PSP Manager: User’s Guide
Content
a. PSP Settings
To register the settings:
1. Click on the “PSP Settings” button of the main form.
2. The PSP settings’ registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
NOTE! You can register PSP Setting only once at the beginning of the Profit Sharing Program.
b. Members
To register a new member:
1. Click on the “Members” button of the main form.
2. The member’s registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
NOTE! If a Reference ID is not known you should put 0.
c. Orders/sales/leads
To register a new order/sale/lead:
1. Click on the “Sales” button of the main form.
2. The Sale’s registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
d. Payments
To register a new payment :
1. Click on the “Payments” button of the main form
2. The Payment’s registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
e. Communications
To register a new communication session:
1. Click on the “Communications” button of the main form.
2. The Communications' registration form will appear.
3. Click on the “Create a new record” button.
4. Fill the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
a. Members
To edit a member's record:
1. Click on the “Members” button of the main form.
2. The Member’s registration form will appear.
3. Go to the record you want to edit (See Navigation).
4. Click on the “Edit this record” button.
5. Fill the fields on the form.
6. Verify entered data.
7. Click on the “Save this record” button.
b. Orders/sales/leads
To edit an order/sale/lead record:
1. Click on “Sales” button of the main form.
2. The Sale’s registration form will appear.
3. Go to the record you want to edit (See Navigation).
4. Click on the “Edit this record” button.
5. Edit the fields on the form.
6. Verify entered data.
7. Click on the “Save this record” button.
c. Payments
To edit a payment's record:
1. Click on the “Payments” button of the main form
2. The Payment’s registration form will appear
3. Go to the record you want to edit (See Navigation).
4. Click on the “Edit this record” button
5. Edit the fields on the form
6. Verify entered data
7. Click on the “Save this record” button
d. Communications
To edit a communication's record:
1. Click on the “Communications” button of the main form.
2. The Communications' registration form will appear.
3. Click on the “Edit this record” button.
4. Edit the fields on the form.
5. Verify entered data.
6. Click on the “Save this record” button.
a. Manually
1. Put the record number in the text box between “Edit this record” and “Go to record N” buttons.
2. Click on the “Go to record N” button.
As result the data of this record will be displayed on the form.
You can use buttons with arrows to move forward/backwards.
b. Automatically
1. Click on the form’s “Maximization” box (square in the top-right corner of the form).
2. Put the search criteria in the corresponding boxes on the right side of the form.
3. Click on the “Display” button. As the result the table on the form will be filled with records satisfying the search criteria.
4. Double click on the row with the record you are interested in. As the result the record will be displayed on the left side of the form.
To sort the data in the table, click on the column with a sorting parameter.
1. Click on the "Create files for calculations".
2. The files: members.clc, sales.clc, payments.clc, settings.clc will be created in the folder "output".
3. Send the files for processing (for example, freeriskmarketing@bigfoot.com)
4. Edit the received txt files.