Client Contract
Contents
1. Nom O Tps Tva Nouveau Type 6 Nouel Item so Doug Master Card a Nb Versements An already created invoice look a bit different 11 https argotik net Present facture_edit do method show_new8tthing 2660968tcontract 282704 Q MyWeb Search Pt A Les plus visit s 8 D buter avec Firefox T 1 Demander Toshiba ig 10 Promotions jag 2 Page d accueil 3 Activer la garantie 4 Garantie prolong e 5 PagesJaunes ca f 6 ebay 8 Shop Toshiba EJ Marque pages BEAG Rechercher Q Rechercher g S re Do Not Track fi M t o Ed Facebook BE 2G NR WE Download for Desktop Y Download for Phone Advanced D Download JJ Music Videos h Videos Entertainment Xr More n Chudiak Jacqueline 1 Private Session 95 00 Payments Due Date Versed Date Type of Payment ee E e E 3 Total 99 75 Paid Payments 99 75 Dues Payments 0 00 Reservations The E if SGL at 00 00 Al Teacher Room sitet Ween weg hax a 12 15 2011 Thursday 12 00 PM Private Studio Patricia Maybury lo le EEA gt Mal a Total 1 Used 1 Present 1 Absent 0 Canceled 0 Undterminated 0 m The invoice can be printed Other then the items and the amounts pa2. Total 770 94 Paid Payments 770 94 Dues em 0 00 Real Due 0 00 Reimbursment 0 00 v d marrer E Owr 2 BF Mes images Arc ozi Inbox Microso Microsoft O FR gt 2 A 11 06 g 4 Print link to print the contract When clicked a printing setup show up to select your printer Each company has its specific look and feel for printing a contract Ask technical support for a customization of your own company contract On the top left corner client name is shown It is follow by the contract number an automatic unique number the contract status and a link to the Presence Card for that contract Finally the beginning end and sale dates The dates could be freely entered or selected through a calendar by clicking the calendar icon On the top right corner the contract note followed by a Mod button to modify only the note The note is a place where to put all contract related information Type of Contract presents the selected type from a list of all available contract type listed in Administration Contracts It shows both the Contract Type name and the associated price Corrected Price This is a place where one would change de default price for that contract when needed for a specific contract Otherwise it used the actual price from the contract definition Type of Payment Show the selected type of payment from the list of available type of payment listed in Administration Static List Type of P
3. Reserved for administration Present Essay ETN Absents Invited Internals Trainings Compiled by E Done Once the course is done one should set the presences for each person thus telling the EX Local intranet software that these reservations were consumed Present and Absent status does consume the reservations while Cancel does not The counter for the number of courses followed through a contract is then updated as well as the number of remaining courses Each reservation is accessible as well through the Presence Card of each contract or Invoice Their presence status could be set there as well as in the Presence Sheet The Presence Card The Presence Card belongs to a contract Its purpose is to follow the reservations of a customer through a specific signed contract The basic information Customer name Contract number Contract Type Beginning and Ending dates Number of courses Attended and Left are shown on the top Then the Client Notes and the Contract Notes Blocs are seen and can be modified 15 In the Add section there are three ways to add reservation s 1 Recurrent Choose a recurrent course and set the bound dates to add as many reservations every week at once 2 Punctual Choose a course and set the date of the specific reservation The date and the course day in the week must fit otherwise an error message will appears after s
4. New Clients Weekly Schedule Administration Log Off Argotik Administration Retired Courses ON O TONE ETE Ad n 01 00 00 Prve El o schedule Unit Day Hour 00 00 AM Lenght HH MM SS Friday 05 00PM 01 00 00 6 01 2008 12 30 2009 Grand Room E HET Destroy AAA AA A TAR IE EA clients EE EPA HH MM SS IO E E Introduction An 20 01 00 00 mocine o 01 00 00 0101 2003 01 01 2015 Grana Room E Biron George T Destroy ER EEEE _ an a ae Private an 1 1 zl Destroy Schedule Unit Hour 00 00 AM Lenght HH MM SS 1 01 01 2009 01 01 2019 Biron George Destroy tl legal test course i all 7 x 1 00 Priv e H ices Destroy Schedule Unit coran Hour 00 00 AM Lenght HH MM SS 2003 2009 Ben et Fils Net Inc All Rights Reserved Ordering the List This is a place where to set in order the list of courses as they should appears when one add a reservation The numbers does not have to fallow each other as soon as they are greater or lesser the others It is suggested to order the courses chronologically of easy retrieval into the lists One can proceed y using the numbers from 1 to 20 for the Mondays 21 to 40 for Tuesday an so on Once save you can refine the order inside a day using the hours as a scale All is saved at once clicking the Change button 26 A Argotik
5. 13 D buter avec Firefox EN Ala une Hotmail J Personnaliser les liens 2 windows Media E windows EN Alternatif art com Ww Fathers 4 Justice Qu Workopolis Time to Te Series Peery SEN CANS TST OST Argotik List 1 Send a Client Follow Last to Abougoush Lamya Unknown BS 12 10 2011 121212011 402 loptimumersnaw cal E Abougoush Lamya Followu 228 3940 P New Email Subject Creation Date Content Type your message here d marrer MOR Argotik M RS th Argotik_us BY Programm D Present ip FR g E K 16 04 Payments List This is another report to see the client s payments on their contracts and invoices As previous reports a list of criteria are available to restrict the content of the list At the end of the list two Total are provides on both the Dues and Paid payments An Excel spreadsheet like is provided to export the data 41 Argotik Mozilla Firefox Fichier Edition Affichage Historique Marque pages Outils 2 C ate rats er Ear O le gt localhost 8080 Present versement_list jsp empty 08mom 8prenom 8telephone 8wille 08zip 8typecontrat 08debut_be Y e o Yahoo 2 th 13 D buter avec Firefox Alaune Hotmail 3 Personnaliser les liens AE Windows Media J windows Alternatif art com Ww Fathers 4 Justice Qu Workopolis Time to New Clients Weekly Schedule Administration Log Off Payments Rep
6. gt Fg localhost 8080 Present rapportCourriels jsp X el yaho F A 7 D buter avec Firefox Ala une Y Hotmail Personnaliser les liens windows Media Windows Alternatif art com Fathers 4 Justice Qu Workopolis Time to Argotik New Clients Weekly Schedule Administration Log Off Image Test English benoit carbanzo com logo jpg Type your message here 2011 11 23 15 30 13 0 Test English benoit carbanzo com logo jpg Type your message here 2011 11 23 15 25 34 0 biz it benoit carbanzo com logomedium gif Type your message here 2010 05 03 10 07 38 0 biz it benoit carbanzo com logomedium gif Type your message here 2010 05 03 10 07 29 0 testing 10 03 testing 10 03 benoit benetfils net logomedium gif Type your message here 2010 05 03 10 04 10 o testing 10 03 benoit benetfils net logomedium gif Type your message here 2010 05 03 10 04 03 0 2003 2009 Ben et Fils Net Inc All Rights Reserved i 5 5 z Argotik M am package UN Argotik_us BY Programm D Present ip FR g 15 32 d marrer g packag gotik g 5 gt The following screen shows the detail of that specific Email with The Subject The date The From Email Address The Logo 38 The text content The List to each client to which the Email was sent Argotik Mozilla Firefox ES Fichier dition Affichage Historique Marque pages Outils 2 E
7. oja 5 GEE The date should be entered One can choose up o ten predefined items and set the number for each If an item does not exist yet in the system use the New Invoice Item row to add the new one alone with its price and checking when each tax applied The new item would be available for any new invoice and also will appears in the Invoice Type in Administration Then set the payment method If the Payment Nb is left blank 1 payment is set then click Save WERE G3 benoitecarbanzo com Webm x E Argotik ASS gt locathost3080 Present facture_edit do method show_new amp thing 48031 C Googie PS A Les plus visit s 8 D buter avec Firefox T 1 Demander a Toshiba 10 Promotions fst 2 Page d accueil 3 Activer la garantie 4 Garantie prolong e 5 PagesJaunes ca 6 ebay 8 Shop Toshiba EJ Marque pages MEAG Rechercher Q Rechercher Y S re Do Not Track f M t o Ej Facebook E 02 G Gymnastique sur table TCP Inc A e k p Facture Client Ackaoui Malaka AV 18 11 12 17 04 2013 E Type de Facture Type de Facture Type de Facture Type de Facture Type de Facture Type de Facture Type de Facture Type de Facture Type de Facture Mil Type de Facture
