DJ Wizard Manual

Form = Bold faced letters represent a form name, a button on a form or a keyword.
{Field} = Field name as it appears above the field in reference.
[Enter] or . = Button in DJWizard or Key on the keyboard you need to press.

Window:

Any application or function, which is enclosed within a rectangle. There may be several Windows on one screen, but only one is current and is distinguished by the highlighted title bar (in blue).

Form:

Any rectangle inside a Window

Select a Menu Item:

This term refers to menu options on the top of the current window. Simply move the mouse cursor and click on the required menu. To select sub-menu option, click again on the dropped-down menu on the desired option. Alternatively, press the Alt key on your keyboard and then use the arrow keys to move right and left to the selected menu and hit the key. Then move down and up to the desired key and hit again.

Go to a Field:

This term is used when you need to enter or change data of a different field than the current one on a given Form. The current field is where the blinking 'I' is. You can go to the next field from left to right and down to the next line by pressing the Tab key on the keyboard repeatedly. To move back, you hold the Shift key and press the Tab key. For a faster move from any field to any field without Tabbing to it sequentially, use the mouse cursor. Move the mouse cursor to the required field and click the left mouse button. The blinking 'I' will appear in the destination field.

Guided data entry:

With most forms, DJ Wizard will guide you through the data entry process to fill out a form, which eases your data entry. It ensures that you fill out all the required blanks. To start, just delete the number or code in the search field (usually, this is the highlighted or bold field at the top-left or top-right most part of a form). Better yet, click the [New ...] button on a form and you'll get the next consecutive number with a blank form. Type the required data in a field and press to continue. The blinking 'I' will move to the next blank field (only if this is a new form). If the selected item is a button, rather than a data field, you will see a light blue line around the button. Use the [Spacebar] key on the keyboard to implement the selected button. This might take you temporarily to another form, which can be used to select, for example, a Client and apply it to the previous form. When you are back to the main form, you will get automatically to the next field. Just enter data and press and so on. Alternatively, at any time you may use the mouse to move anywhere and click the left mouse button on a required field and the blinking 'I' will appear there for you to type in new data.

Start Windows

Turn on your computer. Wait until you get into Windows and if requested, enter your network services password. This will allow you to share other users' hard drives on the network.

Exit Windows

If Program Manager is displayed and it is not iconized, select File from the top menu and click the Exit Windows... option. Then, confirm that you want to exit from Windows by clicking on the [OK] button. If Program Manager is iconized (shown as a small icon on the bottom-left side of the screen), click on it once and click the Close option. Then confirm that you want to exit from Windows by clicking the [OK] button.

Start DJ Wizard

Once you have turned on your computer and Windows has loaded you should now see your Desktop. Double click on the DJWizard icon. This opens the programs Main Menu toolbar on the left of your screen. Enter your username in the User Name field at the bottom. Press Enter and enter your password. A list of all the modules and the Utilities that are available to you will display on the tool bar from top to bottom. Each section has a different purpose, like Receivables includes all the Modules and Utilities necessary to do business with your clients either in wholesale or retail. To start any module, just click the link once.

Exit DJ Wizard

To get out of DJ Wizard to the Main Modules Menu, select File from the top menu and click on the Exit to Menu option. Or hold the Ctrl key on your keyboard and press the E (Exit) letter on the keyboard.

Switching to Another Module

To go directly to another module, select File and click on an optional module (such as, Diamonds Control, Accounts Receivable, etc.). You do not need to close any forms before you switch to another module.

INITIAL SETTINGS

Step-by-step Setting Up a New Company

After you familiarize yourself with the program, you may start to enter the data related to your business. The following is the best approach for doing just that. It is advised to follow this order of data entry to accomplish the best results in the fastest way.

Enter all the data on the following forms.

Fill out the Administrator forms. Example: Set starting numbers for Memos, Invoices, Diamonds and Jewelry. (See section below). Use the preset defaults if you wish.
Every user should setup the Preference form with his/her desired options (see section below).
Enter your active sales people in the Salesperson form.
Enter your active clients in the Client form.
Enter your active suppliers on the Supplier form.
Update the Rapaport table if necessary.
Determine the 'Start Date' for entering data. Begin entering ALL transactions from this date (for example, use January 1, 1995). It is recommended to start at the beginning of a month and not in the middle of it.
Mark sales until this 'Start Date' and enter the levels of your Stock on this date. For example, if the original Lot weight was 16.85 carats, but only 9.34 carats were left on the 'Start Date', use the 9.34 carats as your starting weight and quantity of stones. For this purpose, ignore the fact that parts of your Stock may be On Memo.
Enter all Memorandums issued on the 'Start Date' or later only.
If you've sold an item, which was put on Memo before the 'Start Date', enter it as if it was sold directly without being On Memo (data entry is done on the Memorandum in either case).
Set up a Starting Balance Item with a distinct Stock ID (like, 'START") and enter the starting balance on the 'Start Date'. Set it up with the 'J' (not 'D') and Report all income (checks or cash) related only to that Client until paid in full.
Enter the stock list given to every Salesperson.

Users Logins

The Password Utility allows the owner of the business to specify user names, passwords and corresponding rights for each user in the company. It also lets you change the Administrative password, so that no one, except for the owner, can manipulate permissions for users. When logged on as Admin, select Manage Users from the Admin menu at the top.

Permissions List:

On the Manage Users form, you can add new users delete existing ones and change passwords as well as set privileges for each user. Click a user on the list and then on the right you can specify what rights you want to give that user. To get more information on and of privileges, click one and the details will appear above explaining what is the privilege going to allow or prevent the user to do.

Administrator forms

The Administrator form stores the company defaults. Each module has an Administrator form which deals with defaults relevant to that module. For example, (in the Accounts Receivable module) you can set the default Shipper that is used on the Memos, if the Client does not have one specified in their personal settings. Also you can specify a {Bank annual interest} to base your charges on in case a Client pays later than the terms stated. In every module, select the Utilities/Administrator form and enter your password when prompted to open the form. On the Administrator form change your settings as you wish, then click the [Store] button to store changes permanently. When you want to close the administrator form click the "X" on the top right hand corner of the form. For help information on most fields, select the fields first, then press the [F1] key on your Utilities.

Preferences form

The Preferences form stores machine preferences when you are inside the Main Menu module and your individual preferences on all other modules. Every module has a Preferences form which deals with individual defaults relevant to that module. For example, the default Printer you want to print to from your machine. In every module, select the Utilities/Preferences form. On the Preferences form change the data to your own preferences, then click the [Store] button to store changes permanently. When you want to close the Preferences form click the "X" on the top right hand corner of the form.

Salesperson form

The Salespersons form is located in Account Receivables under forms/salespersons. The territory box can handle 3 characters, which need to be unique to each salesman. Under percentages, enter 25 for 25% and NOT 0.25. Remember to hit Store before closing the salesman form.

Client form

The Client form is located in Account Receivable under forms/Clients. Remember to hit Store before closing the salesman form.

Suppliers form

The Suppliers form is located in Supplier Control under suppliers/forms. The territory box can handle 5 characters, which need to be unique to each supplier. Remember to hit Store before closing the supplier form.

Optional Company Settings

You can customize DJ Wizard to look and act in the way you prefer. For example, you can turn ON/Off the name and address of your company on Memos and Invoices. There are about 30 parameters for you to set and customize in the Settings form. From the Main Menu (the startup screen) of the program, select the Admin and Settings and the Settings form will open. Check any option you want to set or the number of copies you want to be printed by default.

The Four Data-Entry Rules

Typically, there is almost nothing to remember while entering new data into DJ Wizard, if you remember the following 4 standard rules:

To begin data entry on a form, click the [New ....] button. For example, On the Client Form, click [New Client] button to create a new client. This will reset the form to blank fields for entering new data and it will place your cursor (blinking vertical line) to its starting point.
Let DJ Wizard walk you through the entire form. You will not need to use the mouse and entry will be faster. Input the data in every field and hit the key on your keyboard. When a button is selected (i.e., indicated by a blue box surrounding that button), use the [Spacebar] key on your keyboard to implement it.
When done entering data, store the data you've just entered by clicking the [Store] button, which is normally at the top of your form.
Note:
If there is no [Store] button on your form, the button you need to click will be marked with a red box around it. This is in cases when more than just storing of the data is required. (i.e., on the Diamond Card form, the [Calc. Balances] button should be used; on the Memo/Invoice, the [TOTAL] button should be used.)
Inside a table (a columnar grid of repeated records), enter data to a field and press the key on your keyboard to move to the next field. When done with the current line press to move to the next line (record). Keep doing it even with the last record to move to an empty line.
Note:
Inside tables, the entered data is being stored only by moving to the next line.

INVENTORY SYSTEM

Pre-requisites:

It is recommended that you have your Suppliers, Clients and Salespeople already defined in your system before you start entering new Diamonds or Jewelry. This way, you will be able to specify the Supplier ID, the one from whom you have acquired the merchandise, by their full name and keep consistent IDs for each supplier. Also, you will be able to link the stock with your Supplier invoice. Alternatively, you should use the same codes (up to 5 alphanumeric characters) to designate each supplier. (For example, "FJI", for Fine Jewelry Inc.)

Numbering Systems

Manual Numbering System

In order to maintain the correct character order of Stock Ids and to make sure that you can use DJ Wizard automatic Stock ID numbering system, you must use the same number of digits on the Stock IDs. If you wish, you can add a letter, up to three as a prefix for each category of Stock Ids. (e.g. use A0001 and not A1). You can use up to 8 characters for the Stock IDs. But it is recommended to use 5-digit numbers consistently. You may prefix these numbers with one, two or three letters (E.g. FXY0001). Avoid redundant letters if possible. It is a common mistake that most users make the first time they use DJ Wizard, assuming that their previous numbering system is the best for identifying Stock Ids and keeping track of them. In such cases, users include the initials of the supplier and/or the initials of the shape and/or the carat size is a good numbering system. The rule is that the smaller the number of characters you use, the faster you'll be typing them and you'll have the less chance of human errors. If you insist on using your old numbers, it is recommended that you use the Old Numbers option on the Grouping of the Diamond or Jewelry Cards

Note:
If you enter your own numbers to the Stock IDs and you'll decide later on that you want to change it to the way we recommend, we'll have to charge you extra for switching back, if it is possible at all.

