QuckBooks is a registered tradename by Intuit, Inc.
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Chapter 1: Installing SuperPro Client Manager
Help options for SuperPro Client Manager
Requirements for SuperPro Client Manager
Using SuperPro Client Manager Set Up
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Chapter 2: Understanding Contact Management System
Using SuperPro Client Manager Option buttons
Using SuperPro Client Manager Control Buttons
Using the DataBase Data Fields
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Chapter 3: Understanding the Select Function
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Chapter 4: Understanding Correspondence functions
Using SuperPro Client Manager Set Up
Using the Correspondence Screen
Using the Archive Correspondence file
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Chapter 5: Understanding Personal Contacts Database
Personal Contact Database Option buttons
Selecting Personal Stationery formats
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Chapter 6: Understanding SuperPro Appointment Setter
Using the Daily Appointment Screen
Using the Weekly View Template
Entering Appointments in the Appointment Setter
Creating new Holiday, Anniversaries, Birthdays, and Special Events
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Chapter 7: Understanding the Agents File
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Chapter 8: Understanding SuperPro Client Manager Inventory System
About SuperPro Client Manager Inventory System
Using the Product Entry screen functions
Using the SuperPro Client Manager Inventory Icons
Using the Vendor Information functions
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Chapter 9: Understand SuperPro Expense Report
Using SuperPro Expense Report Option buttons
Using SuperPro Expense Report Evaluation Report
Using SuperPro Summary YTD Reports
Using SuperPro Expense Reports
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Chapter 10: Understanding the SuperPro Client Manager Calendar
Using the SuperPro Client Manager Calendar
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Chapter 11: Understanding SuperPro Client Manager License Agreement
SuperPro Client Manager License Agreement
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Welcome to SuperPro Client Manager, a total contact management system designed for small and medium sized business involved in business to business sales. SuperPro Client Manager has been designed to enable you to optimize your prospecting efforts through its Contact Management functions. SuperPro provides a complete Correspondence function for all of your company’s written communications. SuperPro also provides an attractively designed personal stationery that features our custom designer envelope for your use and enjoyment. SuperPro Client Manager is integrated with Intuits QuickBooks to enable you to import customer information easily into you accounting program and update changes easily form your database information. Your inventory system displays information on your inventory and is used in conjunction with the File Transfer system. The Appointment Setter can provide a quick reference to your future appointments and can be viewed by the week. You will find the Expense Report to be a valuable tool in organizing and evaluating business trips for everyone in the company.
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SuperPro Client Manager has an extensive Help for all modules. This file is installed with the Typical installation and is omitted in the Compact installation. To select the help file for a particular file go to the Select option on the toolbar. The last entry in Select in each file is the Help file for that particular module. It is identified by the file name and the extension sps. To choose the universal Help for all SuperPro Client Manager file choose the Help option from the toolbar and select SuperPro Client Manager 5.0 Help. Balloon Help screens are also available. Look for the ? button on layouts that require data entry. These balloon help screens will explain the mechanics of the previewed screen. Return to the data entry screen by clicking anywhere on the help screen. Do not rename any of the files in SuperPro Client Manager this will cause a lose of the relational functions of the software. There is, however, scripting in the software that will allow you to delete the Help.SPS file if you wish to eliminate your on-line help to conserve disk space. You may also print the Help.SPS file before deleting to provide you with a printed set of instructions.
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The Windows based 32 bit version of SuperPro Client Manager can be utilized in Windows 95/98/ME/2000/XP or Windows NT4.0. For information concerning networking SuperPro Client Manager contact Employer Resources. The software is created in a Windows XP environment and operates best in that operating system. Requires an Intel-compatible 486/233 computer with at least 32 MB of RAM. SuperPro Client Manager has been designed for full screen viewing in 800 x 600 pixels. This option may be chosen by going to Settings then choosing the control panel and then choosing display and settings. Read this document to get an overview of SuperPro Client Manager and the license agreement for use of the program.
SuperPro On the Go requires a QuickBooks Accounting program to utilize the integrated applications for the program. A 2002 or later version of QuickBooks is required. (Caution: Company files must be created in the version of QuickBooks that you are using in order to properly access the files. If you are using QuickBooks 2002 as the selected company to work with SuperPro Client Manager that QuickBooks company must have been created in your QuickBooks 2002 software. If you are using QuickBooks 2003 or 2004 products then the company that is selected to use with your SuperPro Client Manager must have been created in the version of QuickBooks that you will be using to have your data imported into.)
Font Usage: Arial and Times New Roman.
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The setup option button is displayed on the Introduction screen and is a control button on the DataBase screen. Selecting this option will take the program to the SetUp screens for SuperPro Client Manager. SuperPro Client Manager gives you two options for customizing your correspondence forms. You may choose to use the field format provided or you can import a stationery format with logo if desired by using the import Letterhead, Fax Form, or Envelope options. If you are using the import option you do not need to enter your information in the fields below. Simply click on the import letterhead option button and select your graphics file. If you are using the field option you can use the toolbar options to design your letterhead. You may use the justification options to change the appearance of your stationery. Each line can be justified differently to create the desired affect. The field's fonts have been preset to produce an attractive design for your stationery, fax forms, and envelopes. You may however want to change the fonts to correspond with your current stationery or to correspond to your personal preference. This can easily be done by placing the cursor in the field and highlighting the text that you want to change. Now select the desired styles or fonts from the toolbar. SuperPro Client Client Manager has been designed for full screen viewing in 800 x 600 pixels. This option may be chosen by going to Settings then choosing the control panel and then choosing display and settings. Click the Advance button to begin you setup. Enter the information on each of the SetUp entry screens to complete the setup. You can return to the DataBase screen from any setup screen by clicking on the DataBase Return button at the top right of the screen.