8. 15 Facebook x E argot Q gt la localhost 8080 Present courrielDetail jsp courrielid 6 7 vaho P O 13 D buter avec Firefox la une Hotmail 3 Personnaliser les liens A windows Media E windows Alternatif art com Fathers 4 Justice Qu Workopolis Time to Argotik Test English EE 2011 11 23 15 30 13 0 ZE benoit carbanzo com The Fitness TABLE TC inc logojpg Calgary ESSE Type your message here Sent To 2003 2009 Ben et Fils Net Inc All Rights Reserved 3 d marrer E EB 3 Argotik M 2 package th Argotik_us BY Programm Present ip Up to now the logo and its size could not be change unless a specific demand to the administrator of your Argotik Application Hosting The Emails are also listed on each Client page at the bottom to which it had been sent Follow up Alerts This feature allows following up clients communications in marketing campaign To set up Client Follow ups an Administrator should first creates a Followup Code Go to Administration Go to Business Logic Use the Add Status select the Client Followup Type and enter a sound name reflecting the way you want to follow your client You can add as much Followup Code as needed 39 The created Followup Code shows up in the second block under the Type Followup Code and are available in the Client Page to assign to a client One can modify a Followup code in the same bl
9. 02 2008 conteat 3666 acchives an 20 02 2003 conteat 3639 sechives fam R LON 130272007 Atit Creato voice O cupation Etvdismke 341 Daves rpp 41 Ouiremant Zip Code Count Aitork Phone ai hatmailcam anielle Aubry trav 514 335 9935 Contact s Phone 50 258 4940 Evalustion Bagin Cat Dat of Emay Gent Followup Followup Code Indeterm ine V Followup Cate Followup Nett Cate valse Det d marrer MON M g Arg inbox mi a PEZ 2 mirosofto FR A SR 10 44 Delete This is used to remove the shown client When clicked a pop up window ask for confirmation to avoid deleting the client If confirm the deleting the client all its contracts invoice and reservation will be removed For convenient usage all the deleted data are copied to a paralleled archive database not accessible through the application yet Free Reservation When a client is invited to a free introduction course for an essay it is convenient to set a free reservation out of an Invoice or a Contract These kind of reservation will show up in the course Presence Sheet but without the possibility to set them present or absent and will not be counted in financial reports If one goes there the client status will automatically be reset to Invited A special sceen to set up the reservation will appears Validate button This button is to save the data in the databa
10. The course definition could be edited and modified directly using the Modify button This button is followed by a Retired link to retire a course Retiring a course makes it unavailable to the Weekly Schedule but still visible for old reservations through the Presence Card related to contracts or Invoice On retiring a course definition all Unit Schedule associated will be retire along with the course Schedule Units Event The second part of the bloc is where to ass a Schedule Unit A Schedule Unit has the following fields Day Day in a week Hour 00 00 AM This is when the course start Value could be as 1 AM 3 15 PM 03 25 PM The space between the hour and AM or PM is mandatory as well as the AM or PM Length Time duration for the course for future feature not yet used Begin The Date when the schedule unit starts End The Date when that schedule unit stops Outer of these bounds the schedule units are not visible on the Weekly Schedule and no reservation can be set to that schedule unit out of these Dates boundary It is important to know it especially when creating Recurent reservation in the Presence Card Reservation will not be created for a Schedule Unit outside of the boundary Dates 24 Room The room where the schedule unit will be given Teacher The default teacher for that schedule unit The teacher could be change for another on a specific day only for printing of the Presence Sheet see Presence Sheet
11. Then there is the Add button at the end of the line The following lines are the many already existing schedule unit for the same course definition It is preceded with its Modify button and ended with its Retire link To access the retired Courses and Schedule Unit follow the link Retired Courses at the top of the page Each schedule unit can be retired using a link at the end of the respecting row Retiring a schedule unit makes it disappears form the schedule and from the list of courses When calling the Retiring of a schedule unit first a confirmation screen with warning appears Then a list of reservation associated to the schedule unit The same happen when one want to change the time or day requesting to move the reservation along with the unit Be careful when doing such a move to make sure its reflect you needs Once done a retired schedule unit could only be set back by and administrator of your Argotik hosting provider Retired Courses This screen shows not only the retired courses but all the courses retired or not It does not show the Add Courses form nor the Add Schedule Unit forms The already retired courses are on red background and the active courses on light background From there one can destroy retired courses If this is done a confirmation box will show up to confirm the deletion 25 F Argotik Microsoft Internet Explorer al http Mocalhost 7070 Present admCours do method showRetired
12. Del Aethetician Mod Del Alberta Ballet Dancer Mod Del Althletic Therapist Mod Del Analyst corporate finance Mod Del Aquafitness Teacher Mod Del Architect Mod Del Architect Tech Mod Del Art Director Mod Del TN meee i Done Por E Local intranet The lists of static elements are Clients Group A way to distinguish between different type of client a client can only belong to one group at a time Occupations Client occupation as work Cities 20 The list of cities Both Occupations and Cities can be dynamically added when creating a new client Provinces Countries Payments Types Reductions These are reduction that can be applied onto Contract and Invoice It can have two form an amount 9999 99 or a percent 99 99 The reduction is applied to a price before taxes Teachers Rooms Rooms have a number of places maximum number of person that can attend a course in the room This number is overwritten by the number of person defined in a course definition when the course happens in that room Taxes Unlike other static lists the taxes are unique only one line one for the federal and one for provincial taxes Taxes You can have more then one tax set in memory but only one can be activated at a time The tax name should reflect a Java object definition into the code Quebec2013 Quebec2012 BritishColumbia2012 et BritishColumbia2013 All other tax name would refer to the default tax definit
13. limit the list of client to retrieve is first shown The criterias will add one to another to limit the result of the list Name First Name Phone and Zip code could accept only one character and will retrieve all records containing that letter not only the records starting with this character Date fields could use none one or both of begin or end date City Type of Contract Client Status Contract Status and Groups are lists of all existing values of each of those fields Argotik Mozilla Firefox Fichier dition Affichage Historique Marque pages Outils CO Je ela la localhost 8080 Present client_suivit jsp Y gt e e Yahoo P A 13 D buter avec Firefox amp Alaune EY Hotmail Personnaliser les liens 2S Windows Media 1 Windows Alternatif art com A Fathers 4 Justice Qu Ai Workopolis Time to New Clients Weekly Schedule Administration Log Off Client List Argotik tik m e Contract 2E code ME E E Date EEEN Date Between EE and fe Between and M po Date e Status Last Presence on Active Contract M Between PO ana PM oe Date Contract Status Between EE and Try Date Between and Ordered yy Choose vi Choose 2nd Order Choose v Actif Between 2003 2009 Ben et Fils Net Inc All Rights Reserved d marrer E D Firef fi usagers UN Argotik_user_manual Last Presence on Active Contract check box will bypass all other criteria to r
14. of Essay Evaluation and Birthdates format MM DD Y Y Y Y ex 12 2 2001 or 1 30 2008 That date format can vary depending on the Country where your business is active and the language you selected for your usage of Argotik see section User s List Client Followup Here the client can be set in a followup campaign See section Client Followup Emails Here are listed the Emails the client received from Argotik To send Emails to your clients with Argotik see the sections Clients List and Followup Alerts Client Contract This screen shows the detail of a specific contract Almost the same screen is used to create a new contract One can set up as many contacts as needed for the same customer Don t hesitate to try and test you can delete the contract if you wish upon error Argotik Mozilla Firefox MENE Fichier Edition Affichage Historique Marque pages Outils 2 E argotik x nA Y e r micaela leroux burch P Rh IE localhost 8080 Present contract_edit do method show_new8thing 48031 amp contract 278782 3 D buter avec Firefox Ala une Hotmail 3 Personnaliser les liens 2 windows Media Windows Alternatif art com Fathers 4 Justice Qu Workopolis Time to Client Contract A Ackaoui Malaka Av 05 04 11 Contract s Note ona 7081 Actif Eracaneta cari 0604 2010 06 04 2010 E Tot C Nb 36 Init Nb Left C Nb pe