Automatic Numbering System

Click the [New Stock] button on the lot card and you will get the next consecutive number of any selected Category. First time you click the [New Stock] button, you will be prompted for the Category, which is the letters preceding the digits of the Stock ID. Do not enter anything and press if you want numbers only. Then, the red indicator will appear above the [New Stock] button and it will be highlighted. Press the [Spacebar] on your keyboard to get the next consecutive number. As you click the [New Stock] button (without moving to another Stock ID prefix) the program will assume that you want to continue with the same prefix - and you will not be prompted to enter a Category.

How to input Diamonds to the Inventory

In Diamonds Control select the Forms menu and click Diamond. The previously selected Lot Card will show automatically.

Delete the content of the displayed Stock ID, {Stock ID} field. Press to move to the next field.
Type G for grouping this item with others in cases of business purchase. Or press to skip this option.
Today's date will appear in the {Date} field. Delete it or part of it and enter a date you bought this item or got it On Memo from others (For the year 2000 enter 2000 not 00). Or leave the given date to accept it. Press .
At the {Vendor} field, enter the vendor ID from whom you have acquired this merchandise. If you cannot remember the Vendor ID, click the heading {Vendor} and a list of your vendors will appear. Click on the Vendors name to select it for this diamond card.
At the {Invoice No.} field enter the Vendor's Invoice number if you wish.
As you get to the {Means} field "Buy", "Memo", "Partner" and "Offer" will be listed. Select buy (or press) to accept the first option "Buy" or click on the "Memo", if you've got it on Memo. If you do not posses the stone, but want to record an offer, use "Offer". For the Partnership stones select "Partner" and the Partnership Form will pop-up.
Partnership Types:
JV: Joint Venture - Both you and your partner bought the stone from a third party. You share you part of the sale (and profit) only as specified in the partnership form.
PF: Purchase from Partner - You purchased your part of the stone from your partner. So, you must share the profit with your partner. You must pay the partner his part of the partnership (cost and profit).
PO: Profit only Partnership - You do not own the stone at all. However, you will enjoy your share (My Part) in the profit. You must pay the full cost to your partner.
Press [Store] button when you have finished entering all the appropriate information.
Type the diamond shape ID (e.g. RB, OV, etc.) or press {Shape ID} heading to get a drop down list of shapes spelled out. Click on the shape and the ID will be placed in the field. (You may use additional IDs but be sure to define them on the Shapes Table, selected from the Tables menu).
Enter the total number of carats in the {Carat Weight} field and the number of Stones in the {Quantity} field. If the quantity is not known (e.g. Melee), leave this field empty and just press to get to the next field, {Avg. Size}. Enter the average size of a lot if you do not know how many stones are in it.
If you are authorized to see/enter cost information for a diamond, you can enter the cost of the stone by using the [Mfg] button (Diamond Manufacturing) at the bottom of the diamond card. This will open a new form. You will enter the actual cost of the stone, (what you purchased the stone for) along with any additional costs applied to the stone since you have purchased it. The additional costs could be any of the following (Repair, labor, shipping etc.). Once you have entered these costs on the form press the [Store] button. The Actual Cost/ct and Cost/ct will now appear on the diamond card. If there is not a difference between the Actual Cost/ct and the Cost/ct, you can bypass the Diamond Manufacturing form and just enter the cost in the {Actual Cost/ct} field the first time you enter information on the diamond card.
You will be now on the diamond's {Color} field. Enter the high Color first and press and the low color, second, if you wish. Then press . To enter Fancy Color stones colors, use the drop down list or make use something like: FYI=Fancy Yellow Intense (use the last character as the intensity). For the color abbreviations use the first letter such as B=Blue, P=Pink, etc. and for for these colors use: N=Brown, K=Black, A=Gray.
You will be now on the diamonds {Clarity} field. Enter the high Clarity first and press and the low clarity, second, if you wish. Then press .
The next field is Stone Type="STy". It is designed to characterize stone types such as CE=Clarity Enhanced, PR=Pairs or any 2 characters that you want to use to designate a Stone Type.
Next based on the shape of the stone (only for single stones) you can enter the measurements of the stone. Type the minimum, maximum and height in millimeters and the program will calculate the {Depth %} for you. Enter the Table of the stone in percentage (e.g., 60).
Enter your own Notes or remarks about this Lot or Stone in the {My Note} field. Press
If this is a Lot of diamonds (i.e., its quantity is greater than 1), you will be getting to the {Min/Max Stones Ct} field. Enter the minimum and maximum carat weight of this Lot. (e.g., 0.99-1.05 ct.).
The Make has a drop down list where you can select your own overall assessment of the Stone or Lot. Click with the mouse to select your option and press . Lso, you can use the new number labels to enter the Make like the way that tyhe AGS lab designates Makes.
You will be skipping the certificate information (the light blue area) for now, and the pricing menu options will drop down. Set your prices for up to 5 different types of stores in one of three ways. Click on...
"No Base" when chosen, you are not basing your price for the stone on any preexisting cost. You will type the prices you choose, starting from a Dealer down to Retail. Press to move to the next field after each entry.
"Rapaport" is chosen if you want to price your merchandise based on the Rapaport** tables. (Make sure to update the prices in the Rapaport tables first. You must subscribe to the weekly Rapaport newsletter).
"Cost/Ct +" is chosen if you want to price your merchandise based on cost (usually for small stones, Melee).
Be sure to click the [Calc. Balance] button to do both: adjust inventory balances, and store this card. A red indicator will appear around the [Cal. Balances] button to remind you of the need to click this button. If you forget to do this, your entire entry of this card will be lost!

Diamond Image

The "D-Img" button is used to show an image of the current stone. To have this feature, you must have the latest version of DJ Wizard and have diamond images for all stones to be able to use this option.

CL Label

"CL" stands for "Clear": When you get a cert from GIA, for example, you can click this label to facilitate the entry of the new color/clarity and stone measurements. It also records your old specs in the Confidential Notes.

Add/Subtract Stones

You can add or subtract stones to/from your existing diamond inventory. DJ Wizard will calculate the new cost based on several parameters: Original unsold carat weight and cost per carat, the newly added or subtracted carat weight and its cost. Beginning with DJ Wizard 2000 version and later, Nominal Cost per Carat is kept as close as possible to its invoiced amount, while Cost per Carat is now being calculated based on many components. It averages the cost of a certificate and repair costs on the total new carat size (which can be lower after cutting and polishing). Other labor costs per carat are also being added. To add or subtract stones follow these instructions:

Go to the diamond card that you are mixing in stones to the parcel.
Click on the [Add/Subtr. Stones] button.
Enter the carat weight you are adding (or subtracting, in minus) and press .
Enter the Cost per Carat of the stone(s) you are adding/subtracting and press .
Check your new cost by going into the Diamond Manufacturing form, Click the [Mfg] button. (Access to this form is allowed only to authorized users).

Mix-In Stones

If you want to move certain stones from one parcel or Card to another parcel or Card, use this function. The receiving parcel (stone) and the donating parcel (stone) will be adjusted accordingly with the carat weight and cost per carat that was transferred. Here are the steps to do this:

Go to the receiving card or parcel and click on the Mixing In Stones button.
Type in the Stock ID from where you want to transfer the stones from.
Type in how many carats you want to transfer (from a parcel).
Type the cost per carat that you want to transfer from the donating parcel.
Click the Transfer Now button.
Hint: If you are not sure from what parcel (stone) you need to transfer diamonds, just click on the Find button and specify your criteria and click Find Diamonds. A list of possible parcels (stones) will be displayed. Then type the Stock ID from where you want to transfer the stones and follow the steps above to transfer them.

Enter Certificate Information

Go to the appropriate stock ID on the diamond card.
Click on the {Graded By} field and select the lab you want from the drop down list.
Enter or complete the certificate number in the {Certificate No.} field.
Enter the certificate date in the {Cert. Date}, for example, in the form of 8/15/05 or click the mouse icon above to open the calendar and double click any date.
Enter your cost of certifying the stone in the {Cert. Cost} field. This cost will be automatically calculated in to the cost of the stone.
Type in the abbreviated text of the girdle in the {Girdle} field. Try to limit your entry to 20 characters. Or click with the mouse on the appropriate prompts to have it done for you.
Select using the drop down lists for the Culet, Polish, Symmetry and Fluorescence.
Type in the abbreviated Comment from the certificate (up to 20 characters) or type 'n' for None.
Make sure to click the [Store Certificate] button to save your entry.

Rapaport Updater

Update your inventory prices with a click of a button directly from the Rapaport Web site.

Note:
First Time Settings.
If you have a DSL or T1 connection to the Internet, you will be able to get your updates in 4 seconds every time. To set up your fast connection, you must have a firewall like Proxy Server. Have your Proxy settings ready, and enter the local IP address of the Proxy Server PC. Use Port 21 (or anything else your fast connection technician told you). And finally, check the Use Proxy checkbox. All these settings except for the Rapaport password will be recorded for repeat use.

The first thing you need to make sure before you start the Rapaport program is that you are having your Rapaport Weekly membership User name and Password ready. If you do not have fast connection to the Internet, connect to the Internet using your browser and modem (it is really slow but it works). Once connected, minimize your browser.

