View - Stone Profit Systems

Getting Started
Thank you for choosing Stone Profit Systems (SPS). This
Workbook is a tool that will help you and your company
during the beginning stages of your system setup. For your
convenience, use the pages in this book to take notes, mark
dates, and keep track of the entire install process.
Enclosed you will find:
• Timeline
• Install Checklist
• Configuration Questions
• Data Migration Instructions
• Client Computer Hints
URL:
________________________________
Username:
________________________________
Password:
________________________________
Getting Started /
01
Contents
04
Timeline
57
Print Formats
Distributors
06
Install Checklist
61
Print Formats
Fabricators
09
Basic System Defaults
65
Bar-Code Labels
13
Control Swtches
71
Hold Labels
19
Static Data Migration
75
Dynamic Data Migration
43
Training Agenda
81
Client Machine Tips
47
Print Formats
Common
Contents /
03
Installation Timeline
1 TO 4
WEEKS
WEEK 1
WEEK
Server Hardware Setup 5-6 Days
Stone Profits Setup 3-5 Days
Prep
Time
Static Data Migration 8-10 Days
Training Throughout three weeks at designated appointments.
Setup
Pre-live
Server Hardware Setup
Stone Profits Setup
Static Data Migration
___ Hosting Server Quotations
___ Install Stone Profit Systems
___ Chart of Accounts
___ Contracts and Paper Work
___ Install license File
___ Customers
___ Install Windows Server
___ Setup Locations
___ Products
___ Install SQL Server
___ Logos
___ Services
___ Configure IIS and SQL Server
___ Addresses
___ Suppliers
___ Configure E-mail Server
___ Print Formats
___ Vendors
___ Configure Fax Server
___ Accounting Defaults
___ Associates
___ User Access Rights
___ Resources
___ Parameters
___ Tax Codes and Authorities
___ Drop-Downs
___ Print Disclaimers
Dynamic Data Migration
___ Inventory in-stock
___ Opened Accounts Receivable
___ Opened Accounts Payable
04 / Stone Profit Systems
SPS Goes Live
2 nnnnnnnnnnnnnn
WEEK 3
Use Case Testing 4 Days
Dynamic Data 2 Days
Close Trial Balance 1 Day
Post live
Use Case Testing
Training
SPS Live
___ Purchase Scenarios
___ Administration
___ Date in which your company
___ Inventory Scenarios
___ Purchasing
stops using old system/methods, and
___ Sales Scenarios
___ Inventory
begins using Stone Profit Systems.
___ Customer Login Scenarios
___ Pre-Sales
___ Sale Orders
___ Accounting
___ Reports
Post Live
___ Close Trial Balance
Installation Timeline /
05
Install Checklist
1. Contracts
1.1 ___ Contracts Signed and Approved
1.2 ___ Wire Deposit
1.3 ___ (SPS) License File Generation
1.4 ___ Credit card setup for hosting fees
2. Server and System Installation
2.1 ___ (SPS) Install License File
2.2 ___ (SPS) Client entered into SPS support system
2.3 ___ (SPS) Setup basic system defaults
- page 09
(Bar-Code prefix, Company Details)
2.4 ___ (SPS) Setup System URL
2.5 ___ Set up Control Switches - page 13
3. Static Data Migration
- page 19
3.1 ___ Chart of Accounts
3.2 ___ Customers
3.3 ___ Item Master
3.4 ___ Services Master *
3.5 ___ Inventory Suppliers
3.6 ___ Non Inventory Vendors
3.7 ___ Associates
3.8 ___ Contacts
3.9 ___ Price List *
3.10___ Tax Codes
3.11 ___ Zip Codes
4. Training - page 43
4.1 ___ Admin and System Setup
(User Admin, System Terminology, Terms, Package Setup)
4.2 ___ Purchasing & Master List
(PO’s, Supplier Invoice/Packing List, Inventory Receipts, Freight, and Landed Costs)
4.3 ___ Inventory
(Inventory Search, Adjustments, Transfers, Product Master List )
4.4 ___ Pre-Sales
(Opportunities, Quotes, Visits, Sample Orders, Transfers)
(SPS) = Stone Profit Systems Task
* If Applicable - Fabricator Items
06 / Stone Profit Systems
4.5 ___ Sales
(Sales Orders, Job Tracking, Job Scheduling, Invoicing, Pick Tickets, Packing List)
4.6 ___ Scheduling *
(Calendar Views, Dashboards, Resources, Events and Event Types)
4.7 ___ Accounting & Reports
(AR, AP, Banking, General Ledger, System Reports)
5. Add-On Modules
___ _________________________________________
___ _________________________________________
___ _________________________________________
___ _________________________________________
6. System Configuration and Setup
6.1 ___ User Types and User Setup
6.2 ___ Quote Package Setup *
6.3 ___ Job Scheduling Setup *
6.4 ___ Print Documents Format and Policies Setup - page 47
(Quote, sale order, invoice, PO)
6.5 ___ Bar-Code Setup - page 65
6.6 ___ Send Void Business Check For Setup
6.7 ___ Fax Setup *
(Requires efax, rightfax, or similar online fax account)
7. Dynamic Data Migration - page 75
7.1 ___ Inventory Details
(Slabs and non-slabs)
7.2 ___ Open AR Invoices
(Open customer Invoice details)
7.3 ___ Open AR Receipts
(Open customer Payment/Receipts details)
7.4 ___ Open AP
(Open vendor Invoice details)
7.5 ___ Trial Balance
(Debit or credit balances in different accounts)
8. Go Live
8.1 ___ (SPS) Additional Support on Go Live Date
8.2 ___ Customer Satisfaction Report and Sign Off
8.3 ___ Wire Remaining Balance
8.4 ___ Credit Card Setup for Support and Maintenance
(SPS) = Stone Profit Systems Task
* If Applicable - Fabricator Items
Install Checklist /
07
08 / Stone Profit Systems
Basic System Defaults
To Setup the system there is a set of variables that need to be deffined. These variables are
essential to the operation of the system in accordance with your business. SPS will setup a
call with you to go over all the variables and setup the approprate vales. This section of the
book can be used to keep up with what has been discussed and what has not.
COMPLETED
SETUP SECTION
COMPLETED
SETUP SECTION
_______
Company
_______
Sales
_______
Product & Inventory
_______
Jobs & Scheduling
_______
Purchasing
_______
Sales Tax
_______
Pre-Sales
_______
Add-On Modules
Scheduled Phone Call:
____ /____ /____
______: _______
Basic System Defaults /
09
Company Setup
COMPLETED
VARIABLES
_______
Bar-Code Prefix
_______
Login Screen Title
_______
Company Logo
_______
Print Company Title
_______
Purchase Print Address
_______
Sale Print Address
_______
Company Profile (Address & Contact Info)
_______
Business Process Options (Items Kinds, Labels, Presale Labels, etc.)
_______
Currency Setup
_______
Transaction Starting Numbers
_______
Party Starting Codes (Customers, Suppliers, Vendors)
_______
Event Types, Bin Types, Resource Types & Subtypes
Product & Inventory Setup
COMPLETED
VARIABLES
_______
Product line discussion (Types, Categories, Groups)
_______
Units of Measure
_______
Product Types & Forms
_______
Product Categories & Sub-Categories
_______
Product Groups
_______
Product Price Ranges
_______
Product Price Levels
_______
Inventory Identifiers
_______
Service Types
_______
Inventory Adjustment Reason Codes
_______
Bar-code Label Setup (p##)
_______
Hold Label Setup (p##)
_______
Logistics Codes
10 / Stone Profit Systems
Purchasing Setup
COMPLETED
VARIABLES
_______
Inventory Supplier Types
_______
Supplier Ports
_______
PO Statuses
Pre-Sales Setup
COMPLETED
VARIABLES
_______
Quote Stages
_______
Quote Segments
_______
Project Types
_______
Calculator Setup
_______
Marketing Channels
_______
Quote Probability to Close %’s
Sales Setup
COMPLETED
VARIABLES
_______
Customer Types
_______
Delivery Methods
_______
Piece Types
_______
Pricing Discount Percentages
Basic System Defaults /
11
Jobs & Scheduling Setup *
COMPLETED
VARIABLES
_______
Event Categories / Workflow Departments
_______
Tasks and Milestone
_______
Event Sets (Grouping of Tasks and Milestone)
Sales Tax Setup
COMPLETED
VARIABLES
_______
Tax Items
_______
Tax Codes
_______
Tax Exempt Reasons
Addon Modules Setup
COMPLETED
VARIABLES
_______
_______________________________
_______
_______________________________
_______
_______________________________
_______
_______________________________
_______
_______________________________
_______
_______________________________
12
/ Stone Profit Systems
Control Switches & Defaults
This section lists out various configurations that can be turned on or off depending on how
you run your business. Please read through the following control switches, if one applies
to your business fill in a value on the blank line. If the configuration does not apply to
your business, mark “no” on the line. There will be hints along the way to help you fill in the
appropriate value.
Y/N/Value
____________________
Section
Switch/Description
Company
Go Live Date
MM/DD/YY
This is the date that you will stop using your old system/
methods and begin using Stone Profit Systems
SPS_GOLIVE_DATE
____________________
Accounting
Allow Unequal Journal Entries.
YES/N0
This would allow you to save journal entries in which the total
debits does not equal the total credits.
SPS_AllowUnequalJournalEntries
____________________
Customers
Set Customers to a Default Location
CITY/NO
Any new customer would be set to your desired location by
default.
152 - defaultcustomerlocation
Control Switches & Defaults /
13
Y/N/Value
____________________
Section
Switch/Description
Inventory
Show Slabsmith Inventory
YES/NO
If your company uses Slabsmith, SPS can access the Slabsmith
server and use the slab information and images.
492 - SPS_ShowSlabSmithInventory
____________________
Slabsmith
:\\COMPUTER\FILENAME\FILENAME
-ORNO
Enter the Path to the Slabsmith Image Folder
Within the Slabsmith Server
If your company uses Slabsmith, SPS can access the Slabsmith
server and use the slab images. To the left please provide the
path to the image folder. (:\\Computer\filename\filename)
932 - SPS_Slabsmith_ImageFolderURL
____________________
Invoice
Allow Invoices to be Deleted
YES/NO
This would allow you to completely delete invoices in the
system.
383 - SPS_DELETE_INVOICE_Allow
____________________
PO
CITY/NO
Set Default Location as Ship To for Purchase
Orders
Any purchase order created would set the ship to address to
your desired location by default.
401 - SPS_PO_DefaultLocation
____________________
YES/NO
PO
Show Consignment Locations for Ship To
Drop-Down
This would allow the system to add consignment locations as a
ship to address for POs if desired.
409 - SPS_PO_ShowConsignments_in_ShipTo
14 / Stone Profit Systems
Y/N/Value
____________________
Section
Switch/Description
PO
In PO Show Customer in Ship To Field
YES/NO
This would allow the system to add customers as a ship to
address for POs if desired.
410 - SPS_PO_ShowCustomers_in_ShipTo
____________________
PO
Set a Dollar Limit for PO Approval
$0,000.00/NO
This function allows you to set a dollar limit for POs. If a PO
exceeds this amount, it will need approval before processing.
