How to add Offsheet Documents from different Modules

The procedure to open the Add Paperless form is from each starting point is as follows:

Adding Offsheet pricing from Product Line Module:

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. Click on the "Add New Offsheet Document" button to open the Add Paperless Document form.
5. To use the Add Paperless Document form, see Adding an Offsheet Document below.

Adding Offsheet pricing from the Company Module:

1. Open the Company Module by clicking on the "Company" button on the top Module toolbar.
2. Select the desired company by using the Find Window.
3. Click on the "Offsheet" tab.
   1. This will display a list of all the currently entered offsheet pricing for the selected company.
4. Click on the "Add New Offsheet" button to open the Add Paperless Document form.
5. To use the Add Paperless Document form, see Adding an Offsheet Document below.

Adding an Offsheet Document from the Add Paperless Document form:

1. For best results and easiest entry, we recommend you follow the same guidelines for Offsheet Documents as for Paperless Documents.
2. Open the Add Paperless Document form.
   1. This can be opened from either of the following two locations:
      1. Product Line Module (See Above)
      2. Company Module (See Above)
3. 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.
4. Select from the list of available files, the desired file to upload.
5. Once a file is selected, the "View" button will be displayed and will display the name of the file to be displayed.
6. Click on the "View" button.
7. 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.
8. Once the user has confirmed the proper document is selected, click on the "Offsheet" button to continue.
   1. This will open the Offsheet Options window to allow the user to enter the specific information about the document.
9. Enter the necessary information to identify the Offsheet Document in the InDepthRep Program.
   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. Wholesale Net Sheet Level A
            3. Company A Offsheet Pricing
   3. Effective Date:
      1. Choose the date the price sheet goes into effect from the calendar by using the drop down lists to select month and year, and clicking on the day once the month/year is selected.
10. Add the document to the InDepthRep program by clicking on the "Add Offsheet Document" button at the bottom of the screen.
    1. This button will also display the name of the document to be added as an additional confirmation.
11. A "Processing, Please Wait" message will be displayed while the offsheet document is uploaded into the InDepthRep Program.
12. Once uploaded, the user will be returned to the Add Paperless Document form.
13. Once all Offsheet Documents have been uploaded, click the "Close Form" button to exit the Add Paperless Document form and return to the starting module.