15. of that report gives the amounts on each contrast that are not yet consumed Amounts are based on the value of the contract minus the reservations consumed Totals are shown at the end of each block regular contract unlimited contract Extraction to Excel spreadsheet is available for each block Address List The address list show few criteria to refine the list of customer addresses to be retrieve One can left all criteria blank to get the full list of customer addresses The result is sent as a downloaded Excel Spreadsheet file to save on your local disk or to open This feature is meant to help create addresses sticker for bulk mailing In addition to addresses phone numbers are displayed as well El E Argotik Mozilla Firefox Fichier Edition Affichage Historique Marque pages Outils 2 s E Argotik me gt localhost 8080 Present adressesSearch jsp we ej r Yahoo Pl Rh 3 D buter avec Firefox Ala une Hotmail 3 Personnaliser les liens A windows Media 1 windows Alternatif art com Fathers 4 Justice Qu Workopolis Time to Address List Argo tik Last Reservation After MJ and or Before Contract Status MINO Client Status Evaluation Date Between EE and Try Date Between I anc List 2003 2009 Ben et Fils Net Inc All Rights Reserved d marrer 5 Argotik Mozilla Firefox Br use Th Argotik_user_manual 35 Client List Again a list of criteria to
16. show v OK Liens Google v 28 Rechercher GB dar Br Sidewiki Y Orthographe al Traduire gt gt Connexion New Clients Weekly Schedule Administration Log Off Argotk Administration Company Statics Lists Courses Ordering the List Contracts Invoices List of Contract List of Invoice Financ A st Client List Payments List User s List Buziness Logic 200 2009 Ben el Fits Nel Inc All Rights Reserved ES 4 Intranet local 2 d marrer Emp gym Microsoft Outl usagers E Argotik_en doc Mi By Argotik Microsoft 1 NOME List of Contracts The first screen is a combo of many search options to provide a flexible list of real contracts The simplest way to show up all the contracts if these is not too much of them is to left all search criteria blank and click on the List button Otherwise one can enter a value into one of the criteria to get all what look like the criteria entered For example if G in entered into the Name criteria all contract for clients whose names contains the letter g will be retrieved This goes for First Name Phone Zip Code and Contract No Some criteria are shows a list lt is the case for City Type of Contract Client Status Contract Status and Group Only one value of each can be selected for a single search There is a serie of criteria that are of Date type Those shows two limits in time for the beginning and t
17. the values entered in these fields Payments could be added deleted or modify freely then after Signed This box should be clicked when the contract is signed It allows to prepare a contract and change it before it get into account by finance Save button Click that button to save the contract into the database Destroy button Click that button to destroy the contract On click 1t will show a confirm screen before deleting the contract On deletion all the associated reservations and payments will be deleted as well Deletion is not a total loss because all deleted data 1s first store into a paralleled archive database Archives are not available yet through any interface but this feature should come in the future Contract Amount Detail The following line displays the detail of the contract amount reduction fees taxes and total Payments This bloc displays the payments list associated with that contract It is followed by a status of all payments The Action column offers way to modify or delete the payments Add a Payment If one needs to manually add a payment this bloc is just for that Close the Contract When needed one can close and existing contract because the client did not come since too long or simply because she asked for it To close a contract fill the two fields Fees and closing Date before clicking on the Close button A confirmation screen shows up Once confirmed the contract appears again but with a stat
18. to Closed The Client will switch to Inactive unless another open contract is under its name If you wish to modify these defaults behaviours please talk with your Argotik Hosting administrator to help you envision the right way to do 44
19. 0 6240 PC Cal 36c 1anR_ 6510 00 36 36 11 A AO o Excel Tata Pc Illimit 1 sem prolongation Arsenault Angie DC 13 10 10 ver PC 6 semaines illimit s 7704 PC Illimit 1 sem Autonne Marie Pierre DC 14 10 10 Cal prolongation 0 00 d marrer a Five 2 2 Firefo Gah Argotik_user_m Th Argotik_manuel Each block has its end line providing the Total Sum of the respective column number of contracts number of events and the total amount of money cashed as real income Only Present and Absent Status on events in each contract are calculated Each block is followed by a Link to exporting to Excel Spreadsheet xls format Excel inside the browser Once the Excel link is used it disappears while the memory used to keep the data is flushed To get it back one needs to call the report again Normal usage of this type of report is on a monthly basis Calling a report for a whole year may be long to calculate and show up depending of the scale of the activity of the company Notice that the status of a reservation does not keep track of what it was at a certain date in the past It always shows its actual value Although when one ask for report with a end date only the reservations inside the time frame will be taken into account Income perceived in advance IPA This report looks almost the same as the previous but it takes only a end date as criteria with User Group optional 34 The content
20. 0 Present admFinance do method periode v7 e gt Yahoo Pl A F D buter avec Firefox la une x Hotmail 13 Personnaliser les liens 4 windows Media E Windows A Alternatif art com 3 Fathers 4 Justice Qu a Workopolis Time to 7 Income Perceived in Adva Y 41 Find location l Driving directions Traffic J Yellow Pages Da pai G A ih Tremblay Sol 1 10 6755 PC Cal 48 cours 1 an tudiant 667 00 a i 55 58 Valois France AY 06 12 10 6412 PC Cal 36 cours 1 an R gulier 683 00 36 3 56 92 Vanier Micheline AV 23 11 10 PC Cal 48 cours 1 an tudiant 667 00 48 4 55 58 Versini Nathalie AV 09 11 10 6497 PC Cal 36 cours 1 an R gulier 683 00 36 3 56 92 Yiens Christine AV 22 10 10 Pc Cal 36 cours 1 an R gulier 683 00 36 1 18 97 Viens Christine AV 22 10 10 7449 PC Cal 36 cours 1 an R gulier 683 00 36 1 18 97 Villeneuve Ginette AV 21 10 10 761 PC Cal 12 cours 3 mois R gulier 252 00 12 1 21 00 Villeneuve Ginette AY 21 10 10 7119 PC Cal 36 cours 1 an R gulier 683 00 36 1 18 97 Villeneuve Johanne DC 27 04 10 960 PC Cal Priv 1 cours 52 00 1 q 52 00 Vincent Sylvie AV 23 10 10 7343 PC Cal 12 cours 3 mois Etudiant 215 00 12 17 92 A a e n Violette Claude DC 08 04 10 _6747 PC Cal Cours Restants 0 00 30 1 Violette Claude a 08 04 10 6790 PC Cal Priv 10 cours 3 mois 575 00 10 5889 PC Cal 36c 1anE 550 00 36 a Yuen TATI AY 17 12 1
21. 07 Ended Presence Card The contract number clickable to access the Contract screen The contract type see Administration Contracts The beginning and end date of the contract The contract status A link to get to the Presence Card Create Contract This is a link to create a new contract for that client Join Contract This is a link to a special feature to join that client to the contract of another client When used it presents a list of contract to pick from and confirm that the actual client should be joined to the existing contract One can join as many clients to a same contract this way The list of all joined clients appears on the Presence Card and in the list of existing contract Invoices This section will show the list of invoices for that client 1f there is any Each invoice displays one line as follow 300 On 14 12 2007 Active The invoice number clickable to access the Invoice screen The date The invoice status Create Invoice This is a link to create a new invoice for that client Other Fields In the other field to fill some shows a list of value to pick from like Occupation City State and Country If the value is not in the list for the fields Occupation and City enter the new value in the second field beside the list on the left of the row This new value will be added to the list and assigned to that client when saving Validate button clicked Some fields require Date only like Begin Date Date