418 - SPS_PO_Without_Approval_Limit
____________________
CITY/NO
Supplier
Set a Default Location as the Ship To for the
Invoice /
Supplier Invoice/Packing List
Packing List
Any supplier invoice/packing list created would set the ship to
address to your desired location by default.
430 - DefaultSupplierInvoiceLocation
____________________
SO
Make Invoice Number the Same as SO
YES/NO
This function would force the system to match the invoice
number to the Sale Order number from which the invoice was
created.
373 - SPS_SO_InvoiceNumber_IsSameAS_SONumber
____________________
SO
Check Customer’s Credit Standing for Pick Ticket
YES/NO
This function would compare the customer’s balance to their
credit limit, and confirm their credit standing. If the customer is
over their limit, the pick ticket will not be made.
374 - SPS_PTI_Check_Credit_InPickTicket
Control Switches & Defaults /
15
Y/N/Value
____________________
Section
Switch/Description
SO
Ability to Select a freight Carrier for SO Shipments
YES/NO
This configuration will show a field in the SO page that would
allow you to select a freight carrier that would complete the
shipment/delivery.
330 - SPS_SO_ShowFreightCarrier
____________________
SO
Make Freight Carrier for SO Shipments Required
YES/NO
This configuration would make the freight carrier field required.
356 - SPS_SO_FreightForwarder_IS_Required
____________________
SO
Require Zip Code for Deliveries
YES/NO
This would make the ship to zip code field required for any
deliveries.
319 - SPS_SO_Delivery_Zip_IsRequired
____________________
SO
Ship To and Bill To Must be Entered Contacts
YES/NO
This would require the Ship to and bill to address to be entries
that are pre-registered with the customer in the customer
contacts.
SPS_SO_Shipto_Billto_ContactsOnly
____________________
SO
Determine Tax Rate by Zip Code
YES/NO
This function will use the ship to zip code to determine the tax.
338 - SPS_SO_Tax_Lookup_on_ZipCode
16 / Stone Profit Systems
Y/N/Value
____________________
Section
Switch/Description
SO
All Products on SO are Taxable
YES/NO
This would make all products on a SO subject to taxes.
339 - SPS_SO_Products_Are_Taxable
____________________
SO
All Services on SO are Taxable
YES/NO
This would make all services on a SO subject to taxes.
341 - SPS_SO_Services_Are_Taxable
____________________
SO Activity
YES/NO
Setup Restrictions for Swapping Slabs When
Picking for SOs
This function will address your teams ability to swap specified
products on a SO with product that is easier to pick.
SPS_SO_Show_PickTicketRestriction
____________________
SO Activity
SLAB/LOT/PRODUCT/NO
Setup Default Value for Swapping Restriction for
Products on SO
Set a default value for pick ticket swap restrictions. Slab specific
will not allow a swap, Lot specific will allow a swap within the
same lot, product specific will allow a swap within the same
product name/color
352 - SPS_SO_PickTicketRestriction_Default_Value
____________________
SO Activity
Quantity Cannot be Edited in SO
YES/NO
This would restrict the quantity field from being edited for stock
products in a SO.
353 - SPS_SO_StockProduct_Quantity_ReadOnly
Control Switches & Defaults /
17
Y/N/Value
Section
Switch/Description
____________________
SO Activity
Stock Product on SO set to Specific Price Level by
PRICE LEVEL/NO
Default
###This would restrict the quantity field from being edited for
stock products on a SO.
354 - SPS_SO_StockProduct_FloorPriceLevel
____________________
Suppliers
Set Suppliers to a Default Location.
CITY/NO
Any new supplier would be set to your desired location by
default.
DefaultSupplierLocation
18
/ Stone Profit Systems
Static Data Migration File Formats
For static data migration Stone Profit Systems will be sending you Excel files listing the
information needed for each item to be migrated. There will be an Excel file for each of
the migration types listed below. With these files you will fill/paste your information in the
designated columns. The following pages in this book have the data fields listed out with
descriptions and examples to help you provide SPS with the appropriate information.
NOTE: Static data migration should be completed before training is scheduled.
COMPLETED
# OF ITEMS
STATIC MIGRATION TYPES
_______
_____________
Chart of Accounts
_______
_____________
Customers
_______
_____________
Items/Products
_______
_____________
Services
_______
_____________
Suppliers
_______
_____________
Vendors
_______
_____________
Associates
_______
_____________
Contacts
_______
_____________
Price List
_______
_____________
Tax Codes
_______
_____________
Zip Codes
Static Data Migration File Formats /
19
Chart of Accounts
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
AccountNumber
AlphaNumeric
50
Numerical identifier for the account.
0136468444
Account Name
AlphaNumeric
100
Descriptive name for the account.
Accounts Receivable
Alternate Number
AlphaNumeric
50
Alternate numerical identifier for the account.
0136
Alternate Name
AlphaNumeric
100
Alternate descriptive name for the account.
AR
Account Type
AlphaNumeric
50
Defining the account type will determine how the account
is used in the various parts of the system. Type of Account
examples include: Expense, Income , Current Assets, Other
Expense, etc.
Value must be one of the following
Special Account Type
AlphaNumeric
50
Value must be one of the following
20 / Stone Profit Systems
Assets - Cash
Assets - Bank
Assets - Credit Card
Assets - Accounts Receivable
Assets - Fixed Assets
Assets - Inventory
Assets - Current Assets
Assets - Other Current Assets
Liabilities - Accounts Payable
Liabilities - Current Liabilities
Liabilities - Other Current Liabilities
Liabilities - Long Term Liabilities
Income - Sales Income
Income - Other Income
Expense - Cost Of Goods
Expense - Accumulated Depreciation
Expense - Operating Expense
Expense - Other Expense
Equity - Equity
Equity - Retained Earnings
The system is programmed to show certain accounts as
options in specific parts of the system. Use the Data Value
options to define how and where an account should show.
Credit Card
Undeposited funds
Freight Charges
Inventory Adjustment
Payroll Expenses
Opening balance Equity
Sales Tax payable
Payroll Liabilities
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtBank Location
AlphaNumeric
500
Enter the city location of the your bank it should be the
same as the cities listed for locations/profit centers
Chicago
Is Default InType
AlphaNumeric
10
Enter “ON” if this is a default account for the special
account type otherwise leave it blank
"on", ""
mtParent Reference
AlphaNumeric
500
If accounts need to be grouped with other accounts, you
will need to define the groups. Enter the name of the
parent (group) account in this field. (For the accounts to
be grouped the defined parent name must be typed in the
exact same way.)
Accounts Receivable
Sublevel
Integer
mtCurrency
AlphaNumeric
100
Enter the currency in which this account should function.
USD,INR,EURO
Is Tax
AlphaNumeric
10
Enter “ON” if this Account is included in the Budget
"on", ""
Is Budgeted
AlphaNumeric
10
If this account is a bank account enter the name of the
bank. If it is not a bank account leave it blank.
"on", ""
Bank Name
AlphaNumeric
50
If this account is a bank account enter the name of the
branch. If it is not a bank account leave it blank.
Georgia Commerce
Branch Name
AlphaNumeric
50
If this account is a bank account enter the name of the
branch. If it is not a bank account leave it blank.
Chicago - Streeterville
Manager
AlphaNumeric
50
If this account is a bank account enter the manager’s name
for the Bank. If it is not a bank account leave it blank.
James Cathlic
Phone Number
AlphaNumeric
15
If this account is a bank account enter the Phone number
for the Bank. If it is not a bank account leave it blank.
"312-420-5010"
Fax Number
AlphaNumeric
15
If this account is a bank account enter the Fax number for
the Bank. If it is not a bank account leave it blank.
"773-527-2870"
The level of the account in the accounting hierarchy
0, 1, 2, 4
Static Data Migration File Formats /
21
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Website
AlphaNumeric
50
If this account is a bank account enter the Web site for the
Bank. If it is not a bank account leave it blank.
www.stoneprofits.com
Swift Code
AlphaNumeric
50
If this account is a bank account enter the SWIFT code for
Transactions made through this Bank. If it is not a bank
account leave it blank.
BOFAIN4XMAA
Routing Number
AlphaNumeric
50
If this account is a bank account enter the routing number
for the Bank. If it is not a bank account leave it blank.
"121141822"
Bank Account
Number
AlphaNumeric
50
If this account is a bank account enter the Bank Account
number. If it is not a bank account leave it blank.
"911987654321"
Is Print Checks
AlphaNumeric
10
Enter “ON” if you need to be able to Print Checks from this
Account
"on", ""
Internal Notes
AlphaNumeric
1000
Enter any notes that you would like to have recorded in
the system.
This account is used for Account Receivables
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Name
AlphaNumric
150
This should include the full unique name of the Billing
Customer/Company with spaces.
ABC Customer; 124 - Construction company.
Code
AlphaNumric
50
CODE, ID, or Number used to quickly identify the
customer.
ACTI01, C001351
PrintName
AlphaNumric
150
Enter the name of the customer as it should appear on
checks. This is usually a DBA or a secondary name of the
company.
ABC Customer LLC
LegacyID
AlphaNumric
50
Legacy ID is the ID/number designated for this customer in
the previous system.
34, 1223
Customers
22 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtSubType
AlphaNumric
50
Enter a value that defines the business type of the
customers. E.g..: Fabricator, Distributor, etc.
Fabricator, Contractor
ContactName
AlphaNumric
50
Enter the name of the contact person for this company.
James Corby
mtReferredby
AlphaNumric
150
Name of an existing customer that has referred this
Customer to do business with you.
Stone Care LLC
Phone1
AlphaNumric
50
Primary Phone number.
866-858-1915
Phone2
AlphaNumric
50
Secondary Phone number.
866-858-1916
Fax
AlphaNumric
50
Fax number.
773-527-2870
Mobile
AlphaNumric
50
Mobile number of primary contact.
312-420-5010
Email
AlphaNumric
100
Primary e-mail address. (enter only one)
customername@gmail.com
URL
AlphaNumric
50
Web site address.
www.customerwebsite.com
Address
AlphaNumric
50
Billing Address line 1
3500 Almoa Ave.
Address2
AlphaNumric
50
Billing Address line 2
Suite W-10
City
AlphaNumric
50
Billing City
Winter Park
State
AlphaNumric
50
Billing State
FL
Zip
AlphaNumric
10
Billing Zip Code
32792
mtCountry
AlphaNumric
50
Billing Country
United States
ShippingAddress
AlphaNumric
50
Shipping Address line 1
7215 NW 41 STREET
Static Data Migration File Formats /
23
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
ShippingAddress2
AlphaNumric
50
Shipping Address line 2
UNIT G
ShippingCity
AlphaNumric
50
Shipping City
Chicago
ShippingState
AlphaNumric
50
Shipping State
FL
ShippingZip
AlphaNumric
50
Shipping Zip Code
33166
mtShippingCountry
AlphaNumric
50
Shipping Country
United States
mtLocation
AlphaNumric
50
Enter one of your locations in which this customer
primarily does business with.
Chicago
IsMultiLocation
AlphaNumric
10
Enter "on" if this customer can be sold to from locations
other than the customer's parent location. Leave blank if
customer is only to be sold to from Parent Location.
