CPRM

1
C/PRM
Left Click to Continue
2
User Commands
WISL Demos use standard Microsoft PowerPoint
commands, such as the following
Left Click , space, N, Down Arrow
Right Click , Backspace, Up Arrow
Escape Key, Minus Key (-), CtlBreak
S or Plus Key ()
Left and Right Click together for 2 seconds
Move mouse for 2 seconds
Left Click to Continue
3
Need a a retail solution for composite products?
C/PRM is organized into operational sections
corresponding to the two primary functions of
retail management - buying and selling. In
addressing these functions the system
accommodates the special requirements of handling
composite products.
Left Click to Continue
4
WISL has the answer !!
A
A
A

B
B
C
The ability to effectively buy and sell product
packages as well as their components is the
strength of C/PRM. WISL also offers a point of
sale application originally developed at the
University of Waterloo (WATPOS) that complements
C/PRM for a complete retail solution.
Left Click to Continue
5
Buying
Database Maintenance
Sales
Quotations
Pending Orders
Products
Invoicing
Inventory
Purchase Orders
Warranty Processing
Customers
Receiving
R e t u r n s
Vendors
Sales History
Left Click to Continue
6
C/PRM Demonstration Menu
Type 3 ltEntergt
To Restart C/PRM Overview
Type 7 ltEntergt
To Start Database Maintenance Demo
Type 31 ltEntergt
To Start Sales Cycle Demo
Type 63 ltEntergt
To Start Buying Cycle Demo
Type 97 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to Continue
7
Database Maintenance
The product / inventory maintenance routine
is grouped together with those for vendors,
customers and other miscellaneous files into the
data base maintenance menu.
Left Click to Continue
8
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                         
Main Menu
1_ BCS Buying Cycle 2_ SCS Sales
Cycle 3_ DBM Database Maintenance
4_ INQ Inquiry
5_ REP Reports
99_ SRT Stop Routine
XXX Enter menu option of desired action
ltgt

•  

This is the main menu for the C/PRM system.
This demonstration installation is set up for a
college computer store which sells hardware and
software packages and components. The first
portion of this demonstration illustrates typical
database maintenance for products, so the DBM
menu action is chosen.
1
Left Click to Continue
9
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                         
Data Base Menu
1_ PMT Product Maintenance 2_ CMT
Customer Maintenance 3_ VMT Vendor Maintenance
4_ UTL Utilities 5_ DRP
Database Reports 6_ QRP QUIKREP
99_ SRT Stop Routine
XXX Enter menu option of desired action ltgt

•  

The maintenance of products is important to
the functionality of the sales and buying cycles
of C/PRM. Quotations and invoices rely on the
product data base for pricing, availability and
orders, and receiving relies on it for ordering
information and inventory control. C/PRM
provides for the creation of package products by
identifying products as components of the package
product. These packages can then be treated as
individual products in the buying and sales
cycles but where appropriate may be exploded into
the components that they represent (such as when
pricing or costing is required).
1
Left Click to Continue
10
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Product
File Maintenance
1_ CPF Create Product
2_ MPF Maintain Product
3_ LOC Maintain Product Location
4_ MCS Maintain Components
5_ MPI Maintain Product Inventory
6_ PLM Pick List Maintenance
7_ IST Inter Store Transfer of
Inventory 8_ DPF Delete Product
99_ SRT STOP Routine and
Return to Previous Menu XXX Enter menu
option of desired action ltgt

•  

CPF and MPF menu actions each invoke the
same data entry routine however CPF is used to
add new products to the product data base. The
product data entry routine will be illustrated by
maintaining a product that exists in the data
base, so MPF is chosen.
MPF
Left Click to Continue
11
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Maintain
Product File - MPF
1. Product Desc/SKU
The product can be accessed in the
electronic catalogue via the SKU number or by a
list of keywords that can include any word that
is recorded in the product description or the
alphabetic code of the vendor. An "AND" logical
connector is deemed to exist between the keywords.
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxx Enter Desc/SKU IBM P166
Left Click to Continue
12
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Maintain
Product File - MPF
lt2gt Products with Keywords IBM P166
1 1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
8573121 10490.00 2 1006953 PS/2 P166
LAPTOP IBM 8573061 9735.00
A list of products that satisfy the
selection criteria is presented and the user
selects the line number of the desired item.
NNN Enter selection number for the corresponding
product
1
Left Click to Continue
13
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
0.00 3. Product Class 1000 Hardware 15.
List Price 10490.00 4. Catalog Number
8573121 16. Auto-Order(Y/N) Y
5. Lead Time 17. Min Stock
Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor Pack
1 19. Product Type S
8. Min Order Qty 1 20. Sale
Restrict. 9. Selling Units EA EACH
21. Components 3 10. Selling
Pack 1 22. War Period Type Y
23.
