server 193 731 57 164 Database C Program Files TS Man 3 DB TSM FDB User SYSDBA Password SARRE Connection string
58. s Disinfection 00 1 ea 0 Ship To Returned items with Refund option are shown with negaitve minus amount and in red color You may save the invoice as it is and edit it later Receive Payment Every invoice can have more than one payment However once the full amount has been paid no more payments can be entered Payments can be received only for jobs that have been invoiced and invoices are not paid in full If the PAYMENT button is disabled it means that either the job has not been invoiced yet or the invoice has been paid in full There are two ways of receiving a payment 1 Click on the PAYMENT button within the System Check Out page 2 Click on the Receive Payment button from within the Invoice Window itself The payment window will pop up Enter the amount paid and click on Save button 34 TS Man User Manual 5 4 3 New Sales Payment Payment No Invoice Mo Payment Date Date Stamp sore ern Client WOND0025 WONDERLAND SOLICITORS Notes Payment Method Cash r Payment methods e Cash e Credit Card e Debit Card e Cheque The credit and debit card payment methods are there as a means of record keeping No online payment processing takes place in TS Man You will need to have your own solution for online payment All Items Collected As you probably remember from the System Check in there was a place where you co
59. t side of the containers to change text size font color etc See image below TS Man User Manual Settings E Address and logo Service amp Repair Form Legal Disclaimer A Tax settings This Is fe place for a legal dlsctabmer E Tems To edit fils ted click on Admin Setiinge Fooiers SMS Emal A Report names Footers SMS Emall i Custom fields A Miscellaneous E stimate Footer This is the place for the footer text on the estimate To edit this text click on Admin Settings Footers 5M5 Email Invoice Footer This is the place for the footer text on the invoice To edit this text click on Admin Settings Footers SMS Email OnJob Completed SM5 maximum 160 characters simple text arly Job Completed Notification SMS only for jobs with Check out Type COLLECTION To edit this text click on Admin Settings Footers SMS Email Un Job Completed Email Subject four PC has been fised and is ready for collection Job Completed Notification Email only for jobs with Check out Type COLLECTION The rich text formatting in this container will be overritten by your email client settings To edit this text and the default Subject click on Admin Settings Footers SMS Email Save Changes See text editor in action For example you want to edit the text for the estimate footer Click on the button shown below Estimate Footer This is the p
60. t the newly entered item from the list 2 Another way to access the look up tables is to click on Admin tab then click on Look up Tables button You will be presented with 2 tabs where you may also add edit delete records How To 37 Look up Tables Item Return Status aaa Heals How Did You Hear About Us Deposit down payment titles jajv sle a e 2 Then page 2 with additional look up parameters 38 TS Man User Manual Look up Tables Saved Filters NAME DESCRIPTION CATEGORY FILTER STRING Main Warehouse COUNT SHEETS LOCATION Main Warehouse l Hardware Category Hardware COUNT SHEETS CATEGORY Hardware category hardw PICK COUNT ITEM CATEGORY Hardware COUNT SHEETS tejay s e Job Titles 7 TITLE FIXED PRICE f Another standard repair service 0 00 Preventive Maintenance 30 00 Standard Charge Repair Service Standard Repair Service L amaj 2 Task Titles _ Manual Override max 20 characters TASK TITLE CATEGORY Passwords Preventive Maintenance OTHER Old Standard Repair Service OTHER Fi New Virus Disinfection VIRUS SCANS Verify Default password is Cancel amay e Please bare in mind that if you will ever be asked for Manual Override Password the password is th
61. tails Like the previous topic this one is quite simple also Just enter the details by selecting from the list If it s not on the list you can add it by clicking on the buttons at the right side of the boxes System Details CPUType Intel Mobie 7 elf CPUSpeed 2 1GHz elf Memorysize 4cp elf HODSie 30068 el Pa 5 2 7 Initial Check This is the check that is done at the counter when the system comes in It is essential that this initial check is performed because it will help the engineers in the lab and will also give the client the chance to see and even ask for parts replacement etc It is also an opportunity for cross selling Don t miss it The data you are required to enter is also self explanatory Select appropriate values from the lists and enter a brief problem description and system passwords if any Initial Check Power On OK SystemBoot BIOS Access CD DVD Drives USB SOK Device Drivers Has System SYStem Passwords OK OK OK OK Passwords Problem Description Giving blue screens at random a Y Knowledge Base Finally print the check in receipt and service tag stick the service tag on the system and ask the client to sign the Check in Receipt A a Service Tag IMPORTANT Always ask the client to sign the check in receipt This will cover you for unfounded claims How To 25 5 3 5 3 1 Service amp Repair This topic will try to explain the service amp repair
62. the report designer in TS Man are e Pascal Script e Visual Basic Script e Java Script Accessing the reports apart from the usual reports that can be accessed by everybody in the System Check in Service amp Repair and System Check out there are additional reports that can only be accessed by users who have access rights as Administrator This users can click on Reports buttons to see the list of reports edit and create new ones Please visit htto Awww blanchesoft com support htm demos rubric for a demo showing you how to create a Custom report How To 49 5 7 1 Workshop Report names Some of the reports in TS Man are linked to the buttons in the main page For that reason if you change the report names you must change the reference names as well Click on Admin then Settings then Report Names On this window you will see the list of reports names that are linked to the buttons in the workshop page 50 TS Man User Manual 1S Man 3 Trial Professional Logout P Change Password J DB Adin Application Login Settings Report names E E Footers SMS Email E Label Names If for example you have created a new report for Cash Payments and saved it to the database with Report Names CHECK_IN RECEIPT Trial Options 2 Help PRINT KNOWLEDGE BASE Checkin Receipt ESTIMATE WITH DISCOUNT j Knowledge Base Print ESTIM