“on”
mtRoute
AlphaNumric
50
Enter a value that defines the general geographic location
of this customer according to delivery routes.
Orlando - East
mtSalesRepID
AlphaNumric
50
Enter name of the primary sales rep for this customer from
your list of employees.
Carlos Riviera
mtPriceLevel
AlphaNumric
50
Enter the price level that needs to be applied to most
products sold to this customer.
Price6 - Price6
mtPriceLevel2
AlphaNumric
50
Enter a secondary price level if some of your products
have to be sold at a different price level to this customer.
Price5 - Price5
mtPaymentTerms
AlphaNumric
50
Enter the default payment terms for this customer.
Net 30, Net 45, C.O.D
mtSalesTax
AlphaNumric
50
Enter the default sales tax code for this customer.
COLUMBIA - 7%
IsTaxExempt
AlphaNumric
10
Enter "on" if this Customer is Tax Exempt. Leave blank if
customer is not tax exempt.
“on”
24 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtTaxExemptReason
AlphaNumric
50
Enter the reason for which this customer is tax exempt.
Reseller
ExemptCretificateNo
AlphaNumric
50
Enter the customer's tax exempt certificate number if this
Customer is Tax Exempt . Leave it blank if the customer is
not tax exempt.
23-8012166927-5 12
ExemptExpiryDate
AlphaNumric
50
Enter the date when the Customer's tax exempt status
becomes invalid.
3/20/2020
IsPORequired
AlphaNumric
10
Enter "on" if a PO# is required for all Sales Orders /
Invoices created for this Customer.
“on”
ApplyFinanceCharge
AlphaNumric
10
Enter "on" if the customer should be charged a finance
charge if payment on any of their invoices exceeds their
due date.
“on”
Preferred Document
Delivery Mode
AlphaNumric
50
Preferred contact method for this customer.
E-mail, Mail
mtCurrency
AlphaNumric
50
Enter the default currency for transactions to this
customer.
USD, EURO
SinceDate
AlphaNumric
50
Enter the date since the customer has been setup in your
system.
1/5/2005
TaxNumber
AlphaNumric
50
Tax ID Number of the customer company.
32009547475
mtLanguage
AlphaNumric
50
Preferred Language for interaction with this customer.
English
CreditLimit
AlphaNumric
50
Maximum credit allowed for this customer.
50000.00
PastDueAlert
AlphaNumric
150
Enter any message that shows up as an alert but still lets
the users convert Sales orders to invoices.
This customer has past due
LockAlert
AlphaNumric
150
Enter any message that shows up as an alert and locks
down the users from converting Sale orders to invoices.
this customer is locked
Static Data Migration File Formats /
25
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
IsAllowLogin
AlphaNumric
10
Enter "on" if you want to give this customer access to the
Customer login module.
“on”
Username
AlphaNumric
50
Enter this customer's Username for the customer login
module.
john
Password
AlphaNumric
50
Enter this customer's Password for the customer login
module.
password
DeliveryInstructions
AlphaNumric
1000
Enter the default delivery instructions for this customer.
Always pick up cash or check.
InternalNotes
AlphaNumric
500
Enter notes for this customer meant for inter company
communication. These notes do not print on any
documents related to this customer.
Very difficult customer
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
ItemType
AlphaNumeric
50
Should be PRODUCT for all the Materials
Product
SubItemType
AlphaNumeric
50
"The value for Sub-Item Type should be:
- 'STOCK' for materials that are usually inventoried.
- 'NON-STOCK' for materials that are not usually
inventoried.
- 'SUPPLIES' for materials that are not for sale, but are
purchased as supplies/consumables for shop,
showroom, office, etc."
Stock
SKU
AlphaNumeric
50
Store Keeping Unit : Alphanumeric value or code of the
material and is unique to every material.
ABS3
Name
AlphaNumeric
150
Your selling name for this material - name must be unique
based on selling price.
Absolute Black 3cm
AlternateName
AlphaNumeric
150
Alternate name of the product is any additional name
that is known to be used in the industry by suppliers or
customer.
Black Absolute 3cm
Items/Products
26 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtProductForm
AlphaNumeric
50
This is the first level category of the products/materials. It
is usually based on the shape/format of the Material. E.g.
: SLAB , TILE, SINKS, FAUCETS, etc. (If dimensions are
tracked in inventory the type must be defined as SLAB.)
SLAB, Tile
mtServiceCategory
AlphaNumeric
50
This is the second level category of the product. It is
usually based on the nature of the product/material. E.g. :
Granite , Limestone, marble, travertine etc
Granite / Marble
mtParentItem
AlphaNumeric
50
"If this product belongs to a family of products, A family
name has to be setup and defined for each product within
that family.
E.g.: Absolute Black -- Family Name
- Absolute Black 2cm -- Family member
- Absolute Black 3cm -- Family member
- Absolute Black 12x12 -- Family member..."
Absolute Black
mtBaseColors
AlphaNumeric
50
This is the base color of the product.
Black / Aqua
mtOrigin
AlphaNumeric
50
This is the country of origin from which this product was
quarried or manufactured.
United States
mtItemGroup
AlphaNumeric
50
This is an additional level of grouping for the products.
Staples / Exotics / Premium
SeriesName
AlphaNumeric
50
This defines the product line/series that a product/item
might belong to.
ABC
mtPurchasingUnits
AlphaNumeric
50
Unit of measure in which this product is being purchased.
SF, Each, LF
mtSellingUnits
AlphaNumeric
50
Unit of measure in which the product is being sold.
SF, Each, LF
Selling Units Per
Purchasing Units
AlphaNumeric
50
Number of selling units per purchasing unit.
1
Weight
AlphaNumeric
50
Weight per unit in pounds.
4
ProductSize
AlphaNumeric
50
Thickness of the product.
2CM
Static Data Migration File Formats /
27
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtPickingUnit
AlphaNumeric
50
Unit of measure in which the product is being picked for a
transaction.
box,bundle
SellingUnitsPerPU
AlphaNumeric
50
Number of Selling Units per Picking Unit.
1
IsIndivisibleItem
AlphaNumeric
50
Enter 'on' if you do not want to be able to sell partial
quantities of inventory from each inventory line of this
product. Must be ON for Slab. Typically it is left blank for
tiles and other non slab items.
on
mtPriceRange
AlphaNumeric
50
Enter a value based on how you define pricing groups.
Low, Medium, High, Level 1, Level 2, …
mtGLSalesAccount
AlphaNumeric
50
Enter the income account number which gets credited
when this product is invoiced to a customer.
4010
mtGL Inventory
Account
AlphaNumeric
50
Enter the asset account that gets debited when this
product is received into inventory.
1220
mtGL Cost of Sales
Account
AlphaNumeric
50
The Cost of Sales or COGS account that gets debited
when this product is invoiced to a customer.
5000
mtPreferredSupplier
AlphaNumeric
50
Enter the preferred supplier for this product.
ABC Granite & Marble
SupplierSKU
AlphaNumeric
50
Supplier's SKU for this product.
ABCGM
Supplier Product
Name
AlphaNumeric
150
Name by which the supplier sells this product.
Black Absolute 3cm
IsNewArival
AlphaNumeric
50
Enter "on" if this should be considered a NEW ARRIVAL in
the system. If not, leave it Blank.
on
ShowonWebsite
AlphaNumeric
50
Enter "on" if this product should be setup to show on your
web site (web site connect module). Leave it blank if the
product should NOT show.
on
WebName
AlphaNumeric
50
Enter the name of the product as you want it to appear on
your web site.
Absolute Black 3cm
28 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Descriptionon Web
site
AlphaNumeric
50
Enter any additional description that you want to display
on the web site.
This gorgeous stone is black overall with khaki, brown and
black mineral deposits.
Notes
AlphaNumeric
50
Enter any additional notes for this product.
This product is in high demand.
mtAlternateUOM1
AlphaNumeric
50
Alternate Unit of measure for the product.
CT
UOMToSFConversion
Numeric
50
Conversion factor between the alternate UOM and square
footage.
10
UOM To Carton
Conversion
Numeric
50
Conversion factor between the alternate UOM and a
carton.
1
UOM To Pallet
Conversion
Numeric
50
Conversion factor between the alternate UOM and a pallet.
1
Price1
Numeric
50
Level 1 selling price per UOM
10.75
Price2
Numeric
50
Level 2 selling price per UOM
10.00
Price3
Numeric
50
Level 3 selling price per UOM
9.75
Price4
Numeric
50
Level 4 selling price per UOM
9.50
Price5
Numeric
50
Level 5 selling price per UOM
9.25
Price6
Numeric
50
Level 6 selling price per UOM
9.15
Price7
Numeric
50
Level 7 selling price per UOM
9.00
TaxStatus
AlphaNumeric
50
Enter "on" If the product should be taxable by default.
Leave blank if not.
on
Static Data Migration File Formats /
29
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Consignment
AlphaNumeric
50
Enter 'on' if the product can be consigned to a Customer
Location. Leave blank if not.
on
IntroductionDate
Date
50
Date in which product was made available.
40756
DiscontinueDate
Date
50
Date in which product will be discontinued.
2958465
ProductOrigin
AlphaNumeric
50
Enter a value that defines the way the product was
made part of your final inventory. E.g.: purchased,
manufactured, fabricated, etc.
Manufactured
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
ItemType
varchar(50)
50
Should be 'Service' for all services.’
Service
SubItemType
varchar(50)
50
SPS Default - 'Service'
Service
Name
varchar(150)
150
Name of the service.
Delivery Charges , Packing Fee etc
SKU
varchar(50)
50
If this Service has any SKU associated with it, enter it here.
mtPurchasingUnits
varchar(50)
50
Selected from the list of Units by which this service can be
purchased by
LF
mtSellingUnits
varchar(50)
50
Selected from the list of Units by which this service can be
sold by
LF
mtServiceCategory
varchar(50)
50
"Enter a value that defines a category that this service
belongs to.
E.g.: Bullnose edge and Eased edge are in the category
Edge Profiles"
Edge Profiles
Services
30 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtGLSalesAccount
varchar(50)
50
Enter the income account number which gets credited
when this service is invoiced to a customer.
Revenue Fabrication
mtPreferredSupplier
varchar(50)
50
Preferred vendor for this service.
Contractors and CO
AvgEstCost
numeric
50
This is the approximate cost for this service.
11.00
Price1
numeric
50
Level 1 selling price per UOM
12.00
Price2
numeric
50
Level 2 selling price per UOM
11.50
Price3
numeric
50
Level 3 selling price per UOM
11.00
Price4
numeric
50
Level 4 selling price per UOM
10.50
Price5
numeric
50
Level 5 selling price per UOM
10.00
Price6
numeric
50
Level 6 selling price per UOM
9.50
Price7
numeric
50
Level 7 selling price per UOM
9.00
mtPriceRange
varchar(50)
50
Enter a value based on how you define pricing groups.