Warranty Period 1 11. Comments
PS/2 MODEL P166-850
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
The product description is used not only to
aid in identifying products but also each word in
the description becomes a keyword for the product
and may be used to access the product. The vendor
alpha code, shown beside the vendor number and
the vendor's catalog number for the product also
become keywords for the product. The
product class is a classification code to
identify the product as hardware, software, etc.
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxx 1. Description
IBM P166
Left Click to Continue
14
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
0.00 3. Product Class 1000 Hardware 15.
List Price 10490.00 4. Catalog Number
8573121 16. Auto-Order(Y/N) Y
5. Lead Time 17. Min Stock
Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor Pack
1 19. Product Type S
8. Min Order Qty 1 20. Sale
Restrict. 9. Selling Units EA EACH
21. Components 3 10. Selling
Pack 1 22. War Period Type Y
23.
Warranty Period 1 11. Comments
PS/2 MODEL P166-850
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
The lead time for ordering, units of issue
(each, dozen, etc) and the number of items in
each unit of issue are used at the time of
product ordering.
NNN Enter Lead Time
5
Left Click to Continue
15
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
0.00 3. Product Class 1000 Hardware 15.
List Price 10490.00 4. Catalog Number
8573121 16. Auto-Order(Y/N) Y
5. Lead Time 5 17. Min Stock
Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor Pack
1 19. Product Type S
8. Min Order Qty 1 20. Sale
Restrict. 9. Selling Units EA EACH
21. Components 3 10. Selling
Pack 1 22. War Period Type Y
23.
Warranty Period 1 11. Comments
PS/2 MODEL P166-850
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
The selling unit and the selling package define
the product for selling purposes.
AA Enter Selling Units
Left Click to Continue
16
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
0.00 3. Product Class 1000 Hardware 15.
List Price 10490.00 4. Catalog Number
8573121 16. Auto-Order(Y/N) Y
5. Lead Time 5 17. Min Stock
Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor Pack
1 19. Product Type S
8. Min Order Qty 1 20. Sale
Restrict. 9. Selling Units EA EACH
21. Components 3 10. Selling
Pack 1 22. War Period Type Y
23.
Warranty Period 1 11. Comments
PS/2 MODEL P70-121
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
A line of text about the product may be entered
as comments. A line of text which will be printed
on a purchase order for the product may be
entered on the PO comments line.
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx Enter Comments
Left Click to Continue
17
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
0.00 3. Product Class 1000 Hardware 15.
List Price 10490.00 4. Catalog Number
8573121 16. Auto-Order(Y/N) Y
5. Lead Time 5 17. Min Stock
Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor Pack
1 19. Product Type S
8. Min Order Qty 1 20. Sale
Restrict. 9. Selling Units EA EACH
21. Components 3 10. Selling
Pack 1 22. War Period Type Y
23.
Warranty Period 1 11. Comments
PS/2 MODEL P166-850
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
A calculator is available from any screen or menu
prompt . We will use it in this demonstration to
calculate the dealer price of this product.
NNNNN.NN Enter Dealer Price
\
Left Click to Continue
18
C/PRM Demonstration
Old Total Operation New Total
0.00 6734.90
6734.9
The WISL calculator performs all the
standard arithmetic calculations such as addition
and subtraction and also evaluates algebraic
expressions. In this case for example, the dealer
price is 30 more than the cost of the product.
Therefore the cost of the product was
entered and the following algebraic expresssion
is entered to calculate the dealer price. In the
expression, the variable X will take on the value
of the current total.
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxx Enter Calc Function
(X(X.3))
Left Click to Continue
19
C/PRM Demonstration
Old Total Operation New Total
6734.9 (X(X.3))
8790.27
As this is the end of the calculation,
the clerk is prompted as to whether the total
calculated is to be used as the response to the
prompt from which the calculator was invoked. If
N is entered the user is returned to the calling
prompt. If a Y is entered, as it is here, the
user returns to the next prompt.
Do you wish to use the final total as the
response to the prompt?
X Enter Y/N
Y
Left Click to Continue
20
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
Clerk A USER                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
8790.27 3. Product Class 1000 Hardware
15. List Price 10490.00 4. Catalog
Number 8573121 16. Auto-Order(Y/N) Y
5. Lead Time 5 17. Min
Stock Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor
Pack 1 19. Product Type S
8. Min Order Qty 1 20.
Sale Restrict. 9. Selling Units EA
EACH 21. Components 3 10.