Setting up SuperPro On the Go to work with your QuickBooks accounting program. Read carefully the instuctions on page eight of your Setup in order to setup the connection between SuperPro Client Manager and QuickBooks accounting program. It is important that the steps for inializing this connection are completed correctly in order for SuperPro Client Manager to function correctly. Before you attempt to use this software open your QuickBooks Accounting package in single user mode and with the Administrator signed in as the user. Go to the company file that you will be using with SuperPro Client Manager 5.0. Then return to your SuperPro Client Manager and click the Set Up QB button. You will then get a message from QuickBooks that says the company has not been selected and QuickBooks will open a browse dialog box to select the company that you will be working with. Select the company in the dialog box. This will bring up a second QuickBooks dialog box that will ask if you want to allow the FileMaker QuickBooks plug-in to access the chosen company file. You will need to check that the plug-in may access the company every time. Once the company has been selected open the QuickBooks interface. On the QuickBooks toolbar in the Company section select Edit and then select the Preferences selection at the bottom of the dropdown. In the Preferences dialog box select the Integrated Applications icon at the bottom left of the dialog box. In the Integrated Applications dialog box select Company Preferences at the top. In the Company Preferences dialog box you will see the the FileMaker-QuickBooks Plugin has been given permission to access the company file. To complete the setup click on the Properties button to the right of the Application Name. In the Properties dialog box place a check in the box that says "Allow this Application to login automatically". You will see that the company's URL chosen has been entered in the field below. To change the assignment to another QuickBooks company remove the information in the field below completely and then repeat the procedure detailed above. All steps in this FileMaker-QuickBooks plugin setup must be completed in order for your SuperPro Client Manager to work correctly.
Now select the Start button to proceed to the DataBase. You can modify the SetUp at any time by choosing the Goto SetUp option from the Find selection on the toolbar.
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Clicking on the SuperPro Client Manager 5.0 EXE icon will open the program to you DataBase file and search for your today's call backs. The centered directional buttons will take you from record to record or from the first to last record of the database or a sorted group of records. There are five Option icons at the top right hand corner of the DataBase screen.
To create a new record choose the Add option from the option icons at the top right of the screen. Enter the Client's information directly in the supplied fields. There are two lines provided for a client’s address information. If a client uses only one line for their address use the first line for the address. The county field has been formatted as a menu field for ease of entry. Choosing the edit option will allow you to enter the counties that most constitute your database only once. Other additional counties may be entered by choosing the other option. The Delete button will delete the currently displayed company from your database.
The Find button will place the program in the Find mode and send the cursor to the Client Last Name field. You may enter a client name for SuperPro to find or you may place the cursor in any other field to search for information. All fields in SuperPro Client Manager are searchable fields. You can use entries in multiple fields to give your searches greater specificity. Use comparison Operators in the search fields to specify information about the desired search.
Name Definition
= Equals True if both items are equal
<> Not Equal to True if the items are not equal
> Greater Than True if the value on the left exceeds that on the right
< Less Than True if the value on the left is less than the value on the right
>= Greater Than or Equal To True if the value on the left is greater than or equal to the value on the right
<= Less Than or Equal To True if the value on the left is less than or equal to the value on the right
Click the Find icon to complete your search.
The Refresh button will return the screen to normal viewing after entering a data entry field. The Quit button will exit SuperPro Client Manager.
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Eighteen Control Buttons access the major modules of the SuperPro Client Manager.
Agents is a fully functional database for the commissioned agents utilized by the company. File includes a comprehensive correspondence function that creates archived correspondences.
Appointments goes to SuperPro Client Manager’s Appointment Setter that give you a daily and weekly overview of your Appointments. Includes designation of major holidays and can be customized to add additional holidays, anniversaries, birthdays, and special events.
Archive will take the program to the archived correspondences for the currently displayed company.
Calculator opens the MicroSoft calculator for quick use of the general or scientific calculator.
Callbacks will retrieve the records that have been identified in the DataBase to be called back on the current day's date.
Correspondence goes to your pre-merged correspondence file. Features include E-mailing and faxing from with the program, merged forms letter for multi letter mailings, label generator, and proposal and estimate templates.
Contact Notes goes to a chronological history of your contacts with the displayed company with additional space for specific company information. To enter a contact note click on the Contact Notes icon. This will date your contact note and will update the Date of Contact field with the contact date. To add Company information click on the Info icon. To return to the database click on the Database icon and to refresh the screen after data entry click on the Refresh icon.
Envelope will take the program to a premerged business evelope with the current displayed contact as the addressee.
Expense Report goes to SuperPro Client Manager's relational expense report with multi reporting and year to date features.
Get Estimate will take the program to the Estimate entry screen. It will show the current displayed company as the addressee for the estimate.
Get Proposal will take the program to the Proposal entry screen. It will show the current displayed company as the addressee for the proposal.
Inventory goes to SuperPro Client Manager's inventory system.
Labels will take the program to the Label Selection screen. Select the radio button for the size of label you would like to create and click the Select button. This will take the program to the Sort selection screen. Select the type of sort that you would like to create for your labels and click the perform button. This will take the program to the selected labels screen. You can use the numbers at the top of the screen to move the position of the labels to the desired position on the label sheet. The preview button will show you how the labels will appear on the printed page. Click Print to print your labels or click cancel to cancel the request.
Personal Contacts will take the program to the Personal Contacts database. Use this database for records and contact that you do no wish to enter into your company database.
QB Sync will take the program to the QuickBooks Synchronization file. You can synchronize a determined sort by using the Select function or you can Synchronize your entire database by click on the QB Sync control button. In the QB Sync file you will have the choice to synchronize the entire selection or you can synchronize a specific selected record.
Select will open the Select dropdown menu. There are three pre-selected sort in SuperPro Client Management. They are identified as X , XX, XXX. These three sorts can be called automatically by selecting the sort in the Find function on the Toolbar. You may also indentify a sort with a new unique indenfication by using the edit or other function. Use the select function to setup specific sorts of records that you wish to work with. The Select function is also used in conjunction with the Merge function in your Correspondence screen. Use this function to identify a group of records that you wish to create a merged correspondence for.
SetUp will take the program to the Set Up layouts for your Correspondence functions. You can alter the correspondence layouts at any time by choosing the SetUp control button.
