1stBase Help

Version: KSE Edition

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10

Maint Menu

The Maint Menu provides all the required system maintenance functions for 1stBase:-


Stock

Main Store Opens the Stock Maintenance window for the Main Store where you may change, add or deduplicate stock details.
Location Open the Stock Maintenance window for locations other than the Main store.

Machine Registration

Change or add Machines.
(This window can also be accessed from the main Customer window by double clicking the required machine serial number.)

Letter Templates

Definitions of letter templates used by 1stBase..

Label Templates

Definitions of label templates used by 1stBase.

Envelope Templates

Definitions of envelope templates used by 1stBase.

Form Assignment

Assigns forms used by 1stBase for Invoices, Price Lists etc.
Form templates are maintained using the UniForm application.

Report Print Options

Configures various settings for the 1stBase reports.

Printer Bin Selection

Sets the target printer bins and paper orientation for printed output.

Teams

Change, add or deduplicate Customer Teams.

Customer Groups

Change, add or deduplicate Customer Groups.

Areas

Change, add or deduplicate Areas.

Call Reasons

Maintenance of Call Reasons (customer appointments)

Appointment Notes

Maintenance of Appointment Notes (customer appointments)

Vat Rates

Change, add or deduplicate VAT Rates.

Users

Change or add Users and set passwords and access levels.

Area Distributors

Change or add Area Distributors.

Team Leaders

Change or add Team Leaders.

Dealers

Change or add Dealers.

Tele-Sales Personnel

Change or add Tele-Sales Personnel.

Area Managers

Change or add Area Managers.

Reset Invoice Number

Determines the next invoice number 1stBase will use.

Local System Settings

Sets 1stBase configuration options that apply to the system on this PC only.

Global System Settings

Sets 1stBase configuration options that apply to all users of the system.

Data Encryption

Determines whether 1stBase uses data encryption in the databases.

Remove Software Key

Facilitates move of the 1stBase software key back to the KeyDisk.

Status

Shows a summary of the number of records and deleted records in various categories.

Remove Deleted…

This option removes all records marked for deletion from all databases.
(NOTE: De-duplicate of LookUp Codes for Areas, Customer Types Or Customer Groups is done in the relevant maintenance window.)
The option is also given for you to select the sorting order applicable to your national language.