Open the Rapaport Updater program from the DJ Wizard group folder from your Desktop or if you have DJ Wizard 2000 or up, in the Diamond Control select Utilities and Rapaport Updater.
Click the [Download Prices] button.
You will need to enter your user name (first time only) and password for Rapaport.
Now click on [Download Prices] button (this takes only 3 seconds), when finished it will say that download was successful.
Click the [Close] button.
Click the [Update Tables] button.
This will update the Rapaport tables within DJWizard.
Click the [Verify] button.
This will verify that the prices inside the table are not wrong. If you see 280, all the 280 records are ok and you can to continue.
Before you click on the [Update Stock] button notice the line that says "Warn if price difference is more then..." This is used so that when the price difference between your current stock prices and the new Rapaport prices have changed over the set percentage, you will get a message to check that item. We recommend that you enter 1% into the box. You have the choice of declining or accepting a price difference higher than this limit and to check the stock ID. In this case, you can accept the change (Yes), skip it (No) or Cancel the operation. If you want to check the stock item, click the [Show Stock] button.

How to Scan Certificates

Pre-requisites:
WinFax Pro 8.0 or higher, must be installed on your PC under Program Files\Symantec folder. You need to acquire DJ Wizard CertLink. Also, make sure your scanner is on and ready. Depending on your scanner these instructions may vary.

Run CertLink program from DJ Wizard Group folder on your Desk Top.
Click [Scan a Cert] button and WinFax Pro will load.
In WinFax from the top menu, Select Tools, choose Scan and then Scan and File. The scanning software for your scanner will load.
Insert a Certificate into the scanner and press Prescan option. (Preview or Fax, depending on your scanning software) and wait for the scanner is finished warming up.
Note:
Prescanning a document is done at low resolution and used to see if the document is sitting correctly and straight in your scanner.
Set the dashed line around the area to be scanned, click and drag (use minimal area to cover the entire doc.).
Make sure your settings are Mode/Type: LineArt, Black and White Resolution is: 200dpi.
Press Scan and wait until the scanner is ready. (stopped scanning) It may take between 20 to 80 seconds, depending on your scanner. Wait until you see the scanned certificate.
When asked to scan another document, press No.
A new window will pop up asking you for a description. Enter the stock ID and press OK.
Minimize WinFax.
You now will be back to the CertLink program. A red 8-digit file number will be show on the top left corner.
You can now click [Show Cert] button to review the scanned certificate if you wish.
Enter the stock ID associated with the certificate in the box below Link to Stock ID.
Press [Link to Stock ID] button.
To scan another Certificate, Press the [Scan a Cert] button and follow the steps above.

How To Test Your Scans

In DJ Wizard go to Diamond Control, Diamond Card, and go to the stock ID of the certificate you Scanned. You should have already entered the item into the Diamond card along with the certificate information. The lab name should now appear next to the [Show Cert] Button in top right hand corner of Diamond Card. Click the [Show Cert] button. The WinFax program should load and you should see the certificate. If you would like to fax the certificate click on the Send button and enter the information needed.

Printing Diamond Labels for Parcel Paper

Go to Reports & Analyses from DJ Wizard's main menu.
Go to Stock and select "Diamond Tags" to print without the barcodes. (To print with barcodes choose "Diamond Barcodes").
From the print preview screen, click the printer icon at the bottom.

How to input Jewelry to the Inventory

In Jewelry Control select the Forms menu and click the Jewelry menu. The previously selected Jewelry Card will show automatically..

Click inside the Stock ID, {Stock No.} field, highlight it or delete the content of the displayed ID and enter the new Stock ID. The card will reset to enter new information. Press to move to the next field
The second field is the Grouping field. If you enter any character in it the first time, or you clicked the Mouse Icon above it pops up the grouping form . Use this field to identify to which group this item belongs to. You can also set up locations or add a reference to an old stock number or reference to a supplier number. See the Grouping System below for more details.
Today's date will appear in the {Date} field when you enter it. The date that appears is today's date or the last date you entered for another item. Delete it if it needs to be updated or if part of it must change and enter a date you acquired this stock item (For the year 2007 enter 2007 not 07). Otherwise, leave the given date to accept it. Then press .
In the {Invoice No.} field, enter the Vendor's Invoice number if you bought this item or the memo number if the item was given to you On Memo.
Then press .
Next enter the standard vendor initials or just select the vendor from the drop down list of vendor names. Just click the word Vendor header or leave the value empty and press Enter. This will popup the vendors list automatically. This will bring you to the next field.
Enter the vendor style number if applicable. That is, if you purchased a ready made jewelry piece you can enter the vendor's Style Number if they offer one for this item. Then press to move to the next field.
Now it is turn to enter your own Style ID in the {My Style ID} field. You may duplicate the vendor's style number if you don't mind disclosing this information to your clients. The {My Style ID} field however is a mandatory field and if not entered, the Stock ID will be used instead. Press to move to the next field. A word about Style IDs: My Style ID is an important option for you to categorize all your Bands, for example, under some kind of sub grouping value. At the minimum, you can subgroup your merchandise into their general look. Remember that DJ Wizard store only one image for each or the "My Styles" (not each of the items in that style. So you can have many items in one Style.) Specify something like, "BD3PI001". It can be beneficial if it represents BD=Band, 3P=3 Prongs, I=Invisible Set, 001=the first of these style you have. And the next from this style that may be different though would be the same prefix with 002. This field can by up to 10 characters wide).
Note: If your Style is already defined in your system in the My Jewelry Style form (See "How to enter a Jewelry Style" below), some fields will be filled out for you automatically. In order for DJ Wizard to find the My Style, it must not be a Specific Style type (StockID=MyStyle) and you must enter the correct Vendor code and the correct Vendor Style. To change an existing style, click the mouse icon above. (If the My Style is found, be sure to follow down left to the {Unit Cost} field to review the cost (if you are allowed to change it).
On the J. Type, enter the Type of the Jewel. If you leave it empty and press enter, it will popup the drop down list of possible types. (If you need to change the available types or add new ones, select the Tables menu and choose the Types Table.)
Next is the {Gold Type} field. Select the type of gold used from a drop down list. Just click the header "Gold Type". Then ress .
The User Key field is a field that is not specific. Your can use this field for any purpose needed. An example would be if you want to have a quick note of the center stone, you can enter the type of stone it is in the User Key field, such as Ruby or Triangle. (this field can contain up to 16 characters).
Next, in the {Quality} field, enter the quality of this item, if you use different qualities for the same Style. (E.g., "A", "B","C", etc anything you want to use but one character.) Press to move to the next field.
In the Units field enter the exact number of identical items you have acquired from this very same Stock ID under this Style. (This is mostly meaningful if you have several of the very same item in stock).
Enter in the {Diamonds} field the total carat weight of diamonds and the colored stones set on this specific item, Press to move to the next field and enter the Colored Stones. However, if you wish, you may detail the exact diamond list and have the program calculate cost and carat weight for you. Just click on the mouse icon in the corner of this field to open the Diamonds List form and enter the list of diamonds specifically set on this stock item. In this case, follow the steps in the "How to Set Stones on a Jewelry Card" later in this section if you are allowed to access this option.
On the {Tag} field, you may enter up to one line of information to describe the Jewelry you entered the way you want it to appear on Memos, Invoices and the tiny Jewelry Tags. If you've entered the details on the Diamond List, the item description may already be entered for you automatically fully abbreviated. The rest of the multi-line field can be used for additional private notes. Press to continue.
Click the More only if you have the latest version of DJ Wizard, It this case, you are given an option to enter an additional long description (up to 120 characters) in the popup field. Use it to fully describe the item to appear on your website or on certain custom reports, or just on an appraisal (currently appraisal is not available from DJ Wizard, so copy and paste the info to your Appraisal software, if any).
Now you determine the sales pricing for this jewelry. The pricing options will drop down to show four ways to calculate the price. Each way will produce 5 different prices, based on the stores type you will be selling the item to. Click on...
"No Base" if you want to price this Jewelry on your own for each of the store types listed below. Type the prices starting from the Dealer down to Retail. Press to move to the next field after each entry.
"Off Retail" to price your merchandise based on the retail price, i.e. {Unit Cost} times the {Cost Multiplier}.
"Cost Plus" if you want to price your merchandise based on cost plus a desired percentage of profit.
"Key of Tag" this is used to price your merchandise using the triple key idea. You may use any number as a multiplier of the cost.
A red indicator will appear around the [Cal. Balances] button to remind you of the need to click this button. Be sure to click the [Calc. Balance] button to do both: adjust inventory balances, and store this Jewelry card. If you fail to Store your information, your entire entry of this card will be lost!

How to enter a Jewelry Style

Pre-requisites: It is recommended that you define the Components Table (See Components Table Instructions) before you start entering data in the table of the Jewel Style. This way you will be getting full component descriptions cost per unit and unit of measure by just entering the component ID.

Select the Jewelry Style form from the Forms menu to enter a new style or use the current Jewelry Card form to establish the current style. As you enter a new item to your stock, leave the {My Style ID} field empty and press . The current information will automatically transfer to the Jewelry Style. If this is a new Style, the Jewel Style will open automatically for you to define it. In this form you define gold and labor settings and costs for a group of Jewelry Cards of the same Style.

Enter a new style in the {My Style ID} field or use the one displayed, Press .
Enter the jewelry type in the {Jewelry Type ID} or click on the {Jewelry Type ID} heading to show the drop down list of available categories, Press .
Enter the gender L=Lady's, M=Men's, B=Both, in the {For} field, Press .
Enter the carat gold in the {Gold Type} field or select from the drop down list by clicking on the {Gold Type} heading. For example, YG14K for yellow gold 14 carat. You can leave this field empty and have the program enter it for you as you enter the gold in the line items of the component table, Press .
Type the abbreviated mounting type in the {Mount} field. Use the drop down list from the heading or type the character (single letter) that identifies it, Press .
Enter a vendor casting number in the {Vend. Casting #}, if you wish, or leave it empty if you manufactured it yourself, Press .
Type in the abbreviated Vendor ID in the {Vend. ID} field to identify which vendor you bought the item, if applicable. The vendor's full name will appear automatically, Press .
Click the first column in the table below and enter number 1 to define the first item of components that build this Style, Press to move to the next field.
In the {Comp.} field enter the component ID. For example, type YG14 to get the rest of the information about 14 carat of yellow gold from your components table. If you do not know the ID, press and the list of spelled-out component options will appear for you. Choose the component and then click the [Apply to Style] button.

