B. PRISM Desktop Menus

This knowledge base article will explain the different important menus in PRISM desktop and their functions.

PRISM DESKTOP MENUS

1. Customer Information Form — Use to add or remove customers record.
2. Product Review Form — Use to add or remove products record.
3. Order Review Form — Use to review or remove orders record.
4. Reports and Labels — Use to print reports and barcode labels.
5. Owner Maintenance Form — Manage various settings and company information.
6. User Information Form — Use to add or remove desktop users record.
7. Import and Export Menu — Transfer data from your accounting program into PRISM desktop to the iPad.
8. Help Videos and Documentation — Open form to view links to Youtube videos and documentations.
9. Exit — Click on this button to exit from the program.

CUSTOMER INFORMATION FORM

Save — Save changes made to a customer record.
Del — Deletes a customer record.
Exit — Exits the program.
New — Adds a new customer record.
Del All — Delete ALL customer records.
Locate By — Filter customers by Name, Tel, Zip, or Code.
Clear Emails — Clears ALL email addresses in the email field for ALL customers.
Use Customer Codes as passwords — Assigns customer code as password for ALL customers when logging in to
webstore.

PRODUCT REVIEW FORM

Save — Save changes made to a product record.
Del — Deletes a product record.
Exit — Exits the program.
New — Adds a new product record.
Del All — Delete ALL product records.
Locate By — Filter products by Item Code, Description, Barcode or Warehouse.

Pricing Levels Tab

Size Color Matrix Tab

ORDER REVIEW FORM

Validate All — Validates ALL orders to be uploaded to BV.
Delete — Deletes an order record.
Exit — Exits the program.
Save — Save changes to the order.
New — Add a new order record.
Delete All — Deletes ALL order records.
Backup and Clear Orders — Backups orders and removes order records in order screen.
Locate By — Filter orders by Order Number or Customer.
Print Order — Prints order selected.
Print All — Prints ALL orders.

REPORTS AND LABELS

OWNER MAINTENANCE FORM

Company Settings — Use to update company information.
Logo — Use for changing company logo in sales order.
Accounting Package — Select the proper accounting program used.
Save — Saves changes to the owner maintenance form.

USER INFORMATION FORM

Type in the Initials, Name and Password then hit Enter to add a new record. Click on the Delete button to remove a
user.

IMPORT AND EXPORT MENUS

1. IMPORTS

Excel Imports: Customer / Products — Used for importing customers and products from excel file.
Business Vision 7 Import Export Form — Click on this button to import customers and products from BV.
Export Orders to Excel — Click on this button to export orders to an excel file.
Export Orders to Txt — Click on this button to export orders to a text file.

2. EXPORTS TO CLOUD VIA API

Export Customers to Cloud — Sends customers to iPad.
Export Products to Cloud — Sends products to iPad.
Export Images to Cloud — Sends images to iPad. Images must be in C:\PRISM\Images folder.

3. GENERATE XML

Export Products table to XL / XML — Exports products to excel file or xml file.
Export Customer table to XL / XML — Exports customers to excel file or xml file.

4. WINSOL INTEGRATION