Low/ Medium
Frequentinso
varchar(50)
50
Mark this field 'on' if the service is frequently charged in
Sale Orders / Invoices.
on
Frequent in
customer cm
varchar(50)
50
Mark this field 'on' if the service is frequently charged in
Customer Credit Memos.
on
Frequentinpo
varchar(50)
50
Mark this field 'on' if the service is frequently charged in
Purchase Orders.
on
Static Data Migration File Formats /
31
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Frequent in
supplier cm
varchar(50)
50
Mark this field 'on' if the service is frequently charged in
Supplier Credit Memos.
on
Notes
varchar(50)
500
Enter any additional notes for this service.
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Name
AlphaNumeric
150
This should include the full unique name of the Inventory
Supplier/Company with spaces.
ABC Granite & Marble
PrintName
AlphaNumeric
150
Enter the name of the supplier as it should appear on
checks. This is usually a DBA or a secondary name of the
company.
ABC Granite & Marble LLC
Code
AlphaNumeric
50
CODE, ID, or Number used to quickly identify the
inventory supplier.
ABCGM
ContactName
AlphaNumeric
50
Enter the name of the contact person for this company.
Jason
mtSubType
AlphaNumeric
50
Enter "domestic" or "international" depending on whether
the inventory supplier is local or overseas.
ABC Granite & Marble
mtLocation
AlphaNumeric
50
Enter one of your locations in which this supplier primarily
does business with.
ABC Granite & Marble
mtLanguage
AlphaNumeric
50
Preferred language for any interaction with the supplier.
English
SinceDate
AlphaNumeric
50
Enter the date since the supplier has been setup in your
system.
5/16/2010
mtPort
AlphaNumeric
50
Enter the preferred port for any shipments from this
Supplier.
Montreal
Suppliers
32 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
MarkupMultipliers
AlphaNumeric
10
Enter a value which the system uses to mark up the cost
of products purchased from this supplier to calculate the
selling price.
2.4
Address
AlphaNumeric
50
Billing Address line 1
445 E Ohio
Address2
AlphaNumeric
50
Billing Address line 2
Suite 350
City
AlphaNumeric
50
Billing City
Chicago
State
AlphaNumeric
50
Billing State
IL
ZIP
AlphaNumeric
50
Billing Zip Code
60611
mtCountry
AlphaNumeric
50
Billing Country
United States
Phone1
AlphaNumeric
50
Primary Phone number.
312-828-0600
Phone2
AlphaNumeric
50
Secondary Phone number.
312-828-0601
Fax
AlphaNumeric
50
Fax number.
312-803-0012
Mobile
AlphaNumeric
50
Mobile number of primary contact.
312-420-0377
E-mail
AlphaNumeric
50
Primary e-mail address. (Enter only one)
support@stoneprofits.com
URL
AlphaNumeric
50
Web site address.
www.stoneprofits.com
TaxNumber
AlphaNumeric
50
Tax ID Number of the Supplier company.
52-4352452
Static Data Migration File Formats /
33
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtCurrency
AlphaNumeric
50
Enter the default currency for transactions to this supplier.
USD
mtPaymentTerms
AlphaNumeric
50
Enter the default payment terms for this supplier.
Net 30 ,COD
mtShipmentTerms
AlphaNumeric
150
Enter the default shipment terms for this supplier.
FOB , CIP,CIF etc
IsPrint1099
AlphaNumeric
5
Enter "on" if this Supplier needs to be printed a 1099.
on
mtSalesTax
AlphaNumeric
50
Enter the default Sales tax Code for invoices from this
Supplier if they charge any tax.
chicago / Tax Exempt
InternalNotes
AlphaNumeric
500
Enter notes for this supplier meant for inter company
communication. These notes do not print on any
documents related to this customer.
IsAllowLogin
AlphaNumeric
5
Enter "on" if you want to give this supplier access to the
supplier login module.
on
Username
AlphaNumeric
50
Enter this supplier's Username for the supplier login
module.
Jason
Password
AlphaNumeric
50
Enter this supplier's Password for the supplier login
module.
abcd
LegacyID
AlphaNumeric
34 / Stone Profit Systems
Legacy ID is the ID/number designated for this supplier in
the previous system.
Vendors
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Name
AlphaNumeric
150
This should include the full unique name of the Vendor/
Company with spaces.
Amex Logistics
PrintName
AlphaNumeric
150
Enter the name of the vendor as it should appear on checks.
This is usually a DBA or a secondary name of the company.
Amex Logistics
Code
AlphaNumeric
50
CODE, ID, or Number used to quickly identify the vendor.
Amex
ContactName
AlphaNumeric
50
Enter the name of the contact person for this company.
John
mtLocation
AlphaNumeric
50
Enter one of your locations in which this vendor primarily
does business with.
Chicago
Address
AlphaNumeric
50
Billing Address line 1
445 E ohio
Address2
AlphaNumeric
50
Billing Address line 2
suit 350
City
AlphaNumeric
50
Billing City
Chicago
State
AlphaNumeric
50
Billing State
IL
ZIP
AlphaNumeric
10
Billing Zip Code
60611
mtCountry
AlphaNumeric
50
Billing Country
United States
Phone1
AlphaNumeric
50
Primary Phone number.
312-828-0600
Phone2
AlphaNumeric
50
Secondary Phone number.
312-828-0601
Static Data Migration File Formats /
35
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Fax
AlphaNumeric
50
Fax number.
773-527-2870
Mobile
AlphaNumeric
50
Mobile number of primary contact.
312-420-5010
E-mail
AlphaNumeric
50
Primary e-mail address. (Enter only one)
support@stoneprofits.com
URL
AlphaNumeric
50
Web site address.
www.stoneprofits.com
mtPaymentTerms
AlphaNumeric
50
Enter the default payment terms for this customer.
30 Days / COD
mtGLAccount
AlphaNumeric
100
Enter the number for the default Expense Account on all
Bills that are entered for this Vendor.
3520
AccountNumber
AlphaNumeric
50
Enter your account number with this Vendor.
1054789
TaxNumber
AlphaNumeric
50
Tax ID Number of the vendor company.
52-4352452
mtCurrency
AlphaNumeric
50
Enter the default currency for transactions to this vendor.
USD
CheckMemo
AlphaNumeric
500
Enter the sentence or phrase that needs to be printed on
checks towards this Vendor.
Amex Logistics
IsPrint1099
AlphaNumeric
50
Enter "on" if this vendor needs to be printed a 1099.
on
IsFreightVendor
AlphaNumeric
50
Enter "on" if bills from this vendor need to be linked to a
supplier packing list for the system to auto-calculate the
unit landed cost.
on
IsSalesTAxAuthority
AlphaNumeric
50
Enter "on" if this vendor is a Sales tax Authority.
on
IsSubContractor
AlphaNumeric
50
Enter "on" if this vendor is a Sub-contractor.
on
36 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
InternalNotes
AlphaNumeric
500
Enter notes for this vendor meant for inter company
communication. These notes do not print on any
documents related to this vendor.
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Name
AlphaNumeric
150
This should include the full unique name of the associate
or third party company with spaces.
Mark Albert
Code
AlphaNumeric
50
CODE, ID, or Number used to quickly identify the associate
or third party.
ABI001
mtSubType
AlphaNumeric
50
Enter a value that defines the business type of the
associate. E.g.: Architect , Designer, Contractor etc.
CONTRACTOR
ContactName
AlphaNumeric
50
Enter the name of the contact person for this company.
Mark Albert
Phone1
AlphaNumeric
50
Primary Phone number.
312-828-0505
Phone2
AlphaNumeric
50
Secondary Phone number.
312-828-0506
Fax
AlphaNumeric
50
Fax number.
312-803-0012
Mobile
AlphaNumeric
50
Mobile number of primary contact.
312-420-5020
E-mail
AlphaNumeric
50
Primary e-mail address. (Enter only one)
mark@gmail.com
URL
AlphaNumeric
50
Web site address.
www.websitename.com
Address
AlphaNumeric
50
Billing Address line 1
1450 Madruca Ave.
Associates
Static Data Migration File Formats /
37
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Address2
AlphaNumeric
50
Billing Address line 2
Suite 400
City
AlphaNumeric
50
Billing City
Coral Gables
State
AlphaNumeric
50
Billing State
FL
Zip
AlphaNumeric
10
Billing Zip Code
33146
mtCountry
AlphaNumeric
50
Billing Country
United States
InternalNotes
AlphaNumeric
500
Enter notes for this associate meant for inter company
communication. These notes do not print on any
documents related to this customer.
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtParty
AlphaNumeric
50
This should include the full unique name of the Customer/
Supplier/Vendor with spaces.
American Granite & Marble
PartyType
AlphaNumeric
50
Enter the type of the party for which this is a contact. Only
possible values are Customer, Supplier, or Vendor
Customer
Title
AlphaNumeric
50
Enter the title for the contact.
Mr.
Name
AlphaNumeric
50
Enter the full name of the contact.
Mark Albert
Address
AlphaNumeric
50
Address line 1
7215 NW 41 Street
Address2
AlphaNumeric
50
Address line 2
Unit G
Contacts
38 / Stone Profit Systems
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
City
AlphaNumeric
50
City
Chicago
State
AlphaNumeric
50
State
FL
Zip
AlphaNumeric
10
Zip Code
33166
mtCountry
AlphaNumeric
50
Country
United States
Phone1
AlphaNumeric
50
Primary Phone number.
866-858-1915
Phone2
AlphaNumeric
50
Secondary Phone number.
866-858-1916
Fax
AlphaNumeric
50
Fax number.
773-527-2870
E-mail
AlphaNumeric
50
E-mail address of the contact.
contactname@gmail.com
IsShipToAddress
AlphaNumeric
50
Enter 'on' if this contact is actually a secondary shipping
address.
on
mtTaxCode
AlphaNumeric
50
Enter the tax code of the contact.
BREVARD
InternalNotes
AlphaNumeric
500
Enter notes for this customer meant for inter company
communication. These notes do not print on any
documents related to this contact.
Static Data Migration File Formats /
39
Price List
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtName
AlphaNumeric
150
Enter the name of the product which matches with the
name of the product in the Item master list.
Absolute black 3cm
mtSKU
varchar(50)
50
Store Keeping Unit : Alphanumeric value or code of the
material. The value should match to the SKU's in the item
master list.
ABS3
mtLegacySKU
varchar(150)
150
SKU of the material in the previous database or system
Price1
money
Level 1 selling price per UOM
15.00
Price2
money
Level 2 selling price per UOM
14.00
Price3
money
Level 3 selling price per UOM
13.00
Price4
money
Level 4 selling price per UOM
12.00
Price5
money
Level 5 selling price per UOM
11.00
Price6
money
Level 6 selling price per UOM
10.00
Price7
money
Level 7 selling price per UOM
9.00
Price8
money
Level 8 selling price per UOM
8.00
Price9
money
Level 9 selling price per UOM
7.00
Price10
money
Level 10 selling price per UOM
6.00
40 / Stone Profit Systems
Tax Codes
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
SortOrder
Integer
Code
AlphaNumeric
50
Enter a value for the Sales Tax Code that you want to see in
the sales tax drop down.
IL
Label
AlphaNumeric
50
Enter a label or title for the Sales Tax Code.
Illinois
City
AlphaNumeric
100
Enter the name of the city for this tax code.