Selling Pack 1 22. War Period
Type Y
23. Warranty Period 1 11. Comments
PS/2 MODEL P166-850
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
An auto order code of Y will cause the
purchase order routine to create an order for the
product, back up to the maximum stock quantity,
when the inventory level drops below the minimum
stock quantity.
A Enter Auto-Order
Left Click to Continue
21
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
  Clerk A Guy                          Maintain
Product File - MPF
A product type of S identifies that
serial numbers are maintained for the product.
When invoicing, ordering, receiving, maintaining
inventory or performing warranty work for a
product with type of S, a serial number to
correspond to the product will also be prompted.
If any restrictions to the sale of a
product exist, they may be identified by a sales
restrictions code to be used at the time of
sale. The clerk then encounters a screen
where products may be identified as components of
this product.
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
8790.27 3. Product Class 1000 Hardware
15. List Price 10490.00 4. Catalog Number
8573121 16. Auto-Order(Y/N) Y
5. Lead Time 5 17. Min Stock
Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor Pack
1 19. Product Type S
8. Min Order Qty 1 20. Sale
Restrict. 9. Selling Units EA EACH
21. Components 3 10. Selling
Pack 1 22. War Period Type Y
23.
Warranty Period 1 11. Comments
PS/2 MODEL P166-850
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
A Enter Product Type
Left Click to Continue
22
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
Seg. SKU Component Description
Type Qty
1. 1005090 WINDOWS 95
R 1 2. 1005081 WINDOWS 95
TECHNICAL REFERENCE MANUAL O 1
As before, the product may be accessed
via the SKU number or by a list of keywords. In
this case there is only one product on file that
fulfills the selection criteria and it will be
directly retrieved.
1. Product Desc/Component SKU 2. Component
Type R 3. Component Quantity
1 Last Date Maintained 24 SEP 1996
Maintenance Clerk A USER
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxx Enter Desc SKU
IBM MOUSE
Left Click to Continue
23
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
Seg. SKU Component Description
Type Qty
The component type is either R-equired,
O-ptional or I-ncluded. When the controlling
product is added to a quotation or invoice, this
type will determine the pricing of the component.
R type components must be purchased and are
priced separately. I type components must be
purchased but are included in the price of the
controlling product. O type components may or may
not be purchased and therefore pricing is done at
quote or invoice time. The quantity is
the number of this component usually associated
with the purchase of the controlling product.
1. 1005090 DOS 3.3
R 1 2. 1005081 DOS 3.3
TECHNICAL REFERENCE MANUAL O
1
1. Product Desc/Component SKU 1014008 PS/2
MOUSE 2. Component Type R 3.
Component Quantity 1 Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
A Enter Component Type
I
Left Click to Continue
24
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
Seg. SKU Component Description
Type Qty
1. 1005090 WINDOWS 95
R 1 2. 1005081 WINDOWS 95
TECHNICAL REFERENCE MANUAL O
1 3. 1014008 PS/2 MOUSE
I 1
A Seg Mtce Code
Q
Left Click to Continue
25
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                          Maintain
Product File - MPF
1006962 PS/2 P166 LAPTOP MULTIMEDIA IBM
1. Product Desc. PS/2 P166 LAPTOP MULTIMEDIA
IBM
13. Item Cost 6743.90 2. Ven.
Num/Alph 6 IBM 14. Dealer Price
8790.27 3. Product Class 1000 Hardware
15. List Price 10490.00 4. Catalog Number
8573121 16. Auto-Order(Y/N) Y
5. Lead Time 5 17. Min Stock
Qty 2 6. Unit of Issue EA EACH
18. Max Stock Qty 6 7. Vendor Pack
1 19. Product Type S
8. Min Order Qty 1 20. Sale
Restrict. 9. Selling Units EA EACH
21. Components 3 10. Selling
Pack 1 22. War Period Type Y
23.
Warranty Period 1 11. Comments
PS/2 MODEL P166-850
12. P.O. Comments

Last Date
Maintained 24 SEP 1996 Maintenance Clerk A
USER
The warranty period type is Y-ear, M-onth
or D-ay. The warranty maintenance routine will
combine this with the warranty period to
calculate the expiry date of the warranty on this
product. This concludes the product information
collection routine.
WARRANTY
X Enter Warranty Period Type Y
Left Click to Continue
26
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                          Product
File Maintenance
1_ CPF Create Product
2_ MPF Maintain Product
3_ LOC Maintain Product Location
4_ MCS Maintain Components
5_ MPI Maintain Product Inventory
6_ PLM Pick List Maintenance
7_ IST Inter Store Transfer of
Inventory 8_ DPF Delete Product
99_ SRT STOP Routine and
Return to Previous Menu XXX Enter menu
option of desired action ltgt

•  

The on hand quantity of a product, along
with any serial numbers if applicable, may be
maintained via this menu action. This routine is
also found in the Receiving portion of C/PRM.