If the Component is missing from the list, click the [New Component] button to define a new component and then select if from the list and click the [Apply to Style] button.

In the {Units} column, enter the number of units, which are used with the component for this Style. If the selected component has a fixed cost it will appear in the Price/Unit, use it or overwrite it, press and the Amount will be calculated for you. Press again to move to the next line even if you have nothing more to enter. By moving to the next line, you automatically store this component.

When finished with the components list press on a blank field of the {Itm} column. The [Calc Total] button will now have a blue box around it prompting you to press the button. If the {Cost Mark Up} percentage is incorrect, change it first, then click the [Calc Total] button to apply the costs of this Style to the Stock ID for which it applies. If the styles don't match, you will not be able to apply the costs to the Jewelry Card now. Be sure to click this button so that the information you've entered on this Style will be stored permanently.

How to Set Stones on a Jewelry Card

It is recommended that you have already entered the Diamond and Gemstone inventory before you start entering data in the table of the Set Stone List. This way you will be getting full stone descriptions, cost per carat and stones by entering the stock ID.

Select the Jewelry Card form from the Forms menu that you want to enter a new Set Stone List for. Click the mouse icon, to the right of the {Diamonds /Color Stones} field to open the Set Stone List form. There you can type in the diamonds or colored stones to be set on this Jewelry piece.

Manual Entry:

In the first line of an empty list, type number 1 in the {No.} field, press .
Enter the abbreviation of the stone type. (For example: Emrld, Spphr, etc.)
Type in the Shape, Sieve or millimeter, Color, Clarity and Cost per carat (not nominal cost).
Enter the number of stones, the total carat weight of this shape, and the average size will automatically calculate. Press twice to get to the next line. Notice that a small asterisk will be added to the {From Lot} column to indicate that the abbreviation of the line has been transferred to the note of the Jewelry Card. Continue with the next shape or cost group on the second line. Always press at the end of a line to store it and move to the next line.
When you are done with all diamonds set on this piece, click the [Find Totals] button to calculate the total carats and diamond cost and transfer it to the Jewelry Card behind it.
At the "Apply to the Jewelry Card?" prompt, select Yes to apply the diamonds cost, or No to skip it.

Automatic Entry

You could automatically transfer some stones directly from your diamond or gemstones stock by clicking the [Get from Stock button. The items transferred this way will be extracted automatically from your diamonds or gemstones inventory and added on the Set Stone List form.

On the Selected Lot form enter the lot number from which you want to transfer the diamonds or gemstones from in the {From Lot:} field, press . The details of that lot will show at the top of the Selected Lot form.
Type in the carat weight in the {Amount} field and the number of stones in the {Stones} field, to transfer and click the [Transfer Now] button to execute the transfer. You should now see the stone on the Set Stone List. Press the [Find Total] button to calculate the total carats and diamond cost and transfer it to the Jewelry Card.
Arial'>At the "Apply to the Jewelry Card?" prompt, select, Yes to apply the diamonds cost, or No to skip it.
Notice that the balances will change on the diamond or gemstone card of the item you transferred to the jewelry card and on the Jewelry Card.

Adjusting the Computerized Inventory to the Physical Stock

By the time you complete entering your inventory, the actual stock count will changed. You'll need to adjust the computerized inventory to match the physical stock. On the Cut-Off Date (see the Set the Starting Balance for a Client section) produce the Diamond Tags and the Jewelry Tags reports and print them on paper labels and tags respectively. Attach each tag to the appropriate item until all tags are used. Now review the results differently for diamonds and Jewelry.

If the actual carat weight and stone balances are different from the printed quantities, mark the labels with a color pen and put them aside for adjustments in the computer. If there are extra labels left, mark them for deletion from the computer. Before you adjust or delete from the computer, check first if the missing items may be on Memo or consigned to your Salespeople. Enter the Stock ID in the Diamond Card and review the balances On-Memo and with Salespeople. Make sure to click the [Calc. Balances] button after any adjustment and also in cases when the information is incorrect. If there are physically diamonds that you do not have labels for, enter them to the computer.

Jewelry

If there are extra tags left, mark them for deletion from the computer. Before you delete any items from the computer, check first if the missing items may be on Memo or consigned to any Salespeople. Enter the Stock ID in the Jewelry Card and review the balances On-Memo and with Salespeople. Make sure to click the [Calc. Balances] button after any adjustment and also in cases when the information is incorrect. If there are physically Jewelry pieces that you do not have tags for, enter them to the computer.

How to Search Diamonds and Jewelry

Several facilities are provided for searching items in your stock. In Diamond Control, use the [Find] button on the Diamond Card form or select Assist from the menu at the top and choose Find Diamonds. In Accounts Receivable on the Memorandum click the {Stock ID} heading and then choose by any of the specified options. Sort jewelry by {My Style} Id. Using the Business Manager is the most powerful option to search diamonds. From the main menu click Business Manager. This will open a new form. Here you can select by a certain criteria to find your inventory and have the capability to fax the list to your clients.

Printing Barcode Tags on a Thermal Transfer Printer

Zebra 105Se 300dpi & Z4000 Printer Settings

The Zebra Thermal Transfer printer is used to print tiny barcode tags for jewelry items. To setup the printer the first time (or when you lost the configuration) do the following depending on your type of printer.

Hold down the printer Cancel key while turning on printer to print out Printer Configuration list with firmware version.

In Windows 95 Printer Properties do the following:

On detail tab go to Spool Settings set Print directly to the printer.
On detail tab go to setup.
On Printer tab set: Firmware version = to data from Cancel key self-test.
On Document tab set: ZPL, Intensity 60-80, Portrait, 1 copy.
On Labels tab set: Non-Continuous, Thermal Transfer, Label Top 0, Defined size = mm Selected: 50x 16 mm. Install labels and ribbon. Run Calibrate Sensors & Calibrate Media Length.
On Printers tab set: Print Rate = 2 inch/sec., Slew Rate = 2 inch/sec., Power Up = No Feed, Head Close = No Feed, Firmware = See printer printout, Print Mode = Tear-Off.
On Advanced tab set: Apply changes permanently on OK, I/O Path Enabled.
Click OK and OK again in “Properties” to save.

DJ Wizard Jewelry Tags Printer Interface

Click More & set: Label Adjustments, Right = 20, Down = 40, Length = 260.
DJ Wizard Jewelry Tags Printer Interface or changes to take effect.

Zebra S300 Printer Settings

Driver: COM 1: ZEBRA S300.
Details: Trans. Retry: 45 sec. Setup: Resolution 200 DPI.
- Operating Mode: Tear Off.
- Label size: RATTAIL: 60.0X15.9mm Portrait.
Options: Intensity CTRL: � to Dark.
- Print Rate: 2 In/SE.C
- Slew Rate:-1-.
- Media: Thermal Trans.
- Tracking: Non - continuous.
Spool Settings: PRINT DIRECTLY TO THE PRINTER (or it will hang).
Port Settings:9600, 8, None, 1, x on/x off.

Detailed Zebra Printer Settings

Tighten left screw all the way. Untighten the right one all the way. This prevents the tags from shifting left.
Black ribbon must be ink wound on the outside (not the inside) of the roll. Ribbon types Poly(ester) resin.
All rolls must be properly inserted (left justified).
Darken button on the printer adjust the absolute value of the ink darkened. To find out its value, press cancel and hold for 3 seconds: It will print the printer configuration. Darkness should be around 25-26 normally.
Software driver darkness adjustment is relative to the setting on the printer itself.
S300= S500: 200 /DPI, S500 use faster; 6 inches per second.
Fine adjustment after calibration can be done by: pressing mode twice, then holding mode for 5 seconds. Use feed (up) cancel (down).
There is currently no wings driver (the current driver is for Windows 3.1).
The stripe printers print at 200 DPI and this is 5 mil dot (thousands of a mm). Minimum .63 inch labels.
To improve adjustment set to rewind mode (this will not back up first before printing a label. You must hit feed to present the label out.
The current window driver prints in a minimum of 10 mil increments. You must use 5 mil to achieve over 8 characters on � inch.
Sigull driver allows you to adjust the mil value better than the Zebra driver. 105SE can print 3 mil, and that is .25 inch barcodes (top to bottom).

The 105SE series prints at 300 DPI, that is 3 mil per dot. Each dot is enough to print a barcode line. Each character is based on 11 elements (dots); i.e. 300/11= 27 characters in one inch. In 7/8 inch-2=5. For * (before and after). Or 23/2 dots=11 characters-2=9 characters. You must have an appropriate reader to read 3 or 6 mil lines.

ACCOUNTS RECEIVABLE MODULE

Numbering System

The Number field on the top of a form serves as a search field. Delete the current number first and enter the new number to search. If the number you entered exists, this item will be shown. If it is a new number, a blank form will appear for you to enter information. Item numbers are numeric fields and can have digits only, up to 32000. If necessary, you can restart a new set of numbers. It is preferred to start Memo numbers different from Invoice numbers and Client numbers. For example, start your Memo numbers from 5000 and Invoices from 8000 and Clients from 1. This way you will be able to tell which is which by looking at the number.

Store, Total or Calculate Balance

Every time there is a red box around a button on a form, make sure to click that button before leaving that form. Some forms have the [Store] button which when clicked will store the information you've entered onto your hard disk. If you do not click this button, the information on the screen will be lost. Other forms need more than just to store the information. In these cases, there will be a [TOTAL] or [Calc Balance] button, which first calculates totals or inventory balances and then stores the calculated values. In this case, you do not need to click the [Store] button.