User Manual will open your browser with the Client Manager Users' Manual.
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The telephone icon is set to the auto dialer. Clicking the icon will dial the number entered in the telephone field. The dialing properties for the auto dialer must be setup in Microsoft Windows 95/98/ME/2000/XP to determine which numbers should be dialed without the prefix and which numbers will require the prefix for long distance dialing. You may need to look at the documentation that came with your operating system. The telephone and fax telephone fields have been masked for consistency and ease of entry. Simply enter the ten digits of the telephone number in the fields and SuperPro Client Manager will format the number for you. Clicking on the fax machine icon will take the program to the fax form in the correspondence section of the program.
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The consultant field is a drop down menu accessed by clicking on the word Consultant or into the field. You can enter all users of the software here. The date of contact field is automatically entered when a contact note is entered in the Contact Notes field. Date of last order is an automatically filled field when a customer's order is placed. The call back date field is for entering a callback date. SuperPro Client Manager will store the information and sort for it in the startup program. The records that are marked for the current date as a call back date will be the sort that will appear in your data base when you start SuperPro Client Manager. This will insure that you do not miss an important opportunity. The current day's call backs can be retrieved throughout the day by executing the Callbacks controll button option. The script is executed by clicking on the words Start Up. If there are no scheduled callbacks for the current day SuperPro will show the message "No Callbacks Scheduled for This Date." To proceed with the program select Ok. The Current Status field will automatically update from prospect to customer when an entry is made in Order Entry for that particular company.
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There are seven customizable data fields at the bottom of the Database screen for general information about the company. These fields are pre-set with information provided by numerous companies that supply data information on prospective customers. This information can all be easily imported into your database without requiring any data entry by using the Import/Export function found in the File section on the toolbar. (See Using Import / Export Options in DataBase.SPS Help in the Select section on the toolbar for instructions on importing or exporting records.) To customize the data fields for your company's needs click on the data field label to display a drop down selection for the field. Use the edit function to enter the desired data label.
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Choose the Select control button to identify a company as part of a specific sort. There are three predetermined sorts provided in the SELECT option. Use this option to identify specific companies that you are working with. Identify companies that you might want to do a mailing or fax to or companies that you want to be sure to call about a special offer. The SELECT option is used in conjunction with the Merge selection for multi-mailing and with the label generator for multi label selection. You may add your own sort selections by using the edit or other option. Choose the edit or other option and then enter the abbreviation for the sort that you would like.
You can remove a sort option by click on the “empty space” below the XXX sort option.
The X Select, XX Select, and XXX selection option can be executed from the Select option on the toolbar. Click on the Select option and the click on the desired sort option. SuperPro will create a sort for the records that have been designated. If there are no records that have been designated with the selected sort a message will display indicating there are no records so designated. Click OK to continue.
You can utilize the SELECT function with the Find function. You can use your SELECT criteria and couple that with additional limiting information such as demographic information, your date of last order, callback date, contact date, SIC Code, Industry, tier, or size information to give your search more specificity. All fields in SuperPro Client Manager are searchable fields. You can use entries in multiple fields to give your searches greater specificity. Use comparison Operators in the search fields to specify information about the desired search
Name Definition
= Equals True if both items are equal
<> Not Equal to True if the items are not equal
> Greater Than True if the value on the left exceeds that on the right
< Less Than True if the value on the left is less than the value on the right
>= Greater Than or Equal To True if the value on the left is greater than or equal to the value on the right
<= Less Than or Equal To True if the value on the left is less than or equal to the value on the right
Depress the Find option button key to complete your search or click the Refresh button to abort a search.
Choose the Create SELECT identification for current sort in Select on the toolbar to create SELECT identifications for sorts that you create with the Find option. The Create SELECT identification for current sort will open the Index Viewer with the selections available in the SELECT option. To identify the records in a current sort as belonging to an identified sort choose the desired identification in the Index Viewer and click on the Paste button. This will place the selected identification in the SELECT field for all records that are in the current sort.
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SuperPro Client Manager can assure attractively designed and correct documents for all of your correspondences. Each document will be exact and consistent. You will never need to setup a merge document or worry about margins. SuperPro Client Manager gives you two options for customizing your correspondence documents. You can use the field format that is provided in the software or you can import your own Letterhead, Fax Form, and Envelope graphics documents easily and quickly using SuperPro Import function. All correspondence document are designed in the SetUp screen. You may choose this screen from the start up Introduction screen or at any time by choosing the Goto SetUp control button. In order to utilize the import function for your letterhead or fax form you will need to create an importable graphics document in a picture format such as bitimap, gif, or jpeg. Refer to the Setup information for necessary dimensions for these files. SuperPro Client Manager gives you all the editing options of a high quality Word Processing program. Choosing Format from the Toolbar will provide all the options you will need to produce your professional correspondences. You can review all past correspondence with your contacts quickly and easily. (Warning DO NOT Preview the help screens in the toolbar's Record Preview. This will result in halting the script that returns the viewing to the menu screens. All other printable screens provide an interface button to preview the document. These buttons should be used to preview printable documents as the preview option in Records will reflect the currently viewed entry screen and not the print screen that will actually produce your document) Now let's look at some of the documents that you can produce.
