Getting started

 

Components

 

The program includes 3 major components:

 

CurtestSinglePro.exe The main program

DB.mdb  The main database file for any Curtest company you may have.

I-E-2-Curtest.exe    This small program will import excel file to a Curtest database.

 

You will only use directly the CurtestSinglePro.exe program (The Main Program) and the I-E-2-Curtest.exe now and again.

 

Once you run curtest for the first time Curtest will ask you to enter in your company details and will save this information  for you. If you need to edit this information at any time follow the instructions below.

Setting up your business and Vat information

 

To access this database double click the business information icon on the main short screen, from the menu bar click ‘Records/Business Information’ or press the F9 button, and edit this information in this dialog box, then save it.

 

How to use Curtest

 

1.       Once you have edited or entered in your business information go to the customer’s database and enter in a new customer (e.g. enter in your own name and address etc) and save the information.


 

2.       Without closing the customer’s database select the short cut button top left hand corner or click the shortcut link in the Opened Forms list on the right hand side of the screen.


 

3.       Now select Estimates and Orders or press F2 to select and click new.


 

4.       In this dialog box you can enter in one two or all items that a customer my need for a completed job.
4.1 The Estimate ID and Status has been enter in automatically by Curtest. First Select the Customers Database dropdown database at the top of the dialog box by clicking the yellow folder Icon. (Select your name from the dropdown list) Curtest will enter in you details.
4.2 Select the Description from the Category/Description Options dropdown list or just write in a description of your own.
4.3 Now If the customer is ordering Fabric, Wallpaper, Cushions, Tracks/ Pole  Upholstery items etc you can get these from the products database or enter in the information manually and click Add (You can also add a fitting charge in this section if you wish)
4.4 Once items have been entered in the total price will appear at the bottom of the dialog box. NOTE all prices include Vat/Tax.


 

5.       If you wish to add a Curtain or Valance select the wizard to use from the Wizard dropdown list or click go the selected wizard will automatically open so you can enter in the information for the curtain etc. See the Using Wizard Help file for more information on using wizards within Curtest.


 

6.       Once you have entered in the information for the wizard and you have got to the end of the wizard select the ‘Save and Close’ button


 

7.       All information about this curtain will be saved in the Wizard Information Section of this dialog form. (Note: You can retrieve and change this information at any time by selecting the item line and clicking the ‘Update Item’ Button.)


 

8.       Once you have entered in all the information for this room/ house etc Click Save to Close and save the estimate.

 

Using Sales Invoicing database system.

 

1.       Select the Sales Invoice icon on the main screen (Or Curtest Desk Top) or press F5.

 

2.       Select the ‘New’ Button and an Invoicing Dialog box will open. 


 

3.       In this dialog box you can enter in all the Estimates/Orders for a customer. Or just enter in a product on it’s own if the customer in only needing Fabric or Wallpaper etc.

3.1 The Invoice ID and Date has been enter in automatically by Curtest. Enter in an Order Number if you wish.  First Select the Customers Database dropdown database at the top of the dialog box by clicking the yellow folder Icon. (Select a customers name from the dropdown list) Curtest will enter in the customers details. (If this is a new customer select the orange paper icon to the right of the yellow folder icon and enter in the new customers details, and click save.)

3.2 Once the customer (This will be your name and address) has been selected the customer’s estimates or orders dropdown menu will appear. If you are entering items from this database select the yellow icon and click on the estimate or order to use and then click the Add button.

 
3.3 Now enter in the product information, Qty, and Price and click add to add this item to the list.

3.4 Once all items have been entered in the total price will appear at the bottom of the dialog box. NOTE all prices include Vat/Tax


 

4.       DISCOUNTS You can give the customer a discount as this time. Note: if the customer has a discount set in there customer account this amount will automatically be enter in here by Curtest.

 

5.       DOCUMENT TYPE Select OPEN and save the invoice if you wish to come back this invoice.  If you are printing the document to add it to a letter to send out to the customer you can select ESTIMATE, QUOTE, PRO-FORMA or write in your own description and print the document.

Note: If you select INVOICE there is no option to print the document until the document has been posted to the customers account. (Once the invoice has been posted to the customers account it can only be viewed and re-printed) 

 

6.       VAT SUMMARY Clicking this button will give you the vat/tax summary for the invoice this will also appear on the print out.

 

 

 

Once the invoice has been posted to the customers account open the customers account from the main screen and click the ‘Account History/Payments’ button to make a payment for this customer.

 

 

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