Similarly, also, to store a line in a table, such as the merchandise list you put On Memo, you must use the key on your keyboard to move to the next line, even if there is no more merchandise to enter.

How to enter a new Salesperson

It is recommended that you have Administrator and Preferences defaults set up before you start entering new Salespeople information.

In Accounts Receivable click on forms and click the Salesperson option. The previously selected Salesperson will show automatically.

Click the [New Salesman] button and enter a unique new Territory ID (up to 3 characters), such as (US1, US2, CA, NY, etc.), Press .
Enter the name of the salesperson in the {Salesperson Name} field, press and type in his/her unique initials in the {Sman Init.} field.
Optionally, you can enter all the details you wish to keep about this Salesperson in the rest of the fields on the form.
Enter the percentage of commissions this Salesperson gets for selling Diamonds and Jewelry in the Commissions {Percentage} field. Delete the defaults if necessary and enter the percentage you want and specify whether those percentages are From the Total amount of each sale or from Profit on each sale in the {From} field.
Be sure to click the [Store] button to permanently save the data you've entered, or else you will lose your data.

Note:
To review the information you've entered on any Salesperson, just click the {Choose a Salesman} field and select the salesperson you want from the drop down list. His/her information will appear on the form.

How to enter a new Client

Pre-requisites: It is recommended that you have your salespersons already defined in your system before you start entering new Clients.

In Accounts Receivable select the Forms menu and click the Client option. The previously selected Client will show automatically.

Delete the content of the number in the {Client ID} field and enter the new number. It is recommended to use up to 4 digits. Alternatively, click the [New Client] button and you will get the next consecutive customer number.
Enter the Company Name and the rest of the "SELL TO ADDRESS" details. Do not worry about capitalizing names and entering dashes in phone numbers DJWizard will automatically do this for you. Press to move to the next field and you will be guided through the entire form. Any field, except for the company name, can be left blank by just pressing .
In the second address line you will need to type the word Suite along with the suite number (e.g., Suite 534).
If your Client is from the same city where your office is, enter just the first letter of the city in the {City} field and the program will automatically provide you with the full name of your city and state. Notice that the {City}, {State}, {Zip} fields are three separate fields on the same line. Next to the {Zip} code field you may enter the additional 4 digits extension of the client's zip code, or press to leave it blank.
Press to go from field to field. Similarly, the {Name} and {Phone} fields are two separate fields on the same line.
You may input your clients' birthday dates in the {Birthday} field and if you happened to deal with this client on his birthday date, the program will prompt you with a "Happy Birthday" message.
Enter the {Resale No.}, which is a required by tax laws to keep, Press
Enter your Client's {Fax number}, Press .
In the {Monthly Interest %} field, accept the default value or enter the interest rate you would like to charge your clients in case they are past due on payments. If you do not want to charge the Client interest at all, enter 0%. The default value comes from the Administrator form, so you should set it up first.
Note: It is a good idea to have an interest rate entered even if you do not mean to charge your client interest. This way you will know how much it cost you in late payments from this Client. Actual interest charges can be made or waived every time you receive payments. Another benefit is that on Statements, even if your Clients don't pay you interest, you will be able to show them your cost when they don't pay you by the Invoice terms dates.
In the {Store Type} field choose the type of Client your customer is: 1=Dealer, 2=Client B (rate in the JBT with high credit), 3=Store (regular store), 4=Client D (rated low in the JBT). The 5=Tag Price option should not be used in the wholesale module.
Enter the Client's JBT No. and ratings, if needed. If the rating is incorrect, a message will appear. When you open the Client History form, these ratings will be translated into capital and credit dollar limits.
In the {Preferred Shipper} field select the shipper your Clients wants you to ship merchandise to them. Leave this field blank, if your company's default shipper (as defined on the Administrator form) will be used for that client also.
The {Client Default Terms} field will be filled out for you based on the settings on the Administrator form. Click on it with the mouse and the Terms form will be opened for you. You have the option to type in the default terms in this form or directly on an invoice. In the {Term Input} field type the default terms (for example 30, 60, 90). Press and click the [Apply to Client] button.
Enter a credit limit amount in the {Credit Limit} field. This is a credit limit that your company will set for this client.
Click the {SM} field and a drop down list of your salespeople with show. Click (or scroll and then click) on the salesperson you want to assign to the current Client.
Make sure to click the [Store] button, or else the information you've entered will be lost!

How to Search for a Client

To search for Clients enter the first few letters of the Company Name in the {Search By Company} field at the top, and press . Similarly, to search Clients by their phone number enter the phone number in the {Search By Phone No.} field. If you found a similar Client or phone number, click the Find Next or Find Prior to find other Clients with similar names or phone numbers.

Note:
If you want to see a list of Clients, choose the Clients Table form from the Tables menu at the top of the screen.

Additional Phones

You have the option to enter 5 additional phone numbers for each Client. Notice the aqua blue box in the middle of the Client Form {Add'l Phones}. Click on the blank field to the right of the {Type} field and a drop down list will appear. Select the type of number this will be. Enter a phone number in a free format with up to 20 digits (perfect for overseas numbers) in the {No.} field. Then select another phone type if you wish and enter it as well.

Note:
Once all the additional phone number are entered, you can click on the '<>' to scroll your list back and forth.

Ship-To Addresses

You have the option of entering additional addresses for your Client. If your Client has a different address for shipping and billing, or if you have chain stores, you can click the [Ship To] button to open the SHIP TO form to enter the additional addresses.

You must enter the store number in the field to the right of the {Ship To:} field.
Enter the details of the shipping information in a similar way as you do on the Client form.
Add the Contact Name, his/her Birthday Date, Phone No, Fax Number, and Shipping information (like their FedEx number).
When done, be sure to click the [Store Address] button to save the data permanently, or your data will be lost.

Note:
If the SELL TO and the SHIP TO addresses are similar, click the [Copy form Main] button to copy the details from the SELL TO address of the Client form, to the Ship to form, and then change it as needed.

Client Note

If there is additional information that you want to enter about your Client, click the [Client Note] button and enter anything else you feel is important to note about your Client. You are virtually unlimited in the size of the note you can enter here.

How to create a new Memorandum

Pre-requisites: It is recommended that you have your clients list with assigned salespersons and inventory already entered into your system before you start entering Memorandums.

In Accounts Receivable select the Forms menu and click the Memorandum option. The previously selected Memorandum will show automatically.

Delete the content of the {Memo No.} (located on the top right) and enter the new number. It is recommended to use up to 4 digits. Alternatively, click the [New Memo] button and you will get the next consecutive number. Press to move to the next field.
Today's date will appear in the {Memo Date} field. Delete it and enter a new date or leave it to accept the current date, Press .
The {Delivery No.} field is used to enter a delivery number in cases where a Salesperson carries his own set of Memos to deliver merchandise to a Client on the road. Press .
Next, a blue line will indicate that the selected item is the [Client] button. Either click the button or press the [Spacebar] on the keyboard to open the Clients Table.
On the Clients Table enter the first few letters of the client's name in the {Search by Company} field, press . Click on your chosen client in the list above and tab to the aqua blue column to apply the client to the Memorandum.
Enter the Ship Via information. Press End and type the reference number for the default shipping type or overwrite the entire field. Press .
As you get into the table of items to be put On Memo, the line number will appear automatically and the cursor will be move into the Stock ID field. Just type the Stock ID of the diamond or jewelry you want to put On Memo or click the {Stock ID} heading and choose an available item from the Search In Stock table press the [Apply Stock Item] button to apply item to the memo. Press . If the item is in stock, the description and the appropriate store type price (Dealer, Sore, Client D etc.) will appear on the same line. Accept the given information or overwrite anything you want. Be sure to press to move to the next line and thus store the information you've entered.
As you move to the next line in the table, the next item number in the {No} field will appear and you can enter the next item to be put on Memo. Otherwise, just press on an empty {Stock ID} field and the mouse pointer will be locate the [TOTAL] button. A red box around this button reminds you to click on the button to calculate the total and thus store this Memo. The selected button is also indicated with the blue line around it, thus you can press the [Spacebar] to complete the Memo or click the button with the mouse. A scratch pad will appear giving you the option to print or fax this Memo if you wish.

Note:

To delete an entire line item, just click with the on the right of the line in the column which is indicated with the red heading named {DE}. The item will automatically return to the stock.
To correct just the carats/units data of a specific line, select this line by clicking on its Description area and click the Oops button twice. Then reenter the carat/unit amounts again.
You cannot change the Stock ID after its Carats/Units amounts were entered. Delete the line and reenter the new Stock ID.

How to create a new Invoice

An invoice is automatically generated when you sell an item that is on a memo. If you have items that have already been sold and you want to enter these into the system, you need to create a new Memo and enter the items you've sold as if they were put On-Memo and then report the items as sold. This will transfer the items to the invoice. To learn how to create a memo, follow the steps in the "How to create a new Memorandum".

Select the Memorandum you want to report Sale for.
Click in the {Item Description} field of the line item you which to sell.
Click the [Return/Sold] button and the Memo Transaction form will appear.
At the top of the Memo Transaction form there should be a message stating that Item 1 will sell entirely. (The item number will correspond to the line you are selling.)
Make sure an 'S' appears next to the [Return/Sold] button, click the [Done] button to accept the default values. If needed you may change any values in this form.
Note:
If an item is presently consigned to one of your Salespeople, see the "How to Transfer Merchandise from Salespeople to Clients" section below.
After the first item has been sold, continue to press the [Done] button to sell the rest of the items. After the last item, the Memo Transaction form will disappear and the [Invoice] button will be surrounded with red indicating that you can now press the [Spacebar] to automatically create a new Invoice.
After a new Invoice has been created, listing the sold items, you should press the [TOTAL] button to complete the Invoice. A scratch pad will pop up asking if you want to print, if not click the none box. If you wish, you can change the default terms of the invoice by clicking in the {Terms} field on the invoice. The Terms form will show. You can type the new terms in the {Term Input} field and then apply it to the current Invoice by clicking the [Apply to Invoice] button.

