gettting started - upgrade guide - orders plus. review the getting started – upgrade guide 5....

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p Business Systems of America, Inc. py www.ordersplus.com y p Phone: 1-800-764-4272 py Fax: 1-800-340-9239 y

Getting Started – Upgrade Guide Congratulations on your purchase of the latest version of ORDERS Plus Gold. We look forward to working with you and are confident ORDERS Plus will continue to be a valuable asset to your company.

Package Contents

All boxes and paperwork included with your shipment are required for installation. All ORDERS Plus Software Modules, Documentation and Network Licensing purchased are all on the ORDERS Plus Upgrade CD in the ORDERS Plus Product Box. You will also receive a Licensing/Serial# card for each of the ORDERS Plus products you have purchased. If you have not received these items, please call us at 800-764-4272 ext. 100.

If you also purchased BusinessWorks, you will have a System Manager Product Box that contains the BusinessWorks Product CD. Like ORDERS Plus, the BusinessWorks CD contains all of the BusinessWorks Software Modules and Electronic Documentation. You will also receive a Licensing/Serial# card for each of the BusinessWorks Modules and/or any BusinessWorks Network Extension purchased. The BusinessWorks CD and all Licensing/Serial# cards are shipped directly from Sage Software. If you have not received these items, please call 800-447-5700 press 3 and then 1.

Customer Profile

To provide the best possible assistance, a Customer Profile MUST be completed. The Customer Profile will provide us with updated contact information. Please visit: http://www.ordersplus.com/support/forms/siteprofile.htm

ORDERS Plus Administrator

A Single Person within your organization should be designated as the ORDERS Plus Administrator. Your ORDERS Plus Administrator should be computer literate and capable of becoming familiar with detailed operations and maintenance functions for ORDERS Plus and BusinessWorks. Your ORDERS Plus Administrator is also responsible for supporting the users within your company.

Pre-Installation Checklist

To upgrade your existing installation of ORDERS Plus, you will need:

1. ORDERS Plus Gold Upgrade CD

2. ORDERS Plus Invoice & Unlocking Keys (Included with your shipment)

3. BusinessWorks Gold Upgrade CD & Unlocking Keys (If purchased)

4. Review the Getting Started – Upgrade Guide

5. Review the Getting Started – Installation Guide

6. Download & Run the ORDERS Plus Upgrade Advisor to detect any problems that will need to be resolved prior to installing the upgrade. Please visit: http://www.ordersplus.com/support/files/opupgradeadvisor.exe

7. Download the latest BusinessWorks Gold Service Pack from the BusinessWorks Support Website

8. Complete Db Verification of ORDERS Plus Database Files and Backup of the OPLUS Folder on the day of installation

9. A Complete Listing of all the Enhancements to Date is available by visiting http://www.ordersplus.com/upgrade.htm

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Installation Summary & Planning Timelines

Typical installation times are based upon how much data is present, processor speed, real-time antivirus and background tasks. If ORDERS Plus Gold and/or BusinessWorks Gold are already installed, this process may take 8 hours to complete. If upgrading from ORDERS Plus 2KXP or lower, it may take 24-72 hours to complete step #1. If upgrading from BusinessWorks 12 to Gold, it may also take up to 24 hours to complete steps 7 & 8. Also budget between 2-4 hours to install the respective service packs discussed in steps 6 & 12. The bulk of the time taken is during database updates which do not require user intervention. The following steps summarize the overall installation procedures. Pages in the Getting Started – Installation Guide are also referenced.

1. Install the ORDERS Plus Gold Upgrade at the Fileserver Computer 2. Install ORDERS Plus Network License (2KXP or Lower Users Only) 3. Run Workstation Setup at the Fileserver Computer to Access ORDERS Plus. 4. Login to ORDERS Plus Gold at the Fileserver and Register ORDERS Plus. 5. Confirm Database Integrity at Fileserver Computer. 6. Run BusinessWorks Gold Upgrade Workgroup/Network Installation on Fileserver Computer. 7. Run the BusinessWorks Gold Database Converter if upgrading from BusinessWorks Version 12 8. Determine Drive Map Letter to be used for all workstations that require access to BusinessWorks. 9. Login to BusinessWorks Gold at the Fileserver Computer 10. Register BusinessWorks at the Fileserver Computer 11. Install the latest BusinessWorks Service Pack at the Fileserver Computer 12. Run ORDERS Plus Gold Workstation Setup at the Administrator Workstation (2KXP or Lower Users Only) 13. Run BusinessWorks Gold Client Setup at Administrator Workstation 14. Repeat Steps 12 & 13 for each workstation that requires access to ORDERS Plus and/or BusinessWorks

Getting Help – Pre-Installation Consulting

Many of our Customers have found it helpful to discuss their specific upgrade installation in conjunction with their current requirements. If you require any assistance prior to installation, please schedule a Consulting appointment. During this appointment, all aspects of the upgrade can be discussed ahead of time, to determine overall requirements and plan for the least complicated impact on the business. Please visit: http://support.ordersplus.com to schedule an appointment.

Getting Help – Post Installation

The ORDERS Plus Manual contains everything we know about ORDERS Plus. It is a living document and the primary resource for operating, maintaining and troubleshooting ORDERS Plus. The ORDERS Plus Manual is always updated with the latest information about ORDERS Plus. If a customer contacts us with a question, we first ask ourselves; "Is the Answer in the Manual?” If not, it’s added and released in the next service pack. If the Answer is in the manual, we ask ourselves, "Is There Anything We Can Add to Make the Subject More Understandable to the User?" If so, the enhancements are made and released in the next service pack.

1. Press F1 or MANUAL to display the ORDERS Plus Manual. 2. Select the SEARCH TAB and enter text related to a specific subject. 3. Press LIST TOPICS to display text results related to the subject.

Post Installation Training Recommended

After the ORDERS Plus and/or BusinessWorks upgrades have been installed, many Customers have found it beneficial to schedule an appointment to discuss new features and/or additional configuration topics. Please schedule an appointment at least a week in advance of your planned installation date. Contact our Help Desk by visiting: http://support.ordersplus.com

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Before You Begin the Upgrade Installation Existing ORDERS Plus Gold Users - The latest ORDERS Plus Gold Upgrade should not take any longer than installing an ORDERS Plus Gold Service Pack. However, we recommend you budget the unattended process to run overnight. All enhancements and/or fixes made to ORDERS Plus Gold are included with the upgrade. The amount of time it takes to complete is based upon the amount of data, processor speed, real-time virus checking and any other background server tasks.

