Horizon Foods - Horizon Palm Program

Palm Program things to be aware of

1 – All customers are pre loaded for you, but from now on all NEW Customers must be manually entered by you directly into the palm using the palm’s stylus ( pen )

Menus


Customer Screen	Edit Menu	Report Menu	Misc. Menu

These Menus give additional functionality to the customer screen. To bring them up click on the Menu tab in the upper left corner of the customer screen

Setting the Purchase Method – YOU MUST DO THIS NOW

The program has two ways to bill the customer depending on which method you wish to use you need to tell the program how to do the billing.

Do you want:
box deal – sell X boxes and give a package deal
standard – sell each box at a price, this way you can keep records of the profit you make on each item

To set this option start the Horizon program and when it is launched in the upper left corner of the screen there is a tab that says Menu. Click the Menu tab with the stylus pen and then the 3 Menu options appear Edit, Report, and Misc. Click on the Misc Menu and then Preferences in the Misc Sub Menu. In the Preferences window the field called Purchase Method is where you would choose either Box Deal or Standard. When Finished click on the Save button on the bottom of the screen.

Help System

On various screens in the program there is a ? button. This button brings up the help on that screen. For example the ? button on any screen that displays a customer’s information will bring up the help on the customer information screen. The help on the customer display would tell you about the other buttons on that screen.

Modifying the Customer Database


New Customer	Edit Customer	Delete Customer	Custom Fields

To add/edit/delete a customer click the Menu tab in the upper left corner of the screen. Then click on the Edit Menu and your options are:

If you click on delete accidentally click no in the confirmation popup.

The Edit and New customer choices bring you to the same screen. The only difference is the personal information on file will populate the fields so you only need to add/change.

The buttons along the bottom are:

Modifying the Custom Field Names

Custom Fields

How - To change the names of the custom fields that show up when you click on the Custom button in the New/Edit Customer screen click on the Menu tab in the upper left corner, then the Misc Menu and the Custom Fields option in the Misc Sub Menu. This will bring up the screen where you can change the names from the default of Misc Field 1 through Misc Field 8. When finished click the Save button to commit the changes to memory or click the cancel button to ignore the changes.
Why - These fields are there so that any additional information about a customer that you wish to add to the records can be stored. They are searchable just like the regular fields like city or name. Examples are add a dogs name, allergies, etc

Generating Reports

Any sales that are made after the program is installed on the Palm Handheld are available to have reports made on them. Any sales made previous to installation are not available. To generate reports click on the Menu Tab in the upper left corner then Report to choose the Report Menu and then click the report you wish to generate from the Report Sub Menu.

Backing up the Unit

Hotsync Manager

How - The Hotsync function of the palm is what you need to use to backup the unit. The computer you are going to do the backup to needs to have the palm desktop software installed. The software and the cable needed to transfer the data should be included with the handheld at purchase time. When it is installed on the computer a program called hotsync manager needs to be running to perform a hotsync. Next to the clock there should be a blue and red color version of the circle icon in the picture to the left. When the hotsync manager is running and the cable is connected to the computer and the handheld then you just need to click on the hotsync icon on the palm. The first time that a hotysnc is performed you want to use the hotsync from the main application list screen of the palm. This way you can make sure that the options are set correctly.
The options you want are Local not Modem and Cradle/Cable, just like in the image above. When set click on the hotsync button in the middle of the screen. In the future when the options are set correctly you can then click on the hotsync icon on the cradle or in the upper right of the area where you write in letters/numbers. The icon there is usually either the same as the hotsync button from above or a star.
Why - If the battery were to completely drain then all the data on the unit could be lost. To avoid this you need to periodically back the unit up. Also any customer information you put in the palm that does not also get into the Horizon computer at your office will also be lost.

Charging the Unit

Use the wall charger included with the handheld at purchase time. Another option is a car cigarette lighter style charger. Under normal conditions you can keep your handheld battery charged by using a charger for 15 to 30 minutes each day.

Modifying Product Database


Product Maintenance	New Product	Edit Product	Confirm Deletion

To delete a product, add a new product or to change the price of an existing one you need to click on the Menu tab in the upper left corner of the screen then the Misc Menu and the Product Maint Sub Menu.

Add - From the Product Maintenance screen you can click the New button to add a product to the database. That will bring up a screen where you can add the information about the product. When finished click the Save button to add the product or click the Cancel button to ignore.
Edit/Delete - browse through the listing and then click on the product name.

For More Information The Horizon Palm Program Frequently Asked Questions is at:

http://www.horizonfoods.com/palm/faqs.html

For other Generic Palm Questions Try the manuals which are in pdf form on the Palm Desktop CD

http://www.horizonfoods.com/palm