Setup the Starting Balance for a Client

Pre-requisites: It is recommended that you learn how to enter a Memorandum and Invoice before you start entering accounts' Starting Balances.

You can transfer starting balance for any given clients at any time. You can enter the actual outstanding invoices or shortcut it by writing the total balance as of today on a single invoice. Terms do not apply in this case (but you can enter one if you like). Basically, starting balances are entered exactly as selling an item. Here are the steps to enter a starting balance for a given clients.

Create a new Memo for this client with the client name and date.
In the merchandise list (table), enter line {No.}=1, {Stock ID}=START. The column to the right of the {Stock ID} field, is the {Product Type} field. Set the {Product Type} ='J', In the {Item Description} field type STARTING BALANCE.
Enter the full amount of the clients balance in the {Price /Unit} field and press . The total outstanding balance will show in the {Amount} field. Press again to move to the next line.
Press on an empty {Stock ID} field and then [Spacebar] to Total the Memo, or click the [TOTAL] button.
Press the [Return/Sold] button on the Memorandum and sell this line item. Click the [Invoice] button (indicated in red box around it) on the Memorandum and click the [TOTAL] button on the Invoice to store the new starting-balance Invoice. The scratch pad will pop up asking you if you would like to print, click in the none box if you do not want to print the invoice.

How to Transfer Merchandise from Salespeople to Clients

Merchandise presently consigned to Salespeople can be put on Memo or invoiced to a Client directly from the Salesperson who has the item. All you need to do is while you're at the Memorandum Transaction form, check that the amount consigned to Salespeople is greater than zero(field to the right of the [Show Items w/SP] button). This indicates that the merchandise is consigned to a Salesperson and it is not On Hand. In this case, follow these steps:

Click the [Show Items w/SP] button and a small table with Salespeople initials and merchandise quantities consigned to them will show.
Click in the rightmost column (the heading is a red mouse icon) for the appropriate salesperson. The merchandise in this line will return to the office. Close the form. This way you credit the appropriate Salesperson's account with the specified merchandise and make it available for you to Sell it or put it On Memo to other clients.

How to Enter Received Payments

When you receive a check from a client you need to know to which of this Client's Invoices to apply the amount. There may be several due invoices in which a check can be applied. There may also be one check, which can cover the charges from different invoices. DJ Wizard takes care of all these situations and shows you a recommendation of what to do. Here is the best way to record received payments.

In Accounts Receivable select the Tables menu and click the Clients Table option.

Enter the first few letters of the Client's Company name in the {Search by Company} field. Click on the Company Name that you want (if there are multiple companies with similar names). The selected Company Name must be highlighted with white background.
Click the [Show Due Invoices] button. The Clients Due Invoices table will pop up with a list of Invoices with outstanding balances.
Click the line of the Invoice number that you want to apply the payment to. Click the [Go to Received Pymt] button. This will open the Received Payments form where you can input the check details.
Enter the payment number (start with 1) in the {Py No} field on the first line of the Received Payments form, Press .
Today's date or the last date you've entered a payment will be entered automatically. Overwrite it if you wish or just press to accept the default date.
Note:
If the date is today's date or a future date a red 'F' will appear in the column to the right of the date to indicate a future date. It will disappear once the date has passed.
Enter the check number, credit card number or a note to remind you of the type of payment (Cash, Wire, etc.), Press .
Enter the Amount Paid as written on the Check, Press .
If you need to charge your Client interest on past due payments, the amount to charge will be entered for you. Press to accept the charge, or you can delete the interest amount and press . As you move to the next line, the check you've entered will be stored permanently.
Note:
If you need to change any data on an existing payment, you must click the [Update Pymt] button to store the changes.
If there is small amount of debt on a specific Invoice that you want to delete (usually less then a dollar), click on the [Settings] button and the Received Settings form will open. Click the [Zero Amt Due] button, this will erase the remaining debt.

Shortcuts:
If the check amount matches the entire Amount Due Now, click the [Pay all Amt Due] button to save a few keystrokes. This will automatically apply a payment line with the entire amount due.

If the check amount is greater than the Amount Due Now, the amount difference you've entered will credit to this Client. The check details will appear on the top right corner in the {Paid Extra $} field. As you go to the next invoice that you want to apply a payment to, a message will appear that will remind you that there is Extra $ that can be applied to the invoice. Just click the [Apply Extra $] button and the amount will be extracted towards that Invoice. You should continue to distribute credits until the entire amount is zeroed.

GENERAL LEDGER

Deposit List

Reconcile

Withdrawal List

SUPPLIER CONTROL

How to input a Supplier

Pre-requisites:It is recommended that you have Administrator and Preferences defaults set up before you start entering new Suppliers information.

In Suppliers Control select Suppliers menu and click on Form option. The previously selected Supplier will show automatically.

Click the [New Supplier] button to get to a blank supplier form.
Enter a unique new Supplier ID (up to 5 characters) in the {ID} field, such as (ILD, MASH, etc.), Press .
Enter the Supplier Company Name in {Company} field, and press (do not worry about proper capitalization, DJWizard will automatically capitalize for you).
Type the Telephone No. (up to 20 characters) , Street Address, City, State/Country Zip or Postal Code .
Enter Supplier Type in the {Supplier of} field (add commas between different types), Press .
Type the terms you usually have to pay their Invoices in the {Default Terms} field (e.g., 30 , 60...).
Optionally, enter the monthly Interest you need to pay on past due amounts. Press .
The first portion of the Fax number will be already entered for you, just complete the rest. Press .
Add any notes about this supplier in the {Notes} field.
Be sure to click the [Store] button to permanently save the data you've entered, or else it will be lost!

Note:
To review the information you've entered on any Supplier, just click the blue {Vendor} field at the top of the Supplier form. A drop down list of your suppliers will show. Choose one of your suppliers and the Supplier's information will appear in the form along with current Invoices.

Entering a new payable Invoice:

Select the supplier you wish to enter a payable invoice for by clicking the {Vendor} field at the top of the supplier form. A drop down list will show. Choose the supplier from the list.
After selecting the Supplier, press the [Invoice] button to open the Supplier Payables Form.
If an Invoice already appears, click the [New Invoice] button. This will give you a blank Supplier Payables form.
Type a new Reference number in the {Invoice No} field and press .
Accept today's date or overwrite it with a different date and press .
Type an amount in the {Invoiced Amount} field and press .
The default payment terms from the Supplier form will separate the payments automatically for you. You have the option to overwrite either the date due or the amount due of any of these payments.
Be sure to click the [Store] button to permanently save the data you've entered, or else it will be lost!

Notes:
In order for all current due Invoices to show on the Current Invoice List, click the 'T' on the left of the table of invoices. To show paid invoices in the History Invoice List, click the [Current/History] button. (This button toggles between the Current Invoice List and the History Invoice List)

Entering a Payment to your Supplier

Select the supplier you wish to enter a payment for by clicking the {Vendor} field at the top of the Supplier form. A drop down list will show. Choose the supplier from the list.
From the Current Invoice List in the middle of the Supplier form, select the invoice you want to apply the payment to. A blue arrow will show on the left of the line you have selected.
Click the [Payments] button to open the Payments form for this Invoice only.
Type 1 (or the next line number) in the {No.} field (first column), and press .
Accept today's date or overwrite with a different date and press .
Enter the Check number or any type of payment made in the {Check No. or Reference} field and press .
Enter the payment amount in the {Amount Paid or Returned} field. If you are entering an amount that is for returned merchandise enter a negative amount in this field and press .
Optionally, if you are being charged for late payments, enter any interest paid in the {Interest Paid} field or 0 and press .
By moving to the next line the payment is automatically being stored into the system.
Continue from step 4 through 8 for additional payments.
What is the [Record Int.] button for???

Notes:
If you change the amount of a previously entered payment, you must click the [Total->] button on the bottom to make sure you store your changes.

How to Show the Merchandise Purchased for a Given Invoice

Select the supplier you wish to show the merchandise purchased for by clicking the {Vendor} field at the top of the Supplier form. A drop down list will show. Choose the supplier from the list.
From the Current Invoice List in the middle of the Supplier form, select the invoice you want to show the merchandise purchased for. A blue arrow will show on the left of the line you have selected.
Click on the [Stock List] button to open the Supplier Merchandise form.
The Password form will appear for you to verify if you are allowed to enter this form. If the password is correct you will get access to the form.
The displayed list will show the corresponding merchandise, if you have entered the Supplier ID and the Invoice number on the corresponding Diamond or Jewelry Card.

Notes:
You will first have to input the merchandise into your Inventory control before you can see it here. Entering the merchandise in the Inventory Control can be done at later stage. To select another Invoice number, enter an invoice number in the {Select INVOICE No} field. Press to show all merchandise from this invoice.

How to Produce Reports

From the Main Menu select Reports and Analyses and enter your password. The menu options displayed will depend on your access rights.

Each menu option along the top has a corresponding drop down list of specific reports that you can choose from in that category. Once you have chosen a specific report, the name of the report will appear on the Report Control form in the center of your screen.

To produce the report, click the [Produce Report] button.
In a few seconds, the information you've requested will appear in a print preview window.
There are a number of ways to review the information in the report. By holding the [Ctrl] button and pressing the [Page Down] button, you will move from page to page of the report. You can also use the scroll bars to scroll down the page to view the information.
You can increase the size of the viewed report by repeatedly clicking on the 3-frame icon at the bottom. You can further enlarge the print preview window by double clicking the report title bar (usually highlighted in blue) to maximize the window.
To print the report, click the printer icon at the bottom and select the number of copies to print.

