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Simplified Business Management Systems ♦

System Login

This is the main start up screen.

Navigation:

Double click on this Icon to get the main screen to enter SBMS

User Name: Type the User Id assigned to you. Press <Enter> Key to go to password.

Password: Type your password. Password is something which should be kept secret.
Press <Enter> to go to Unit.

Unit: In this press key F9. You will get a small pop up menu as help from which
you can select the required site you want to work in. Press <Enter> to go
inside the system.

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Simplified Business Management Systems ♦

System Login

Change Password:

Purpose:
As the name specifies this is used to change the password of the login
user. Password is one which should be kept secret and changed periodically. The above
screen pops up when you press Change Password Tab. You have to input old password
first and type a new password and retype the new password again so as to avoid typing
errors. Press OK to go back to Login Screen.

If you have entered this screen by mistake you can press Cancel to exit the same and
continue using your old login password.

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Simplified Business Management Systems ♦

System Login

This is the main screen of the SBMS, which looks like as below and all the modules can
be accesses either by Arrow Keys on Keyboard or by using mouse.

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Simplified Business Management Systems ♦

System Login

User Preferences

Purpose

As the name tells this module is particularly made for the convenience of user. If few
modules are used very regularly then every time a user has not to trouble himself to go to
that sub module again and again.

How to use

Module name Sub module name Select the module name

Press this button to move this particular sub module to your user preference.

Press this button to move all sub modules names in this column to your user
preference.

Press this button to move this particular user preference back to sub module.

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Simplified Business Management Systems ♦

System Login

Press this button to move all names in this user preference column back to
respective sub modules

We will illustrate what ever written up by an example.

Suppose we want to put BOL Lith in User Preference then follow as given
Module name Sales BOL Lith Click

New Screen looks like

Like wise rest sub modules can be populated in User Preferences.

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Simplified Business Management Systems ♦
System Login (Exit System)

Exit System

This module is for exiting system.

Purpose

User can be at any stage of form and can exit the system through this key.

On the Top user will find this symbol of Exit Button. This can be pressed and user
can exit the system.

+ Q : User can press the Control button on keyboard and Q button repeatedly to
switch out of the screen.

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Simplified Business Management Systems ♦

System Login (Exit System)

If user is on the main screen as below.

+ Q : User can press the Control button on keyboard and Q button repeatedly to
switch out of the screen.

User can press this button to move out of the SBMS screen and
system.

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Simplified Business Management Systems ♦
System Login

Keyboard Help

The keys on the first row of keyboard are called Function Key. Each key plays an
important role. Below are listed function roles.

The keyboard provides a variety of help in using the Forms. Various records and fields
can be accessed with the help of these keys on keyboards. User can use them to navigate
in the form or in the query.

Exit
+Q

Next Set of Record


+>

Previous Block
+

Next Record
+Down

Next Field/ Item

Previous Field/ Item


Shift +

Previous Record
Shift +

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Simplified Business Management Systems ♦

System Login

Now Various Function keys are also used extensively. These can be listed as

Help on any field

Display error
Shift +

Find Duplicate Field or Item

Clear all fields or Record.


Shift +

Block Menu

Clear Block
Shift +

New Record

Delete Record
Shift +

Enter a Query

Clear The Form


Shift +

Execute a query.

Print
Shift +

List of Values

Save

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Simplified Business Management Systems ♦
System Login (Relevant Parameter)

Run Reports

This module is for finding relevant parameters for reports.

Accessibility:

(MODULE Reports  SUB MODULE  Name of Report As Required)


(Action  Double Click on As Required)

Purpose

Reports are the output for which basically all the detailed data entry is done. Any report
gives the result as in the desired formats and as designed. Reports are run on certain
parameters which decide the accuracy and viability of report.

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Simplified Business Management Systems ♦

System Login (Relevant Parameter)

User can go into the desired module and run the desired report. We will explain taking an
example suppose SALES.

User can go into Report then Sales Reports now after giving the parameters as stated
below.

• User can give From Date and To date or As on Date.

• Display Parameter Form: This is a check box option. User can check the same
and list of required parameters specific to each report are shown in the screen.

• Now user has to select the desired report by selecting the same by mouse.

• User can Run the Report by pressing the Run button corresponding to the
desired Report.

User can select the dates and click the display parameters so that it is specified that what
all parameters are necessary for the correct report.

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Simplified Business Management Systems ♦
System Login (Relevant Parameter)

Now suppose user selects BOL Report with Display Parameter on and presses the
corresponding Run Button of BOL then

A report Background engine starts and a form is displayed in between as above where all
the details of destination, printing criteria are stated.

This screen elaborates what are the major and relevant factors governing the particular
report. These if selected properly can lead to correct and desired report.

Now user can click this button to run the report. The desired report is thus displayed
on the screen which can be printed if required by the user.

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Simplified Business Management Systems ♦
System Login(Reports in Excel)

Reports in Excel

This module is for getting the report in Excel.

Accessibility:

(MODULE Reports  SUB MODULE  Name of Report As Required)


(Action  Double Click on As Required)

Purpose

Reports are the output for which basically all the detailed data entry is done. Any report
gives the result as in the desired formats and as designed. The basic need of getting the
report in Excel is as excel is a very powerful tool to manipulate the data and use and
modify it according to the user.

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Simplified Business Management Systems ♦

System Login(Reports in Excel)

User can go into the desired module and run the desired report. We will explain taking an
example suppose SALES.

User can go into Report then Sales Reports now after giving the parameters as stated
below.

• User can give From Date and To date or As on Date. List of required parameters
are specific to each report.

• Is Generate Excel: In each report user will find this option. It is a drop down

option where facility to get excel or not is specified. If user wants to


get the report in Excel then select Yes.

• Now user has to select the desired report by selecting the same by mouse.

• User can Run the Report by pressing the Run button corresponding to the
desired Report.

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Simplified Business Management Systems ♦

System Login(Reports in Excel)

Now suppose user selects BOL Report with Display Parameter on and presses the
corresponding Run Button of BOL then

A report Background engine starts and a form is displayed in between as above where all
the details of destination, printing criteria are stated.

Now user can click this button to run the report. The desired report is thus displayed
on the screen which can be printed if required by the user.

After running this report the Excel Report is stored in C:\TMP folder and user can use the
desired report as per users need.

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Simplified Business Management Systems ♦
System Login(Run Report)

Run Reports

This module is for running reports.

Accessibility:

(MODULE Reports  SUB MODULE  Name of Report As Required)


(Action  Double Click on As Required)

Purpose

Reports are the output for which basically all the detailed data entry is done. Any report
gives the result as in the desired formats and as designed.

Simplified Business Management System


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Simplified Business Management Systems ♦
System Login(Run Report)

User can go into the desired module and run the desired report. We will explain taking an
example suppose SALES.

User can go into Report then Sales Reports now after giving the parameters as stated
below.

• User can give From Date and To date or As on Date. List of required parameters
are specific to each report.

• Now user has to select the desired report by selecting the same by mouse.

• User can Run the Report by pressing the Run button corresponding to the
desired Report.

User can select the dates and click the display parameters so that it is specified that what
all parameters are necessary for the correct report.

Simplified Business Management System


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Simplified Business Management Systems ♦

System Login(Run Report)

Now suppose user selects BOL Report with Display Parameter on and presses the
corresponding Run Button of BOL then

A report Background engine starts and a form is displayed in between as above where all
the details of destination, printing criteria are stated.

Now user can click this button to run the report. The desired report is thus displayed
on the screen which can be printed if required by the user.

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