ORDERS Plus Gold 2004 or Lower Users Only - Please be advised that due to new purge features in ORDERS Plus Gold, the technical operations of the Standard Invoice and Purchase Order forms were modified to allow for transaction printing whether or not the Customer, Vendor, Inventory Item or Sales Rep Number still exist in the system. This only applies to Customers that have ORDERS Plus Gold 2004 or Lower Installed. Due to these changes, any Custom modifications that were made to your standard Invoice or Purchase Order forms will result in a problem when printing. This problem only relates to the standard invoice and purchase order form. Other forms available from the respective menu will print and can be used on a temporary basis. To resolve this problem your custom form MUST be modified. To get the modifications, you must email the INVFRM1.SBV/SBP or POFRM1.SBV/SBP files to [email protected] Our Engineering Team will then make the modifications to your form(s) and they will be wrapped up in their own installation program allowing for easy installation in the future. The cost of this service is 2 incidents per form and will take not longer than 2 business days to complete. If you are unable to email the files to us, an appointment must be made to connect to your system and retrieve the files. Additional charges will apply. Attention 2KXP or lower users. The modifications to the INVFRM1 and POFRM1 files will simply allow those forms to print exactly as they have been designed. No other modifications will be made to support the latest standard specifications.

ORDERS Plus 2KXP or Lower Users - The ORDERS Plus Gold Upgrade will take some time to complete depending upon the amount of data, processor speed, real-time virus checking and any other background server tasks, please be patient. The Upgrade Process will take much longer than typical database verification since new critical data fields that have been added, are also being updated. Once the Upgrade Starts, it cannot be shut down. New enhancements to the installation process will require human interaction to start the upgrade process. However, once the process is underway, the installation will require no additional input and can be left to run unattended. If you chose to leave the upgrade process overnight, make sure system backups, database verification (reindexing) or any other unattended operation does not attempt to access the OPLUS Folders during this time.

Disable Real-Time Virus Scanning - We suggest that any real time virus scanning be disabled during the upgrade process. Our own tests have concluded that real-time scanning will add 50% more time to complete installation of the upgrade. Do not use the Time Remaining information as a reference to the actual time to complete the upgrade. It does not take into consideration the upgrade process and is solely based upon time to install files.

Server Usage - We suggest limited access to the server during the upgrade process as this will reduce the amount of time needed for the upgrade to complete.

Database Verification/Re-Indexing – Installation of the ORDERS Plus Gold Upgrade forces the confirmation of Database Verification the same day as installation of the upgrade. Therefore, you must Verify Database Integrity for ALL ORDERS Plus Company Folders prior to installation of the ORDERS Plus Gold Upgrade.

Backup The OPLUS Folder - A Backup of the entire OPLUS folder, using Backup Software, is required. Make sure to use reputable backup software that is reliable and that can be restored, in case of an Emergency. Make a Backup of the entire OPLUS folder to media that is not a folder on the server computer. Multiple copies of ORDERS Plus will prevent successful installation of the upgrade.

Internet Connection Required - A Connection to the Internet is required to Install ORDERS Plus Gold. Certain required key files are located at the ORDERS Plus CustomerCare Web Site and are downloaded during installation. The Upgrade will not install if a live connection to the Internet is not present.

Decimal System - If your company is using more than 2 Decimal Places in ORDERS Plus, the ORDERS Plus Gold Upgrade will automatically replicate the decimal system chosen for each company DATA folder.

Multiple Companies - If you have defined multiple company folders underneath the OPLUS folder, the ORDERS Plus Gold Upgrade will automatically upgrade the secondary companies, after upgrading the main DATA Company. NOTE: Multiple OPLUS folders cannot be upgraded.

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Custom Forms and Reports - If your company is using custom forms and reports designed for versions of ORDERS Plus 2KXP or lower, they may or may not work correctly with ORDERS Plus Gold. After installation of the upgrade, install your custom forms or reports as normal. If they do not work as intended, modifications will be required and respective fees will apply. Please contact our CustomerCare Department to start the process of re-engineering your custom forms and/or reports if they do not appear to work correctly with ORDERS Plus Gold.

Pre-printed Forms - If your company is using Pre-printed forms, please download the Forms Kit from the CustomerCare web site and run the program on the company using the pre-printed forms.

If Any Problems are encountered during or after the upgrade - We suggest the upgrade be installed off hours during the work week, so if problems occur, you can contact our CustomerCare department the next day. If after upgrade installation, you experience any problems. Install the upgrade again. The time to re-install will be ¼ of the original installation time.

ORDERS Plus 2KXP or Lower Users Only Open/Incomplete Bill of Materials, Work Order Transactions - Due to new enhancements to the Manufacturing System in ORDERS Plus Gold, the Upgrade Installation will mark any Open or Incomplete Work Orders as complete. Forcing All New Transactions to be created using ORDERS Plus Gold. Therefore, You MUST Build or Cancel all Issued Bill of Materials, Work Orders.

Complete or Post ALL Open Invoices - Due to new posting enhancements to ORDERS Plus Gold, the Upgrade Installation will close all Open Invoices without posting them. This is designed to force all new transactions to be created using the new version. If your company does not post invoices, this does not apply.

Default Inventory Asset Account – The Default Inventory Asset Account may not be 0000.00. Please change the default Inventory Asset Account to a valid G/L Account number. This is required whether or not you are interfaced with an accounting system.

Complete or Post ALL Purchase Order Receipts - Due to new posting enhancements to ORDERS Plus Gold, the Upgrade Installation will close all Open Purchase Order Receipts without posting them. This is designed to force all new transactions to be created using the new version. If your company does not post purchase orders, this does not apply.

Security Rights To User Accounts – The Security System in ORDERS Plus Gold has been completely redesigned. After Installation has completed, it will be necessary to Login to ORDERS Plus. A New Manager Account will be created during installation and must be used to login. USER ID: MGR PASSWORD: 1234 After Registration use the MGR Account to access ORDERS Plus Gold and assign Security Rights to the User Accounts Defined For Your Company. We suggest you refer to the new ORDERS Plus Gold Online Manual and review the new security options and their meanings.

Re-registration of ORDERS Plus Gold and ALL Modules Required – Included with your purchase are Proof of Purchase Registration Cards and Unlocking Keys on your invoice. You will need to enter all of this new Registration information upon first login to ORDERS Plus Gold. Proof of Purchase Cards are included for each ORDERS Plus Gold Product that you purchased.

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Installing the ORDERS Plus Gold Upgrade The following information pertains to the installation of ORDERS Plus Gold Upgrade:

1. Where To Install - The ORDERS Plus Gold Upgrade must be installed directly at your server computer. If running a Peer-to-Peer network, installation is done at the computer that is acting as the "server/workstation". Once installation of the Upgrade has been completed at the server computer, the Upgrade CD will no longer be required. All necessary software will be installed to the server and available to all network users.

2. Administrator Rights - Administrator Rights are required to install the ORDERS Plus Gold Upgrade. During installation, Administrator Access Rights will be confirmed. Please Contact Your Network Administrator for help if the installation programs indicate that you do not have Administrator Rights.

3. Internet Connection - A live connection to the Internet is required. Certain Installation Files are downloaded in the background and used during installation.