Supplier Table

How to select just the information you need

CLIENT FORM

Inventory Control

Salesman Table

Search in Stock

INVENTORY

Look Up List

How to lookup merchandise:

Lookup List is designed as a way to look up inventory items in a list. To select a diamond, click on the top left corner of the table and select the Letter "D". A Shapes list will appear for you to select the proper shape. Once selected, the entire shape list will show and you can jump directly to the carat size that you want but entering the Average Size and lick the Locate label next to it on the bottom left. To filter specific color and/or clarity, enter what you want to filter by and click Locate again. Once an Item has been selected all the information about it will show at the bottom of the form. Use this area as a calculator for different price offers.
To switch to Jewelry, select the "J" from the top left and select the Jewelry Type form the popup list. Use the same technique to look for Gems Stones by selecting "G" on the top left selection options.

Delete an Item

Transfer to Sales

JEWELRY CONTROL

Deleting an Item

Lookup List

BUSINESS MANAGER

You can start Business Manager either by clicking once on the Business Manager icon in the DJ Wizard main menu OR by double-clicking on the Business Manager icon from the DJ Wizard Group folder located on your Desktop.

Viewing Client Information

After starting Business Manager click once on the rolodex icon that is located next to the {USA Fax:} field. This will bring up a list of all your clients sorted by their client number in the ascending order.
To see more clients use the scroll bar to scroll down the list.
To find a specific client, type in first few letters of the company name in the {Search For:} field. This will show you an alphabetical listing of your clients.
To see address information on the client use the lower horizontal scroll bar to scroll to the right.
To see short account history and current status double click the client whose status you want to look up.
To see more detailed history and current status click on the [Open Info] button.
This will allow you to see Memos and Invoice that have been paid as well the ones that are still open. You can also see payments that this client has given you.
Click on the On Memo tab to see memos that are still open. Put a check mark next to Show History to see past memos.
Note:
To see a simplified, non-printable replica of the memo, double-click on the line containing the memo that you want to view. Press OK to leave the memo view.
Click on the Invoices tab to see invoices that are still open. Put a check mark next to Show History to see past invoices.
Note:
To see a simplified, non-printable replica of the invoice, double-click on the line containing the invoice that you want to view. Press OK to leave the invoice view.
Click on the Payments tab to see all payments sorted by invoice number. If you want to see only the payments on a specific invoice type that invoice number in the {Filter For Invoice} field and then put a check mark next to it. This will show you payments for that invoice only. Uncheck the box to view multiple payments again.

Viewing Your Inventory

After starting Business Manager click once on the [Open Criteria] button. This will open an additional window in which you will add criteria by which to search through your inventory.

Selection description:

In our Stock: Stones that you have in stock.

Outside Stock: This feature has been disabled.

Main Sort:

Group Sort:

Sorts stones by color/clarity within each carat weight.

Average Sort:

Sorts stones by carat weight.

Filter By...

Single Stones:

Certs Only:

non-certified

certified

ALL

Price equal or less than:

"equal or less than"

Select Size: Choose the range of carat sizes to search by.

From:

To:

To:

Example:
	gives you

To search through your whole inventory uncheck Single Stones checkbox and select *ALL* in the Shape drop down menu. Leave other fields alone. Click on the [Find Diamond] button.

Faxing A List Of Stones With Certificates

After starting Business Manager click once on the [Open Criteria] button.
You will need to either search through your inventory to select a certain stone or press the [Find Diamond] button to show your inventory.
A new window will pop open showing your diamond inventory.
Double click on the stones in your inventory you wish to fax. (By double clicking on the item a ~ or a $ will show on the left of your item indicating that it is selected. A $ means that the stone has a certificate.)
After selecting the items you wish to fax (A maximum of 18 items can be selected), click on the rolodex icon and your client list will open. Choose the client you wish to fax to.
After selecting your client you may now fax your selected list along with the certificate(s). Check the box Incl. Certs to fax certificates along with the selected inventory list.
Press the [Fax List] button.
The WinFax program loads and will automatically dial the fax number for the client you have chosen.

How to Use the Select By and Sort By Criteria Options

With the reports in DJWizard you have the capability of selecting or sorting by a certain criteria to narrow down the information that is produced.

Before pressing the [Produce Report] button, click the {Select By (and)} heading. A new window will open with a list of items that you can select by.
Depending on what you are selecting by will determine what type of information you will enter in the {From-To} fields. You may need to type the minimum and maximum values for a carat weight you are selecting by or the beginning of a string, an ID or a name. If the selection criteria is not a range of information like a name enter it in the {From} field (e.g., Smith) and press twice. With dates you can type the full date range with '/' separators, or for example, simply, type 2 in the {From} field and 7 in the {To} field to specify the entire range between the months of February to July (1/1/95-7/31/95).
In addition check the required option in the {Include} field whether you want just Current information or All History.
There may also be needed options to choose from in the gray fields at the bottom of the Report Control form. A combination of all these options will get you the exact reports you want to print.

RETAIL POINT OF SALE (P.O.S)

Adding a client

Choose Retail P.O.S from the main menu of DJWizard. In Retail P.O.S select the Form menu and click on the Client Form option. The previously selected Client will show automatically.

Click the [New] button on the Client Form.
The next number in the sequence will automatically show.
You can change the client number by deleting the number in the yellow box and putting the one you want.
When you move into each field the name of the field will show at the top of the Client form.
You can move to the next field by pressing the key after you have finished entering the information.
You can put the information in lowercase, as DJWizard will automatically add the appropriate casing.
If you choose not to enter the information for one or more fields during the initial data entry and later decide to add that information, you will have to move between fields with a mouse rather than with a keyboard.
After finishing with the data entry you MUST press the [Store] button or your data will be lost!

Adding a salesperson

Choose Retail P.O.S from the main menu of DJWizard. In Retail P.O.S select the Form menu and click on the Salesperson option. The previously selected Salesperson will show automatically.

In the {Territory} field type a unique 3 digit or letter territory ID.
In the {Name} field type in your salesperson's name.
In the {Initials} field type in your salesperson's initials.
Enter the percentage the salesperson will be paid (either from Profit or from Total sale) in the {Pct} field.
Click the [Store] button.

Working with the invoice

Choose Retail P.O.S from the main menu of DJWizard. In Retail P.O.S select the Form menu and click on the Invoice option. The previously selected Invoice will show automatically.

To create a new invoice click on the [New Invoice] button.
By default the next available invoice will be created with today's date. If you want to change the date, delete the existing date and put in the date you want.
Press to accept the date.
Click on the [Client] button to open the Client's Table.
Select a client by either scrolling through the client list OR searching for a client by name by clients phone number.
Select the client you wish to be applied to the invoice and click the [Apply to Invoice] button.
If you also want to assign a salesperson to the invoice, click on the [SM] button, which is next to {Shipped To:} field. Then select the salesperson either by typing the territory in the {Territory} field or by selecting the salespersons name from the drop-down list.
Press [Apply SP to Invoice] button.
If there is a different Shipped To: address you may enter it at this time. Click on the Same as Sold To and a new window will pop open. Enter the ship to information and press the [Store] button.
Press to move to the {Ship Via} field to type in your carrier or just press to skip it to go to the next field.
Type 1 in the {#} field to specify the line number, press . Enter the stock number in the {Item No} field.
Use the key to move from field to field and enter in the appropriate information.
Click in box to the right of the {Amount} field to enter additional information (Commission, Sales Tax, etc.).
Press the [TOTAL] button to save the invoice.

Working with appraisal

Choose Retail P.O.S from the main menu of DJWizard. In Retail P.O.S select the Form menu and click on the Appraisal option.

Type in the number you want assigned to the Appraisal Form.
Type in the date of the appraisal.
Type the appropriate information into the form.
Click the [Store] button when finished.

NETSCAN UTILITY

The NetScan Utility is a combination of different programs. The programs are the Polygon Upload, RapNet Upload and the Website Upload. You will need to make sure you are connected to the Internet before you open the NetScan Utility.

Polygon Upload (CertNet):

Choose Polygon Upload Utility from the DJWizard Group folder on your Desktop. If it's not there then check in your "diam-app" folder which is located in this path "c:\program files\djw\diam-app". If it's not there or you don't have it follow this link for more information-Polygon upload pricing. Make sure that you are connected to the Internet either using a DSL line, which is always connected or that you have connected to the Internet with a modem before opening this program.

Click the [Load] button. This will load your inventory into the NetScan Utility program.
You will need to tag all diamonds you want to be uploaded (or Un Tag any diamonds you do not want to upload.) Double click on the single item to either tag or un tag it, or use [Tag] or [Un Tag], [Tag All], or [Un Tag All] buttons.
Click on the [CertNet Upload] button. This will bring you to a confirm upload page, if there are any errors a list of those items will be shown. In case of errors (usually missing information) correct the errors on the Diamond Card or continue.
Click the [View Upload File] button. This will show you the file that will be uploaded to the Internet.
To upload the file to CertNet through thier bullentin board, just click the [Continue With Upload] button and the NetScan Utility will connect to the Polygon's CertNet and post the information. Polygon will not post this information until 1am the same night.

Note:
First time you upload, you must call Polygon and let them know you will be uploading a file to their Website.

If you are anxious to get your listing shown on Polygon's CertNet in 2 minutes, you can use your Internet browser to upload to Polygon.

Do items 1-3 above and then click the [Copy To Clipboard] button. Your list will be copied to the clipboard on your computer ready to upload.
Using your Internet browser (Internet Explorer, Netscape, AOL etc.) go to the polygon's web site at
http://www.polygon.net/cgi-bin/parse?template=upload.tpl
Enter your username and password. Then scroll down to the Method 2: CertNet Upload Form part of the page and place the cursor in the message area provided.
Press Ctrl-V on your keyboard which will paste your list in box. Then Press the "Submit Stones to CertNet Now" Button
Your merchandise will be uploaded to Polygon's CertNet shortly.

Note:
You may want to remove all existing diamonds on CertNet first and only then upload the new list.

PolyPlus Upload:

Choose PolyPlus Upload Utility from the DJWizard Group folder on your Desktop.