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Choosing the Correspondence control button anywhere in the program will take you to the Correspondence entry screen. The layout has been customized for your business in the Set Up process. You may change your Set Up information at any time by choosing the Goto Setup control button option. The addressee in the Correspondence document corresponds to the contact designated on the DataBase screen. You may choose from any of your contacts listed in your Contacts.SPS File for utilizing the correspondence documents by selecting the contact and clicking on the Chek mark to send the contact to the DataBase Screen. The document is setup with one inch margins and is set in Times New Roman twelve point type. Choosing the text ruler from the Format option on the toolbar will allow you to customize your document in any manner desired. To prepare a correspondence you will need to give each correspondence a file name. Click on the words Enter File Name at the top of the screen and enter a file name to identify your correspondence. Now tab to the letter body section and complete your correspondence. SuperPro will set all your margins and date your correspondence with the current date. The Print option will print your correspondence. The Fax option will setup a fax document utilizing the Correspondence Fax Form cover sheet. The recipient will correspond to the selected addressee. If you need to enter comments in the comment section of the fax form do so before you request the fax option. The document may be then be printed for use with a standard fax machine by choosing your printer in the print dialog box or it can be faxed from the program by choosing your communication package in the print dialog selection box. The E-mail option will open your default e-mail program and send the text that has been entered into the Letter Body section of the Correspondence screen to the e-mail address of the contact listed in the main data base as the Contact. An email address must be entered for the contact in the Contacts file. When using the Personal Stationery enter the recipient's e-mail address in the space indicated on the right hand side of the Correspondence screen. This requires a MAPI compliant e-mail program such as Outlook Express and an internet access that provides a P3 access. If your service provider utilizes dynamic link access ( such as AOL) you will need to open your internet access before utilizing this function. The Preview button will preview your document before printing. Don't forget to use the Spell Checker for your work. The document can be checked for spelling errors by clicking on the words Spell Check at the top right of the document. The Reset button will clear the letter body for a new correspondence. The Undo typing is also an option in the Edit function on the toolbar. To save your correspondence you must either print or fax the correspondence or hit the Reset Button. There are balloon help screen available for all correspondence screens as well as formatting and text editing instructions. Clicking on the [?] option button will take the program to the Correspondence Help Menu screen. Select the topic that you wish to review by clicking the name of the topic. To return to the Menu screen click anywhere on the Help screens. To return to the Correspondence screen click on the circular button at the bottom of the menu screen. The Refresh button will return the screen to normal viewing after you have entered a data field and will maximize the screen if necessary. The Quit icon will exit SuperPro Client Manager.
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The Merge function in Correspondence is utilized for when sending multi merged form letters of the same correspondence. This function can be utilized for creating a hard copy mailing or for creating a multi merged e-mailing. The Merge function is used in conjunction with the SELECT function on the DataBase screen. Use the SELECT function to identify companies that you wish to include in a specific Merge. You can change the assignments in the SELECT option field at any time for a company.
When you have selected the companies for your Merge click on the Correspondence Control button to go to the Correspondence screen. To select your merge companies click on the Merge icon at the top right of the screen. This will take the screen to the Sort Selection screen. Select the sort from the sort options or enter the sort that you have identified the companies with in the SELECT option field. Click on the Perform button to create your merged record set. Click on cancel to cancel the request.
After you have selected your merged record sort selection, enter the file name of the mailing in the File Name field at the top of the Correspondence screen in the first record only of your newly create merged record sort. This file name will be applied to all records in the sort and an entry in your Archived Correspondence will be made under this file name for each company included in the sort. You can view your merged correspondence by clicking on the Preview icon at the top right of the screen. (Caution: Use the Preview icon on the Correspondence screen. Do not attempted to preview the sort from the ToolBar preview option. This option will only preview the current screen and not the Print screen for your mailing.)
You can now choose to print your merged mailing by choosing the Print Icon. (No not attempt to print you mailing from the Toolbar File print option. This will print the current screen and not the print screen for your mailing.)
If your mailing is going to be an e-mailing, click on the e-mail icon. This will take the screen to the E-mail Selection screen. In the E-Mail Selection screen choose the Send and Include All Clients for one click e-mailing of your selection. This method will include the names of all mailed companies in the Sent to field in the recipient’s e-mail. If you do not want to show all clients in this field choose the Send and Select All Clients in the E-Mail Selection screen. This will require that you click the Send button in your e-mail client for each company in the selection.
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The Archive option will take you to the File Selection screen of the Correspondence.SPS File that holds past Correspondences. Click on the File Name of the document in the center column that you wish to review. All features of SuperPro Client Manager 's correspondence are available in the archived correspondence file. You may edit a document or use any of the correspondence's functions. Altering an archived correspondence will however eliminate the archived record of the original correspondence. The option buttons in the Correspondence.SPS file will perform their designated functions for the document type that you are reviewing. Choosing an option button that is not related to the document that you are reviewing will return the program to an original creation screen in the DataBase.SPS file. The Correspondence control button on the File Selection screen will take the program to an original correspondence creation screen in DataBase.SPS. The Delete option button at the top right of the screen will delete the correspondence that is currently selected. To select a correspondence on the File Selection screen click into the Client Name field to the left of the file name. You will note that the selection bar on the far left of the screen now shows that file as the currently selected file. The control buttons will take SuperPro Client Manager to the designated modules of the program.
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The Correspondence Fax Form is designed to be used with the Correspondence screen in SuperPro Client Manager. The recipient will correspond to the addresses of the correspondence document. Choosing the Print option to the right of the document will print the fax form for use on a standard fax machine. Choosing the Fax option and then choosing your communication package in the print dialog box will send the document to your communication package. You may then attach additional documents for faxing in the usual manner. The Spell Check option button will spell check the contents of the Comments section of the Fax Form. The Reset option will reset the comments section of the fax form. Clicking on the [?] option button will take the program to the Correspondence Help Menu screen. Select the topic that you wish to review by clicking the name of the topic. To return to the Menu screen click anywhere on the Help screens. To return to the Correspondence screen click on the circular button at the bottom of the menu screen. The Refresh button will return the screen to normal viewing after you have entered a data field and will maximize the screen if necessary. The Quit icon will exit SuperPro Client Manager.
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The Proposal control button will take the screen to your proposal template. Click on the words Enter File Name at the top of the document and give the document an identifying file name. Enter the Proposal Number and tab to the Work to be performed at field to enter an address for your proposal site. Tab to the Date of Proposal Plans and give enter a date for your proposal to begin. ( enter date in xx/xx/xx format and SuperPro will format for you. Tab into the drop down field for the type of contractor. Use the edit or other option to customize this field for your own business. Tab into the contractor field and enter your name. Tab into the details field of the proposal and enter the details of your proposal. To assure a properly printed proposal do not exceed the space provided. Tab into the sum field and enter the written sum of the proposal then tab into the numeric sum field and enter the numeric amount. Tab to the term field and enter your payment terms. Tab to the final field and enter the number of days the proposal will be honored for. The document can be checked for spelling errors by clicking on the words Spell Check at the top right of the document. The Reset button will clear and archive the proposal. Clicking on the [?] option button will take the program to the Proposal balloon help screen. The Refresh button will return the screen to normal viewing after you have entered a data field and will maximize the screen if necessary. The Quit icon will exit SuperPro Client Manager.