4. Anti-Virus Software - Virus Protection Software that automatically performs real time scans of your computer activity will slow down performance. Real Time Scanning of the Local (Program Files\ORDERS Plus Client) Folders, the Drive Letter Mapped Across the Network and the Shared Folder on the fileserver computer will create performance issues. Real-Time Virus Scanning of these folders should be disabled on both the fileserver computer and workstations.

5. Disable Backups & Other Background Tasks – During the upgrade process, the upgrade process must not be interrupted by other applications that may attempt to access the program folders. Therefore, we recommend these be disabled until the upgrade process has completed.

6. Email Information - During Upgrade Installation, certain information as it pertains to email configuration is requested. This information provides setup information so your Administrator can benefit from automatic email notifications. Your Administrator's Email Address, Company SMTP Server and an email address that is used to represent who the email came from is required for the automatic notification system to operate correctly.

7. Auto Start - Insert the Upgrade CD into your Fileserver Computer's CD Rom Drive. It should auto start. If it does not, simply run the SETUP.EXE program located on the CD. Follow the prompts.

8. Post Installation - After you have successfully installed the software on your Fileserver Computer and Administrator Workstation, proceed with the ORDERS Plus Workstation Setup and/or BusinessWorks Client Setup for all other Workstations that require access to ORDERS Plus and/or BusinessWorks.

ORDERS Plus 2KXP or Lower Users Only

• After Installation, Login as User ID MGR and Password 1234 until all users have their access rights established.

• NOTE: All modules, including ORDERS Plus Core Module, must be registered at the time of Upgrading.

• NOTE: All users must have their Access Rights defined in Setup. Go To Setup and select User Preferences. Select each user and proceed with granting access from the top menu bar.

• NOTE: Workstations MUST Be Re-Configured. Simply run the Workstation Setup Program located in the OPLUS Folder. The Workstation will automatically be configured.

• NOTE: The Accounting Interface MUST be reconfigured. From a workstation, select Setup>Utilities>Financials>Setup Interface.

• NOTE: The Accounting Interface MUST be enabled. From a workstation, select File>Setup>Preferences>Edit>Enable Accounting Interface.

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POST-INSTALLATION CHECKLIST (Existing Gold Users Only) Server Setup Performed at the Fileserver Computer

Workstation Setup Performed From Each Workstation

Reinstall Custom Forms and Reports

POST-INSTALLATION CHECKLIST (2KXP or Lower Users Only)

Workstation Setup Performed From Each Workstation

Accounting Interface Re-Configured and Enabled

All User Accounts Access Rights Established

Practice using the ORDERS Plus Gold Report Generator

Review sections in the ORDERS Plus Gold Online Manual regarding New Features

Reinstall Custom Forms and Reports

Getting Started Getting Started • 1

Getting Started

Introduction Business Systems of America proudly introduces ORDERS Plus, a Windows-based interactive program designed to integrate the various operating segments of your business into a versatile and practical computing environment.

ORDERS Plus manages your daily inventory, order processing, invoicing and purchasing functions. It also manages your customer, prospect and vendor relationships, daily tasks and much more.

ORDERS Plus can be also be tightly integrated with select accounting programs to create a complete business management solution.

ORDERS Plus is expandable. As your needs grow, ORDERS Plus can grow with you. A network version can be configured for up to 100 users.

ORDERS Plus offers flexible and complete security allowing management to control user access to areas and functions.

ORDERS Plus conforms to typical functionality associated with a Windows based program. Use of the Hyperlink Tools, Navigator and a mouse are required for full operation of ORDERS Plus.

Copyrights and Trademarks ORDERS Plus is copy written material and is protected by the laws of the United States of America.

ORDERS Plus is a Registered Trademark of Business Systems of America Inc.

Any other products are Trademarks of their respective owners. All rights reserved.

Licensing You own only the electronic media on which the Software is recorded. Like a music CD, you own the physical copy, but not any rights to the recorded material. This license gives you the non-exclusive, non-transferable right to use the software on the following terms:

Disk Use Licenses You may install the Software on one (1) Computer or one (1) Network server. In either case, you may make one (1) backup copy, provided that you reproduce all copyright and other proprietary notices on the copy.

Multi-User Licenses Multi-user Licenses use based upon concurrent use. If it is required that more than one user access the software at one time, a concurrent multi-user license is required. If you are already licensed to use the Software under the Disk User License, you may increase the number of concurrent users entitled to use the Software on a network server. For

2 • Getting Started Getting Started

example, a 5-user License authorizes five total users to use the Software as above, a 10-user License authorizes ten users and a 100-user License authorizes a total of one-hundred users to use the Software as above.

In Either case Under each Disk Use License or Multi-user License, you may not simultaneously install or use the Software on more than one computer at a time, regardless of whether such computer is a stand-alone unit, portable unit, or part of a computer network.

You may not rent, sell, transfer, distribute, or grant any rights of the Software or accompanying documentation, without our prior written consent.

You may not remove any copyright or other proprietary notices on the Software and accompanying documentation.

You may not modify, alter, translate or create derivative works based on the Software.

You may not copy, except as allowed above, the Software or the accompanying documentation.

You may not reverse engineer, decompile, disassemble or otherwise attempt to derive the source code, except as local law may permit you to do so, notwithstanding such restrictions.

You must not use the Software to create applications which compete with any B.S.A. Inc. product.

Demo Copy Product You may use the Demo Copy product as allowed under the Disk Use License, but only for evaluations purposes. You may not use the Demo Copy product as the basis for an upgrade to the full version of the Software.

Getting Help During the course of using and/or implementing ORDERS Plus within your business, there will always be the need for additional understanding as it relates to functionality, configuration and setup of the software.

Understanding the resources available to your company will ultimately determine the best methods for understanding the software and/or resolving problems as they arise.

Help Resources There are several resources and tools available to assist your company with the usage of ORDERS Plus.

The ORDERS Plus Manual, is the best resource and is available electronically after ORDERS Plus has been installed.

The ORDERS Plus Manual can be accessed directly from within ORDERS Plus by Selecting the MANUAL button. It can also be accessed via the Windows Explorer by selecting the OPHELP.EXE file located in the BSASoftware\OPLUS\HELP folder.

Additional Resources are also available at the CustomerCare website. Please visit http://support.ordersplus.com for more information.


Installation The following installation procedures will provide summarized step-by-step instructions for setting up ORDERS Plus within your company. Please read these instructions before beginning the actual installation of ORDERS Plus.

Read Me First The following information pertains to the installation of ORDERS Plus Software Products. This includes Purchased Product, Upgrades and Service Packs. Much of the information does not pertain to Evaluation Kits.

1. Where To Install - Purchased Products and Service Packs must be installed directly at your server computer. If running a Peer-to-Peer network, installation is done at the computer that is acting as the "server/workstation". Evaluation Kits are installed directly to your workstation. Once installation of purchased product has been completed at the server computer, the Product CD will no longer be required. All necessary software will be installed to the server and available to all network users. Do Not Insert the Product CD and attempt installation to any other computer on your network.

