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Company Default Settings File |
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Company Default Settings File |
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Company Default Settings File
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Company Default Settings File |
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Company Default Settings File |
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Setting Up Your Company
| • | Select the [File] Menu Option |
| • | Select the BROWSE the COMPANY file option. |
| • | Select the CHANGE button. |
| • | Complete all of the appropriate fields on the GENERAL TAB. |
Company Setup PROGRESS PAYMENTS AND OTHER DEFAULT SETTINGS
| • | Define your default 'Progress Payments' with an appropriate percentage. Progress Payments may be edited by 'Supervisors' in the Proposal Editor. |
| • | Add Tax to Lease Amounts? Select the appropriate default setting. This field may be edited by all users in the Proposal Editor. |
The formulas for tax computation on leases are:
[1] taxable amount x lease factor = monthly taxable amount
[2] monthly taxable amount x tax rate = tax on lease
[3] non taxable amount x lease factor = monthly non-taxable amount
[4] monthly taxable amount + tax on lease + monthly non-taxable amount = monthly lease amount
| • | # of FREE Months for PRE-PAID MAINTENANCE AGREEMENTS |
| • | (Future release item) Warranty Cost Factor is used to provide a markup for a warranty or service plan that you purchase. |
| • | (Future release item) Over-ride for Sales Manager will be used to calculate over-ride commissions earned by a manager based upon another's sales commission earned. |
| • | (Future release item)Years for Warranty |
LOGO TAB
| • | Set the path to your company logo. |
You may create your own logo art and use it in CRMworx© for various forms and reports. However, you must use the following guidelines or otherwise your logo art may not appear satisfactorily:
| • | Your logo must be a Windows ‘BMP’, 'GIF' or JPG file. Use the highest resolution possible. |
| • | After making a backup copy of cologo.BMP simply open it in a Windows compatible editor and place your logo art using the same dimensions as the original cologo.BMP art work. Optionally include your address, telephone numbers, etc. |
| • | Actual dimensions of colog. BMP are 1" X 4" wide. Your logo art must fit into those dimensions to appear correctly. |
| • | COLOGO. BMP must be in the same directory as comsyspro.exe. |
Be sure to Select OK to save the Company Setup information.
Create or Edit Supporting Files
CRMworx© contains a series of relational databases that are used for looking up standard information. The data that is contained in these databases may be edited by selecting the Company Setup options.
Review and make the appropriate changes to the following files:
| 2. | File Paths (Optional) |
| 3. | Forms |
| 4. | Items |
| 6. | Lease |
| 7. | Lots |
| 8. | Material Staged (Future Release Item) |
| 9. | Reps |
| 10. | Tax |
| 11. | File Manager |
| 12. | Shipping Setup |