Advanced Offsheet Functions

There are several advanced functions used in conjunction with the Offsheet Filing portion of the program which allow the user to further refine the information stored and allow for easier retrieval of the offsheet information.

These functions include:

1. Linking of an offsheet document to one or more company records
2. Editing offsheet document information
3. Updating a current offsheet document.

All of these functions can only be initiated from the Product Line Module.

Linking an Offsheet Document to one or more companies:

This function allows the user to link an offsheet document to one or more companies. This means that if the customer has one offsheet price sheet for an entire territory, they can link the document to all of the companies in the covered territory simply and efficiently.
Also, if a user were to have an offsheet document which pertained to a single company, which had multiple branch locations, the document could be linked to any and/or all locations quickly and efficiently.

Companies are added individually, so as many companies as necessary can be linked to an offsheet document.

To link an offsheet document to one or more companies, follow these steps:

1. Open the Product Line Module by clicking on the "Product Lines" button on the left hand side of the Switchboard.
2. Select the desired product line from the drop down list at the top of the form.
3. Click on the "Offsheet" tab.
   1. This will display a list of all the currently entered offsheet pricing for the selected product line.
4. Find the desired Offsheet Document from the list.
   1. The list can be filtered and sorted as necessary to help find the desired document.
5. Click on the "Update" link in the left hand side of the table for the desired document.
   1. This will open the Offsheet Document Information form.
6. Click in the Company Link table and begin typing the name of the company to be linked.
   1. This will open the Company Find Window and begin searching through company records as you type.
   2. Once the proper company is found, press enter to select it.
7. To add another company link, repeat step 6 above.
8. Once all desired companies have been entered, click on the "Close Form" button to return to the Product Line Module.

Editing Offsheet Document Information:

This function allows the user to edit the information attached to a specific offsheet document.
This could be used to update information due to incorrect entry or due to changes from the manufacturer.

To edit offsheet document information, follow these steps:

1. Open the Product Line Module by clicking on the "Product Lines" button on the left hand side of the Switchboard.
2. Select the desired product line from the drop down list at the top of the form.
3. Click on the "Offsheet" tab.
   1. This will display a list of all the currently entered offsheet pricing for the selected product line.
4. Find the desired Offsheet Document from the list.
   1. The list can be filtered and sorted as necessary to help find the desired document.
5. Click on the "Update" link in the left hand side of the table for the desired document.
   1. This will open the Offsheet Document Information form.
6. Edit the information needed for the selected offsheet document
   1. MFG ID:
      1. Select from the drop down list he product line the offsheet document applies to.
   2. Price Sheet:
      1. Enter a short description of the Price sheet.
         1. Examples
            1. Territory Net Sheet
            2. Whoelsale Net Sheet Level A
            3. Company A Offsheet Pricing<.li>
   3. Effective Date:
      1. Enter the date the price sheet is effective in the form of MM/DD/YYYY
7. Once all information has been updated, click on the "Close Form" button to return to the Product Lines Module.

Updating a current offsheet document:

This function allows the user to update a currently linked offsheet document with a newer version of the offsheet document.
This is useful to prevent needing to re-link a newly added document to all of the same customers in the event that a merely new price sheet is issued.

To update a current offsheet document, follow these steps:

1. Open the Product Line Module by clicking on the "Product Lines" button on the left hand side of the Switchboard.
2. Select the desired product line from the drop down list at the top of the form.
3. Click on the "Offsheet" tab.
   1. This will display a list of all the currently entered offsheet pricing for the selected product line.
4. Find the desired Offsheet Document from the list.
   1. The list can be filtered and sorted as necessary to help find the desired document.
5. Click on the "Update" link in the left hand side of the table for the desired document.
   1. This will open the Offsheet Document Information form.
6. Click on the "Update Offsheet" button.
   1. This will open the Update Offsheet form
7. Navigate to the directory on the local computer where the files are stored.
   1. Note: The program will remember this directory after the first time it is navigated too.
   2. Click on the "Change Directory" button in the upper left corner of the form.
   3. In the "Browse for Folder" Dialog window, browse to the desired source folder and click on the OK button.
   4. This will display the list of available PDF files to upload.
8. Select from the list of available files, the desired file to upload.
9. Once a file is selected, the "View" button will be displayed and will display the name of the file to be displayed.
10. Click on the "View" button.
11. This will open the selected file in a side-by-side view with the Add Document Form.
    1. Once opened, the information on the document can be read as needed.
    2. If needed, a user can zoom in, zoom out, page through, and view any part of the document as normal for PDF files.
12. Once the user has confirmed the proper document is selected, click on the "Offsheet" button to upload and replace the current offsheet document with the newly selected one.
13. Once the proper new offsheet document has been uploaded, click on the "Close Form" button to return to the Product Lines Module.