MPI
Left Click to Continue
27
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                         Maintain
Product Inventory - MPI
1. Product Desc/SKU
The inventory portion of the demonstration
uses the same product as was just maintained.
Here the product ID number is entered to access
the product.
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
xxxxxxxxxx Enter Desc/SKU
1006962
Left Click to Continue
28
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996   1006962 PS/2
P166 LAPTOP MULTIMEDIA IBM                        
Clerk A USER                         Maintain
Product Inventory - MPI
LN Store Quantity Inventory Date
Ordered Qty
1 Kitchener 4 4 OCT 1996 2
Main Holding Lot 1 4 OCT 1996
Inventory is kept by store. This
demonstration will change the on hand quantity in
the Kitchener store from 4 to 5. The inventory
date defaults to the current date. Recall
that the product we are maintaining is a type S
product. Therefore a screen will be encountered
displaying the serial numbers for the products
already in inventory and the new serial number
will be added.
1. Store ID KIT Kitchener 2. On-Hand
Quantity 4 3. Date of Last Inv. 24 SEP 1996
NNNNN Enter On-Hand Quantity
5
Left Click to Continue
29
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996 1006962 PS/2
P166 LAPTOP MULTIMEDIA IBM (Kitchener)            
 Clerk A USER                         Maintain
Product Inventory - MPI
Seg No Serial Number
1 1231 2 1232 3 1233 4 1234 5
1235
The serial number for each new unit is
prompted.This concludes the product maintenance
demonstration. Customer and vendor
maintenance routines follow a similar pattern and
maintain databases which are used in different
portions of the buying and selling routines.
1. Serial Number 1235
XXXXXXXXXXXXXXX 1. Serial Numbers
12345
Left Click to Continue
30
C/PRM Demonstration Menu
Type 3 ltEntergt
To Restart C/PRM Overview
Type 7 ltEntergt
To Start Database Maintenance Demo
Type 31 ltEntergt
To Start Sales Cycle Demo
Type 63 ltEntergt
To Start Buying Cycle Demo
Type 97 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to Continue
31
Sales Cycle - Quotation
The Quotation facility constitutes the
first step in the sales cycle. It provides access
to an electronic catalogue that enables anyone,
including customers, to generate a raw quotation.
Items can be selected, quantities maintained and
a running summary of net selling price is
provided.
Left Click to Continue
32
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                          Sales
Cycle Demo Menu
1_ QTM Quotations 2_ IVM Invoice
Generation 3_ WTM Warranty Maintenance 4_ RTM
Returns 5_ SRP Sales Reports 6_ QRP
QUIKREP 99_ SRT Stop Routine
XXX Enter menu option of desired action ltgt
An extended capability of the Quotation
routine allows an authorized store staff member
to generate or modify an existing quotation,
adding considerations such as discounts and tax
exemption indicators. Out of this registration
process emerges a record that can be provided in
hard copy to the customer and constitutes the
basis for generating an invoice or a pending
order.
1
Left Click to Continue
33
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation
1_ AQT Add
Quotation 2_ MQT Maintain Quotation 3_ RQT
Register Quotation 4_ DQT Delete Quotation
5_ PQT Print Quotation 6_ CCP Change
Control Parameters 99. SRT Stop
Routine XXXXXXXXXX Enter identifier of
desired menu action ltSRTgt MQT
The maintenance of quotations is illustrated
by adding a product item to an existing
quotation. This is the basic capability that can
be made available directly to customers.
Left Click to Continue
34
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation - MQT
1. Quotation ID 2. Customer ID
XXXXXXXXXXXXXXXXXXXXXXXXX Enter Quotation
ID CWhiteside
The quotation ID is initially
assigned by the system. The quotation record may
be subsequently accessed by specifying the
numeric ID or by entering "C" followed by the
customer's last name. This capability
is illustrated as follows
Left Click to Continue
35
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation - MQT
1. Quotation ID 2. Customer ID
Whiteside The following records correspond to
these initials 6 Bruce, 1340 Queen Street 18
Bob, 200 University Ave West XXX Enter
Customer ID
A list of customers who match the input
specifications is presented and the user selects
the line number of the desired individual.
Left Click to Continue
36
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation - MQT
1. Quotation ID 40 2. Customer ID 18
Whiteside Seg. Quote Quote Type Status
Quote Date Expiry Date 1. 39 P
P 10 FEB 1996 17 FEB 1996 2. 41
P P 18 MAR 1996 18 FEB 1996 3. 47
P R 05 MAR 1996 10 MAR 1996 4.