Click the [Load] button. This will load your inventory into the NetScan Utility program.
You will need to tag all diamonds you want to be uploaded (or Un Tag any diamonds you do not want to upload.) Double click on the single item to either tag or un tag it, or use [Tag] or [Un Tag], [Tag All], or [Un Tag All] buttons.
Click on the [PolyPlus Upload] button. This will bring you to a confirm upload page, if there are any errors a list of those items will be shown. In case of errors (usually missing information) correct the errors on the Diamond Card and redo the upload. Otherwise continue.
Click the [View Upload File] button. This will show you the file that will be uploaded to the Internet.

To upload your diamonds list and view it on Polygon use your Internet browser to upload to Polygon.

Using your Internet browser (Internet Explorer, Netscape, AOL etc.) login to polygon's website Trading Network. Enter your username and password.
Click this link to get to the CertNet File Uploader:
http://certnetadmin.polygon.net/servlet/pageLoader/uploadfileload
Or click the [Copy To Clipboard] button in the PolyPlus upload utility. Your list will be copied to the clipboard on your computer ready to paste to the CertNet Upload Form. Then scroll down to the Method 2: PolyPlus Upload Form part of the page and place the cursor in the message area provided.

Press Ctrl-V on your keyboard which will paste your list in box. Then Press the "Submit Stones to CertNet Now" Button
Your merchandise will be uploaded to Polygon's Website shortly.

Notes:
First time you upload, you must call Polygon and let them know you will be uploading a file to their Website.
You may want to remove all existing diamonds on CertNet first and only then upload the new list.

RapNet Upload

Choose RapNet Upload Utility from the DJWizard Group folder on your Desktop. Make sure that you are connected to the Internet either using a DSL line, which is always connected or that you have connected to the Internet with a modem before opening this program.

Uploading to RapNet is similar to uploading to Polygon.

Click the [Load] button. This will load your inventory into the NetScan Utility program.
You will need to tag all diamonds you want to be uploaded (or Un Tag any diamonds you do not want to upload.) Double click on the single item to either tag or un tag it, or use [Tag] or [Un Tag], [Tag All], or [Un Tag All] buttons.
Choose Diamonds Wholesale or Jewelry.
Choose the price to be uploaded from the {Price No:} drop down list. Example price 1, price 2 etc.
Click [RapNet Upload] button. This will bring up a message telling you where to find the file that you will need to upload to RapNet.
Find your RapNet file: C:\Program Files\DJW\rnupload.txt on your hard drive.
Open your Internet browser and go to http://www.diamonds.net/rapnet/sells/uploadsells.asp
When you go to this site you will be prompted for a username and password. This will then bring you to the upload page.
First choose CertNet file type. Then you need to press the [Browse] button to find the rnupload.txt file you saved in the R:\. After choosing this file you can click the [Upload File] button and this will upload your file to RapNet.
After you have pressed the [Upload File] button you will get a new screen showing if there are any errors with your upload. You need to press [Update] button here to complete upload.

Website Upload (HTML file)

Choose Website Upload Utility from the DJWizard Group folder on your Desktop. Make sure that you are connected to the Internet either using a DSL line, which is always connected or that you have connected to the Internet with a modem before opening this program.

You can upload your diamond certificate listing to any Web site of your choice. You need to enter any FTP settings for that specific website using the Edit and/or Create Information Records form. Go to the Configure menu and choose Edit Web Setup. After entering the correct FTP information, the following will instruct you on how to do the actual upload.

Click the [Load] button. This will load your inventory into the NetScan Utility program.
You will need to tag all diamonds you want to be uploaded (or Un Tag any diamonds you do not want to upload.) Double click on the single item to either tag or un tag it, or use [Tag] or [Un Tag], [Tag All], or [Un Tag All] buttons.
Click the Configure menu and choose Select Web Setup.
Choose the client for the FTP site you will upload to, and press OK.
Choose the type of upload you want to use (Diamonds Wholesale, Diamonds Retail or Jewelry).
If you wish to upload your .GIF certificates from the R:\GIFCerts folder with your Web page, check the Cutoff Date box and choose the date for the certificates that you want to include.
Note:
Be sure to have setup a certs folder under the destination folder named \certs for your ftp site.
Choose the price to be uploaded from the {Price No:} drop down list. Example price 1, price 2 etc.
Click the [WEB Site Upload] button and wait a few seconds.
This will bring you to the Confirm Upload page. You will see what the actual HTML file will look like. Click the [View Error File] button to view any missing or incorrect data that should be corrected before you upload.
You can also click the [View Web Page] button. This will open your browser and show you what the actual Web site will look like.
Now you can click the [Continue to upload] button and this will upload your website to the selected FTP address.

Website Export (CSV file)

Using the Export function of the NetScan Utility, you have the option to create a .CSV file of your diamond certificate listing and upload it to any Website of your choice. Your receiving party (a client) can then use this files to manipulate it and insert it to his/her Web site. In the process of creating the file to upload, you can select to base your prices on any of the 5 available prices in Diamond Card and even add a percentage markup to it.

Click the [Load] button. This will load your inventory into the NetScan Utility program.
You will need to tag all diamonds you want to be uploaded (or Un Tag any diamonds you do not want to upload.) Double click on the single item to either tag or un tag it, or use [Tag] or [Un Tag], [Tag All], or [Un Tag All] buttons.
Click the Configure menu and choose Select Web Setup. Choose the client you are sending the file to and press OK.
Choose the type of upload you want to use (Diamonds Wholesale, Diamonds Retail or Jewelry)
If you choose the Diamond Retail upload the NetScan Utility will show a {Retail Markup} field where you can set the Markup percentage.
Click the Export menu and choose Create Export File. This will create the djtempd.CSV file. This file will be saved in the R:\DJW folder.
You now have two options on how to send this file. Either via FTP or Via Email.

Send via FTP

Go to Export menu and choose Send via FTP.
This will bring up the Confirm Upload page showing you what the actual .csv file will look like.
Choose view upload file, which will show you the actual file.
Click the [Continue with upload] button this will upload the file via FTP.

Send via EMAIL

Go to Export menu and choose Send via Email.
You will need to enter information on the {Sender Information} tab as well as the {Host Information} tab. Once finished with entering this information you can move to the {Message} tab.
The {Message} tab will allow you to enter an email message to go along with the attached file.
Press [Send] to send the email message along with the .CSV attachment.

EXTRACT AND APPEND UTILITY

The Extract and Append Utility is used to transfer inventory from one database to another. For instance, if you enter new inventory on Server1 and want to transfer this inventory to Server2 at a different location, you need to follow these steps at the Source (Server 1):

Note:
Based on the [Extract Append] section in DJWizard.ini it opens in Source or Destination modes.

Run the Extract Append app.
Click on the [Load Prev] to load the previous extracted records.
... and/or just select the range of dates to select and click [Extract]. Can do any time.
Click [Tag All] to tag all the recods to extract. You can double click unwanted recods and [Filter] out the rest.
Close the app.
Use pcAnywhere Transfer the ExStock.db, and .mb files to the destination machine and copy them to C:\Temp. At the Destination.
Click on the [Load] to load the extracted records.
Or if loaded, click [Append] to append all records.
If there are duplicates, click [Show Dups] to see them.
Close the app.

Note:
Once you have transferred information about new inventory to the Server2 database you Do not want to sell these items from Server1.

PALM PILOT (Handheld Computers)

Palm Pilot Settings

Installing the Palm VII HotSync Cradle and Software to the PC

Connect the serial connector to serial port 1.
Insert the install CD-Rom.
The install program should open up.
Click on the Install option.
Follow on screen directions.
Check Typical install.
Enter the name of the User (Your Name on Palm VII).
(Optional) Run Quick Tour after install finishes.

Installing DjTransfer (First time setup)

Have DjWizard technicians install and configure DjTransfer though Pcanywhere

Running DjTransfer to export addresses to Palm VII

Inside the Dj Wizard Group on the desktop, open the DjTransfer.
Click on the "Go" button and exit.
Run "Palm Desktop" on the desktop.
Click on the address button.
Select all the addresses in the screen if there are any (to refresh contacts) and delete them
(WARNING: If there are still addresses on the screen, when you go to import the information to the Palm VII, it will duplicate the addresses and entries there).
Go to "File-Import".
In "Files of Type" select "Comma Separated (*.csv,*.txt)".
Look for the "customer.csv" file and open it.
Click "OK" on the next window that pops up.
Insert the Palm VII in the HotSync Cradle.
Go to the HotSync Cradle and push the HotSync button.
Watch the data transfer on the screen on both the Palm Pilot VII and the PC.
All the data is transferred, you can now access all your clients on the Palm Pilot electronic address book.

Warning

ANY CHANGES made on the Palm Pilot VII can't be transferred back to Dj Wizard. Any changes on the Palm VII must be manually entered into Dj Wizard to permanently save any information on the database. If changes are not made in Dj Wizard before you transfer the data to the Palm VII again, you will lose any changes or saved information on the Palm VII

COST SCRAMBLE UTILITY

Required DLLs: Borlndmm.dll (in \DjW).
Run the Scramble app to scramble [Price1].
1. Check off the box "scramble".
2. Select the price to scramble: "Price1" (dropdown list).
3. Click Setup and type the password "djwizard".
4. Type a new string to use for the scrambling (never repeat letters).
5. Choose a divisor (or leave it 1) to divide all costs by this number first.
6. Click [Hide] and then [Run].
7. Close app (an error 217 will show - disregard).
Run the Price List for Salesman from DJ Wizard.
1. Open DJ Wizard and go to the Reports and Analysis.
2. Select menu 'Stock' and 'Price List for Salesman'.
3. Produce the report.

ERROR MESSAGES

NORTON ANTI-VIRUS

PCANYWHERE

WINFAX

80 Mark Dr.
San Rafael, CA 94903

Phone: (415) 491-1616
Fax: (415) 491-4784