03 turbo quick guide

8/8/2019 03 Turbo Quick Guide

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Quick Guidefor PPLs Turbo Ultimate

Welcome toPPLs Turbo Ultimate quick guide

In this document you will learn: The basic user interface of Turbo Ultimate How to issue a quotation How to issue a Sales Order How to Issue a Purchase Order How to customize reports

To open Turbo Ultimate, click on the turbo shortcut icon Enter the user ID, password and select company PPL(default)

then click Logon.


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Turbo Ultimate main view This is a screen shot of the top menu and toolbar. There are 9 different modules: Admin, Basic, I/C, Sales,

Shipping, Pur, A/R, A/P, G/L. Each has a pull down menu withthe most detailed breakdowns. If you cant find a functionelsewhere, look for it here.

The PrgID enables us to input a document or report code and jump directly to that function. (e.g. SAE305 for Sales Order)

Recent Op. keeps track of 10 recent activities by this user, wecan pull down the history and jump to the particular activity

by click on it. In the middle of this toolbar displays the current company

name(in case of multi company system), user name and thecurrent date.

The rest of the icons are shortcuts for: Internal message, Jobmanagement, Tree Enquiry, Document Search Engine(bydate), Price History Enquiry, Event Alerts, Document Tracking,User Flow.


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On the left side there are two menus. The tree menu on topare similar to the top menu bar, click on the + sign canexpand to more details.

After the tree there are the links to the 9 different modules,and each module has the most frequently used iconsdisplayed in flow chart.

If you cannot find something in these two menu please referto the top menu bar


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Inside each module all icons are colored. yellow icons need initialsetup before the function can be used, red icons are functions

belong to this module, and purple icons are functions shared withother modules.


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Most document forms are similar to this format. The top menubar, middle input area, and bottom grid tables, as well asEnquiry.

How to issue a customerquotation


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To issue a Customer Quotation click the top menu bar Sales->Quotation/Order -> Customer Quotation

Or click the left menu Sales Management, then the red iconCustomer Quotation

Most of the document has the same top menu bar with icons: new, search, edit, save, delete, preview, send (via

internal message, email) First record, previous record, next record, last record,

refresh, copy, approve, unapproved, void, attachment,utility, cancel (back to view mode), close.


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When search for a record, you can filter by different keyword,e.g. Prefix, document No, customer code, salesman, approvedstatus, display total number of records.

Search pattern can be saved on the right side and can berecalled for future use (per user per computer).

Like most documents when creating a new customerquotation, you need to first select Prefix letters from the dropdown, it can be atomically generated or manually input


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depends on the document nature setup. Next select a customer code, change the document date or

quotation date if necessary. The Revision field are free form

typing Next fill in the detail info, you can switch between invoice

address and ship to address by click on customer button.

HeadNote are free form notes printed right before the itemname/code in the quotation print layout

Remark are printed at the bottom of document memo are for system internal use only, it doesnt print HeadNote, Remark and Memo can all be pre-stored and called

out by clicking on the magnify glass Most clickable button will have a shortcut key displayed when

move the curser on top

Browse is a index listing when searching for records. You canswitch back and forth between browse and record details


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Document date, customer code and payment code must beentered before the quotation can be saved

preview and print are not available unless the document issaved.

How to issue a Sales Order

To issue a sales order click the top menu bar Sales->Quotation/Order -> Sales Order

Or click the left menu Sales Management, then the red iconSales Order


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SO = Sales Order PWK= Performa invoice ZWK= over sea SWK=sample issued

First select a prefix from the drop down arrow


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Below the grid option, there are icons for amount info,shipping schedule and available Enquiry options.

Enter shipping Mark if customer request. No need to type handled by in new turbo anymore ,

instead click salesman and select your name (see nextscreen).

Select HeadNote and Remark accordingly, for yourconvenience select Local or Oversea for a quick list requiredfor remark.

Click save to finish the SO process.


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How to issue a Purchase Order


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To issue a purchase order click the top menu bar Pur->Purchase Management -> Purchase Order

Or click the left menu Purchase Management, then the redicon purchase Order

PRWK = Claim Note


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WK =purchase Order

First select a prefix from drop down arrow

Select vendor code from drop down, and vendors address willappear automatically

Select Doc Date and PO date (if you dont wish to autogenerate)

Select currency (CCY), Payment Code, Price Terms, etc. If there is a previous document related, in this case SO, we

can skip this PO screen and use the SO generate PO batch

processing instead. SO generate PO is only available if the item has a

preferred vendor, and also the PO document number isauto generated.


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If you use the SO generate PO function instead of opening anew PO, add all the SO and items you need. Choose thepurchase type and generate prefix.

Press start now to generate PO.

Select Item Code by clicking on the Item Code column Seq. No will be auto generated, and items printed in the PO

will be in the Seq. No order Enter necessary information by Tab down the grid, e.g. PO

quality, unit price, goods amount (dollar value), UOM, printphoto, etc.

You can move the grid title by click and drag, edit the gridoption by clicking the table icon next to the -sign on thebottom left.

Below the grid option, there are icons for amount info,shipping schedule and available Enquiry options.


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Enter shipping Mark if vendor request. Select HeadNote and Remark accordingly Click save to finish the PO process.