48 P P 20 MAR 1996 27 MAR 1996
5. 40 P Q 14 FEB 1996 17 FEB
1996 6. 54 D C 09 MAR 1996
14 MAR 1996 7. 55 D C 07 APR
1996 14 APR 1996 X Is Data Collection
Complete For This Screen Y/ltNgt Y
A list of quotations that match the
input specifications is presented and the user
selects the line number of the desired record.
Left Click to Continue
37
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation - MQT
Store ID MAIN Quotation ID 40
Seg. SKU Component Description Type
Qnty List Price 1. 1001074 MAC II 4 BIT VIDEO
EXPANSION K 2 154.0 2. 1000380
1.44M 3.5" DISK DRIVE-EXTERNAL 4
173.0 3. 1001163 MAC II PC DRIVE CARD
2 133.0 4. 1001261 28800 BAUD MODEM
FOR MAC 2 442.0 1.
Product ID 2. Quantity Last Date
Maintained 23 OCT 1996 Maintenance Clerk A
USER xxxxxxxxxxxxxxxxxxxxxxxxx Enter Product
ID Apple Printer
The product can be accessed in the
electronic catalogue via the SKU number or by a
list of keywords that can include any word that
is recorded in the product description or the
alphabetic code of the vendor. An "AND" logical
connector is deemed to exist between the keywords.
The user is then prompted for the line
number of the desired product.
Left Click to Continue
38
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation - MQT
Store ID MAIN Quotation ID 40
lt3gt Products with Keywords Apple Printer 1
1000657 LASERWRITER 600 APPLE
A9M0340C 1343.00 2 1000648 LASERWRITER
600 APPLE A9M0340
1343.00 3 1000497 APPLE II PRINTER CABLE
APPLE A9C0314 33.00
NNN Enter selection number for the corresponding
product 2
A list of products that satisfy the
selection criteria is presented and the user
selects the line number of the desired item.
Left Click to Continue
39
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation - MQT
Store ID MAIN Quotation ID 40
Seg. SKU Component Description Type
Qnty List Price 1. 1001074 MAC II 4 BIT VIDEO
EXPANSION K 2 154.0 2. 1000380
1.44M 3.5" DISK DRIVE-EXTERNAL 4
173.0 3. 1001163 MAC II PC DRIVE CARD
2 133.0 4. 1001261 28800 BAUD MODEM
FOR MAC 2 442.0 5. 1000648
LASERWRITER 600 2
1343.0 Cumulative Price 8465.00 1.
Product ID 1000648 LASERWRITER 600 2.
Quantity 2 XXXXXXXX Enter Segment
Maintenance Code Q
This process is repeated until all desired
items are included in the quotation.
Left Click to Continue
40
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation
1_ AQT Add Quotation
2_ MQT Maintain
Quotation 3_ RQT
Register Quotation 4_ DQT
Delete Quotation XXXXXXXXXX Enter
identifier of desired menu action ltSRTgt RQT
Registration of quotations is intended to
be done only by authorized store personnel. The
result of this process constitutes an offer of
sale to a customer.
Left Click to Continue
41
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Register Quotation - RQT
1. Quotation ID 2. Customer ID
XXXXXXXXXXXXXXXXXXXXXXXXX Enter Quotation
ID 40
The same quotation is being utilized to
illustrate the registration process and it is
being accessed by specifying the quotation ID.
Left Click to Continue
42
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Register Quotation - RQT
Store ID MAIN Quotation ID 40
1. Customer ID 18 2. Quotation
Type P Personal 3. Quotation Status Q
4. Date of Quotation 14 FEB 1996 5. Date of
Expiry 17 FEB 1996 Last Date
Maintained 23 OCT 1996 Maintenance Clerk A
USER A Enter Quote Type
Quote type and quote status are
classification codes that help define the quote
for operational and reporting purposes. Control
is then passed to a routine that provides for
maintenance of the product information.
Left Click to Continue
43
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Register Quotation - RQT
Store ID MAIN Quotation ID 40
Itm SKU Component Description T Qty
List Pr Sell Pr Extn 1. 1001074 MAC II 4
BIT VIDEO EXPANSION K 2 154.00 154.00
308.00 2. 1000380 1.44M 3.5" DISK DRIVE-EXTERNAL
4 173.00 173.00 692.00 3. 1001163 MAC
II PC DRIVE CARD 2 133.00
133.00 266.00 4. 1001261 28800 BAUD MODEM FOR
MAC 2 442.00 353.60 707.20 5.