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The Get Estimate control button on the DataBase screen or the Estimate button on the Correspondence screen will take you to the Estimate template. Click on the words Enter File Name at the top of the document and give the document an identifying file name. Enter the Estimate Number and tab into the Vendor field in your Estimate Portal. Select the Vendor of the item it the drop down menu and click on the small selection button to the right of the Vendor field to select that Vendor as the Vendor for the item to be displayed. Now click into the products field and select the product from that Vendor's list that you wish to place in the Estimate. You will see that the retail price that you have entered in your Inventory field will be shown with the Product's Item ID number as a reminder of the list price of the item. Now tab to the Quantity field and enter the quantity of the item that you wish to appear on the Estimate. Next you will tab to the Unit Price field and enter the Unit Price that you are extending in this Estimate for the listed item. The description field and amount field are auto filled by SuperPro Client Manager. You can now enter Shipping and Tax information if needed. You will see that the estimate totals have been entered into the estimate at this time. You may modify the introduction line of the estimate to suit your company's term by simply clicking on the text of the first line of the written estimate. You will see that this is a dropdown menu. Use the Other and Edit functions to enter the appropriate personalized introduction for your company. The Respectifully submitted by and Per field are also dropdown menu. You can customize these fields with your company information or you can chose to leave these field blank for written singature for these fields. Your last field on the Estimate is the Days Within field. Use this field to indicate the number of days that the estimate will be honored for.
The document can be checked for spelling errors by clicking on the words Spell Check at the top right of the document. The Reset button will clear and archive the estimate. Clicking on the [?] option button will take the program to the Estimate balloon help screen. The Refresh button will return the screen to normal viewing after you have entered a data field and will maximize the screen if necessary. The Quit icon will exit SuperPro Client Manager.
Your Estimate is an archived document. Printing, faxing, or e-mailing the Estimate will save an archived company of the Estimate in you Correspondence archive file. You may also say a copy of the your Estimate by clicking on the Reset button to save you Estimate to the archive file.
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The Correspondence Envelope is designed to be used with the Correspondence, Proposal, and Estimate screens of SuperPro Client Manager. Choosing the Correspondence Envelope will take you to your ready to print envelope. The addressee will correspond to the addressee on your correspondence document. Choosing the Print Icon will print your envelope. The Fax Form option will go to the Correspondence Fax Form with the selected contact as the addressee. The Return option will go to either the Correspondence, Proposal, or Estimate depending on which screen you accessed the correspondence envelope from. DataBase option will return the program to the DataBase Screen. The Stationery option will go to the Stationery. The Designer Envelope button will go to SuperPro's Designer Envelope. All control options on the designer envelope screen are the same as the envelope screen.
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SuperPro Client Manager Label Generator
SuperPro Client Manager will produce three inch and four inch labels.
Label Sort Option Screen
Choosing the desired label button in any of the correspondence screens will take the program to the sort option screen for the label maker. Choosing the label generator in the Correspondence screen will create a label with the currently selected Contact chosen in the main database screen as the addressee. There are five sort options to produce labels. Choosing the Print label for current company by placing the cursor in the circled radio button will print a label for the currently selected company. You can also choose a defied sort from the SELECT menu option to create labels. Choosing the X, XX, XXX option will produce labels for all of the company that you have designated by a particular sort. Choosing the Print Labels for all records will print labels for all records in your database. Choosing the custom sort option will open the Sort dialog box. You can choose any of the sort options available to create a customized sort for your labels. Once you have selected the desired sort for your labels click on the perform button to take the program to your label template or click on the cancel button to cancel the operation completely.
Label Template
The label template will show the records in the selected sort that will be printed. The numbers at the top of the label template will move the records the corresponding number of spaces. This is used when you have already used part of the labels on a page of labels. If you have already printed the first three labels on your label's page click on the button designated [3] to move the labels to the fourth position on your label sheet. Choose the print option to print your labels or the cancel button to cancel the operation.
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SuperPro Client Manager provides a stationery layout not associated with any company in your database. Choosing the Personal Contacts control button will take the program to use Personal Stationery. Enter your name and address and perhaps telephone or e-mail in the Setup section of DataBase.SPS. You can also enter new personal contact information by clicking directly into the fields. SuperPro Client Manager stores archived personal correspondences in the Correspondence.SPS file and identifies them as Personal Correspondence. To review personal correspondences click on the Archive button. In the document selection screen choose the file name that you have entered to create your personal stationery document. The Print button will print your correspondence and Fax will setup fax document with the personal fax form. The E-mail option will open your default e-mail program and send the text that has been entered into the Letter Body section of the Personal Stationery screen to the e-mail address entered in the E-mail Recipient Address field. The Preview button will preview the document before printing. The document can be checked for spelling errors by clicking on the words Spell Check at the top right of the document. The Reset button will clear the letter body for a new correspondence. Clicking on the [?] option button will take the program to the Personal Stationery Help Menu screen. Select the topic that you wish to review by clicking the name of the topic. To return to the Menu screen click anywhere on the Help screens. To return to the Personal Stationery screen click on the Circular button at the bottom of the menu screen. The Refresh button will return the screen to normal viewing after you have entered a data field and will maximize the screen if necessary. The Quit icon will exit SuperPro Client Manager.
Merged Personal Contacts
You can also utilize your personal stationery with you Personal Contacts database. Select the Personal Contacts Control button anywhere in the program to go to your database. Choose the formal option to merge your selected contact with your personal stationery.
