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- Can CASper help me manage my business?
- Companies grow with solid business control: controlling profit margins, discounts, sales opportunities, knowing customers needs and meeting them, controlling costs and receivables.
Companies expand with targeted and effective marketing and sales campaigns.
- CASper integrates all these key elements in one complete package.
- Casper' Contact Management application tracks calls and leads, and keeps all sales reps and office personnel up to date on who's due to be called, who needs a quote, who needs service, etc. Written in Visual Basic
this database is fully integrated with Microsoft Office for fast Mail merge, fax and e-mail promotions and presentations. Complete Excel integration with the ability to remember your specific spreadsheet design.
- Casper's Accounts receivable includes fast formula driven POS order entry, integrated Quote-Work Order-Invoice transitions, and Complete Production scheduling.
- Casper Account Payable and Purchase Order program tracks costs and expenses, enable Hot Checks and General ledger and Bank Reconciliation Interface options.(GL and Bank Rec. are optional enhancements)
- Professional Reports and feature are included in every Phase of CASper, reports include: won/lost reports, profitability, daily work in progress, Sales Journals, Cash Receipts.
- Complete Payroll with Direct deposit is available.
- What hardware is required to run CASper?
- Stand Alone / Workstation
- Minimum Pentium IV
- 512 MB RAM
- 6 Gig HDD
- Windows Vista, or Lower 2000, XP, 2003
- Server
- Minimum Pentium IV
- 1 GB RAM
- 10 Gig HDD
- Running Novell, Lenix, Unix, Microsoft Windows
- I run a large service department. Can CASper give me the tools I need to do an effective job?
- CASper has a full Service Dispatch program that tracks labor and materials to all job locations.
- When you service or build a sign, CASper tracks all of the parts by location. A complete history of all service calls maintained.
- Is it possible to create a new item while in a quote?
- YES! Simply double click in the empty Part ID box. The Item Maintenance screen appears. Click on a "New Record" Create your item. Close the Maintenance screen. You will then return to your quote in
process. Click "Alt-F9" and that refreshes the item list. Your newly created item will now appear in the drop down list.
- How do I set up some customers as always non-taxed, ie, they are buying wholesale from me to resell to someone else?
- On a Per Order Basis: In the Transaction Order header you can check the NON taxable Box.
- At the Customer level, i.e., you make the customer Tax-exempt"
- This is done by first setting an "Exempt" code in : Tax Codes and Tax Location Settings in "System Manager"
- This code will then be available for any future Exempt Customers and is entered in the Default Tab in the AR-Customer window.
- How do I look up a quote?
- In the Accounts Receivable - Transactions - Order Entry Window, Simply Click the "Lookup Orders" Button and you can lookup any order by : Customer, Order Status, PO Number, etc., with CASper you
can lookup any order in virtually any field of any order.
- When should I post my CASper invoices to my General Ledger?
- It is entirely your preferences, posting can be done daily, biweekly, weekly, you decide. All of your reports will reflect your choices.
- How do I "void" a prior invoice transaction. For example, the customer rejected the order after paying for it.
- In order to maintain the record of the sale it is necessary to post the transaction and then create a credit memo to apply to that invoice.
- My function keys are not working. How can I correct this?
- The function keys may have been disabled. Type Control-P then click OK.
- How often are training course given?
- Because Casper Training is E-Based, refresher course can be scheduled almost at your convenience. Key courses are offered quarterly, all maintenance customers are notified via e-mail and times are scheduled
a first come basis.
- How is support provided?
- Contracts for unlimited support are available and billed quarterly. All other support calls will be handled on a per incident basis. To best serve all clients, however, contract customers are given first
priority.
- When I use the "Lookup Feature" Many of my most recent quotes do not appear. How can I find them?
- Sometimes the date and time settings in an individual computer become reset. Casper is based on the "MM/DD/YYYY" date. By going into the settings of your computer, click on the control panel and go
into the Regional settings, in the DATE tab be sure the "short date style" is MM/DD/YYYY.
- At AR setup I get the error: Function DO event. How can I resolve this?
- Always start entering a new file by first selecting the ">*" (New Record) button on the button
- How do I back up the data from CASper to a ZIP drive?
- From: Start>Programs>Windows Explorer
- Go to your (Network): drive
- In (Network):TRAVERSE, highlight TRAVERSE
- Right click or Edit and "Copy"
- Then go to your Zip Drive(in Windows Explorer)
- Highlight the Zip Drive
- Right Click or Edit and "Paste"
- I just got a new computer with Windows & Office 2000. Why can't I get CASper to load on my new system?