22. 1956 Dubuc Michelle AV 08 04 09 Dufresne Monique AY 08 03 09 22 07 1952 Dupuis Carole AV 20 03 09 10 03 1952 Eaille Andr FN 09 10 07 09 09 1964 Farrell Muguette AY 30 04 09 11 03 1946 Faucher Marcel AY 19 02 09 25 02 1960 Favreau Sylvain NT AV 15 02 09 16 03 1961 Flibotte Carole AV 01 04 09 10 11 1952 Done Local intranet If the result resume to only one client it will rather jump directly to the Client Detail screen Client Detail This screen shows the client information and allows edition Let s follow the links and feature of that screen from the top down Argotik Mozilla Firefox ESk Fichier dition Affichage Historique Marque pages Outils 2 Earset AE i gt localhost 8080 Present client_edit do method showtthing 112438 r e a micaela leroux burch Pl A 1 D buter avec Firefox Ala une BF Hotmail Personnaliser les liens 2 Windows Media 3 Windows Alternatif art com Fathers 4 Justice Qu Workopolis Time to Gymnastique sur table TCP Inc pa New Cikit MeekySciedik administrator Logon Ar 2 otik 2 Client Detail Deke Free Resenetor ENS 20 02 2003 conteat 3783 aechiv fam 20 02 2005 conteat 2767 aechivey fin al a sing aati 02 2003 conteat 3720 acehives finn E 02 2008 conteat 3714 acchives fam Eta vy 02 2008 coateat 3703 acchives fam ESTED ve vier pre v me 02 2009 conteat 3685 acchives fam
23. 20 00 1 48 Regular v 48 Class 1 Year Studeni 52 2009 _ 720 00 1 48 Regular 5 Class Dancer 24 2009 50 00 1 a Regular w 6 Private Sessions 52 2009 450 00 1 6 Regular Y Drop In Dancer 1 2009 15 00 1 1 Regular iv y l amp Intranet local d marrer E tp oym Microsoft Outl F usagers 3 Argotik Microsoft 1 z E a 14 08 28 Invoices For Invoice types it goes similarly as contract type except that there is fewer columns to define GST and PST check box are to be set when federal or provincial taxes do apply to each invoice type The difference between Invoice and contract is that in one invoice you can put up to 10 items Invoice Type and each with as many unit of each items Invoice has its module to set reservation as well as contracts through the presence card but finance report will not take count of the consumed courses for Invoices as it does for contracts For invoices only payments will be taken into account The first line under the columns labels is for to add a new Invoice type There is no possibility to change an Invoice type If change is needed creates a new Invoice type and Retired the old version of it The changes made here as well as in the contract type should appears immediately throughout the application A Argotik Microsoft Internet Explorer Fichier Edition Affichage Fav
24. Argotik Index User s Manualer eae iia 2 o A stiest testte esteen srest rS aree see sese eennes senesne 2 Client SearOh A A O EE et ey 3 Clhent A E E E A E 4 Glient CONTA ii io 8 o A A 10 Weekly Schedule by Location sii 12 Presence nee iii 13 MA CC AUG MAA A 15 A PEA ORON PERIENCE EET 18 Company A A 19 A n ea Nee ee ee a 19 COUS lt gt nena ee neat Beer See ae DEE OPT Eiri ISPEY BOY Er T E SFr IPE npr E PEASY PRT A 22 O A Sedan iecselgastutadeeangseiadeitotectuadsactanes 23 MOUS ES Edilicia di 24 Scnedule Units EVEMD essiensa or dt 24 REIS AE 6 k iii ido 25 Ord nng the iS tii 26 A O A ERT ature UN rE A 27 A PUNT Pave ret Emre E O ar 29 List of ON ACTS rita 30 o aaron erro reer ner ee ete tier Ser nner set eee ER ner ents DET RR renew rr nT a erst a rer Err ar 32 A A A 32 A II E ERT Co araR INTE eNO 33 Income perceived in advance IPA oooocococonociconococonoconncnonncnnonncononnnononnnannoos 34 o A te eC eee eee 35 lient A O cee ucatenane 36 SA AA 38 Follow up Ales n 39 Payments IS ci 41 US at 42 A cesem sca ccec scenes es A eas ntsc eae eee tae 42 User Modiica lOs id 43 A a a ener 43 COMINO aii 43 B siness Onda 43 Add UNS aaa 43 Modify Stat Stansted ida 43 Automatic Status ModificatiON ooonononccoccnccnconononononononononnnnanno nono nccnononannos 44 User s Manual Argotik is an Web 2 0 application for enterprises who manages events like courses conferences and reservations The s
25. Favorites PMedia J B7 SS SL Address a http Mocalhost 7070 Present client_search do method search New Clients Weekly Schedule Administration Log Off Client List a O IC First Birth Date Allen Carl AV 03 03 09 11 08 1963 Auger Nelly 01 06 1947 Baron Claudette AV 29 02 09 10 05 1942 Barri re Mireille NT AV 11 04 09 18 01 1954 Baudin Marie Claude 25 03 1957 Bellavance Marie Edith AV 03 03 09 04 05 1956 Belzile Francine AY 01 02 09 06 06 1961 Benoit Monique AY 09 03 09 26 05 1947 Bernard Denise AV 28 02 09 04 08 1956 Bernier Dominique DC 15 06 08 27 05 1953 Bourbeau Louise AY 23 02 09 06 11 1953 Boutin Sylvie AV 13 02 09 23 07 1967 Boyd Andr AV 26 04 09 05 03 1950 Branchereau Laurence AV 19 02 09 16 04 1956 Brochu Jos e AV 23 03 09 21 05 1961 Cantin Pierre AV 28 02 09 28 09 1951 Cardinal Ginette AV 11 04 09 20 12 1952 Caty Ghislaine NT AV 15 02 09 31 07 1957 Chabot Danielle NT AV 01 04 09 05 01 1950 Charbonneau C line AV 25 01 09 16 12 1958 harbonneau Diane AV 19 02 09 05 10 1952 Corbei Johanne AY 11 04 09 28 08 1962 Croteau Annick AW 12 02 09 01 05 1972 Danylo L ola AV 17 02 09 09 09 1954 Demers Jackie AV 18 03 09 06 11 1981 Desmarais Isabelle AV 02 03 09 04 04 1969 Desrosiers Nicole DC 07 02 08 28 01 1949 Dessureault Lyne AY 23 02 09 27 06 1961 Didier V ronique AY 12 03 09 03 01
26. Microsoft Internet Explorer Fichier Edition Affichage Favoris Outils ay Q Pr c dente J x a yo Rechercher K Favoris 2 52 amp wj ha a 3 Adresse B http localhost 8080 Present admCours do method show list E x OK Liens a Google v B Rechercher qr Be Sidewiki po Orthographe al Traduire gt EY Connexion New Clients Weekly Schedule Administration Log Off Administration Argo tik Ordering Course List Day Hour 00 00 AM Courses Level _Order_ Wenesday 10 45 AM OPEN 1 4 0 Monday 09 15 AM 273 4 2 4 1 Monday 10 45 AM 1 2 1 2 2 Monday 05 00 PM 1 2 1 2 3 Monday 06 30 PM 2 3 4 2 4 4 Tuesday 09 15 AM DID 2 4 5 Tuesday 10 45 AM 1 1 1 1 6 Tuesday 12 15 PM SBC SBC Tuesday 05 30 PM 1 234 1 4 8 Wenesday 09 15 AM 2 3 4 2 4 9 Wenesday 06 00 PM OPEN 1 4 10 Thursday 09 15 AM 1 1 1 1 11 Thursday 10 45 AM SBC sBc A Thursday 05 30 PM 1 2 1 2 13 Friday 09 15 AM 3 4 3 4 14 Friday 10 45 AM 14 2 1 2 15 Saturday 09 15 AM 1 1 1 1 16 3 Saturday 10 45 AM 2 3 4 2 4 17 Saturday 12 15 PM 1 2 1 2 18 Oooo il vi l Termin ul Intranet local ai d marrer Em gym Microsoft Ou A usagers Ty Argotik_en doc Mi E Argotik M ian O a 14 03 Contracts Where are defined the types of contracts The first line in the table after the co
27. To retire a contrat type use the link Retire of the corresponding row a Argotik Microsoft Internet Explorer Fichier Edition Affichage Favoris Outils ay Q Pr c dente lt 4 x a O ya Rechercher Se Favoris E B s amp wj laa a 3 Adresse a http flocalhost 8080 Present admContrats do method show x OK Liens Google v Y Rechercher 6 dp Bie D Sidewiki Yr Orthographe al Traduire gt gt amp Connexion New Clients Weekly Schedule Administration Log Off Administration Argo tik Contracts Retired Contracts Weeks Year Ammount Payment Nb Type of Course Regular Y 1 Private Session 1 2009 85 00 1 1 Regular 1 Semi Private Session 1 2009 45 00 1 1 Regular 12 Class 12 Week Stud 12 2009 230 00 1 12 Regular v 12 Class 12 Week Regd 12 2009 275 00 1 12 Regular v 20 Class 20 Week Dand 20 2009 225 00 1 20 Regular 24 Class 1 Year Busineg 52 2009 515 00 i 24 Regular iv 24 Class 24 Week Regy 24 2009 495 00 1 24 Regular 24 Class 24 Week Stud 24 2009 420 00 1 24 Regular v 25 Class 1 Year Alberta 52 2009 200 00 1 25 Regular 5 36 Class 1 Year Regulal 52 2009 710 00 1 36 Regular vw 36 Class 1 Year Studeni 52 2009 595 00 E 36 Regular v 48 Class 1 Year Regulal 52 2009 8
28. aphe al Traduire gt amp Connexion Google New Clients Weekly Schedule Administration Log Off List of Contract Argo tik Type of Contract city ERA ADS os No Date n Date Between MN ad MI Between MN and MM Date Client Status Last Presence on Active Contract i T OE 200 8 201 30018 Between O O and Oo SS ee Contract status ME AnayalfiKlementina Active 48 Class 1 Year Regular Engbloom Nancy Active 48 Class 1 Year Regular Long Engbloom Kristin Active 24 Class 1 Year Business Strong Jean_ Active 48 Class 1 Year Regular otals Excel Closed Contracts BREP Als e e 200 2009 Ben el Fits Nel lnc All Rights Reserved l ul Intranet local d marrer amp gym Microsoft Outl usagers E Argotik_en doc Micr Argotik Microsoft In jfa 15 17 Once the list shows up the criteria s options are kept The list itself by default shows the contract number clickable to go to that contract page and a cp link to go directly to the Presence Card of that contract The client name is also clickable to get to the Client definition The last line of the whole list provides additional data as the sums of all the amounts for money columns It shows as well the number of listed contracts 31 After the listed table there is a Excel link to extract an Excel Spread Sheet of the repport in another window Once clicked the Excel link disappears to remo