1000424 MAC MOUSE (BEIGE) 3
142.00 127.80 383.40 6. 1000899 MAC II
INTERNAL 800K DRIVE 3 321.00 321.00
963.00 7. 1003381 PERSONAL PAGEPRINTER ADAPTER
P 1 758.00 758.00 758.00 Cum
List Price 8465.00 Discount 756.60 Cum
Sell Price 7708.40 Tax 1 539.59 Tax 2
616.67 Tax 3 0.00 Quote Price
8864.66 1. Product ID 1000648 2. Quantity
2 3. DISCOUNT 20 4. Discount
5. Tax Ex 1 6. Tax Ex 2 7. Tax Ex
3 Last Date Maintained 23 OCT 1996
Maintenance Clerk A USER XXXXXXXX Enter
Segment Maintenance Code Q
Quantity may be changed, a percentage or
flat discount applied and taxes overridden
separately for each product item. At any point
the specification process may be terminated by
striking the appropriate function key.
Left Click to Continue
44
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Register Quotation - RQT
Store ID MAIN Quotation ID 40
1. Customer ID 18 2. Quotation Type
P Personal 3. Quotation Status Q 4.
Date of Quotation 14 FEB 1996 5. Date of
Expiry 17 FEB 1996 6. Sales Person ID
JOHNSON Johnson Last Date Maintained
24 OCT 1996 Maintenance Clerk A USER X Is Data
Collection Complete For This Screen Y/ltNgt Y
The date of quotation defaults to the
current date and the date of expiry defaults to a
specific number of days following the date of
quotation. The expiry date may not exceed a
specified number of days following the current
date. Special controls are present for the
recording of these dates due to the importance of
the specification of expiry date with respect to
product pricing.
Left Click to Continue
45
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                      
Maintain Quotation
The quotation may be printed in batch from
the reporting menu or it may be printed
interactively from this routine. A prompt
provides the option to specify the printer or the
terminal.
1_ AQT Add
Quotation 2_ MQT Maintain Quotation 3_ RQT
Register Quotation 4_ DQT Delete Quotation
5_ PQT Print Quotation 6_ CCP Change
Control Parameters 99. SRT Stop
Routine XXXXXXXXXX Enter identifier of
desired menu action ltSRTgt PQT
Left Click to Continue
46
C/PRM Demonstration
24 OCT 1996 College Computer
Store Page 1
Customer Quotation Quote No 40
Quote Date 14 FEB 1996 Expiry Date 17 FEB
1996 Store MAIN Sales Person JOHNSON
Customer Mr B Whiteside, University of Itm
SKU Component Description T Qty List
Pr Sell Pr Extn 1. 1001074 MAC II 4 BIT
VIDEO EXPANSION K 2 154.00 154.00 308.00
2. 1000380 1.44M 3.5" DISK DRIVE-EXTERNAL 4
173.00 173.00 692.00 3. 1001163 MAC II PC
DRIVE CARD 2 133.00 133.00 266.00 4.
1001261 28800 BAUD MODEM FOR MAC 2 442.00
353.60 707.20 5. 1000424 MAC MOUSE
(BEIGE) 3 142.00 127.80 383.40 6.
1000899 MAC II INTERNAL 800K DRIVE 3 321.00
321.00 963.00 7. 1003381 PERSONAL
PAGEPRINTER ADAPTER P 1 758.00 758.00
758.00 8. 1006631 PRINTER CABLE PARALLEL 2
65.00 65.00 130.00 9. 1005778 586 4MB SYS
BRD MEM KIT 1 1352.00 1352.00 1352.00 10.
1000648 LASERWRITER 600 2 1343.00 1074.40
2148.80 Cum List Price 8465.00 Discount
756.60 Cum Sell Price 7708.40 Tax 1
539.59 Tax 2 616.67 Tax 3 0.00 Quote
Price 8864.66
This concludes the demonstration of the
quotation maintenance routine.
Left Click to Continue
47
Sales Cycle - Warranty
The Warranty module provides for
recordkeeping for any warranty work regardless of
whether the purchase was made at the same store.
Indexing done in the invoice module facilitates
the process for those items acquired from the
same store. The design of the work order provides
for the tracking of warranty and chargeable work.
Extensive reporting is available to provide for
liaison with vendors and the tracking of problem
items or customers.
Left Click to Continue
48
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
Clerk A USER                      
Warranty Recordkeeping
1_ WRG Warranty
Registration 2_ WOR Work Order Recordkeeping
3_ DWR Delete Warranty Record 4_ CCP
Change Control Parameters 99. SRT Stop
Routine XXXXXXXXXX Enter identifier of
desired menu action ltSRTgt WOR
WARRANTY
Warranty registration can be initiated by
the receipt of a manufacturers warranty
registration card in which case the WRG menu
action would be used.