Envelope
SuperPro Client Manager provides a blank envelope for business or personal use. The return address will correspond with the information that you enter in the personal stationery or have entered in Setup for your personal stationery. The envelope may be selected in the Personal Stationery . Choosing the Print option will print the envelope. The DataBase option will return the program to the DataBase screen. The Fax Form option will take you to the Personal stationery Fax Form. The Personal Stationery option will return the program to the Personal Stationery. Choosing the Design Envelope option will take you to the Personal Designer envelope. The Reset button will reset the currently displayed addressee information.
DataBase
The Database control button will return the program to the main DataBase screen.
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SuperPro Client Manager has a personal contacts' database for your use and enjoyment. Click on the Personal Contacts control button in your Personal Stationery or in the Contact.SPS file to access the Personal Contacts database.
There are seven option buttons at the bottom of the personal contacts screen. The Goto Find button will place the program in the Find mode and place the cursor in the last name field for you contact. Enter the last name of the person you are searching for and depress the Enter key to complete your find. The Add Record button will add a new record to the database. Enter the appropriate information in the specified fields for a new entry. The Delete button will delete the currently displayed contact from the database. The personal stationery is associated with the personal contacts database and will produce merged documents from that database.
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You may choose a Formal or Casual format for personal stationery documents. The Formal option will take you to the personal stationery with the contact's name, title if entered, and address information merged for you. The Casual option will take you to the personal stationery with no merged addressee. When a correspondence is sent to a contact in your personal contacts database the Date of Last Contact field will be updated with the correspondence date. This date can be overridden in the Personal Contacts screen to reflect other types of contact if desired. The personal database may be accessed by choosing the Personal Stationery in any of the Correspondence screens and then clicking on the Personal Database button.
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The DataBase button will take the program back to the main business DataBase of SuperPro Client Manager. The Refresh button will return the screen to normal viewing after you have entered data into a data field. A balloon Help screen is available by clicking on the [?] button in the top left hand corner of the Personal Contacts screen. Click anywhere on the screen to return to the Personal Contacts screen.
The Personal database can be sorted by clicking on the Letters at the top of the database. Choosing the [A] button will sort the database for all entries that begin with the letter A. Use the Advance Records buttons to advance to the desired contact.
The telephone icons in the Personal Contacts DataBase are buttons and can be used with the auto dialer. Click on the Business Telephone icon to dial the business telephone number or the Home Telephone icon to dial the home telephone number or the Pager Telephone Icon to dial the pager number. Clicking on the Fax Machine icon will take the program to the Formal Merged Fax Form in your personal stationery with the currently displayed contact as the addressee. Clicking on the Email icon will open your default e-mail program with the contact's e-mail address entered as the addressee. The Contact Notes field is provided for personal notes about your contact.
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Daily Entry Screen
Choosing the Control Button designated Appointments anywhere in SuperPro Client Manager will open the Appointment Setter. Choose the desired date in the Appointment Setter by clicking into the date on the Calendar in the upper right corner of the screen. The arrow buttons below the date will advance the Calendar to the next month or return it to the previous month. You can choose a specific month by clicking on the Month options at the bottom of the Appointment Setter. You can advance the Appointment Setter by one day increments by clicking on the arrow buttons below the Calendar. You can advance the Appointment Setter to the next year by clicking the arrow buttons above the Month options. Choosing the Today button will take the Appointment Setter to the current day. Choosing the Close option will close the Appointment Setter and return the program to the file which you chose the Appointment Setter from. Choosing the Week option button will take the Appointment Setter to a Weekly view of your appointments.
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In the Weekly view screen you can advance the view by increments of one week by clicking on the arrow buttons at the top left of the screen. Clicking on the This Week button will show the current week's appointments. You can advance the view by increments of one month by clicking on the arrow buttons at the top right of the screen. Click on the This Month button will show the current month's appointments. To return to the Daily Entry Screen click on the [Day] button at the left of the screen for the specific day that you wish to display in the daily screen.
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Entering Appointments in the Appointment Setter
To enter an appointment in the Appointment Setter click into the schedule field at the left of the Appointment Setter. This is a drop down menu showing half hour intervals for Appointments. Select the appropriate time and place the cursor in the appointment field to the right of the corresponding time. Enter the appointment in the field. The field is an expanding field and will accommodate as much information as you wish to enter for the appointment. The full text can be view by clicking into the field. When entering an appointment use the last unused field for a new appointment entry. Now click on the Refresh icon at the bottom of the Appointment Setter and SuperPro will place the appointments in the proper chronological order. To delete an appointment place the cursor in the field of the appointment that you wish to delete. Click the Delete button at the top right of the screen. SuperPro will prompt as to whether you wish to remove this appointment. Click yes to remove the appointment. To print your appointments for the day choose the Print schedule button. The Today's Task section of the Appointment Setter is for recording important task that you wish to accomplish for the selected day. To enter a task click into the field and enter the task information. To print your list of tasks choose the Print button. If you desire to remove pass appointment information from your Appointment Setter enter the date that you wish to remove all appointments from in the Date section at the bottom of the Appointment Setter. Now click on the Trash Can icon to the right. SuperPro will prompt you to as to whether you wish to remove the selected records. Click yes to remove the records.
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Entering Holidays, Anniversaries, Birthdays, and Special Events
SuperPro's Appointment Setter comes preloaded with all major holidays. You can customize the Appointment Setter to add your own special days of interest. To add an event to the Appointment Setter's displayed days click on the Add Holiday icon at the bottom of the Appointment Setter. Use the other option to add your special event day.
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Entering Agent Information
The Agents File can be accessed by clicking on the Agent Control button.
Adding Agents
New Agents for the company must be entered in the Agents Entry Screen. This screen is accessed by choosing the Agent control button. All telephone numbers on the Agent Entry Screen have masks for ease of data entry. Simply enter the ten digits of the phone number and SuperPro will supply the masking. Enter the agent's information directly into the agent entry screen. If you are entering information for a second agent click the Add Agent button at the top right of the screen. The control buttons will take the program to the designated modules of the program.