2. Administrator Rights - Administrator Rights are required to install purchased software. If installing the Evaluation Kit, this means you must have Workstation Administration Rights. During installation, Administrator Access Rights will be confirmed. Please Contact Your Network Administrator for help if the installation programs indicate that you do not have Administrator Rights.

3. Evaluation Kit – The ORDERS Plus Evaluation Kit can only be installed to a workstation and no multi-user access is allowed.

4. Server Re-Boot - At the end of product installation, a Re-Boot of your server will be required. It is Strongly Recommended that you Exit all Windows Programs AND Get All Users Off The Network before installing purchased software to your server. This is not a requirement for the Evaluation Kit.

5. Internet Connection - A live connection to the Internet is required. Certain Installation Files are downloaded in the background and used during installation. If you do not have a live internet connection, please contact the ORDERS Plus CustomerCare Department for assistance.

6. Virus Software - Virus Protection Software that automatically performs real time scans of your computer activity can slow down performance. It is not necessary to have real time scanning activated. We suggest you turn off real time scanning on the folders in which product is installed.

7. Email Information - During Product Installation, certain information as it pertains to email configuration is requested. This information provides setup information so your Administrator can benefit from automatic email notifications. Your Administrator's Email Address, Company SMTP Server and an email address that is used to represent who the email came from is required for the automatic notification system to operation correctly. This is not a requirement for the Evaluation Kit.

8. Existing Installation Present – Purchased Software cannot be installed if another installation of it is present on your enterprise. This includes all local and network drives. If You Are Evaluating ORDERS Plus, please Un-Install any other Evaluation Copies using Add/Remove Programs from the Control Panel. If You Have Purchased Software, Install the Latest Service Pack or Upgrade to the Latest Version. Installation of Purchased Products in conjunction with existing Evaluation or Licensed Product is not allowed.


Installing ORDERS Plus Installation of ORDERS Plus on a Network is practically automatic. Assuming the Administrator Password is available, installation on your server computer is completely automated and requires no network expertise to install and setup. Whether or not a multi-user license has been purchased, ORDERS Plus must be installed to the server computer. Even if a single user license was purchased. This will also provide an effortless solution for adding multi-user licenses in the future.

Product Installation Locate a copy of the invoice where ORDERS Plus products were purchased from BSA or your BSA Authorized Reseller. Installation will require information printed on the invoice. If you cannot locate this original invoice, please contact the ORDERS Plus CustomerCare Department.

1. Insert the ORDERS Plus CD to begin installation. Certain tests will be performed including, Administrator Access Rights, Installation at the Server Computer, Searching For Existing Installations and the presence of a live Internet Connection.

2. After passing all tests, general welcome screens and licensing information is displayed for review.

3. After agreement to the software license, the installation program will ask to Select A Local Hard Disk Drive where you would like to install ORDERS Plus. If You Have Multiple Hard Disks Installed On Your Server, We Recommend You Select a Secondary Hard Disk. Multiple Hard Disks Suggest That Operating System and Respective Operating System Applications Are Installed to the C: Disk and Enterprise Applications Are Installed to Secondary Disks. Please Make Your Selection And Press Next To Continue.

4. After confirmation of the drive is made, installation will automatically create a folder called BSASoftware. Installation will also automatically share the BSASoftware folder and give full access rights for all users on your network. All Users that require access to ORDERS Plus MUST Have Full Access Rights to ORDERS Plus for operation. The BSASoftware folder is the shared network resource that all ORDERS Plus users will be mapped to for access to ORDERS Plus.

5. Installation will then proceed to install ORDERS Plus to the \BSASoftware\Oplus Folder.

6. Once ORDERS Plus has been copied to your hard disk, the ORDERS Plus Server Setup Program will start. This program will configure your Server for use with ORDERS Plus and automatically create the ORDERS Plus Server Tools Program Group on your server. It will also analyze your current server configuration and make any necessary adjustments. ORDERS Plus Database Maintenance and Utility Programs are also installed, configured and available from the new program group. This is also where your ORDERS Plus System Administrator Email Information is entered. Follow the prompts and continue. IMPORTANT NOTE: Editing of the information that appears in the System Alerts and Business Notification section of Setup requires rerunning Server Setup, which is located in the OPLUS folder.

7. The ORDERS Plus Training Company will be automatically installed.

8. Once Server Setup has completed, the Network License Installation Password is required to complete the installation of any network license purchased. Enter the password found on your invoice and continue. NOTE: If no multi-user license was purchased, press Skip to continue.

9. Once the Network License Installation Password has been entered, the installation program completes and prompts to Re-Boot the Server. Re-Boot the Server Computer. Once the server has finished the Re-Boot, proceed to setting up workstations connected to the server to access ORDERS Plus. See Workstation Setup.

10. At the Fileserver Computer, run the Device Manager. Typically, one can right click on My Computer and then select Properties>Hardware>Device Manager.

11. Then select Disk Drives and a list of physical hard disks is displayed. Select the Physical Hard Disk that ORDERS Plus is installed to.

12. Then right click and select Properties>Disk Properties. Write Cache Enabled should NOT be selected. Write Caching Should Not Enabled. Caching can create file and record locking problems for a multi-user relational database application like ORDERS Plus.


13. The second part to this is related to shared resource caching. Double click on My Computer and then highlight the shared resource for ORDERS Plus. Typically, this is the BSASoftware Folder. Right Click on the Folder and Select Sharing. Then Select the Caching Button and Turn Off the Folder Caching checkbox.

14. These settings only relate to the fileserver computer and do not apply to workstations. The procedures are based upon Windows 2000 and Windows 2003 Server platforms. If your company is using a different server platform, you will need to explore the specific details required to accomplish the same objective. BSA can only provide assistance the referenced server operating systems.

Troubleshooting Installation If you experience any problems and/or receive any error messages during this process, please refer to the Troubleshooting Section of the Operations Guide. DO NOT CONTINUE WITH WORKSTATION SETUP if ANY Errors Occur during installation on your server.

Workstation Setup After Installation has completed successfully at the server computer, it is necessary to configure users and their respective workstations to access ORDERS Plus. ORDERS Plus can be referred to as a Client/Server type of system because the program and databases reside on the server and workstations access the program via the network. The program and databases are never located on the workstation. Therefore, Do Not Insert the ORDERS Plus Product CD into a Workstation's CD Player and attempt installation from the CD.

To operate ORDERS Plus installed on the server from a workstation connected to the server, the workstation must first be configured. BSA has provided a program called Workstation Setup that is used specifically for this purpose. It was installed automatically on the server and is available to every computer on the network. The Workstation Setup program must be run from all computers and/or users that require access to ORDERS Plus. The Workstation Setup program will automatically setup the computer for operation of ORDERS Plus. Workstation, Administrator Rights are required for the Workstation Setup program to complete. Once the Workstation Setup is complete, all users of that workstation will have access to ORDERS Plus.

• Automatic Mapping – Workstation Setup will map an available drive letter that will be used to access the shared ORDERS Plus folder called BSASoftware.