29. ayments Reduction This is the selected reduction allowed to that contract It is picked from a list the Reduction List listed in Administration Static List Reduction The reduction could be a specific amount 9999 99 or a percent 99 99 Integration of Existing Contract There are three fields named Total Courses Number Tot C Nb Initial Course Number Init C Nb and Left Course Number Left C Nb This feature is mainly to show how many courses are left on how many The Initial value could be set to less then the Total number of course when entering an already existing contract with used courses reservations one does not want to enter into the system It will avoid to baldy affect the amount calculated for each course see Administration Finances On a regular contract creation one can left blank those three fields they will be taking care of automatically on submission In doing so if you do not wish to enter past reservations you proceed as follow In the Create Contract screen uses the 4 line of the second block labeled Integration of Existing Contract Paiments Spread A contract type definition already has a number of payments by default The two fields Nb of Payments and Number of Course week could be use to modify the default value so to spread the payments accordingly to the way the client will consume its contract Upon submission of the contract payments at specific dates will be calculated depending on the default value or
30. e are three defaults User Type Supervisor who have access to every feature of the application Administrator who has access to all feature but the User List module User who has a restricted access to basic function no access to the Administration module It is possible to change the restrictions for these types of users or even to create new type of user but this must be must be done by technical support The default screen showing up is Client Search Client Search This is the convenient screen to access to a client record by different criteria The whole list of client is directly available trough the Clients Other fields allow getting a sub list of corresponding clients from which to pick the right one 2 Argotik Microsoft Internet Explorer File Edit View Favorites Tools Help EBack y gt O A A Qsearch Favorites Media J vy SS Say Address a http localhost 7070 Present client_search do method show New Clients Weekly Schedule Administration Log Off SO ik Client Search I gotik ME 3 lt 2003 2009 Ben et Fils Net Inc All Rights Reserved Done Local intranet One can simply fill only one letter in the Name to get the list of all clients beginning with that letter The search is case insensitive 3 Argotik Microsoft Internet Explorer File Edit View Favorites Tools Help Back y gt A A Asearch Gid
31. ents in the list as targets to the email Checking the box again uncheck them all Only client with a valid Email Address will be sent Email Using the New Email box allows to compose an Email Fill the From From which Email Address the Email is sent Subject and Creation Date Month Date Year ie 12 01 2011 Fill the Content with your message You can use all HTML tag to creates nice layout and links etc Then click Test the Email to send the Email to the From Email address to check the result before sending the Email to every one Goes to the From Email Address mail box to see if you got the Email and verify the look and fell and the way your customers will see it 37 Once you are sure about the end result use the Back Button of your Browser to retrieve the content of your just created Email make sure the selection of customer is right the check box of each customer in the last field of the client list then click the Send button at the bottom of the Content Box Each Email is kept into the database See the following section to know more about it Emails The Emails link in the Administration Page leads to a list of Email that had been sent through the Client List Email sending feature The Subject field is a link to the detail of each of them Argotik Mozilla Firefox CES Eichier dition Affichage Historique Marque pages Outils 2 IE Mario messaged you 2 argorix x it leans calas eat or Le gt El imeneger sali
32. es that could show up in the application to pick up from An example of the screen for a static list shows on the first line a way to add a new element in the list The following already existing elements can be modified Mod or 19 retired Del They indeed are not really deleted because if some client contracts or invoices relates to it they should still show up But once retired the element will not show up in list where to use it for new contract client and invoice Z Argotik Microsoft Internet Explorer x File Edit View Favorites Tools Help Beck gt gt A A Qsearch Favorites Media Y Ay Y a E as Address El http localhost 7070 Present admListsEdit do method show amp type_id occupation_id New Clients Weekly Schedule Administration Log Off Argotik Administration Argotk Statics Lists Editing List Items Add Mod Del 2 HOME MOM Mod Del AB Dancer Mod Del AB dancer Mod Del Account Director Mod Del Accountant Mod Del accountant Mod Del Accounting Mod Del Accounts Payable Mod Del Acct Clerk Mod Del Accupuncturist Mod Del Actress Mod Del Admin Mod Del Admin Assistant Mod Del Administration secretary Mod Del Administrative Assistant Mod Del Administrator Mod
33. etrieves a list of 100 customer who are not attending since a while starting with the oldest last presence This feature helps you to identify your customer that does not come anymore either to contact then or to close their contract The criteria are kept into memory and shows again once the list is called 36 There are two ordering fields available Three check box allow to show more fields in the report Birthdate Dates Follow up Code Follow up Code Last follow up date and Next Step date Phone Phone numbers and email addresses The report allows creating testing and sending emails to the selected customers from the list Argotik Mozilla Firefox Fichier Edition Affichage Historique Marque pages Outils E argotik y E Se E localhost 8080 Present client_suivit jsp e o Yahoo P A D buter avec Firefox Ala une y Hotmail Personnaliser les liens A windows Media Windows Alternatif art com Fathers 4 Justice Qu workopolis Time to ee Date Contract status MN Between ME TE Pp E ordered by choose and ora Between E and B rdere y oose n rder oose Active Between gt Birthdate I Follow Up Code eS Patrick Roberts Marnie Regular from Subject Creation Date frype your message here d marrer E Da Argotik M file package Ty Argotik_us BY Programm The Send To check box checks all the cli
34. he end One can enter only one of them or both to sets limits on the beginning or the end or both 30 There is a special Last Presence on Active Contract check box with the option to retrieve those contracts where the client does not come anymore This is convenient to make a follow up on these clients that did not come sine a while or to close their contract This criterion excludes all other criteria set in the form It is followed by three radio boxes to select the first 100 the following 100 or the last 100 of them There could be more but they are not retrievable Although the order in the list i is based on Last Name and First Name one can set another order using the Ordered By and 2 Order drop down list of option The last two lines of the criteria panel shows three check box to set which extra columns one would like to see in the list Price to show the amounts data Used to show the numbers of courses used and Dates to show the dates of the contracts All could e set at once using the All link or none using the None link on the last line The List button launches the search and show the resulted list The Default button is for resetting the criteria s as it were when the page showed up F Argotik Microsoft Internet Explorer Fichier Edition Affichage Favoris Outils a os id Sa as a Gif O Rechercher she Favoris 2 w Ly 3 o w OK Liens y 59 Rechercher o 6 dp Bix Sidewiki gt Y Orthogr
35. ion Each Java tax definition contains its own taxe calculation method which is based on the province rules The taxes are used when creating a contract or an invoice to calculate the amounts but then the amounts are saved into the each contract and invoices and not affected by changes in taxes definition The amounts of HST and PST should be provides in percent like 9 975 for 0 09975 Other fields of the like formula don t have usage still in Argotik 21 2 Les plus visit s D buter avec Firefox Ty 1 Demander Toshiba yg 10 Promotions jag 2 Page d accueil 3 Activer la garantie kg 4 Garantie prolong e 5 PagesJaunes ca fy 6 J 8 Shop Toshiba EJ Marque pages ag g Wac amp Q Rechercher Y S re Do Not Track f M t o Ei Facebook E 2 E 3 C NVERTER ul Download for Desktop UA Download for iPhone Advanced Download JJ Music Videos Eh Videos 4 Entertainment Fitness Table Vancouver A gt i k New Clients Weekly Schedule Administration Log Off rg O t gt Administration Statics Lists Editing List Items Tax le le 12 Mod BritishColumbia2013 5 rg April 1st 2013 El Mod 8 2002 2012 Ben et Fils Net Inc All Rights Reserved Courses This screen is where to define the courses and set their weekly schedule Course