Probably the more common circumstance is
that the warranty is registered at the time of
the first service claim. When the work order menu
action is selected the warranty registration
screen is always presented first for information
and possible update.
Left Click to Continue
49
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                       Work Order
Recordkeeping - WOR
1. Product ID/SKU 2.
Serial Number
xxxxxxxxxxxxxxxxxxxxxxxxx Enter Product ID
MODEL 50
The product can be accessed in the
electronic catalogue via the SKU number or by a
list of keywords that can include any word that
is recorded in the product description or the
alphabetic code of the vendor. An "AND" logical
connector is deemed to exist between the
keywords. In this case there is only one
product on file that fulfills the selection
criteria and it is directly presented for
maintenance.
Left Click to Continue
50
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
                                                  
 Clerk A USER                       Work Order
Recordkeeping - WOR
1. Product ID/SKU
1013930 MODEL 50 CONFIGURATION 8550-031 2. Serial
Number 1235 X Is Data
Collection Complete For This Screen Y/ltNgt Y
It is important that the serial number be
recorded properly for proper tracking and
analysis of warranty work.
Left Click to Continue
51
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
1. Invoice 26 2.
Customer ID 18 B Whiteside 3. Warranty Period
Type Y 4. Warranty Period No 1 5. Warranty
Start Date 09 APR 1996 6. Warranty End Date
08 APR 1997 Last Date Maintained 24
SEP 1996 Maintenance Clerk A USER NNNNNNNN
Enter Invoice Number
As this warranteed product item was
purchased from this store the invoice ID, the
customer ID and the start date of the warranty
period (invoice ship date) were input to the
warranty record from the invoice record through
an index created at the time the invoice was
generated.
Left Click to Continue
52
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
The period type and the warranty duration
are transferred automatically from the product
record.
1. Invoice 26 2.
Customer ID 18 B Whiteside 3. Warranty Period
Type Y 4. Warranty Period No 1 5. Warranty
Start Date 09 APR 1996 6. Warranty End Date
08 APR 1997 Last Date Maintained 24
SEP 1996 Maintenance Clerk A USER X Enter
Warranty Period Type
Left Click to Continue
53
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
1. Invoice 26 2.
Customer ID 18 B Whiteside 3. Warranty Period
Type Y 4. Warranty Period No 1 5. Warranty
Start Date 09 APR 1996 6. Warranty End Date
08 APR 1997 Last Date Maintained 24
SEP 1996 Maintenance Clerk A USER X Is Data
Collection Complete For This Screen Y/ltNgt Y
The warranty end date is determined
automatically and cannot be maintained directly.
Left Click to Continue
54
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
LN Work Order Date Submitted Projected Date
Prob Resol Date Complete 1 WO12345 14 FEB
1996 17 FEB 1996 ME RP 19 FEB 1996
2 WO12389 14 FEB 1996 17 FEB 1996 ME
RP 19 FEB 1996 1. Work Order No
3. Projected Completion Date 2.
Date Submitted 4. Estimated
Chargeable Hours 5. Problem 6.
Resolution SB 7. Technician
10. Total Hours 8.
Date Complete 9. Days
11. Chargeable Hours Last Date Maintained 03
APR 1996 Maintenance Clerk WC Montgomery,
Wayne XXXXXXXXXX Enter Work Order Number
WO12399
It is assumed that the source of the work
order ID is a pre-assigned number taken from a
preprinted work order form.
Left Click to Continue
55
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
LN Work Order Date Submitted Projected Date
Prob Resol Date Complete 1 WO12345 14 FEB
1996 17 FEB 1996 ME RP 19 FEB 1996
2 WO12389 14 FEB 1996 17 FEB 1996 ME
RP 19 FEB 1996 1. Work Order No
WO12399 3. Projected Completion Date 06
JAN 1996 2. Date Submitted 02 JAN 1996 4.
Estimated Chargeable Hours 3.00 5. Problem
6. Resolution SB 7. Technician
10. Total Hours
8. Date Complete 9. Days
11. Chargeable Hours Last Date Maintained 03
APR 1996 Maintenance Clerk WC Montgomery,
Wayne XX Enter Prob Code ME
The first half of the work order screen
addresses the status of the warranty problem
including provision for documenting comments.
Left Click to Continue
56
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
LN Work Order Date Submitted Projected Date
Prob Resol Date Complete 1 WO12345 14 FEB
1996 17 FEB 1996 ME RP 19 FEB 1996
2 WO12389 14 FEB 1996 17 FEB 1996 ME
RP 19 FEB 1996 1. Work Order No
WO12399 3. Projected Completion Date 06
JAN 1996 2. Date Submitted 02 JAN 1996 4.