• System Configuration – Workstation Setup will automatically configure the computer for access to ORDERS Plus.

• Start Menu – Workstation Setup will automatically configure a Program Group available from the Start Menu and Desktop.

The Workstation Setup program is located in the OPLUS folder. The program name is Workstation Setup.exe. Simply point your browser to the program and double-click on it to start. The procedure is as follows:

1. Select My Network Places.

2. Select Entire Network.

3. Select Microsoft Network.

4. Select the Domain Name.

5. Select the Server Name.

6. Select the BSASoftware Folder.

7. Select the Oplus Folder.

8. Double-click on Workstation Setup.exe, this will start the program.

9. Certain tests will be performed including confirmation of Workstation Administrator Access Rights and Searching For Existing Instillations. The computer system will also be analyzed for any unique configuration changes that are required.


10. After passing all tests, the workstation is checked for an existing map to the shared folder BSASoftware. If no map has been established, Workstation Setup will prompt to Select A Drive Letter That Will Be Used To Map The Workstation To The Shared ORDERS Plus Folder On Your Server. To The Right Is a Listing Of Available Drive Letters. We Suggest You Use The Letter "O" if it is Available. Otherwise, Please Make a Selection And Press Next To Continue.

11. After confirmation, a choice of which programs to configure access to and a prompt to enter a company name is made. Complete the information and select Next. Workstation Setup will then proceed with setup and complete the configuration of the computer.

12. The user can then select the ORDERS Plus icon available on the desktop to access ORDERS Plus.

13. Workstation Setup will also automatically configure an icon to access the ORDERS Plus Training Company.

Important Note: If multiple companies have been defined, this program will automatically run workstation setup on all company data folders located underneath the OPLUS folder.

NOTE: Or, double-click on My Computer and then select the drive letter representing the server location of the OPLUS folder, where it is installed.

Windows Terminal Server Client There are no unique requirements when installing ORDERS Plus on a Windows Terminal Server. Follow the published installation procedures for installing ORDERS Plus to a Windows Server.

We do recommend you consider a dedicated Terminal Server that acts as a gateway to your actual fileserver. This will allow for better management of your users. This is not required, but is recommended.

After successful installation of ORDERS Plus to the Server, typically the Workstation Setup program is run from workstation computers connected to the server. However, setting up a Terminal Server Client to operate ORDERS Plus on the Terminal Server requires some additional understanding.

After the Server installation is complete and still logged on as the Administrator, simply run the Workstation Setup program located in the OPLUS Folder. Typically, this is BSASoftwware\Oplus\Workstation Setup.exe

This will install the necessary ORDERS Plus Client Files to C:\Program Files\ORDERS Plus Client Folder and create associated program icons for All Users of the Terminal Server Computer.

Then, make sure that all users that require access to ORDERS Plus have complete access rights to the Shared Oplus Folder (Typically, BSASoftware) and limited access rights to the C:\Program Files\ORDERS Plus Client Folder.

All Terminal Server Clients will be using a shared copy of the program files and associated program icons that are created during Workstation Setup. During Workstation Setup, Read Only Attributes are assigned to all of the files located in the C:\Program Files\ORDERS Plus Client Folder. These files are shared by all Terminal Server Clients.

DISCLAIMER: The ORDERS Plus CustomerCare Department cannot provide assistance with regards to troubleshooting operations on a Terminal Server and respective Terminal Server Clients. However, the ORDERS Plus IT Services Group can be contracted to provide configuration and troubleshooting assistance.

Troubleshooting Workstation Setup If you experience any problems and/or receive any error messages during this process, please consult the ORDERS Plus Troubleshooting Section of the Manual.


Registration After successfully installing ORDERS Plus, installing any multi-user license and setting up all workstations, then the ORDERS Plus Administrator should log into ORDERS Plus. If this user has access to Setup, which they should, they will automatically be prompted to register ORDERS Plus Enterprise Software.

Using the Proof of Purchase card information sent from BSA, follow the prompts to enter the Customer Account #, Serial # and Unlocking Key. After registering ORDERS Plus, the user must log out and back in for changes to take place and then register additional add-on modules that were also purchased.

To register add-on modules, follow these steps:

1. From any main ORDERS Plus module, select either the Setup Icon or File from the menu bar at the top, and then select Setup. Or, you may use the Navigator feature by selecting your right mouse button, then the Setup button.

2. Select Registration from the top menu bar.

3. Select ORDERS Plus Add-on Modules.

4. Enter the appropriate serial number and unlocking key for each module purchased from the ORDERS Plus Invoice.

After successful registration, ORDERS Plus and each module will show the word "Registered" next to them in parenthesis so the user knows they have been registered ORDERS Plus and all add-on modules successfully.

After Registration, you are now ready to begin implementing ORDERS Plus within your business. Congratulations!

PC Charge License Key Detailed information regarding installation of the Credit Card processing software and instructions for registering are available in the Manual. Please review that section for details.

AnyLabel License Key The Labeling product will install automatically during the installation of ORDERS Plus. Follow the registration procedure for the AnyLabel software as sent from the vendor.

Network License Upgrade NOTE: Network License Installation MUST be performed at the server machine.

If you have purchased an upgrade to your existing Multi-user License, you will need to configure both ORDERS Plus and all workstations that access it to use the new license.

The Multi-user License Installation Program is used to install or upgrade the multi-user license of ORDERS Plus at the server. ORDERS Plus must not be running during the installation.

Login on the server computer with Administrator Access and Start the ORDERS Plus Multi-user License Setup program.

1. Select Start

2. Then Programs

3. Then ORDERS Plus Server Tools

4. The select Network Tools

5. Then Setup Multi-user License.

6. Enter the password in the space provided, and select Next. The license password is on the original invoice included with your purchase of ORDERS Plus. If you cannot find your original invoice, please contact the ORDERS Plus CustomerCare Department.

7. When complete, a message of success will be displayed.


Once the Network License has been installed successfully, the Workstation Setup Program MUST be re-ran from each Workstation on the network that requires access to ORDERS Plus. Access to ORDERS Plus is prevented from any workstation until the Workstation Setup Program has been run.

You MUST run the Workstation Setup Program to configure All Workstations to use the new license.

IMPORTANT NOTE: Regarding concurrent users, ORDERS Plus user licenses are for the total number of users who can be logged into ORDERS Plus at the same time. So, if you had 10 computers and a 5-User Network License, all 10 computers could be configured to access ORDERS Plus, but only 5 can be logged into ORDERS Plus at the same time. If one person were to log out, then someone else would then be able to log in, but no more than 5 can be in ORDERS Plus at the same time

Service Pack NOTE: Service Packs MUST be installed on the server machine.

An ORDERS Plus Service Pack contains any enhancements to the software made after production of the CD. The ORDERS Plus Service Pack can be downloaded from the support web site at http://support.ordersplus.com

A Service Pack only needs to be installed at your server. It is not necessary to install a Service Pack to each workstation.