36. j PA e PA Add Reservation For Regulars Adams Jennifer 05 18 2013 Eval 12 classes 12 weeks E Add Reservation For Others Burgess Diana y EN Canceled Reservations moan cient Present rosent cance bue Payment See Reception 2003 2012 Ben et Fils Net Inc All Rights Reserved One can click on the name of the customer to access its Presence Sheet or its Invoice depending if she has an active Contract or an Invoice Printing the Presence Sheet The Presence Sheet can be print by clicking on the Print link It is convenient to do so before a course for the customers to sign their presence 14 F http Aocalhost 7070 Present feuille_presence do method print amp courDate 09 14 2009 amp cour_offert File Edit View Favorites Tools Help Microsoft Internet Explorer Bak y gt y aa A QSeerch Favorites Media 4 Bv Y El BES Address a http localhost 7070 Present feuille_presence do method print amp courDate 09 1 4 2009 amp cour_offert 224907 a Go Br Fitness Table Calgary Salle Grand Room Reservations Monday 3 00 PM 09 14 2009 Introduction 1 Teacher George Biron Present Abs Name Contract s Signing Left End Comment Agrawal Dinesh 19 07 05 2009 See Reception Zanewich Jeaninne 10s 07 05 2009 OJN OD oy Bl wl pl
37. lendar starts in the week of the first reservation and stop showing reservation at the current week 17 Z Argotik Microsoft Internet Explorer x File Edit View Favorites Tools Help Back y gt D A ZSearch GiFavorites Media J Br 3 2 H 4 Address a http localhost 7070 Present carte_presence do method showRegulier amp thing 228694 amp contract 229000 El Go lI gt New Clients Weekly Schedule Administration Log Off Argotik Regular Presence Card O Client amp Contract IE ETS EITC since Contract No Contract start Contract s End Week Used 2 type 1 cata 06 01 2009 07 05 2009 5 Thursday 02 03 04 05 06 07 01 Jun 2009 P Agrawal Dinesh Active 19 null 17 18 19 20 21 24 25 26 27 28 01 Jul 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 01 Aug 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 01 Sep 02 03 04 05 06 07 08 09 10 11 12 13 14 P 15 16 17 18 19 20 2003 2009 Ben et Fils Net Inc All Rights Reserved Done Local intranet If the Contract is of unlimited type the counter is based on Weeks consumed rather then on reservations The Calendar is the place where to manually set if a week was consumed by clicking the check box Administration The Administration section shows a list of links to administrative features It is split in tow parts the upperm
38. lumn labels is where one can add a new contract type The fields go as follows Name The name of the contract type Weeks The number of weeks spent If the contract is Unlimited type of course is set herein the number of weeks will be used as a counter to decrement down If the contract is of regular type the number of weeks is only for information Take notice that for financial reports The total amount of the contract is divides by the number of weeks used consumed to calculate the Real Income and the Income Perceived in Advance see these topic Year This in informative only Note the year the contract is created 27 Amount The basic cost of the contract This will appear in the contract form where it could be change on the fly or add a reduction The amount will also appears in the list of contracts Payment Nb By default Number of payments for that contract type This number could e change on the fly when creating a contract see create contract Type of Course You have two choices Regular and Unlimited In Regular mode each course count for one unit while in unlimited mode each week spent count for one unit The way presences are taking is different see presence card Action For adding a new contract type the button Add effectively does it For modifying an existing contract type click on Mod When changing a contract type take care to keep the same Type of Course or simply add a new contract type rather
39. method show thing 2286948contract 229000 Presence Card Client amp Contract Contract Start Contract s End Attended Courses Agrawal Dinesh null Gis E 2 06 01 2009 07 05 2009 active Client s Note Contract s Note T vociner See Reception m EE ton E sol PE calendar JA Teacher Room a Reservations Hour 00 00 AM 06 01 2009 Monday 3 00 PM Introduction 1 Grand Room George Biron a 06 08 2009 Monday 3 00 PM Introduction 1 Grand Room George Biron 06 15 2009 Monday 3 00 PM Introduction 1 Grand Room George Biron 06 22 2009 Monday 3 00 PM Introduction 1 Grand Room George Biron EEN aa EE 06 29 2009 Monday 3 00 PM Introduction 1 Grand Room George Biron 09 14 2009 Monday 3 00 PM Introduction 1 Grand Room George Biron Total 6 Used 5 Present 2 Absent 3 Canceled 1 Undterminated O Deco El vos vo E oF E m Payments Versed Date Check No Type of epee versed Date Check No Type of Payment L E CA L ai Oo Bl 2003 2009 Ben et Fils Net Inc All Rights Reserve d At the top of the Reservation List section there is a link to a Calendar of reservation to see the reservations in a Calendar form To be shown at least one reservation must be already set The reservation status shows Red for consumed Present P or Absent A and Blue when Cancelled X A Green reservation is one that has no status yet R The Ca
40. ock Followup Code cannot be deleted as well as any other Status while this could disrupt the application where some data can still be pointing to old Status Then go to a Client page last block before Emails and set the follow up code the last Followup Date and the Next Followup Date and clck the Validate button to save it Argotik Mozilla Firefox MENE Fichier Edition Affichage Historique Marque pages Outils 2 Boster es E localhost 8080 Present client_edit do method show amp thing 226986 gt e r Yahoo P A 13 D buter avec Firefox Ala une Hotmail 3 Personnaliser les liens 2 Windows Media J windows Alternatif art com Fathers 4 Justice Qu Workopolis Time to Address 1340 Montreal Ave SW City Calgary ba Province Zip Code Country Canada x Home Phone 403 228 3940 Work Phone Cell Phone Contact Contact s Phone Evaluation Begin Date Date of Essay Followup Code Srping Followup d marrer 5 A M age 7 gt rogramm an FR g 2 15 50 Then when one goes to the Followup Alertes Page the Client will show in the List There are the same feature to send Email as in the Client list the Email are recorded etc 40 Argotik Mozilla Firefox Eicher Edition Affichage Historique Marque pages Outils 2 C x localhost 8080 Present alertessuivit jsp ce r Yahoo 2 A
41. oftware is delivered over the Internet This user manual is intended to help the users of the Argotik with the many features and functionalities it provides Other documents are available explaining the inside design the data schema and the technical specifications They are available on http www argotik net Argotik s functionalities extends from customer management contracts invoices reservations and presence Its weekly schedule on the spot configuration and multiples financial reports customers follow up and bulk email sending makes it an intuitive easy to use fast and helpful business tool Argotik know how to deal with concept of regular and unlimited characteristics of courses as events The notion of invited client allows entering reservations or rendezvous for clients even without a contract Main Menu Each screen will show on the top line the same few links to access the main feature of the application These features are New to add a new client Clients to access a specific client Weekly Schedule to access the courses schedules Administration to access configuration features and reports Log off to quite the application Other main feature like Contracts Invoices Clients Presence Card Client Calendars and Presence Sheet are accessible through many links shown on other screens like the Weekly Schedule or the Reports The menu items are not all available to every user It depends on the User Type Ther