63. uld enter extra items left by the customer together with the system This items are usually power cables and adaptors laptop carry bags etc In this chapter we will see how to make sure that everything it was left in your workshop will be collected After you have received the payment the system is ready for collection by the client or for delivery to the client That depends on the Check out Type of the job That value it was entered when the job was created and can be modified from within the invoice window If the client has left other items with the system like power adaptor laptop bag etc they will show up above the Check out Type To mark those items as collected click on the button next to the list How To 35 5 4 4 Accessories due for pick up DESCRIPTION QUANTITY SERIAL MO Charger 1 23452354254 Check out Type PICK UP FPO K lt lt gt n la By Date Time CREATE INVOICE RECEIVE PAYMENT nia CLOSE JOB J J In case of a Delivery type of check out you can set the delivery type itself There are two types of delivery that can be set from within the invoice e IN HOUSE e EXTERNAL The in house delivery means that the system is being delivered to the customer by someone in your company like a special delivery boy or a field engineer The external delivery means that the system is being delivered by a shipping company like DHL
64. user will not show on the drop down list for Allocated To filter Inthe Workshop page 42 TS Man User Manual 5 6 1 E DB Admin Ip 28 waa Estats C Program Files TS Man 3 DB TSM FDB al C Program Files TS Man 3 DB TSM FBK al Change password current user Changing password is extremely easy Log in first then from the main menu click on Change Password ij Application Login 9 Logout P Change Password Trial Options amp Help Click on the Change Password menu link The Change Password dialog will pop up Enter the new password That s it Please note that you must be logged on to the database to change the password as described above How To 43 a Change Password _ 2s New Password The password of any user may be changed from within the DB Admin window as well Log in to the administration module as explained in Database Admin Here you have many other options but in this topic we will focus on changing the password Select the user by clicking on the User Name part of the text then click on Edit User button E DB Admin User Name First Name Middle Name Last Name NICOLE Nicole Langman SYSDBA system Database Administrator A deleted user will not show on the drop down list for Allocated To filter Inthe Workshop page The User Information dialog will pop up Now enter a new password confirm the new password and cli
65. will become available or the existing ones will not be available any longer For an up to date list please visit www blanchesoft com purchase htm Upgrades policy Upgrades You are entitled to 1 year free upgrades with your purchase Licenses purchased for older versions will not work with the new versions if upgrade period has expired Legal matters Blanchesoft reserves the right to change in part or entirely the upgrade policy at any time and without notice to existing or prospective customers Sales policy Refunds and our money back policy Before purchasing a license you were provided a 30 day evaluation period to determine whether the software fits your business needs works on your computer network and provides the benefits for which you would purchase the Software license You did not have to provide Blanchesoft with a credit card or any other purchase information when you downloaded installed or used the Software during this 30 day evaluation period It was required only when you decided to purchase the software license The purchase price for the license Is non refundable Therefore the sale is irrevocable and no refunds will be made PLEASE USE THE TRIAL VERSION FOR THE MAXIMUM TIME 30 DAYS BEFORE PURCHASING 78 TS Man User Manual 11 Data protection act Blanchesoift will not use nor it will sell or give forward any of your private information you have entered in the purchase form N
66. will pop up where you will enter the following e Estimated Task Title e Estimated Task Category e Notes e Estimated Items Required i New Estimated Task Category Notes Max 2000 char Estimated Items Required DESCRIPTION aay OF Modify UNIT PRICE How To 27 Title can be entered manually or selected from the list To select a task title from the list click on the button at the right side of the box To enter a new task title also click on the button at the right side of the box The Task Titles window will pop up E Task Titles 2s TASK TITLE CATEGORY Preventive Maintenance Standard Repair Service Virus Disinfection When finished click the OK button The task title and category will be automatically filled in on the estimated task window Category Title VIRUS SCANS Virus Disin Notes Max 2000 char Virus Scan Enter any notes you may find necessary in the notes box maximum 400 characters Once this is done you can start entering new items Like with all grids in TS Man to enter a new record you click on the button with plus sign in the record navigator A new window will pop up where you can select from the existing items In this case we selected Virus disinfection Click OK to proceed TS Man User Manual E Select Item _2s J Description ITEM _TYPE 7 DESCR

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