- Casper 97 is not compatible with Office 2000, we recommend getting the upgrade to CASper 2000, which is now available.
- Although, there is a way of getting CASper 97 and Office 2000 to work together, it requires running Office 97 along with 2000, renaming directories and files. It is a very complex process, but if you
would like to get information on how to do this, you can contact us for assistance.
- Can Casper Clone an order from one customer to another?
- YES! here is the procedure:
- Look up the order you wan to clone. Select It.
- You will now have the required order on screen - go to detail tab, Select Item you wish to clone by clicking on the item gray vertical bar (the Key to paste and copy is to make the gray bar on the left
side of the screen black by selecting it first (click on it)).
- Go to Edit and Select Record, Then go to Edit again and select Copy.
- Go to the header and select new record (>*).
- Select a new customer (this creates a new transaction order header for the new customer), go to that detail tab.
- Click onto the item line (turns black). Go to Edit and then Paste.
- The item is copied. It's easy and faster then it sounds.
- The Key to paste and copy is to make the gray bar on the left side of the screen black by selecting it first (click on it).
- Can CASper POS Plus clone an estimate from one client to another?
- In CASper POS Plus open the estimate you wish to clone and select"COPY",a new job number is created, then click on "EDIT", now select "Next" and simply select the new
customer ID for this Job Number.
- Is Spell Checker available in CASper?
- Yes, in our latest release CASper 2000 Spell Checker is now available!
- I just got a new computer from Eazynet Solutions, is there anything I should do to take care of it?
- YES! There are many things you can do to take care of your computer, and keep it running nice and smooth.
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- Can payments be applied to an invoice prior to posting, and will any payment or deposit be deducted from that invoice balance?
- Yes and Yes!
Any number of payments, prepayments and/or deposits can be applied to any invoice posted or not. These payments will be deducted from the net due. Here's the procedure:
- Enter the payment.
- Return to the Transaction header screen.
- Select Print Preview
- Preview the invoice and you will see the payment is recorded and the net due calculated.
- Print the Invoice and forward to your customer.
- What is Error 3075 - Can not preview invoice to print.
- Open CASper. On the main menu go to the top menu on the screen.
- WINDOW > UNHIDE > OK >
- Click on Modules TAB
- Double click on any Module (to open).
- You should see the window with the code.
- Go to TOOLS (Menu on top of screen) > REFERENCES > uncheck TravLib on the list > Click OK.
- Open REFERENCES again, and uncheck TRAVINLIB
- Click OK.
- Open REFERENCES
- Click BROWSE button.
- Find TRAVLIB.MDE (in program files > common files > open system)
- Double click on that file
- Click OK in Reference Box.
- Open references once more, click browse and file TRAVINLIB.MDE (same location)
- Double click on it. Click OK
- Close code window for modules.
- Go to Window > Hide
- Now you should be about to go to print preview
- How do I apply, remove, or adjust Finance Charges for a customer?
- Applying/remove finance charges
- Open up the customers file.
- Click on the Defaults tab.
- Check finance charge box in the lower left hand column.
- This will enable or disable the addition of new finance charges
- Deleting finance charges
- Open up the customers file.
- Click on the Balance tab
- The first 2 boxes will contain New Finance charges and Unpaid Finance charges.
- Click on the charge you wish to edit
- Type in the new amount in the box you wish to edit, or delete the current charges.
- Note: This must be done prior to running Statements for your customers to see the adjustment.
- If there is an existing customer in QuickBooks and the same customer exists in CASper, would the customer get
duplicated when importing information into QuickBooks if there info is slightly different?
- The customer IDs, and the Sales Tax Authority must be set exactly the same to avoid duplicate customers.
All other differences are ignored by CasQB. Look for an up and coming program to export customers out of QuickBooks and into CASper to help handle this issue better.
- Why can't I print out a copy of an invoice after it's been sent to the sales journal? I have needed to do that after having to give the customer my copy of the invoice because they
misplaced theirs.
- You should not change the status of an invoice to SALES JOURNAL until you are ready to post it. The Sales Journal indicator hold the invoice as is until it is posted.
Once you post the invoice you will then be able to print the invoice out again. So our recommendation is to leave the Invoice in the Invoice status after the sign is produced until you are ready to post it.
Then change the status to Sales Journal and post it. Once posted you can reprint the invoice again.
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