Chicago
County
AlphaNumeric
50
Enter the name of the county for this tax code.
Cook
State
AlphaNumeric
10
Enter the state for this tax code.
IL
Zip
AlphaNumeric
15
Enter the zip code for this tax code.
60611
IsPurchaseTax
AlphaNumeric
10
Please enter "ON" if this is a Purchase Tax too or leave
Blank
on
IsSalesTax
AlphaNumeric
10
Please enter "ON" if this is a Sales Tax too or leave Blank
on
IsUseTax
AlphaNumeric
10
Please enter "ON" if this is a Active Tax too or leave Blank
on
mtTaxItem
AlphaNumeric
50
Tax Item is the same as Sales Tax Code if the Sales tax
is made of only one component. If the Sales Tax Code is
made of multiple components then we need the different
tax components as multiple Tax Items in multiple lines in
this migration file. E.g. : Sales Tax could include City Tax
and County Tax.
***###
TaxItemID
Integer
Enter the sequential order in which you want this tax code
to show up in the drop down.
10
This is the ID for the Tax Items. SPS will take care of this.
Static Data Migration File Formats /
41
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
Rate
Numeric
Rate is the tax percentage for this tax code.
7%
EffectiveDate
smalldatetime
Date from which this tax code is effective.
3/1/2013
Price List
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
ZipCode
AlphaNumeric
20
Zip code value.
60611
mtTaxCodeID
AlphaNumeric
50
Tax code for this Zip code value.
IL
42 / Stone Profit Systems
Training Agenda
The training agenda will help you in scheduling and organizing the training sessions with
SPS. Use the descriptions to decide who should be a part of each session. Also, use this
section to write down the date and times that you have scheduled with SPS’s Training Rep.
Note: Static data migration must be completed before training begins.
DATE/TIME
PARTICIPANTS/USERS
DESCRIPTION
____ /____/ ____
____________________________
Administration and Setup
______ : _______
____________________________
This session is intended for users that will be performing
administrative/management tasks.
____________________________
• System Setup
• User Admin
• Admin Tools
____ /____/ ____
____________________________
Purchasing & Master List
______ : _______
____________________________
This session is intended for users that will be performing
operational tasks such as purchasing Inventory, product
and services management, as well as suppliers and vendors.
____________________________
____________________________
____________________________
•
•
•
•
•
•
Product Master List
Supplier and Vendor Info
Purchasing Flow
Purchase Orders
Supplier Invoice/ Packing Lists
Freight Bills
Training Agenda /
43
DATE/TIME
PARTICIPANTS/USERS
DESCRIPTION
Call 1:
____________________________
Inventory
____ /
____ /____
____________________________
______ : _______
____________________________
This session will include information pertaining to inventory
management
Call 2:
____________________________
____ /
____ /____
____________________________
______ : _______
____________________________
•
•
•
•
•
Product Master List
Inventory Search
Transfers
Physical Count
Inventory Adjustment
____________________________
Call 1:
____________________________
Pre-Sales
____ /____ /____
____________________________
______ : _______
____________________________
This session will be for users who will be a part of building
quotations, creating holds, and managing sample orders.
Call 2:
____________________________
____ /____ /____
____________________________
______ : _______
____________________________
____________________________
•
•
•
•
•
•
•
Opportunities
Customer Visits
Sample Orders
Quotations
Inventory Holds
Products
Services and Packages
Call 1:
____________________________
Sales
____ /____ /____
____________________________
______ : _______
____________________________
This session is intended for your sales representatives, and
will go over sales orders and invoicing.
Call 2:
____________________________
____ /____ /____
____________________________
______ : _______
____________________________
Call 3:
____________________________
____ /____ /____
____________________________
______ : _______
____________________________
____________________________
44 / Stone Profit Systems
•
•
•
•
•
•
•
•
Sales Home
Customers and Products
Sale Orders
Dashboards
Pick Tickets
Packing List
Returns
Invoices
DATE/TIME
PARTICIPANTS/USERS
DESCRIPTION
Call 1:
____________________________
Scheduling
____ /____ / ____
____________________________
______ : _______
____________________________
Calendars and scheduling will be discussed in this training
session.
Call 2:
____________________________
____ /____ / ____
____________________________
______ : _______
____________________________
•
•
•
•
•
•
____ /____ / ____
____________________________
Accounting & Reports
______ : _______
____________________________
This session will in compass the accounting module and
reports.
Scheduling Home
Dashboards
Calendar Views
Resources
Events & Event Types
Daily Agenda
____________________________
____________________________
•
•
•
•
•
•
•
Accounts Receivable
Accounts Payable
Banking
General Ledger
Print Checks
Bank Reconciliation
Journal Entries
Training Agenda /
45
46 / Stone Profit Systems
Print Formats (Common)
The following pages show examples of the printed documents that come from Stone Profit
Systems. Please review these examples to make sure they will work for your company. If
you have any changes or suggestions, mark/draw them directly on the examples. Once you
have made the changes make a copy/scan and send it to your SPS contact.
Note: The examples are not to scale, make changes based on information placement.
Note II: If there is a document not seen here please send us a copy to setup.
• Purchase Order
• Pick Ticket
• Receiving Worksheet
• Packing List
• Transfer Order
• Invoice
• Sale Order
• Deposit Slip
Print Formats (Common) /
47
Purchase Order#: 4
Stone Profits Demo
445 E Ohio Street 350
August 22, 2013
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
printed on Tuesday, September 24, 2013 08:54 am
Supplier:
ShipTo:
794B South West Street B6
Rio
Brazil
445 E Ohio Street 350
Chicago IL 60611
United States
LMN Granites
Shipment Terms
Stone Profits Demo
Payment Terms
Required Ship Date
Entered By
30 Days
Description
Alaska White 3cm
Uba Tuba 3CM
Slabs
adm inistrator
Quantity
Unit Price
Extended
1,500.00 KM
$15.00
$22,500.00
1,200.00 SF
$14.50
$17,400.00
Sub Total: $39,900.00
Tax: $0.00
Total: $39,900.00
Approved By : ____________________________
48 / Stone Profit Systems
Receiving Worksheet #: 3
Stone Profits Demo
445 E Ohio Street 350
August 21, 2013
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
printed on Tuesday, September 24, 2013 08:58 am
Received At:
Stone Profits Demo
445 E Ohio Street 350
Chicago IL 33172
United States
Invoice #
PO #
Container #
3
Material
Slabs/Pieces
Quantity
49
2,563.54 SF
Crema Bordeaux 3CM
Serial Num
Lot/Block
Bundle
Spp. Ref
Invoiced Size Measured Area
Notes
Bin
Net
SF
3-1
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-2
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-3
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-4
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-5
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-6
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-7
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-8
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-9
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-10
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-11
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-12
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-13
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-14
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-15
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-16
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-17
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-18
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-19
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-20
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-21
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
3-22
110" X 68" = 51.94 SF _____x_____ = _____
BAY4
_____
Rec eived By :_______________________
Date:_______________________
Print Formats (Common) /
49
Transfer - Pick Ticket #: 1
Stone Profits Demo
445 E Ohio Street 350
Chicago, IL 60611
August 22, 2013
P: 866-858-1915 F: 312-803-0012
printed on Tuesday, September 24, 2013 09:00 am
Transferred From :
Transferred To:
445 E Ohio Street 350
Chicago
P: 866-858-1915
F: 312-803-0012
F: support@stoneprofits.com
123 Demo Road
Milw aukee
P: 312-828-0601
F: 312-803-0012
F: support@stoneprofits.com
Stone Profits Demo
Stone Profits Demo2
PriceLevel
Invoice Date
Price6
Aug 22, 2013
Description
SKU
Absolute Black Polished 3CM
Serial Num
Barcode Num
Lot/Block
1-4
DT15
123
Bundle
Uba Tuba 3CM
Serial Num
Barcode Num
Lot/Block
DT68
552
Barcode Num
Lot/Block
1-87
DT98
1-88
DT99
Bundle
Alaska White 3cm
Quantity
1
55.00 SF
Quantity
ReMeasure
110" X 72" = 55.00 SF
_______ X ________
Sample Inventory Transfer
Bundle
55.10 SF
Quantity
ReMeasure
115" X 69" = 55.10 SF
_______ X ________
2
Notes:
50 / Stone Profit Systems
Slabs
1
1-57
Serial Num
Ship(B/L) Date
56.78 SF
Quantity
ReMeasure
6656
112" X 73" = 56.78 SF
_______ X ________
6656
112" X 73" = 56.78 SF
_______ X ________
Picked By:_____________________
SaleOrder#: 13
Stone Profits Demo
445 E Ohio Street 350
Aug 23, 2013
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
printed on Tuesday, September 24, 2013 09:13 am
Bill To:
ShipTo:
799 Opal Blvd
Chicago IL 60611 United States
P: 789-456-3322 / F: 789-456-4564
E: Glenn@xyzcustomer.com
799 Opal Blvd
Chicago IL 60611
P: 789-456-3322 / F: 789-456-4564
XYZ Customer
Sales Rep 1
XYZ Customer
PO #
Delivery Type
adm inistrator
Job Name
Delivery
Sales Rep 2
Freight Carrier
Payment Terms
90 days
SKU
Description
Uba Tuba 3CM
Bundle
Quantity
Unit Price
Extended
181.26 SF
$18.50
$3,353.31
Serial Num
Barcode Num
Lot/Block
1-78
QP278
323232
116" X 75" = 60.42 SF
1-79
QP279
323232
116" X 75" = 60.42 SF
1-80
QP280
323232
116" X 75" = 60.42 SF
Terms and Conditions:
Sample Stone C o. warrants that: (i) it will provide its services hereunder in a
professional and workmanlike manner; and (ii) the third parties with which it
contracts to assist it in obtaining respondents for surveys are required by their
agreements with Sample Stone C o. to comply with the federal C AN-SPAM Act.
WITH THE EXC EPTION OF THE PREC EDING WARRANTY, Sample Stone C o.
MAKES NO WARRANTY WITH RESPEC T TO ANY MATTER INC LUDING,
WITHOUT LIMITATION, ITS SERVIC ES AND DELIVERABLES HEREUNDER, AND
EXPRESSLY DISC LAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED,
Quantity
Sub Total: $3,353.31
Tax(ALACHUA -ALACHUA 6%): $201.20
Total: $3,554.51
Balance Due: $3,554.51
INC LUDING, WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF
NONINFRINGEMENT, TITLE, MERC HANTABILITY, FITNESS FOR ANY
PARTIC ULAR PURPOSE, AND ANY REPRESENTATION OR WARRANTY
REGARDING THE PERFORMANC E, AVAILABILITY OR FUNC TIONALITY OF ANY
ASPEC T OF THE SERVIC ES OR DELIVERABLES HEREUNDER.