42. ok that fits your taste Configuration There you can modify the language the Country and the Timezone to which fits and please you the best There are only two languages available now French and English Only two countries US and CA and only one Timezone To get more ask you Argotik hosting administrator Once a change is made in that block you will be automatically log out for Argotik to allow the change to take place Once logged in the change should be reflected Business Logic This feature is intended to help managing the behaviour of the whole Argotik for your business There are three block in this screen Behaviour of the application upon statuses is not automatic but is tied to the running programmed code underneath One can change a Status Add Status Status does apply to specific Type of data that are listed Only Followup Status should be added here see Alerts section Modify Status One can modify the mane of a Status without affecting the behaviour of the application This could be usefull to better reflect what its meant to you 43 Automatic Status Modification There are a few events on which the status will automaticly change On Contract Creation The contract will be set to Active The client will switch to Regular On Contract End The Contract will switch to Ended The Client will switch to Standby unless another active contract exist under its name On Contract Closing The contract will switch
43. oris Outils ay Q Pr c dente gd x Bl O ya Rechercher A Favoris E a PS o 7 Ly Fol 3 Adresse http ilocalhost S080 Present admFactures do method show vol OK Liens Google B Y SY Rechercher dr Be Sidewiki gt Orthographe al Traduire gt gt EY Connexion 7 New Clients Weekly Schedule Administration Log Off Administration Argo tik Invoice Types Name E Ammount LESS PST Action S E E E Clothing Hoodie 38 00 M Retire Clothing Staff Bra Tank 23 50 M Retire Clothing Staff Hoodie 28 25 W I Retire Clothing Staff Tank 21 50 IT Retire Clothing Tanks 28 00 IT Retire Clothing Turtleneck 30 00 I Retire Evaluation Private 70 00 M Retire Evaluation Semi Private 50 00 IV Retire MyoMed Pump 95 00 MV IT Retire MyoMed Pump Staff 45 00 IT Retire MyoMed Tube 28 00 Retire MyoMed Tube Staff 15 00 IV Retire E 2001 2009 Ben el Fits Nel Inc All Rights Reserved El Termin ul Intranet local d marrer O gym Microsoft Outl M5 usagers Ty Argotik_en doc Mi By Argotik Mic 29 On the Administration page let now look at the lowest part Links under the horizontal rule which is about reports and configuration a Argotik Microsoft Internet Explorer Fichier Edition Affichage Favoris Outils A Q Pr c dente y x 2 e Rechercher se Favoris E e w Ly a 3 Adresse a http localhost 8080 Present admin do method
44. ort Argo tik A irse Moe DO of Contract eii pas ee RR Status Type of Payment Contract status MN Payment Status Ar a aeee e oe Tonon eeen e e Aberg Marybeth MyoMed Pump Pump 129 41 Aberg Marybeth a oase 1 k 02 19 2009 visa Achmus Bettina Unlimited 1 Year _ 808 50 x 02 10 2009 Visa Achmus Bettina Unlimited 1 Year __ 808 50 x _ 08 10 2009 Nisa 4 48 Class 1 Year Angyalfi Klementina 2 Regular 861 00 x 05 20 2009 Visa 12 Class 12 Week Ansell Janis 34 Rea enna 282 78 x 09 08 2009 visa 20 Class 20 Week Arsenault Andrea area iTe achas 198 50 x acer Cash al d marrer O Argotik m package Ty argotik_us BY Programm D Present ip Rg User s List This link in Administration lend to a few features to manage the Argotik Users Add User To add a new user to Argotik enter the user ID the user password and the Role of that user Supervisor Access to every feature in Argotik Administrator Access to everything except this very module User List User Access to everything except the whole feature under the Administation link 42 User Modification It shows the list of active users There one can change the user ID password and the Role to which this user belong Style Modification This is a way to change the look and feel of the Argotik application for your company Try the three available look and fix your choice on the best lo
45. ost for definitions and the lower part for reports and configurations The Administration page is no available to User type of users See User s List but only for Supervisor and Admin types of users The Admin does not has access to the User s List 18 Argotik Mozilla Firefox Fichier Edition Affichage Historique Marque pages Outils 2 E araotik sli localhost localhost argotik cient juse 3 la localhost 8080 Present admin do method show E C er y Pa L D buter avec Firefox Ala une Hotmail Personnaliser les liens AE Windows Media Windows S Alternatif art com Fathers 4 Justice Qu Workopolis Time to lt x v Eouo o Find location l Driving directions Traffic l Yellow Pages iF Maps p gt En New Clients Weekly Schedule Administration Log Off s d marrer Argotik Administration Company Statics Lists Courses Ordering the List Contracts Invoices List of Contract List of Invoice Finances Address List Client List Emails Followup Alertes Payments List User s List Buziness Logic 2003 2009 Ben et Fils Net Inc All Rights Reserved Inbox Micros 2 Firefox Ul Argotik_user_ Th Argotik_manu FR RU y 17 16 36 The features are Company Company name and address taxes number and other details that appears in print out of Contracts Invoices and Presence Sheet Static Lists Static lists are list of fixes named valu
46. ourses At the top there is a form to add new courses The fields are Name the course name Level The level of a course string or number Clients Informative field about the target type of clients Nb of Place Maximum number of people how can attend the course at once This value will overwrite the maximum number of people in a Room Lenght HH MM SS Duration of the course in hours minutes and second Value as 2 02 or 12 15 are allowed as well This filed is not yet used but is planned to be use in the future Actually the weekly schedule takes into account the starting hour along with the day and date of a course 23 Priv Classe This is the type of a course Private or Class Use Private to create a category of Private lesson It should be use to set RDV Rendez vous in Presence Card or Invoice with reservation Rendez vous will appear in the Weekly Schedule of the Room highlighted with the name of the client Prior to displaying the list of course there is a convenient drop down list to jump directly to the selected course When one have many courses its help to get directly to the right one without having to search for it in a huge list Courses Edition The list is organized by blocs each one of them showing three parts first the course definition as entered using the topmost form described here before second a form to add new Schedule Unit for that specific course third the list of Schedule units for that course
47. ress El http ocalhost 7070 Present horaire_hebdo do method show E 60 8 gt RD New Clients Weekly Schedule Administration Log Off Hbdo Schelude ATT Grand Studio AREAS AE DI ATTE TA AE TENES EVEN thursday TETERA IEEE ETE 7 8h00 9h00 9h30 10h30 11h00 12h00 13h00 13h30 15h00 Abdo Trone 3 20 16h30 17h30 18h00 19h30 Net Inc All Rights Reserved a E Local intranet Presence Sheet The Presence sheet shows the list of reservation for a specific course on a specific day It allows the daily follow up of who is set to come to a course Names of clients with other info due payments are listed The items shown are the Date the Hour the Course the Teacher and the Room Each Room has a specific number of places defined in the Room definition which limits the number of person in a course When it become overcrowded the follower will show up on gray background Reservations can be set to Present Absent or Cancel When Canceled a reservation moves to the last bloc of the screen canceled reservations If a customer owes an amount payment is past due it is shown There are two lists from which one can pick up a name to add a reservation The fist list contain customer with active contract contract name with their ending date are shown as well The second list contains all other customer When one is picked a dialog box appears to confirm the adding If the client does no
48. s are only content definition while schedule units are weekly recurent event linking the course what the room where a teacher who a day and a beginning time when The Schedule unit is a recurent event 22 F Argotik Microsoft Internet Explorer Qu Aseo Faries BMede G E http Mocalhost 7070 Present admCours do method show New Clients Weekly Schedule Administration Log Off Argotik Administration Courses Retired Courses Add a Course Name Level Clients Nb of Place Lenght HH MM SS Prive El Advance Table3 El Lenght mmm J Advance Table 3 All 20 01 00 00 Priv Modifie Retire REE AA TEEN ACA AE TO ET TA EE Action Add Schedule Unit Monday El HL E moa Friday E 05 00PM 01 00 00 0601 2009 12 30 2009 Grand Room E Biron Georges Retire Lenght HH MM SS Introduction i fA 20 01 00 00 Priv Retire schedule Unit AA ATENIENSES Action Add Schedule Unit Monday El H moa Monday E 3 00 Pm 01 00 00 01 01 2009 01 01 2015 Grand Room E Biron Georges retire Lenght mam test course It an is 1 00 Priv E Betire schedule Unit AA Hour 00 00 AM Lenght HH MM SS PETN end TA l Teacher Action Add Schedule Unit Monday E C W 2003 2009 Ben et Fils Net Inc All Rights Reserved Add C
