Click on Depot Button: Click on Data Transfer: Click on Full Back up: Once Back Up is complete, you will see this screen: Close the Dialog box by clicking the X: Click on Tools Menu: Select ‘Open Backup Temporary Storage Folder: You will then be shown the Temporary Folder where your File is stored on…
Delivery Notes can be printed on a Dot Matrix printer using NCR paper for customer copy and ability to record signature. These types of printer used an old type of connection called a Parallel port for communication with a PC and this port would be presented by the operating system to software such as Paragon…
***Please note – This is an additional module and is available at an extra cost*** Click on Depot Menu: Select Export: Select Export data for Sage Accounts: If this is the first time you are Exporting for Sage accounts, you will need to Export your Rounds first: Select an end of week date and tick…
*** Please note: This is an additional Module and is available at an extra cost. And should only be used for Semi-Retail Customers*** To use the ‘Rebate’ function, you will need to have the ‘Pricing Schemes’ feature activated. Once the Rebate function has been activated by Dairydata, you will need to add the rebate to…
***Please note this must be done for each Round. And once an order has been combined, it cannot be undone.*** Highlight the Round you wish to Combine orders for: Click on Round Menu: Click on Maintenance: Click on Combine Orders: You will then have two options. You can Move a Days Order or Blank a…
***Before you start with your Invoicing you will need to set up your Invoice Schedule. Click on Round Menu: Click on Printouts: Click on Invoices: You then will need to chose the type of invoice you wish to Print/View: Monthly – You will have the option to Select the Month End Date you wish to…
Click on Tools menu: Click on Invoice Schedule…: Select the Dates you wish to Invoice on: # Once you have selected your dates, click X: Your invoice schedule will now be set. We recommend you set up at least 12 months of your Invoice schedule.
***Please note this can only be done After you have completed End of week for all rounds but Before you do End of Week on Depot**** Click on Round Menu: Click on Maintenance: Click on Move Customer(s) to Another Round: You will then be presented with the following screen. You will need to chose the…
Click on Round Menu: Click Reports: Click Sales Data Menu: Click on Balance Report: You will then be presented with this Screen. You then have the ability to run different reports and print out or send to an Excel spreadsheet the reports you run. Once completed, Click the X to return to the main screen.
Click on Depot Button: Click on Product Maintenance: You will then see the following Screen: In order to increase a product or several products by an amount you will need to select Increase menu then Show Increase Column: You will then notice the Increase Column appear: You can then make changes to the Prices by…