Print Formats (Common) /
51
PickTicket #: 10009
Stone Profits Demo
445 E Ohio Street 350
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
August 23, 2013
printed on Tuesday, September 24, 2013 09:15 am
Bill to:
ShipTo:
799 Opal Blvd
Chicago IL 60611
P: 789-456-3322 / F: 789-456-4564
F: Glenn@xyzcustomer.com
799 Opal Blvd
Chicago IL 60611
P: 789-456-3322 / F: 789-456-4564
XYZ Customer
Sales Rep 1
XYZ Customer
PO #
Delivery Type
adm inistrator
Job Name
Delivery
Sales Rep 2
Freight Carrier
SO #
13
SKU
Description
Restriction
Uba Tuba 3CM
Slab
Quantity
181.26 SF
Serial Num
Barcode Num
Lot/Block
1-80
QP280
323232
Bundle
116" X 75" = 60.42 SF
Quantity
1-79
QP279
323232
116" X 75" = 60.42 SF
1-78
QP278
323232
116" X 75" = 60.42 SF
Pulled By:_______________________
Checked By:______________________
Date:_______________________
52 / Stone Profit Systems
Packinglist #: 10002
Stone Profits Demo
445 E Ohio Street 350
August 20, 2013
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
printed on Tuesday, September 24, 2013 09:19 am
Bill to:
ShipTo:
Za Zing Fabrications
Za Zing Fabrications
4468 Grand Ave Unit 5B
Chicago IL 60625
P: 312-456-7897 / F: 312457878
F: info@zazing.com
Sales Rep 1
PO #
Delivery Type
adm inistrator
Job Name
SO #
Delivery
Sales Rep 2
SKU
6
Freight Carrier
Payment Terms
ABC Courier
Check/Cashiers Ck/Credit Card/Telecheck
Description
Quantity
Unit Price
Extended
Alaska White 3cm
56.00 SF
$15.00
$840.00
Serial Num
Barcode Num
Lot/Block
1-115
DT126
6653
Bundle
Terms and Conditions:
Sample Stone Co. warrants that: (i) it will provide its services hereunder in a professional and workmanlike manner; and (ii) the
third parties with which it contracts to assist it in obtaining respondents for surveys are required by their agreements with Sample
Stone Co. to comply with the federal CAN-SPAM Act. WITH THE EXCEPTION OF THE PRECEDING WARRANTY, Sample Stone Co.
MAKES NO WARRANTY WITH RESPECT TO ANY MATTER INCLUDING, WITHOUT LIMITATION, ITS SERVICES AND DELIVERABLES
HEREUNDER, AND EXPRESSLY DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION,
THE IMPLIED WARRANTIES OF NONINFRINGEMENT, TITLE, MERCHANTABILITY, FITNESS FOR ANY PARTICULAR PURPOSE, AND
ANY REPRESENTATION OR WARRANTY REGARDING THE PERFORMANCE, AVAILABILITY OR FUNCTIONALITY OF ANY ASPECT OF
THE SERVICES OR DELIVERABLES HEREUNDER.
Quantity
112" X 72" = 56.00 SF
Sub Total: $882.40
Tax(ALACHUA -ALACHUA 6%): $50.40
Total: $932.80
Chec k#: 10000: $200.00
Balance Due: $732.80
Customer:_______________________
Signature:______________________
Date:_______________________
Print Formats (Common) /
53
Invoice #: 10003
Stone Profits Demo
445 E Ohio Street 350
Chicago, IL 60611
August 23, 2013
P: 866-858-1915 F: 312-803-0012
printed on Tuesday, September 24, 2013 09:21 am
Bill to:
ShipTo:
137 Batavia St
Benton IL 95266
P: 700-805-8052 / F: 700-805-8055
F: Benton@bloomersconstuction.com
137 Batavia St
Benton IL 95266
P: 700-805-8052 / F: 700-805-8055
Bloomers Construction
Sales Rep 1
Bloomers Construction
PO #
Delivery Type
adm inistrator
Sales Rep 2
SKU
Job Name
SO #
Delivery
21
Freight Carrier
Description
Crema Bordeaux 3CM
Lot/Block
Payment Terms
Due Date
90 days
11/21/2013
Quantity
Unit Price
Extended
103.88 SF
$19.00
$1,973.72
Serial Num
Barcode Num
3-23
QP376
Bundle
110" X 68" = 51.94 SF
3-24
QP377
110" X 68" = 51.94 SF
Terms and Conditions:
Sample Stone C o. warrants that: (i) it will provide its services hereunder in a professional and
workmanlike manner; and (ii) the third parties with which it contracts to assist it in obtaining
respondents for surveys are required by their agreements with Sample Stone C o. to comply
with the federal C AN-SPAM Act. WITH THE EXC EPTION OF THE PREC EDING WARRANTY, Sample
Stone C o. MAKES NO WARRANTY WITH RESPEC T TO ANY MATTER INC LUDING, WITHOUT
LIMITATION, ITS SERVIC ES AND DELIVERABLES HEREUNDER, AND EXPRESSLY DISC LAIMS
ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INC LUDING, WITHOUT LIMITATION, THE
IMPLIED WARRANTIES OF NONINFRINGEMENT, TITLE, MERC HANTABILITY, FITNESS FOR ANY
PARTIC ULAR PURPOSE, AND ANY REPRESENTATION OR WARRANTY REGARDING THE
PERFORMANC E, AVAILABILITY OR FUNC TIONALITY OF ANY ASPEC T OF THE SERVIC ES OR
DELIVERABLES HEREUNDER.
54 / Stone Profit Systems
Quantity
Sub Total: $1,973.72
Tax(ALACHUA -ALACHUA 6%):
$118.42
Total: $2,092.14
Balance Due: $2,092.14
Invoice #: 10003
Deposit
#:500
August
23, 2013
Stone Profits Demo
Test
Miami
445 CO
E Ohio
Street 350
445
e ohioILstreet
Chicago,
60611
May 17, 2013
Miami,
FL 33172 F: 312-803-0012
P: 866-858-1915
P: 312-828-0602 F:
printed on Tuesday, September 24, 2013 09:21 am
printed on Wednesday, May 29, 2013 10:50 am
Checking Account:
Bill to: - Cash - BoA [Merchant]
000-1042
ShipTo:
Bloomers Construction
Bloomers Construction
137 Batavia St
Date
Party Name
Benton IL 95266
P:
700-805-8052
F: 700-805-8055
Oct
22, 2012 /Freight
Company
F: Benton@bloomersconstuction.com
Oct 26, 2012
137 Batavia St
Method
Check
Benton IL 95266
P:Check
700-805-8052 / F: 700-805-8055
Test Supplier
Sales Rep 1
Nov 08, 2012 AAA COOPER
Check
PO #
Delivery Type
adm inistrator
Delivery
Nov 08, 2012 AAA COOPER
Sales Rep 2
SKU
Job Name
Check
Check
Description
Lot/Block
Total
3
$3,000.00
13
$9,924.30
41
42
Freight Carrier
Crema Bordeaux 3CM
/ Ref #
SO #
$50.00
21
$100.00
Payment Terms
Due Date
90 days
11/21/2013
Quantity
Unit Price
Extended
103.88 SF
$19.00
$1,973.72
Serial Num
Barcode Num
3-23
QP376
Bundle
110" X 68" = 51.94 SF
3-24
QP377
110" X 68" = 51.94 SF
Terms and Conditions:
Sample Stone C o. warrants that: (i) it will provide its services hereunder in a professional and
workmanlike manner; and (ii) the third parties with which it contracts to assist it in obtaining
respondents for surveys are required by their agreements with Sample Stone C o. to comply
with the federal C AN-SPAM Act. WITH THE EXC EPTION OF THE PREC EDING WARRANTY, Sample
Stone C o. MAKES NO WARRANTY WITH RESPEC T TO ANY MATTER INC LUDING, WITHOUT
LIMITATION, ITS SERVIC ES AND DELIVERABLES HEREUNDER, AND EXPRESSLY DISC LAIMS
ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INC LUDING, WITHOUT LIMITATION, THE
IMPLIED WARRANTIES OF NONINFRINGEMENT, TITLE, MERC HANTABILITY, FITNESS FOR ANY
PARTIC ULAR PURPOSE, AND ANY REPRESENTATION OR WARRANTY REGARDING THE
PERFORMANC E, AVAILABILITY OR FUNC TIONALITY OF ANY ASPEC T OF THE SERVIC ES OR
DELIVERABLES HEREUNDER.
Quantity
Sub Total: $1,973.72
Tax(ALACHUA -ALACHUA 6%):
$118.42
Total:Total:
$13,074.30
$2,092.14
Balance Due: $2,092.14
Print Formats (Common) /
55
Print Formats (Distributors)
This section of print formats shows only those pertaining to distributors. Please review
these examples to make sure they will work for your company. If you have any changes or
suggestions, mark/draw them directly on the examples. Once you have made the changes
make a copy/scan and send it to your SPS contact.
Note: The examples are not to scale, make changes based on information placement.
Note II: If there is a document not seen here please send us a copy to setup.
• Hold Letter Homeowner
• Hold Letter Fabricator
• Pre-Purchase Request
Print Formats (Distributors) /
57
Stone Profits Demo
445 E Ohio Street 350
Hold #: 6
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
www.stoneprofits.com
Aug 23, 2013
printed on Tuesday, September 24, 2013 09:28 am
Bill To:
Job / Hom e Ow ner:
United States
ABC Customer
412 Chicago Ave.
Unit 2B
Chicago Il 60644
United States
P: 312-456-7894
F: 312-987-6545
E: info@abccustomer.com
Job / Home Ow ner
Architect
Expiry Date
Sales Rep
Sales Tax
Sep 27, 2013
adm inistrator
ALACHUA -ALACHUA 6%
Designer
General Contractor
Referred By
Thank you for visiting our facility recently. You have made a selection of the following material during your visit. We appreciate
your business!
Description
Quantity
Uba Tuba 3CM ()
Serial Num
Barcode Num
Lot/Block
1-62
DT73
552
Bundle
55.10 SF
Spp. Ref
Uba Tuba 3CM ()
Serial Num
Barcode Num
Lot/Block
1-63
DT74
552
Bundle
Slabs will be held for 10 Days without payment. We will continue to hold slabs up to 60 Days
with full payment. After 60 days, slabs will be returned to inventory and customers will be
credited 90% of the payment.
58 / Stone Profit Systems
Quantity
115" X 69" = 55.10 SF
55.10 SF
Spp. Ref
Quantity
115" X 69" = 55.10 SF
Stone Profits Demo
445 E Ohio Street 350
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
Hold #: 6
Aug 23, 2013
printed on Tuesday, September 24, 2013 09:32 am
www.stoneprofits.com
Bill To:
Job / Hom e Ow ner:
United States
ABC Customer
412 Chicago Ave.
Unit 2B
Chicago Il 60644
United States
P: 312-456-7894
F: 312-987-6545
E: info@abccustomer.com
Job / Home Ow ner
Architect
Expiry Date
Sales Rep
Sales Tax
Sep 27, 2013
adm inistrator
ALACHUA -ALACHUA 6%
Designer
General Contractor
Referred By
Y our customer recently visited our facility and made a visual selection of the following material:
Description
Quantity
Unit Price
Extended
Uba Tuba 3CM ()
55.10 SF
$15.00
$826.50
Serial Num
Barcode Num
Lot/Block
1-62
DT73
552
Uba Tuba 3CM ()
Bundle
Spp. Ref
55.10 SF
Serial Num
Barcode Num
Lot/Block
1-63
DT74
552
Quantity
115" X 69" = 55.10 SF
Bundle
Please send us a P.O. confirming the exact number of slabs you will require for this
project. We appreciate your business!
