1stBase Help

The following window is displayed when you select Machine Registration from the Maint Menu.

This is the date the machine was first known to you.
Where the record has been created due to a stock item being brought into stock when Location Tracking is enabled then this record is created for you together and its Incept Date is the date it was received into stock.

A unique serial must be provided for this machine.
Where the record has been created due to a stock item being brought into stock when Location Tracking is enabled then this record is created for you together and its Serial Number is transferred from the Machine Receipt window.

This is view only and corresponds to the last entry in the history table.

Each machine must be assigned to a corresponding Stock Record and the assignment is displayed here.
To change the assignment use the Assign button.

Use this button to change the Stock Record Assignment.
A LookUp window is displayed so that you can select the Stock Record. Note that only stock items flagged for Location Tracking can be assigned.

The warranty expiry date.
This can be optionally be displayed in the customer window. The setting for this is under Maint, System, Global System Settings.

Use this button to add a new line to the History table.

If checked then the machine must be retrieved from its current location into stock. This machine will be listed in the Machine Retrievals Report.

The date of the action described in the adjacent column.
When adding a new line this is set automatically for you.

Select the Team Leader that will receive commission on the sale of this machine.

The new status of the machine at the action date.

The customer to which the machine is assigned at the action date.
A LookUp window is displayed so that you can select the customer.

Each action can be assigned up to two Dealers.
When the machine is sold then the Dealers set here are used in the Dealer Sales/Commission Report.

If checked then the machine was supplied with a Split Second attachment.

If checked then the machine was supplied with a Rug Renovator attachment.

If checked then the machine was supplied with a Zip Brush.

If checked then the machine was supplied with a Turbo Sander attachment.

If checked then the machine was supplied with a Floor Care Kit.

Note: The list of attachments can optionally be displayed in the customer window. The setting for this is under Maint, System, Global System Settings.

Set this to the Gold Card requirement you desire. This determines whether a Gold Card needs to be printed.
Note: Gold Card printing is not yet available but will be provided as a future enhancement.

Select the Tele-Sales person that will receive commission on the sale of this machine.

If checked then this machine is marked as an 'In Home' sale.

Displays the Customer Verification record for this machine.

The price the machine was sold at.
This is used in the Dealer, Team Leader & Tele-Sales Commission Reports in order to calculate the payable commissions and is cross-referenced to the commission structure in the assigned Stock Record.

When two Dealers are assigned to a machine that has been sold then this setting determines the commission split between the Dealers.
If left blank then the split is 50/50 otherwise the setting applies to Dealer #1, Dealer #2 receiving the remainder. (e.g. if set to 70 then Dealer #1 gets 70% whilst Dealer #2 gets 30%.)

When checked commission on this sale for Team Leader, Dealer & Tel-Sales person will be calculated automatically when the next commission reports are printed.

Commission amount for the specified Dealer(s) against this sale. If 'Auto' is checked then this field is unavailable and the commission is calculated automatically.

Commission amount for the specified Team Leader against this sale. If 'Auto' is checked then this field is unavailable and the commission is calculated automatically.

Commission amount for the specified Tele-Sales person against this sale. If 'Auto' is checked then this field is unavailable and the commission is calculated automatically.

If this is visible then the record has been marked for deletion and will not be available after the next removal of deleted records action.
(The 'Remove Deleted Records' function can be found in the maintenance menu.)