Estimated Chargeable Hours 3.00 5. Problem
ME Mechanical 6. Resolution SB
Substitution 7. Technician
10. Total Hours 8. Date
Complete 9. Days 11.
Chargeable Hours Last Date Maintained 03 APR
1996 Maintenance Clerk WC Montgomery, Wayne
XX Enter Res Code RP
The comment screen is automatically invoked
upon input of the problem or resolution codes.
Left Click to Continue
57
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOC
LN Work Order Coments 1 Looks like hard disk
again checking power supply also 1.
Comments Replaced the disk and the power
supply Last Date Maintained 03 APR 1996
Maintenance Clerk A USER X Is Data Collection
Complete For This Screen Y/ltNgt Y
There is no practical limit on the amount
of comment text that may be recorded about the
warranty problem or solution.
Left Click to Continue
58
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
LN Work Order Date Submitted Projected Date
Prob Resol Date Complete 1 WO12345 14 FEB
1996 17 FEB 1996 ME RP 19 FEB 1996
2 WO12389 14 FEB 1996 17 FEB 1996 ME
RP 19 FEB 1996 1. Work Order No
WO12399 3. Projected Completion Date 06
JAN 1996 2. Date Submitted 02 JAN 1996 4.
Estimated Chargeable Hours 3.00 5. Problem
ME Mechanical 6. Resolution RP Replacement
7. Technician
10. Total Hours 8. Date Complete
9. Days 11. Chargeable Hours
Last Date Maintained 03 APR 1996 Maintenance
Clerk WC Montgomery, Wayne XXXXXXXX Enter
Technician ID BP
Upon completion of the warranty work the
second half of the work order screen may be
completed including comments and replacement part
information.
Left Click to Continue
59
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WRP
Seg. SKU Component Description
Type Serial Number 1. Product
ID/SKU 2. Serial Number Last Date
Maintained 03 APR 1996 Maintenance Clerk WC
Montgomery, Wayne xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Enter Part Product ID 1.6G HD
The replacement part product is specified
in the same manner as the warranty product ie
numeric key or description keywords.
Left Click to Continue
60
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WRP
Seg. SKU Component Description
Type Serial Number 1. Product
ID/SKU 1006837 1.6G HD,80586,VGA,8M RAM 2.
Serial Number Last Date Maintained 03 APR
1996 Maintenance Clerk WC Montgomery, Wayne
XXXXXXXXXXXXXXX Enter Part Serial Number 12378
With the specification of the replacement
part product and serial number, activity in
replacement parts may be tracked and analyzed.
Left Click to Continue
61
C/PRM Demonstration
 120000              College Computer
Store            4 OCT 1996                
        
Clerk A USER                       Work Order
Recordkeeping - WOR
LN Work Order Date Submitted Projected Date
Prob Resol Date Complete 1 WO12345 14 FEB
1996 17 FEB 1996 ME RP 19 FEB 1996
2 WO12389 14 FEB 1996 17 FEB 1996 ME
RP 19 FEB 1996 1. Work Order No
WO12399 3. Projected Completion Date 06
JAN 1996 2. Date Submitted 02 JAN 1996 4.
Estimated Chargeable Hours 3.00 5. Problem
ME Mechanical 6. Resolution RP Replacement
7. Technician BP Parker
10. Total Hours 3.50 8. Date Complete
06 APR 1996 9. Days 69 11. Chargeable
Hours Last Date Maintained 03 APR 1996
Maintenance Clerk WC Montgomery, Wayne NNN.NN
Enter Chargeable Hours 0.00
All hours and dates entered are fully
edited to ensure an effective capability to
analyse and report on warranty work.The number of
working days elapsed between submission and
completion is calculated and cannot be maintained
directly.This concludes the demonstration of the
warranty maintenance routine.
Left Click to Continue
62
C/PRM Demonstration Menu
Type 3 ltEntergt
To Restart C/PRM Overview
Type 7 ltEntergt
To Start Database Maintenance Demo
Type 31 ltEntergt
To Start Sales Cycle Demo
Type 63 ltEntergt
To Start Buying Cycle Demo
Type 97 ltEntergt
To Show Summary Information
ESC
To Exit
Left Click to Continue
63
Buying Cycle - Pending Orders
The pending order is an interactive
facility that provides a bridge between the sales
(quotation) and buying (purchase order) cycles.
The buyer uses it to consolidate sales input but
is also able to introduce purchasing control.
Left Click to Continue
64
C/PRM Demonstration
 120000              College Computer
Store           25 OCT 1996                
                                                  
Clerk A USER                         
Buying Cycle Menu
1