$15.00
Spp. Ref
$826.50
Quantity
115" X 69" = 55.10 SF
Sub Total: $1,653.00
Tax(ALACHUA -ALACHUA 6%): $99.18
Total: $1,752.18
Print Formats (Distributors) /
59
60 / Stone Profit Systems
Print Formats (Fabricators)
This section of print formats shows only those pertaining to fabricators. Please review
these examples to make sure they will work for your company. If you have any changes or
suggestions, mark/draw them directly on the examples. Once you have made the changes
make a copy/scan and send it to your SPS contact.
Note: The examples are not to scale, make changes based on information placement.
Note II: If there is a document not seen here please send us a copy to setup.
• Quote
• Install Schedule
Print Formats (Fabricators) /
61
Quote#: 4 - 1
Stone Profits Demo
445 E Ohio Street 350
August 21, 2013
Chicago, IL 60611
P: 866-858-1915 F: 312-803-0012
printed on Tuesday, September 24, 2013 09:58 am
Job Nam e: Jane Doe 1200 East Drive Chicago IL 60623 United States
P: 773-564-4544, ssF: 773-556-4464, E: Jane@gmail.com
Delivery
1234 Wood Street 1
Chicago IL 60606
Billing:
Bobs Builders
1522 East Maple St
Willbure IL 62333
United States
P: 4585522331
F: 4585522333
E: bnicks@bobsbuilders.com
Sales Rep
Payment Terms
Delivery Type
Project Type
Price Level
adm inistrator
90 days
Delivery
Residential - Rem odel
RET
Architect
Designer
General Contractor
Builder
Brand
Description
Quantity
Standard Install
Unit Extended
Price
$0.00
01
$0.00
1.00 EA
$50.00
$50.00
53.00 SF
$20.00
$1,060.00
1120 Round Sink
1.00 EA
$50.00
$50.00
Capri Lime Stone
1.00 EA
$75.00
$75.00
Absolute Black 2CM
Notes:
Sub Total: $1,235.00
Walk In Quote
Tax(SANTA ROSA -SANTA ROSA 6.5%): $77.03
Total: $1,312.03
Your savings on this quotation are $0.00
62 / Stone Profit Systems
Bar-Code Labels
This section will discuss the information you need to start printing bar-codes for your
inventory as soon as possible.
• Recommended Media/Printer
• Bar-Code Setup
• Bar-Code Printout Example
Note: Example is not to scale.
Bar-Code Labels /
63
Recommended Media/Printer
Bar-code Sheet Media
SPS offers a plastic tag material in letter size
that has 22 pre-cut labels per sheet. Bar-codes
can be printed on to media using any office
laser printer.
Laser Printers
SPS recommends the use of any laser printer. It
can be black and white or color. Laser Printers
are recommended for the speed in which
documents can be printed, and because the ink/
toner does not smear on media.
Smart Label Printer 440
Seiko Instruments USA Inc.
labelprinters.sii-thermalprinters.com
64 / Stone Profit Systems
Bar-Code Setup
Product Type Label Templates
Barcode label templates can be set up for each product type (Slab, Tile, Prefab, etc.) that you
define in the system setup. The system also allows you to set multiple product types to one
template. Each template can show different information or be set to print differently.
Configure Printed Information
SPS gives you the ability to configure the information you want to show on each barcode. See
the list below to see what information can be put on the bar-code labels.
_____ SKU
_____ Bundle #
_____ Quantity
_____ Company Logo
_____ Unique ID
_____ Supplier Reference #
_____ Product Name
_____ Picking Units
_____ Bar-Code ID#
_____ Packaging Details
_____ Lot #
_____ Supplier Code
_____ Size/Dimensions
Print Setup
The print setup determines how the bar-codes will print onto the desired media. The following
information is the setup for Stone Profit System’s bar-code label media (example on the
next page). If you choose to use a different media these are the configurations that can be
adjusted.
Note: The alignment of the print out to the bar-code sheet may vary from printer to printer. Some minor adjustments may
need to be made.
8.5
_____
Paper/Sheet Width
.125 Space Between Rows
_____
11
_____
Paper/Sheet Height
3.875 Label Width
_____
.75
_____
Paper/sheet Top Margin
.75
_____
Label Height
.375 Paper/sheet Left Margin
_____
.125 Left and top margins (within label)
_____
2
_____
Columns Per Page
150
_____
Number of Characters on Label
1
_____
Rows Per Page
30
_____
Barcode height (in pixels)
0
_____
Space Between Columns
65
_____
Logo Size (in pixels)
Bar-Code Labels /
65
66 / Stone Profit Systems






















Bar-Code Scanner Options
Motorola CS3070
Batch mode
http://www.motorola.com/
Motorola CS3070
Paired with tablet via Bluetooth
http://www.motorola.com/
Linea-Pro 4
iPhone/iPod Touch 1D/2D Scanner
http://www.ipcprint.com/linea-pro-4.html
Motorola MC9190-G
Or any personal computer type bar-code
scanner that can access the internet via WIFI.
Windows Mobile is recommended OS for this
type of scanner.
http://www.motorola.com/
Hold Labels /
67
Hold Labels
This section will discuss the information you need to start printing hold labels for your
inventory as soon as possible.
• Recommended Media/Printer
• Hold Label Setup
• Hold Label Printout Example
Note: Example is not to scale.
Hold Labels /
69
Recommended Media/Printer
Smart Label Printer 440
Seiko Instruments USA Inc.
labelprinters.sii-thermalprinters.com
Hold Label Media
Seiko Instruments USA Inc.
labelprinters.sii-thermalprinters.com
Model: White SLP-MPL4
Dimensions: 2-1/8” x 4”
Labels per Roll: 220
Bulk Label Trey
Seiko Instruments USA Inc.
labelprinters.sii-thermalprinters.com
Allows for label roll of 900
Label model: SLP-SRLB
70 / Stone Profit Systems
Hold Label Setup
Configure Printed Information
SPS gives you the ability to configure the information you want to show on each barcode. See
the list below to see what information can be put on the bar-code labels.
_____ Logo
_____ Customer Name
_____ Code
_____ Phone Number
_____ Fax Number
_____ Reference Name
_____ Reference Address
_____ Reference Phone Number
_____ Reference Mobile _____ Side mark
_____ Hold Date
_____ Expiry Date
_____ Printed Notes
_____
(fabricator)
(Homeowner/Designer/...)
If Selected in Person
Print Setup
The print setup determines how the hold labels will print onto the desired media. The
following information is the setup for Stone Profit System’s bar-code label media (example on
the next page). If you choose to use a different media these are the configurations that can be
adjusted.
Note: The alignment of the print out to the bar-code sheet may vary from printer to printer. Some minor adjustments may
need to be made.
10
_____
Sheet/Roll Width
1
_____
0
_____
20
_____
32
_____
Rows Per Page
(if roll enter 1)
1
_____
Columns per Page/Roll
0
_____
Spacing Between Rows
Spacing Between Columns
60
_____
Individual Label Width
Individual Label Height
2
_____
Left and Top Margin
(within label)
Total Characters
HOLD
Hold:
Contact:
Hold Date:
Contact Info:
147
May 15, 2013
Expires:
Serial Num:
Customer:
Product (SKU):
Home Owner:
Lot/Block:
Jun 19
MISC Miami Stone
12517-15
305-545-8588
Barcode Num:
DT22381
2cm ubatuba rhinestone(Ubarh2)
Sam
Size:
118" x 58"
There is 1 other slab/product on this hold
Hold Labels /
71
Dynamic Data Migration File Formats
For dynamic data migration Stone Profit Systems will be sending you Excel files listing the
information needed for each item to be migrated. There will be an Excel file for each of
the migration types listed below. With these files you will fill/paste your information in the
designated columns. The following pages in this book have the data fields listed out with
descriptions and examples to help you provide SPS with the appropriate information.
Note: Dynamic data will be required after the completion of the Static Data and should be worked on
simultaneously to training. Dynamic data files are due the Friday before your go live date.
HAVE FILES
# OF ENTITIES
STATIC MIGRATION TYPES
_______
_____________
Inventory In-Stock
_______
_____________
AR Invoices
_______
_____________
AR Receipts
_______
_____________
AP
_______
_____________
Trial Balance
Dynamic Data Migration File Formats /
73
Inventory In-Stock
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
ItemTypeValue
AlphaNumeric
50
Enter the value for the product type for this Inventory line.
SLAB / Tile
IsIndivisibleItem
AlphaNumeric
10
Enter "on" if quantity from this inventory line cannot be
sold partially. Has to be 'on' for Slab lines. The system is
configured in all modules to not be able to select partial
quantities if this field is set to 'on'.
on
mtInventoryAccount
AlphaNumeric
50
Enter the inventory asset account number that gets
debited for the value of this inventory line.
5040
mtCurrentLocation
AlphaNumeric
50
Enter the name of the Location of the warehouse at which
this inventory is currently located at.
Chicago
mtItem
AlphaNumeric
150
Enter the name of the material this inventory belongs to.
The material name has to match exactly to the name given
in the item file.
Black Absolute 3cm
CurrentSlabLength
Numeric
2
decimal
places
Current length of the Slab. Leave blank for other types of
products.
113.00
CurrentSlabWidth
Numeric
2
decimal
places
Current width of the Slab. Leave blank for other types of
products.
69.00
ReceivedLength
Numeric
2
decimal
places
Length of the Slab as of the received date. Leave blank for
other types of products.
113.00
ReceivedWidth
Numeric
2
decimal
places
Width of the Slab as of the received date. Leave blank for
other types of products.
69.00
CurrentQuantity
Numeric
2
decimal
places
Current Quantity in stock for the Inventory Line.
54.15
Quantity
Numeric
2
decimal
places
Current Quantity in stock for the Inventory Line.
54.15
74 / Stone Profit Systems
UOM
AlphaNumeric
50
Unit of measure for the product.
SF
UnitPrice
decimal(18, 2)
2
decimal
places
Unit landed cost for the inventory line.
4.45
Extended
decimal(18, 2)
2
decimal
places
Total landed cost for the inventory line.
240.97
SerialPrefix
AlphaNumeric
50
The prefix for the serial number of the inventory line.
IM
SerialNumber
AlphaNumeric
50
The serial number of the inventory line.
1 / 2 / 3/ 4 /5
SupplierBarcodeID
AlphaNumeric
50
Barcode ID or Barcode number for the inventory line in the
previous system.
IM-1 / IM-2
IDOne
AlphaNumeric
50
Additional information for the inventory item. E.g. : Lot# /
Block# / Bundle # / Supplier Reference# / Supplier Code etc.
C1012
IDTwo
AlphaNumeric
50
Additional information for the inventory item. E.g. : Lot# /
Block# / Bundle # / Supplier Reference# / SupplierCode etc.
25
IDThree
AlphaNumeric
50
Additional information for the inventory item. E.g. : Lot# /
Block# / Bundle # / Supplier Reference# / SupplierCode etc.