Before You Begin Service Pack Installation First review the Read Me First Topic in the Installation Section of the Operations Guide. In addition to the issues discussed in the Read Me First Section, the Service Pack Installation also has additional requirements to complete installation. They are as follows:

Database Verification – Installation of a Service Pack forces the confirmation of Database Verification within the last 3 days. Therefore, you must Verify Database Integrity for ALL ORDERS Plus Company Folders prior to installation of the Service Pack. This is accomplished using the ORDERS Plus Maintenance Wizard. Please See the Operations Guide for more information and operations of the ORDERS Plus Maintenance Wizard.

NOTE: If using Norton Internet Security virus protection software, the user must disable prior to downloading the service pack.

NOTE: The current Service Pack available on the Support website supersedes and includes all previous service packs released for the corresponding version. The Service Pack cannot be installed to the Evaluation. The Service Pack can only be run on the correct version of ORDERS Plus installed.

IMPORTANT NOTE: If the user previously had either Custom Reports or Custom Forms installed,

Service Pack Installation 1. After you have downloaded the Service Pack to the server hard drive into "My Documents", double-click on the

downloaded program and run the Service Pack at the server computer.

2. When the Service Pack Installation has started, select the OPLUS Folder.

3. After Selecting the OPLUS Folder, the Service Pack starts to install files. It will always update the DATA Folder first.

4. If you have implemented a decimal system more than 2 decimals, the service pack will automatically update.

5. If you have defined multiple company folders, the service pack will automatically update.

Service Packs will not harm any existing data. However, if any custom forms or reports have been added to ORDERS Plus, they will need to be reloaded after the Service Pack has been installed. IMPORTANT NOTE: ORDERS Plus Service Packs 11.2.0.2 or higher will recreate the Default User MGR, Password 1234, if it was deleted. The service pack will also return Full Access Rights to the Default User MGR if they were manually modified.

NOTE: The ORDERS Plus Main Company folder should be named DATA for easier database verification, updating and Service Pack installs.


NOTE: If using Norton Internet Security, the user must disable this feature prior to downloading a Service Pack, or the user will experience problems.

NOTE: When installing an update for the accounting software, the BWSETUP.EXE must be rerun on all workstations.

After Installing the Service Pack Once the service pack has been installed, the user may need to reconfigure the Accounting Interface to ensure there will be no interruption in posting. If the user does not reconfigure the interface, ORDERS Plus will prompt the user to reconfigure the interface.

Also, any custom forms or reports that were installed into ORDERS Plus must be reinstalled.

IMPORTANT NOTE: An Inventory Configuration Error Program will automatically scans Inventory Records for invalid and/or required information that is not present. Specifically Primary Vendor ID and Vendor Part#. If there are any errors present with inventory items, a file called ICERROR.TXT will be created during the installation of the Service Pack. If this file exists in the company data folder, please review it using notepad and fix the inventory items that it highlights.

Installing BusinessWorks Gold The following instructions are specifically designed for the installation of BusinessWorks Gold when used conjunction with ORDERS Plus. Failure to follow these instructions explicitly can lead to integration problems and eventually force these instructions to be followed.

Some of these instructions may conflict with basic installation instructions provided in the BusinessWorks Gold Installation Guide. However, these instructions supersede and must be followed.

Existing BusinessWorks Gold Users - If you have purchased ORDERS Plus to integrate with an existing installation of BusinessWorks Gold, you must confirm the following installation instructions are true. It may be necessary to uninstall BusinessWorks Gold and then reinstall BusinessWorks Gold based upon the installation requirements. BusinessWorks Gold Data will not be lost if BusinessWorks Gold backup procedures are followed.

Product Installation NOTE: Windows Server 2003 users please see important information below.

First, review the Read Me First Topic in the Installation Section of the Operations Guide. In addition to the issues discussed in the Read Me First Section, installation of BusinessWorks Gold also has additional requirements that need to be followed. All installation topics must be followed.

• Installation Must Be Done at the Server Computer.

• Administrator Access Rights are required for installation.

• All Users that will access BusinessWorks Gold, which also includes posting transactions from ORDERS Plus require full access rights to the shared ACCT BusinessWorks Gold folder on the server.

1. Install The Network Version of BusinessWorks Gold. Even if a single user license was purchased, installing BusinessWorks Gold, Network Version will allow easy addition of users and upgrades in the future. This is required.

2. By Default, the Network Installation of BusinessWorks Gold will first install the Pervasive Database Engine, Accept all defaults as suggested during the installation and proceed to install the Pervasive Database Engine as instructed. Also perform all suggested tests and re-boot the server when prompted.

3. After the Pervasive Database Engine is installed, the BusinessWorks Gold Network Installation will install all necessary files to your server computer. By default, installation will suggest files be installed to a folder called ACCT with sub folders of BWGold and BWData. Accept these defaults. Note: If you have more than one hard disk on the server you can change the drive letter to reflect a separate hard disk different than the hard disk used for


the network operating system. However, in both cases, use the folder structure of ACCT with sub folders of BWGold and BWData.

4. When the Network Installation Has Completed, a Share Must Be Defined for the ACCT folder that was created during installation. This must be completed and is required. When setting up the share of the ACCT folder, make sure to give all users on the network full access rights to this folder. This means that when browsing the network from a workstation, a shared resource called ACCT will be available.

Windows 2003 Server: Installing and running BW Gold v4 Windows 2003 Server flags any attempt to launch an executable with a UNC path as a potential way to catch a virus, so it displays a warning.

During installation of BW Gold, warnings and errors occur since Windows 2003 default security settings identify DBRegister as being a potential virus executable. If the customer ignores the warnings and completes the installation, the BW Launcher produces an error message that it is being blocked by Internet Explorer Enhanced Security Configuration and will be shut down.

1. To quiet these warnings without compromising security:

2. Select Start > Settings > Control Panel > Internet Options.

3. On the Security tab, click the Trusted sites icon and then the Sites button.

4. In the Add this Web site to the zone field, type the server name using this format: file://[server name] ([server name] = the server where you are installing BW Gold) Example: file://rsvwin03

5. Click Add, and then OK to close the Trusted Sites window.

6. In the Internet Properties window, remain on the Security tab with the Trusted sites icon selected. Click the Custom Level button.

7. Scroll down to Miscellaneous > Launching applications and unsafe files.

8. Click Enable

Important Notes:

1. Do Not Install the BusinessWorks Client Software on the server computer. Under normal circumstances neither BusinessWorks nor ORDERS Plus are configured to run on a dedicated server computer. If running a non-dedicated peer to peer server/workstation computer. See Below.

2. The Pervasive Engine by default is added to the startup menu and always running in the System Tray. Do Not change this on the server computer. The Pervasive Database Must Be Loaded and Running in the System Tray on the server computer at all times.