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You can use the Agents File for communicating with your agents. All telephone number are set to the auto dialer. You may dial a number through the dialer by clicking on the name of the telephone that you are reaching (e.g. clicking on the words Business Telephone will dial the business telephone number). To send E-Mail or access a website click on the words E-Mail or Web URL. SuperPro will access the Internet Address entered in the E-Mail and Web URL fields. To correspond with a particular Agent by written or faxed correspondence click on the Chek button to the right of the contact. This will select a particular Agent. Now click on the Correspondence Control button to go to your merged correspondence. The arrow at the top of the screen will toggle the screen to the bottom of the screen. The control buttons at the top of the screen will go to the identified sections of SuperProManager.
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Click on the Shipping Charges control button to go to the Shipping Infomation entry screen to enter shipping information for your order. Enter the appropriate information in the fields on the shipping charge entry screen. The cost amount will be added to your new order and will be displayed on your QuickBooks invoice. Click the Done button to return to the order entry screen. Click on Goto Shipping Charges in the options at the top left corner of the screen or the Truck icon in the Shipping Charges entry screen for a spreadsheet view of your shipping charges.
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There are six Inventory Option icons in the upper right corner of the Inventory entry screen.
The View icont will place the program in a list view of the inventory items. The Add icon will add a new item for the current displayed Vendor and will retain the Vendor information. The Delete icon will Delete the current displayed item from the Inventory database. The Find Item icon will take the program to a search wizard that you will select the desired product for the search. The Refresh icon will return the screen to normal viewing after a data entry. The Quit icon will exit SuperPro Client Manager.
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The Product Entry Screen is for entering the Product ID, Category Type, the Description, the cost of the product, the normal retail, and the shipping weight of the product.
There are four Option buttons at the bottom of the Product entry. The Print button will print a Product item that a picture has been added. The View Product button will go to a screen view of the product. The Add Picture will create a new picture for the current displayed item. Select the art file from the dialog box and click Open to insert your products' picture. The Remove Picture button will remove a picture of a product that has been previously added.
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The Vendor information section is for entering information on a specific vendor. To select a current vendor click the Select Button and select the Vendor ID of the vendor that you wish to find and then click the Find button. To create a new Vendor click the New button and enter a Vendor ID in the Vendor ID field and complete the Vendor information. Choosing the Add Item option button will Add a record with the currently selected Vendor's Information.
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Expense Report
The main screen Expense Report is used for entering the important information concerning your expenditures.
There are six Option Icons at the top right corner of the Expense Report screen. The Help icon will take the program to a balloon help screen for the Expense Report screen. The Find icon will place the program in the Find mode and take the cursor to the employee selection field. Select from the drop down menu the employee that you wish to review. Then click on the Find icon to complete your search. To create a new report choose the Add record icon at the top right of the screen. This will create a new report and place the cursor in the employee selection field. This is a drop down menu with edit and other options. Each employee should be entered in this section. Choose the appropriate employee from the menu. Now enter your information in the specified fields. The Delete record icon will delete the current expense report. Clicking on the Refresh option button will cancel your search and return the program to the Browse Mode. SuperPro Client Manager will total you daily expenditures and will then total your weekly expenditures. SuperPro Client Manager will total your charges to the company for the week and will calculate the balance of cash advances made to employees and produce a final tally of total cash expenditures, total credit charges, and total cost to the company for the week. Choosing the Info icon will take the program to the About screen for Employer Resources which has contact and technical support information.
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Using Expense Report Control Buttons
The Company Year to Date button will take the program to a screen summary view of all Expense Reports for the current year. The Employee Year to Date will take the program to a screen summary view of all Expense Reports of the selected employee for the current year. The Calendar button will open the SuperPro Client Manager Calendar and the Calculator button will open the MicroSoft Calculator. The DataBase button will return the program to the DataBase screen. The Evaluation button will take the program to the Evaluation entry screen for entering information about a specific expense report. The Reports button will take the program to the Reports selection menu were you can select from five different report that can be customized by search report time selection.
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Clicking on the Evaluation control button will take the program to a comments section for each report. Use this section to evaluate the benefits of a particular expense such as conferences or business trips. Click on the Preview Evaluation to preview the evaluation. Click on the Reset Evaluation to clear the form completely. Click on the Print button in the upper right corner to Print the Evaluation.
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To use the Summary Year to Date Reports in SuperPro Client Manager you must choose the appropriate sort that you desire. To retrieve the year to date summary totals on an employee, select the Goto Find option in the upper right corner of the screen. The cursor will go to the employee name field. Choose the employee that the summary is desired for. Now choose the Employee YTD option from the control buttons. This will send SuperPro Client Manager to the Summary Expense Report. The summary report will give a year to date running total of each category of expenditures. It will give a running year to date total of cash expenditures, total credit charges, and total cost to the company for the employee. Selecting the Company YTD control button will provide the totals for the entire company year to date.
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Select the Reports Control Button to go to the Summary Reports' Menu. There are five available reports that can be customized by the desired search period. Company Car Analysis is a report designed for user that utilize a company car and prepare reports for mileage. Mileage by Rate Analysis is designed for users that are reimbursed mileage expenses by a specific mileage rate. Travel Administration Analysis is a summary report of expenditure calculated by SuperPro Expense Report. Automobile Administration is designed for users who are reimbursed for actual automotive expenses
Select the period of time that you want the report to cover from the drop down menu of selections or enter a data range in the Search Date Report field. (Date ranges must be entered with four digit years. To enter a Range for your search use the Other option and enter a date range with two periods between the dates. Ranges must have a four digit year in order to complete your search. i.e. 1/1/2002..6/30/2002)
Select the Employee that you want the report for. For all reports for the selected search period select Entire Company in the selection field from the drop down.
The Print buttons will print the corresponding report.