ASD256
IDFour
AlphaNumeric
50
Additional information for the inventory item. E.g. : Lot# /
Block# / Bundle # / Supplier Reference# / SupplierCode
etc.
C1012
IDFive
AlphaNumeric
50
Additional information for the inventory item. E.g. : Lot# /
Block# / Bundle # / Supplier Reference# / SupplierCode etc.
ASD256
Bin
AlphaNumeric
50
Exact bin Location of the inventory line within the
warehouse.
MS021
Mnote1
AlphaNumeric
500
Any notes in the previous system on this inventory line.
Dynamic Data Migration File Formats /
75
AR Invoices
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtCustomer
varchar(150)
150
Enter the name of the billing customer on the invoice. The
name of the customer must match exactly to the name
given in the customer file.
12081 / American Granite AND Marble
TransactionNumber
varchar(50)
50
Invoice number or the credit memo number.
1016688
TransactionDate
Date
Transaction date on the invoice or credit memo.
1/1/2013
DueDate
Date
Due date for this transaction.
1/31/2013
Amount
Numeric
2
decimal
places
Open Balance or Credit on this transaction rounded to 2
decimals.
25000.25
mtLocation
varchar(50)
50
Enter the location or profit center that this transaction is a
part of.
Chicago
mtPaymentTerms
varchar(50)
50
Payment terms on this invoice.
30 Days
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtCustomer
AlphaNumeric
150
Enter the name of the billing customer on the open receipt
or deposit. The name of the customer must match exactly
to the name given in the customer file.
ABC Customer
TransactionNumber
AlphaNumeric
50
Transaction number for the open receipt or deposit.
125252
TransactionDate
Date
Amount
Numeric
AR Invoices
76 / Stone Profit Systems
Transaction date for the open receipt or deposit.
1/1/2013
2
decimal
places
Amount on the open receipt or deposit rounded to 2
decimals.
1256.50
AP
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtPartyName
AlphaNumeric
150
Enter the name of the supplier / vendor on the invoice. The
party name must match exactly to the name given in the
supplier or vendor file.
Freight Company
TransactionNumber
AlphaNumeric
50
Invoice number or the credit memo number.
1016688
TransactionDate
Date
Transaction date on the invoice or credit memo.
1/1/2013
DueDate
Date
Due date for this transaction.
1/31/2013
Amount
float
2
decimal
places
Open payable or Credit on this transaction rounded to 2
decimals.
750.00
mtLocation
AlphaNumeric
50
Enter the location or profit center that this transaction is for.
Chicago
mtPaymentTerms
AlphaNumeric
50
Payment terms on this transaction.
30 Days
Dynamic Data Migration File Formats /
77
Trial Balance
FIELD NAME
DATA TYPE
LENGTH
DESCRIPTION/EXAMPLE
mtAccountNumber
AlphaNumeric
50
Enter the account number for which there is a debit or
credit balance.
100262
mtAccountName
AlphaNumeric
200
Enter the name of the account for which there is a debit or
credit balance.
Prepaid Expenses
AccountID
AlphaNumeric
50
Account ID for this account. Entered by SPS.
Debit
Numeric
10
Debit balance if any, rounded to 2 decimals.
15500.00
Credit
Numeric
10
Credit balance if any, rounded to 2 decimals.
15500.00
78 / Stone Profit Systems
Client Machine Tips
This section will cover various options/situations that you might encounter on each
computer while you are starting out.
• Recommended Browser
• Minimum Software
• Browser Print Options
• Network Requirements
• Remote Support Setup
• Domain Requirments
• Product Image size
• Tablet / Mobile Devices
• Minimum Hardware
Client Machine Tips /
79
Recommended Browser Installation
Google Chrome
Every web browser is slightly unique in the way that they respond to programming. One
function can work perfectly in one browser and not work at all in the next. SPS has worked
hard to make the system compatible across all browsers, but we have found that the system
works best in Google Chrome.
To Install Google Chrome (if not already there) Go to www.google.com/chrome. Once you
have reached the web-page click the blue button that says “Download Chrome”, and follow
the computers instructions to install.
Create a Shortcut to Your System
Once your system is installed on the server you will be given a URL. For ease of access we
recommend that a shortcut is created on each computer. To do this, navigate to your system
by entering the URL. Once you are at the login page, locate the icon just before the webaddress in the address bar. Click and drag this icon to you desktop. See images below for
reference.
80 / Stone Profit Systems
Browser Print Options
Printing From Google Chrome
When you select to print a document from Stone
Profit Systems you will see options like the example
on the left. Below are some tips to make sure the
settings are correct before you print.
Make sure you have selected the desired printer
Select all or designate specific pages to print. (all is default option)
Input desired number of copies
Make sure layout is set to “Portrait”
Margins should be set to “default” or “minimum”
Make sure “Headers and Footers” is turned off
Client Machine Tips /
81
Remote Support Setup
Remote Support Options
At various points of time Stone Profit Systems may be required to connect remotely to your
computer for support or training purposes. When this occurs you will be asked to use one of
the following software.
GoTo Meeting
SPS uses this software mostly for training purposes. It creates a connection between 2 or
more computers that allows them to view the screen of one of the computers connected. SPS
will create a meeting and you will be asked to do the following:
• Navigate to www.joingotomeeting.com.
• SPS will give you a 9 digit meeting ID that you will enter in the field and click continue.
• Your computer will download a file. Open that file and click run.
• Once the application is running you will be in the meeting.
If multiple people are in the meeting you might also be given a phone number for the meeting.
Dial this number and you will be connected to a conference call.
82 / Stone Profit Systems
GoTo Assist
This option will be used for quick support calls. GoTo Assist creates a remote connection
from the SPS computer to your computer, allowing SPS to see your screen, and control your
computer. SPS will create the session and instruct you to do the following:
• Navigate to www.fastsupport.com
• Enter your name/company name in the name field.
• SPS will give you a 9 digit support key. Enter it into the support key field and select continue.
• Your computer will download the application.
• Click “yes” to allow the software to make changes.
• Click “yes” when asked if you would like to join session.
Client Machine Tips /
83
Team Viewer
This option will be used during the initial setup as well as support calls. Once this application
is downloaded and installed it will stay on your computer making it easy and quick for SPS to
establish a connection.
• Navigate to www.teamviewer.com
• Click on green download button in the center of the page.
• Your computer will download the application.
• Open the application instal file, and click “run”.
• Select the way in which Team Viewer should operate. SPS recommends “install”.
- Install - this option will install the application to your computer. Next time you need to use it you would not have to download.
- Run - this option will run the application without installing it. Once you have finished the session the application will no longer be there.
• Click yes to allow Team Viewer to make changes to your computer.
• Select “Personal / non-commercial use”
• Accept the terms and agreements, and click “next”.
• Select “No” and click “next”.
• Application will install.
At this point the application is installed. You will now be able to establish a remote connection
with SPS by opening Team Viewer and following the instructions bellow.
• You will see a 9 digit number labeled “Your ID”. Give this number to the SPS team member.
• Provide them with the password when asked.
84 / Stone Profit Systems
Product Image Size
Image Sizes
Stone Profit Systems allows you to upload photos for each product, lot, and individual
slabs. This can be useful to create an image library for all your products so you can have
intercompany reference, and the ability to send your customers images through e-mail. Also,
If you plan on using the web connect module these images can be pushed to your web site
instantly creating a web friendly product index.
To upload image to the system it is important to have the images meet size restrictions as
well as retain quality of the image. In most cases you will not be able to upload the images
directly from your camera. Typically cameras take pictures and save them with large file sizes
that will be to large to upload. To repair this you will need to re-size all the images to make
them suitable for use on the web.
Acceptable Sizes
• 1024x768 pixels (maximum)
• 800x600 pixels (Recommended)
• 640x480 pixels
• 512x384 pixels (minimum)
- The resolution for each of the dimensions is 72dpi.
- File size should be Under 200KB
- The aspect ratio or proportions may differ from your photo. In that case, adjust image proportionally to the width.
- If image needs to be cropped, crop the image to the desired dimensions.
- If adjusting/cropping manually, constrain proportions by holding shift key.
Client Machine Tips /
85
Minimum Hardware for All Client Computers
The minimum hardware that is required to install and run SPS Quantum includes:
ITEM
Processor
REQUIREMENT
Intel Pentium/Celeron family or compatible Pentium III Xeon or higher processor
minimum 1.4 GHz or higher recommended
RAM
2GB RAM or More recommended
Monitor
Super VGA (1024 x 768) or higher resolution monitor
Communications
DSL or higher quality connection is required to access the application via an internet
browser.
86 / Stone Profit Systems
Software Requirements for All Client Computers
The following software must be present on the computer for SPS Quantum to be accessed.
REQUIREMENT
Notes
Google Chrome 10.0.612 or higher
Web browser clients can run on many operating systems.
However, those configurations are supported only for issues that
Internet Explorer 9.0
can be reproduced when the browser is running on an operating
system that is supported for SPS Quantum.
Mozilla Firefox 3.5 or higher
Safari 4.1.3 or higher
2007 Office release, Service Pack 2 or
2010 Office release
Supported Client Operating Systems
OPERATING SYSTEM
Notes
Windows 7 Professional edition, Home Edition,
Both 32-bit and 64-bit versions of Windows 7 are
Ultimate edition, or Enterprise Edition
supported.
Windows Vista Business Edition, Home Edition,
Both 32-bit and 64-bit versions of Windows Vista are
Ultimate Edition or Enterprise Edition with Service
supported.
Pack 2
Windows XP Professional Edition, Home Edition
Both 32-bit and 64-bit versions of Windows XP are
supported.
Client Machine Tips /
87
Network Requirements
In the table below are the minimum network requirements for connection between the client and the SPS Quantum
application server (QAS) as well as the connection between the SPS QAS and the database servers.
VALUE
CLIENT TO QAS
QAS TO DATABASE
Bandwidth
DSL or higher quality connection
100mps
Latency
Less than 5 Milliseconds
We recommend that you consider the following types of connections when planning your system:
• For a system that uses a local area network (LAN) or wide area network (WAN), connect by using IP restricted access
to the IP address of the server that is setup as a web site in Internet Information Services. SPS Quantum can operate on
networks that use Internet Protocol Version 4 (IPv4) or Internet Protocol Version 6 (IPv6).
Domain Requirements
Consider the following domain requirements when you install SPS Quantum:
• Computers that are running SPS Quantum must have access to the server on which the SPS Quantum system has
been setup in IIS.
88 / Stone Profit Systems
Tablet / Mobile Device Options
Apple iPad, iPad Mini, iPhone,
iPod Touch
http://www.apple.com/ipad/
Google Nexus 4, 7, and 10
https://play.google.com/store/devices?feature=corpus_selector
Samsung Galaxy Tab and Note
http://www.samsung.com/us/mobile/galaxy-tab
Windows Surface
http://www.microsoft.com/Surface/en-US
Client Machine Tips /
89
Tile
Fabricators
Quarries
Slabs
Deliveries
Consignment
Warehouses
Distributors
Manufacturers
GETTING STARTED
A CHECKLIST AND GUIDE