Additional Program Setup Instructions

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Program Setup - General Tab - Additional Settings

Select a check-printing style: one-per-page or three-per-page. Three is most common (because fewer sheets of checks will be used).

Select your QuickBooks Edition: 5, 6, 1999 or 2000+. When exporting data to QuickBooks for the first time, Check 'Allow PPSS to export all data.' For subsequent data export, make sure this box is unchecked to avoid duplicate records. QuickBooks will present an error message if records are duplicates.

This box should be checked for each export of comma-separated-values data.

If several thousand inventory items will be entered, check 'Don't display print preview screens.' and 'Don't automatically create work area lists.' so PPSS will not process these time-consuming tasks automatically. With these options checked, the most recent activity can be viewed by using the 'Send to Screen' buttons in the Work Areas.

Leave 'Don't remember reports area width.' blank. If the Report Area ever 'disappears', put a check in this field, close and reopen PPSS. After the Reports Area returns, remove this check.

For training purposes PPSS includes a few pop-up messages which only appear once. To turn them back on, check 'Turn confirmation messages back on.'

Bill-to Fields

The phrase 'Cash Sale' will be auto-entered in the customer's name field on the New-Sale Screen. Check 'Show complete bill-to fields.' if actual customer information is to be entered when making a new sale.

Customer Work Area - Customer Tracking

Information about customers (buyers) may be gathered and stored using the Customers Work Area (F10). Reports can be generated based upon birth dates, dates of last purchases, active or inactive status and those to receive mailings. Reports and mailing labels may be printed.

Activate this feature by checking 'Show Customers Work Area'.

Press 'Copy Customer Information to the Customers Work Area' to copy customer contact information from current invoices to new customer records. This updates customer records without having had Customer Tracking activated previously.

Check 'Present a list of customers for new sales' to have a list of customers presented at the point of sale. Don't select this option if Customer Tracking is not being used or if only the New-Sales Screen is to appear without the list when beginning a New Sale.

Invoice Headers and Footers

'Headers' and 'Footers' may appear at the bottom of the invoice.

Headers normally contain the company name and contact information. Footers might contain a slogan, shop terms or message like "Thank you for shopping with us!".

Header/Footer Options:

Remove the header or footer by deleting C:\Program Files\BCSS\header.txt or C:\Program Files\BCSS\footer.txt; or edit either file and remove all text; or remove the paths in Program Setup, Sales, Invoice Header and Footer.

Edit Headers and Footers:

• Open the text editor called Notepad (Start > Programs > Accessories)
• In Notepad, click on File, Open
• In the 'Look in' window, navigate to C:\Program Files\BCSS\header.txt and click on it.
  • The file should now be displayed in Notepad.
• Press the control key + A (to select all text).
• Press Delete to delete all text.
• Type information to appear in the header.
  • Text may not be formatted.
  • Don't leave blank lines.
• Press the control key + S to save.
• Repeat these steps for footer.txt.

To view changes, select an invoice in the Sales Work Area, right click and select Print Preview.