49. screen shows two features to produce financial reports 32 Real Income RI Income Perceived in Advance IPA Argotik Mozilla Firefox EEE Fichier Edition Affichage Historique Marque pages Outils 2 argotk gt EX localhost 8080 Present admFinance do method show ta le Yahoc P th D buter avec Firefox Alaune Hotmail Personnaliser les liens 2 Windows Media Windows Alternatif art com Fathers 4 Justice Qu Workopolis Time to Do Findiocaton Yalow Pagos inns Y COMETS gt A lt Argotik Administration Finances Real Income RI Period From Es to Es Groups EN E Income Perceived in Advance IPA Period Ending On El Groups be 2003 2009 Ben et Fils Net Inc All Rights Reserved d marrer Mo x Microso 2 Firefox Uy Argotik_user_m UU Argotik_manuel FR Q 16 38 Real Income Real Income RI required two boundary dates from and to One can also select a group in the list to limits the report to a specific group of client Clicking the submit button provides the report in three main block Regular Contracts Unlimited Contracts Closed Contracts 33 Argotik Mozilla Firefox EEE Fichier Edition Affichage Historique Marque pages Outils 2 E argotik hd gt la localhost 808
50. se The same button is also displayed at the bottom of the screen Default button This button is used to reset the data to its original state Name and First Name Without comment Status The status is the actual Client s Status for that client The status could be redefined in the Administration Business Logic module See the Business Logic section for detail about this feature Some action will modify the Client Status automatically like when a Contract is created for a client its status should become Regular When the contract ends the client status becomes Inactive The client statuses are used throughout the application to restrict lists of clients based on their status like in the Presence Sheet Group The client could be assigned to a group The groups are defined in the Administration Statics List module The Groups are used to discriminate clients based on their groups especially through the reports and financial reports A client can belong to only one group at a time Client s Note This is where one can put any information about the follow up of the client The Modify button is to save the content of the note separately from the Client data This same note is also available through the Client s Presence Card along with the Contract s Note Contracts This section will show the list of contracts for that client if there is any Each contract displays one line as follow 3569 1 cours E from 13 02 2007 to 13 02 20
51. t have a contract or an invoice and is not set as Invited the reservation could not be created 13 gt hittps argotik net Present feuille_presence do method show amp courDate 04 16 2013 amp cour_offert 4031 Vv CO amp My Web Search PI R Les plus visit s 8 D buter avec Firefox T 1 Demander Toshiba ig 10 Promotions jag 2 Page d accueil 3 Activer la garantie 4 Garantie prolong e 5 PagesJaunes ca ff 6 ebay 8 Shop Toshiba EJ Marque pages MEANG Rechercher Q Rechercher Y S re Do Not Track fi ES maso Gi Facebook E 2 cul SBGRVERTER ue Download for Desktop U Download for iPhone Advanced Download JI Music Videos Xh Videos 4 Entertainment Print 6 Reservations a Schedule Unit Tuesday 04 16 2013 7 45 AM Int Adv d L1 2 3 Ford Katharine x Main Room Reservations Jee ea A ES Austin Isobel _ 48 classes 1 year 07 26 2013 2 2 Mearns Marily le 48 classes 1 year 12 14 2013 20 C 3 C Rainer Christine 48 classes 1 year 1 27 2014 35 40 Romanowska Joanna 48 classes 1 year 06 08 2013 12 5 Shand Heather o 48 classes 1 year 1072612013 12 6 o Sutherland Bruce lo 36 classes 1 year 8 27 2013 15 C E Wnerenc res Jo O
52. ubmitting the request 3 As RDV Rendez vous Choose a Private type of course in the Punctual line along with the Date and add the Hour the Room and the Teacher These are specific for private courses When a contract gets consumed to its middle half the reservation are consumed the Presence Card background turn to light blue and then to pink when the contract is finish all courses are consumed notwithstanding the End Date of the contract The following bloc shows the list of reservations in chronological order The Presence status can be set there as well as in the Presence Sheet Use the Mod button to modify the corresponding reservation Use de Del link to delete a reservation Or use the check box to delete many reservations at once with the Bulk Delete button at the end of the reservations bloc On that last line a little report of the reservations is shown Total 6 Used 5 Present 2 Absent 3 Canceled 1 Undterminated 0 Lines in the reservation bloc are of alternate background color To mark a specific row of reservation simply clicks on it anywhere to highlight it Click again to come back to the regular background color The Reservation Bloc is followed by the same block showing the Payments as in the Contract Page One can Modify and Delete payments here as well Adding new payments is allowed at the end of that bloc 16 F Argotik Microsoft Internet Explorer El http Mocalhost 7070 Present carte_presence do
53. us Closed and on a yellow background A new bloc of closing information on white background is added At the bottom of the screen the closing form is replaced by a reopening contract link 1f need be Invoices Use the Create Invoice link on the Client Detail screen to set a new invoice 10 7 Argotik gt A hittps argotik net Present facture_edit do metho ew8lthing 266096 Q MyWeb Search P A E Les plus visit s 8 D buter avec Firefox T 1 Demander a Toshiba kg 10 Promotions lig 2 Page d accueil _ 3 Activer la garantie kg 4 Garantie prolong e 5 PagesJaunes ca EJ 6 ebay 8 Shop Toshiba EJ Marque pages MEAG Rechercher Q Rechercher S re Do Not Track f M t o Ed Facebook E 2 E o WEE Download for Desktop W Download for iPhone O Advanced Download JJ Music Videos US Videos yi Entertainment Invoice Chudiak Jacqueline 04 11 2013 E Type of Invoice Clothing Staff Bra Tank 23 50 3 ETI Misencil Cleansing Gel 31 00 Type of Invoice Type of Invoice EE EE Type of Invoice Type of Invoice Type of Invoice Type of Invoice Type of Invoice Type of Invoice ll New Invoice Type MO UU Visa Y Payment Nb 1
54. ve the huge amount of data that this feature could generate in your session and free the memory resources Finally the Closed Contract link we bring you to a list of closed contracts following the same criteria List of Invoice It is pretty much the same as Contract List It has as set of criteria to retrieve a restrictive list of Invoice Last line show total amount of what is displayed in the list Argotik Mozilla Firefox O EE Fichier dition Affichage Historique Marque pages Outils 2 E gt sod at nt er jua gt ES localhost S080 Present facture_list jsp empty 08nom 8 prenom 8telephone 8 wille 08zip 8typecontrat 08debut_b 77 EJ e je Yahoo P A D buter avec Firefox EN la une E Hotmail B Personnaliser les liens 7 windows Media 3 Windows EN Alternatif art com E Fathers 4 Justice Qu le pd Time to i E co i Frc canon Cor direcione Tate Colon Pages Pres 4 GOMEN gt al New Clients Weekly Schedule Administration Log Off lt List of Invoice Argotik tik PT a Type of Invoice tia ee ee m Sale Date Between E and Contract Status Pl Ordered by 2nd Order m 0 Aberg Marybet 16 0 00 120 41 0 00 O 11 01 2011 1 Er na 0 00 sal 20 11 15 2011 DADA Ber et Fils Net ho All Rights Resened d marrer E 2 Inbox Micros efox Ty Argotik_user_ Th Argotik_manu Finances The finances
55. yments are listed and can be changed Also there is something like a mini Presence Card from which one can add reservation on sessions or private sessions Weekly Schedule by Location This page is one of the most important one or at lest one that your users will use on a daily basis It displays the active schedule for a specific room from Monday to Sunday If the schedule does not display at first one should select a Room from the central top bloc Then the schedule will shows up While moving through the application your room selection and the specific week will be kept in memory one can move in time using the Week and Month button The specific week start date is displayed just beside the room select box Itis followed on the same line by a convenient quick link to reset the schedule to today s week The hours list displayed on the first column correspond to the hours as in the existing courses inside its own begin and end date and rendezvous Indeed these two kind of elements which shows as links will lend one to the Presence Sheet for a public course and the other to the Client Presence Card for a Rendezvous or to and Invoice when a rendezvous is set from an Invoice Rendezvous will show up with the name of the client in a colored background for a quick reminder 12 2 Argotik Microsoft Internet Explorer File Edit View Favorites Tools Help Back OL A Qsearch Favorites Media A By SS Eas Add
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