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SuperPro Client Manager provides a calendar. To view the calendar anywhere in the program choose Open Calendar from the drop down option in the Find menu on the toolbar. You can advance the calendar by the month by clicking on the desired month in the month tab buttons at the bottom right of the calendar screen. The advance arrow will advance the calendar to the start of the next year and the reverse arrow will return the calendar to the previous year. The Today button will return the calendar to the current day's date. Holidays are displayed on the left side of the calendar screen. This will include any special days that you have entered using the Add Holiday option in the Appointment Setter. To close the calendar click on the Close button at the top right corner of the calendar screen.
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SuperPro Client Manager by Daniel Clark, All rights reserved.
PLEASE READ THIS LICENSE CAREFULLY BEFORE USING THIS SOFTWARE. BY USING THIS SOFTWARE , YOU AGREE TO BECOME BOUND BY THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE, DO NOT USE THIS SOFTWARE AND PROMPTLY RETURN IT TO THE PLACE WHERE YOU OBTAINED IT FOR A FULL REFUND.
SuperPro Client Manager is licensed, not sold, to you by Employer Resources for the use only under the terms of this license, and Employer Resources reserves any rights not expressly granted to you. You own the media on which the Software is recorded or fixed, but Employer Resources and its licensors retain ownership of the Software itself.
1. License
This License allows you to:
(a) Use one copy of the Software on a single computer at a time. To “use” the Software means that the Software is either loaded in the temporary memory (i.e., RAM) of a computer or installed on the permanent memory of a computer (i.e., hard disk, etc.)
(b) Make one copy of the Software in machine readable form solely for backup purposes. As an express condition of this License, you must reproduce on each copy any copyright notice or other proprietary notice that is on the original copy supplied by Employer Resources.
(c) Permanently transfer all your rights under this License to another party by providing to such party all copies of the Software licensed under this License together with a copy of this License and the accompanying written materials, provided that the other party reads and agrees to accept the terms and conditions of the License.
2. Restrictions
The Software contains trade secrets in its human perceivable form and, to protect them, you may not REVERSE ENGINEER, DECOMPILE, DISASSEMBLE OR OTHERWISE REDUCE THE SOFTWARE TO ANY HUMAN PERCEIVABLE FORM. YOU MAY NOT MODIFY, ADAPT, TRANSLATE, RENT, LEASE, LOAN OR CREATE DERIVATIVE WORKS BASED UPON THE SOFTWARE OR ANY PART THEREOF.
3. Termination
This License is effective until terminated. This License will terminate immediately without notice from Employer Resources or judicial resolution if you fail o comply with any provision of this License. Upon such termination you must destroy the Software, all accompanying written materials and all copies thereof, and Section 6,7, and 8 will survive termination.
4. Passwords
The Software licensed to you contains features which are protected by certain password. You are not authorized to enter, remove, or change such password, and only Employer Resources is authorized to enter, remove or change such passwords.
5. Export Law Assurance
You agree that neither the Software nor any direct product thereof is being or will be shipped, transferred or re-exported, directly, into any country prohibited by the United States Export Administration Act and the regulations thereunder or will be used for any purpose prohibited by the Act.
6. Limited Warranty
Employer Resources warrants for a period of ninety days from your date of purchase that (i) the media on which the Software is recorded will be free from defects in material and workmanship under normal use, and (ii) the Software as provided by Employer Resources will substantially conform to Employer Resources’ published specifications for the Software. Employer Resources’ entire liability and your sole and exclusive remedy for any breach of the foregoing limited warranty will be, at Employer Resources’ option, replacement of the media, refund of the purchase price or repair or replacement of the Software.
THIS LIMITED WARRANTY IS THE ONLY WARRANTY PROVIDED BY EMPLOYER RESOURCES AND ITS LICENSORS EXPRESSLY DISCLAIM ALL OTHER WARRANTIES, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE WITH REGARD TO THE SOFTWARE AND ACCOMPANYING WRITTEN MATERIALS. BECAUSE SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF IMPLIED WARRANTIES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU.
7. Limitation of Remedies and Damages
In no event will Employer Resources, it parent or subsidiaries or any of the licensors, directors, officers, employees or affiliates of any of the foregoing be liable to you for any consequential, incidental, indirect or special damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information and the like), whether foreseeable or unforeseeable, arising out of the use of or inability to use the Software or accompanying written materials, regardless of the basis of the claim and even if Employer Resources representative has advised of the possibility of such damage. Employer Resources liability to you for direct damages for any cause whatsoever, and regardless of the form of the action, will be limited to the greater of $500 or the money paid for the Software that caused the damage.
THIS LIMITATION WILL NOT APPLY IN CASE OF PERSONAL INJURY ONLY WHERE AND TO THE EXTENT THAT APPLICABLE LAW REQUIRES SUCH LIABILITY. BECAUSE SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE LIMITATION ABOVE MAY NOT APPLY TO YOU.
8. General
This License will be construed under the laws of the State of Vermont, except for that body of law dealing with conflicts of law. If any provision of this License shall be held by a court of competent jurisdiction to be contrary to law, that provision will be enforced to the maximum extent permissible, and the remaining provisions of this License will remain in full force and effect. If the software is supplied to the United States Government, the Software is classified as “restricted computer software” as defined in clause 52.227-19 of the FAR. The United States Government’s rights to the Software are as provided in clause 52.227-19 of the FAR.
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A B C D E F G H I J K L M N O P Q R S T U V W
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About Super SuperPro Client Manager
Adding New Agents in SuperPro Client Manager
Using the Agent file options
Using Daily Apointments screenCreating new Special Event Days
A B C D E F G H I J K L M N O P Q R S T U V WCONTENTS
Calendar in SuperPro Client Manager
Contact Management in SuperPro Client Manager
Contact Fields
Correspondence functions in SuperPro Client Manager
Archiving Records in correspondence archiveMerging Records in correspondence
A B C D E F G H I J K L M N O P Q R S T U V WCONTENTS
Envelopes in SuperPro Client Manager
File Transferring in SuperPro Client Manager
How to Send a File TransferA B C D E F G H I J K L M N O P Q R S T U V WCONTENTS
Holidays in SuperPro Client Manager
Entering Special Event days