Non-Dedicated Server Running Peer to Peer Although not recommended, BusinessWorks can be configured to operate on a non-dedicated peer to peer server/workstation computer. This can only be accomplished by Mapping the File Server Computer identically as workstations that access BusinessWorks Gold.

Warning - If The BusinessWorks Gold Client Software has been installed at the File Server Computer, prior to this mapping requirement, it MUST be uninstalled and then reinstalled after the mapping is done. This specifically means the BusinessWorks Gold Client Only, not the Pervasive Database Engine.

In order to be able to post at a server, you will need to map the server to itself using the exact same Drive Letter and mapping as all the other workstations are using BusinessWorks Gold. Example: G: Maps to ACCT Folder, When Selected, BWGPROG and BWGDATA Folders are displayed. This is Critical since the paths used to access BusinessWorks Gold MUST be the same throughout the enterprise.


Once you have mapped the server to the Shared ACCT Folder, run the BusinessWorks Gold Client Setup located in the BWGPROG/Client Setup/BWSetup.exe program. This will install and Configure BusinessWorks Gold to operate on the File Server Computer.

Workstation Setup After Installation has completed successfully at the server computer, it is necessary to configure users and their respective workstations to access BusinessWorks Gold. BusinessWorks Gold can be referred to as a Client/Server type of system because the program and databases reside on the server and workstations access the program via the network. The program and databases are never located on the workstation. Therefore, Do Not Insert the Product CD into a Workstation's CD Player and attempt installation from the CD.

To operate BusinessWorks Gold installed on the server from a workstation connected to the server, the workstation must first be configured. A program called BWSetup is used specifically for this purpose. It was installed automatically on the server and is available to every computer on the network. The BWSetup program must be run from all computers and/or users that require access to BusinessWorks Gold. The BWSetup program will automatically setup the computer for operation of BusinessWorks Gold. Workstation, Administrator Rights are required.

Do Not Install the BusinessWorks Client Software on the server computer.

After the server installation has completed and a share defined on the ACCT folder, go to a workstation computer that will require access to BusinessWorks Gold and map the ACCT shared resource to a drive letter.

1. Select My Network Places.

2. Select Entire Network.

3. Select Microsoft Network.

4. Select the Domain Name.

5. Select the Server Name.

6. Right Click on the Acct Folder and Select Map Network Drive.

7. Make sure Reconnect at Login is checked and select Finish.

8. After the workstation has been mapped to the ACCT folder, an explorer window will open up automatically. The workstation must be able to see the BWGold and BWData folders.

9. Only after a successful mapping of the workstation, can one proceed with configuration of the workstation for use with BusinessWorks Gold.

10. Select the BWGold Folder

11. Select the Client Setup Folder

12. Double Click on the file named "BWSETUP.EXE" and follow the instructions. After BWSETUP.EXE is complete click on the BusinessWorks Gold icon created during installation and confirm access to BusinessWorks Gold.

Important Note: If using BusinessWorks Gold Version 3.x or lower, the Pervasive Engine by default is added to the startup menu and always running in the System Tray. Do Not change this on the workstation computer. The Pervasive Database Must Be Loaded and Running in the System Tray on the workstation computer at all times. If using BusinessWorks Gold 4.x or higher, the Pervasive Database is loaded automatically as needed and is not loaded at startup. Therefore, do not add it to the startup group.

Registration BusinessWorks Gold Unlocking Keys are required to complete the installation and registration of the software and/or installation and registration of network licenses. These numbers will be sent to you directly from the ORDERS Plus CustomerCare Department. If you have not received the key numbers, please contact the ORDERS Plus CustomerCare Department.


Upgrading The following sections will assist the user in upgrading to newer version of BusinessWorks.

Upgrading BusinessWorks 12.X to BusinessWorks Gold If the user is upgrading from BusinessWorks 12 to BusinessWorks Gold, BusinessWorks Gold supports a General Ledger Account format = 8.3 account structure, however, ORDERS Plus only supports 4.2 General Ledger Account structure.

When converting the GL account structure for BusinessWorks Version 12 user who are upgrading to BusinessWorks Gold, select the format with leading zeros and the zeros will not appear on print outs, etc. If trailing zeros are used, the accounts will have become wider with the account number leading the zeros.

Upgrading BusinessWorks Gold If BusinessWorks Gold is already installed and a new upgrade needs to be installed, use the CD sent from Best Software and install the new version to the server computer. Then run the BWSETUP.EXE program located in the BWProgram/Client Setup Folder from all workstations that either access BusinessWorks Gold or post from ORDERS Plus to BusinessWorks Gold.

Preventative Maintenance NOTE: All Maintenance Wizard programs MUST be run on the server machine. Disable Real Time Protection Software when running Integrity Verification manually.

An interactive version of the re-index data files program is available from the MAINTENANCE WIZARD.EXE program located in the ORDERS Plus program group and OPLUS Folder. This program is referred to as the Maintenance Wizard. This program performs several database integrity functions so the user can maintain database integrity.

To access the Maintenance Wizard follow these simple steps. From your server:

1. Select Start.

2. Then select Programs.

3. Then select ORDERS Plus Server Tools.

4. Select DB Maintenance.

5. Then select Maintenance Wizard.

Verify Database Integrity Scheduling Automatic Maintenance Wizard A special version of the Integrity Verification program called AUTOIDX.EXE is included and resides in the OPLUS\DATA Folder. If you have installed a program scheduler, AUTOIDX.EXE can be setup to automatically run and you can forget about further data corruption problems.

The Integrity Verification also provides the ability to reindex your data files off-hours with unattended operations. You must first install or presently have a scheduling program installed to the network server. *If you do not understand how to install a scheduling program, please contact your local Windows software consultant.

With the scheduling program, enter the following path to start re-indexing automatically off-hours: C:\OPLUS\DATA\AUTOIDX.EXE. All company Data Folders will be Verified automatically.

NOTE: If Database Integrity is being run manually, the user should disable Real Time Protection for any Anti-virus software located on the server. This will definitely speed up the process.


IMPORTANT NOTE: When Integrity Verification performs, event logs are created in the Windows Event Log on the active computer. If an error occurs during Integrity verification, access to ORDERS Plus will be denied. The Administrator must resolve the issue based upon the error and the resolution provided in the Troubleshooting chapter in the Operations Guide. The error will be displayed in Notepad on each computer that attempts to log into ORDERS Plus. If Integrity Verification is successful, a backup will be made to the DBBKUP folder, located under the OPLUS\DATA folders.

NOTE: The backup made to the DBBKUP folder is only a local backup, so users should also backup using backup software to removable media, in case of an emergency.

Rebuild BusinessWorks Please review the BusinessWorks manuals for instructions for Rebuilding BusinessWorks databases. This function should be performed on a regular basis or also set up to run automatically. Regular rebuilding can eliminate problems ahead of time.

Backup Company Data Backing up your company data is extremely important. Please consult with your local hardware advisor as to the best means and easiest automatic back up system that can be installed and implemented.