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How to customize reports

Here is a comparison list with Turbo Ireport name and Turbo II report code for

your easy reference:

ORDER SALES ORDER LIST SAR311 INDENT ORDER LIST SAR909 SO OUTSTANDING REPORT SAR908 SO SHIPMENT SCHEDULE REPORT SAR904 SO PACKING INFORMATION REPORT SAR311 PURCHASE ORDER LIST PUR317 PO OUTSTANDING REPORT PUR908 PO SHIPMENT SCHEDULE REPORT PUR903

INVENTORY WAREHOUSE TRANSFER NOTE ICR707 STOCK ADJUSTMENT NOTE ICR705 WAREHOUSE LIST SYR919 CATEGORY LIST ICR805 BRAND LIST ICR807 UNIT MEASUREMENT LIST ICR801 STOCK INFORMATION LIST ICR813

STOCK PURCHASE PRICING LIST ICR815 STOCK SELLING PRICING LIST ICR817 STOCK ITEM GROUP LIST ICR819 STOCK DETAIL LIST ICR813 STOCK TRANSACTION LIST ICR903 STOCK QUATITY BALANCE LIST ICR901 STOCK COST VALUE REPORT ICR821 STOCK AGING REPORT ICR943 STOCK SLOW/FAST MOVEMENT REPORT ICR941 WAREHOUSE TRANSFER NOTE LIST ICR829


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RE-ORDER LEVEL STOCK REPORT ICR913

A/P

VENDOR ACCOUNT LIST PUR103 VENDOR GROUP LIST PUR111 VENDOR MAILING LABEL PUR105 VENDOR TRANSACTION LIST APR911 GOOD RECEIVE NOTE LIST PUR407 GOOD RECEIVE NOTE OUTSTANDING REP PUR920 VENDOR /DB/CR LIST APR901=VENDOR DEPOSIT

/PURCHASE INVOICE DETAIL LISTNOTEDETAIL LIST

APR903, VENDOR CREDIT NOTE DETAIL LISTAPR905 OTHER ACCOUNTS PAYABLE DETAIL LISTAPR907 VENDOR OTHER CREDIT NOTE DETAIL

LIST VENDOR AGING BALANCE APR917 (analyis=detail) and

APR918(summary) CASH REQUIREMENT REPORT APR927 VENDOR OUTSTANDING REPORT APR919 (analysis=detail)

and APR920(summary) VENDOR GRN RECEIVED INVOICE HISTORY PUR920 VENDOR DOC. SETTLEMENT HISTORY REP APR929 VENDOR DETAILS LIST PUR103

A/R SALES CREDIT NOTE SAR403 CUSTOMER MONTHLY STATEMENTARR713

AREA CODE LIST SYR929 CUSTOMER ACCOUNT LIST SAR103 CUSTOMER GROUP LIST SAR111 CUSTOMER MAILING LABEL SAR105 CUSTOMER TRANSACTION LIST ARR911 DELIVERY NOTE LIST SAR405 DELIVERY NOTE OUTSTANDING REPORT SAR922 CUSTOMER INVOICE /DB/CR LIST

ARR901 VENDOR DEPOSIT /PUR INVOICE DETAILLIST


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ARR903 VENDOR CREDIT NOTE DETAIL LISTARR905 OTHER ACCOUNTS PAYABLE DETAIL LISTARR907 OTHER CREDIT NOTE DETAIL LIST

PACKING LIST REPORT EXR407 CUSTOMER AGING BALANCE ARR917 (analysis detail) and

ARR918(summary) CASH PROJECTION REPORT ARR937 (analysis detail) and

ARR918(summary) CUSTOMER OUTSTANDING REPORT ARR919 (analysis detail)

and ARR920(summary) CUSTOMER D/N BILL INVOICE HISTORY SAR922 CUSTOMER DOC. SETTLEMENT HISTORY REP ARR939 CUSTOMER DETAILS LIST SAR103

each modules top right hand corner has one printer icon (reports)and several document icon with a magnify glass (enquiry). Click tosee a list of reports or specific enquiry.

To open a Customer SO Delivery Status Report, type in Report Code

in Prg ID SAR902 and hit enter or,click on the printer icon (reports)-> Sales management Module ->SAR902 Customer SO Delivery Status Report


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There are 4 labels on top of the report search: Basic, Font,Column, Save Template.

In the Basic page, When search for a report, you can filter bydifferent keyword, e.g. Prefix, document No, customer code,

salesman, approved status, display total number of records. Search pattern can be saved on the right side and can be

recalled for future use (per user and per computer).


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In the Font page, we can change the layout of the report,choose to print date, Page #, company name, report title,header, report filter, and the font/size of different sessions of the report.

In the Column page, you can edit the title of report, move up and


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down the column and edit the column name, change the width andlayout of column, change the print layout, margins, display integeror dismal, select column to be grouped and show graphic charts,

etc.

Report column terminology Group- group the same information together (i.e. group all

items with same date) Suppress- check this box to suppress the 2 nd line of repeated

information (items with same date will only show once) Show- enable this column to print Title- show the column title (i.e. SO Date) Break-Check the break will make this column to be in the

same column of the previous. i.e. check item name, Item Code(the column before item name) will show together with itemname in one column top down.

Subtotal (per Group) and Total will add up the numbers at thelast line of the group/report.

BI Enquiry- opens a new window and interactive version of the

report in which you can drill down into (i.e. Sales Order,Inventory Setup, Customer Setup)

Generate group one chart on footer-Only the group marked asgroup1 will display a chart in Pie/Bar/Doughnut style

Export- enable the report to export toapplication/file/email/ftp, in Adobe Acrobat (PDF), MSword(RTF), Excel (XLS), HTML 4.0, Text (TXT), XML, CrystalReports (RPT) formats.


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Once finished with the report layout design, we can save thesetting by clicking the save template label.

please dont overwrite the default template, always save

under new code. The template is saved on server, so everyone can access once

saved.

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