We suggest using reputable backup software and backup to a removable media daily. This will allow the user to restore properly if an emergency requires restoring the program.

NOTE: When using backup software, do not enable the "Scanning for Virus" option, as this will return errors related to ORDERS Plus lock files that have changed sizes.

Operating Systems The user should make a habit of maintaining their Windows Operating Systems by following the guidance of their local hardware consultant and by regularly performing the following tasks:

1. Disk Cleanup

2. Disk Defragmentation

3. Download Windows Updates (all Critical Updates and any new Drivers)

4. Delete Temporary Internet Files

5. Empty the Recycle Bin

6. Delete Cookies

IMPORTANT NOTE: All computers should have the same Windows Updates installed. Typically, ALL Windows Services Packs should be installed as they are made available. If BSA ever finds any incompatibilities with a Windows Service Pack, you will be notified via email, prior to its release.

Please check with your local hardware consultant for details regarding these important processes.

Nightly Maintenance We suggest that Evening Scheduled Processes, using the Windows Task Scheduler, be performed in the following sequence:

1. Backups of entire OPLUS folder and BW folders

2. Db Integrity Verification

3. Batch Posting

4. Antivirus Scanning

5. Defragmenting


Basic Functionality The following information is key in the initial stages of learning how to use and evaluate ORDERS Plus. Including general login procedure, getting help and evaluation limitations. This information is provided to assist the user with becoming familiar with the basic functionality and navigation of ORDERS Plus. They have been designed to assist you with implementation and daily operations of ORDERS Plus. The following information is key in the initial stages of learning how to use ORDERS Plus. Including general explanations of terms used and keystrokes used that make ORDERS Plus simple and yet powerful.

Login to ORDERS Plus When logging into ORDERS Plus, the user will be taken directly to the Outstanding Tasks menu, unless there are no open tasks for the user. If there are no open tasks for the user, they will be taken to the module they have access to, based upon their Access Rights in Employee setup.

The default user ID and password is MGR and 1234. Do not delete the default user ID and password until the administrator has been setup as an employee with FULL access rights.

Accessing Modules ORDERS Plus allows the user several methods to navigate and move around from module to module.

1. Select the specific module button from the Navigation Icons below the top menu bar in ORDERS Plus.

2. Right click the mouse and select the appropriate module from the displayed Navigator menu.

3. Select File from the top menu bar and select the appropriate module to access.

Navigator The ORDERS Plus Navigator quickly allows the user to move from module to module. Selecting the Right Mouse button activates the ORDERS Plus Navigator. Below details the functionality of the ORDERS Plus Navigator.

Button Description

Customers Displays the Customer & Prospect Information screen.

Quotes Displays the Quotation – Customer Information screen.

Order Entry Displays the Order Entry – Customer Information screen.

Invoicing Displays the Invoice – Customer Information screen.

Activities Loads the Activities System.

Vendors Displays the Vendor Information screen.

Purchasing Displays the Purchase Order – Vendor Information screen.

Inventory Displays the Inventory – General Information screen.

Financials Loads the Accounting Program

Manual Loads the Help System

Setup Displays the Setup module.

Exit Menu Exits ORDERS Plus.

Using the Keyboard Some functions of ORDERS Plus can be accessed using a Keyboard. Command Buttons on many screens in ORDERS Plus may have a single character underlined and when used with the ALT key will start the appropriate function as if the


button was selected. To execute, press the ALT key on your keyboard and the specified underlined letter. This capability is only available for task buttons that have underlined letters;

Example: Save, Edit, Delete and Print.

Scrolling ORDERS Plus allows the user to press the Page Up and Page Down keys on the keyboard. This allows the user to scroll through records more efficiently. Many screens in ORDERS Plus will also display Scroll buttons to the right of the data currently being displayed. These Scrolling Buttons look very similar to the buttons you may find on a VCR or CD player.

Button Description

|< - Top of File The beginning page of the list.

<[] - Page Up Moves back one page.

< - Previous Record Moves the list backward, one line at a time.

> - Next Record Advances the list, one line at a time.

[]> – Page Down Advances the list one page.

>| - Bottom of File Advances to the last page of the list.

Task Bars ORDERS Plus provides easy access to specific tasks related to the screen being displayed on the left pane. See each individual module details for button descriptions and functions.

Printing ORDERS Plus provides several printing capabilities. In most cases you will have the option of displaying the information on screen or printing to a designated printer. Printing is available by Selecting a Print Command Button. The ORDERS Plus PDF Writer will allow the user to Preview the print job prior to printing. This can be used to easily view the print job prior to printing and can also be saved to your hard drive. Simply select Yes to Preview Prior to Printing or the Preview button, if using the Report Options Filtering Dialog Box.

NOTE: Adobe Acrobat Reader Version 6.0 or higher is the recommended version for use with ORDERS Plus. This version will automatically print to your printer the reports in Landscape mode. Otherwise, the user will have to make the necessary option changes manually in older versions of Adobe Reader to print in Landscape mode.

IMPORTANT NOTE: Regarding using the Report Filter Option dialog box, make user you UNCHECK any box that says ALL as only then will you be able to filter by a specific item or any other criteria where the normal filter is ALL, the user must UNCHECK ALL, then hit the Select button and make the appropriate selection.

Installing Adobe Reader 6.0 A free copy of the Adobe Acrobat Reader 6.0 is located in the X:\BSASOFTWARE\OPLUS\HELP folder. To remove an older version of Adobe Reader and install the 6.0 version, follow these steps:

1. Remove the ORDERS Plus Client.

2. Remap the workstation manually.

3. Uninstall the older version of Adobe Acrobat Reader through Add/Remove Programs, Under Start>Control Panel.

4. Rerun ORDERS Plus Workstation Setup.


ORDERS Plus Hyperlink Tools allow the user to quickly perform a function, maintain table data or view secondary information about the current record they are viewing.

ORDERS Plus Hyperlink Tools are represented by their familiar blue underlined text. Simply Left Click on any Hyperlink Tool to perform its specific functionality. Specific details about each Hyperlink Tool can be found in their respective chapters.

NOTE: When accessing Hyperlinks that represent Table Driven information, the user must select Edit first and when the Hyperlink is clicked the entire table will display all possible selections.

Activities and Outstanding Tasks The Activities System is designed for managers to review system wide information accessed from the Activities Task Bar. Managing daily contacts and tasks is easily accomplished using the Contact Management features built into ORDERS Plus. Outstanding Tasks displays contacts and tasks due today, but not yet completed. To access, select Activities from the Navigator. Detailed information about the ORDERS Plus Document Management System can be found in the Customer/Prospect and Vendor Management chapters.

Document Management The ORDERS Plus Document Management System allows a user with access to the built in Contact Management System to attach electronic documents to a contact record. Detailed information about the ORDERS Plus Document Management System is available in the Manual.

Log out of ORDERS Plus From below the top menu bar, select the Exit Navigation Icon. When prompted, select Yes and the system will exit properly with all files being closed down correctly.