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HomeBase 2.3 User Guide

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1. To print from an add or edit screen 1 Click the Save Print button 2 Click the OK button The print dialog box is displayed 3 Click the Print button The Print function works in the same manner regardless of whether you want to print books catalogs wants clients or invoices From any Find screen you can print the whole list or selected items from the current list You can print in either Detail paragraph or List grid format To print 1 Do one of the following e Select Print from the File menu e Select the Print button in the task bar 2 Setthe options in the Print Books Catalogs Wants Clients Invoices screen If you select e Print e Current prints the selected books catalogs wants invoices or clients e List prints the entire list of books catalogs wants invoices or clients e Format e List lists the current information in a list style e Detail lists the current information in detail format 3 Click the OK button to preview the information as it will print 4 Click the Print button to print the preview The print dialog box is displayed 5 Click the OK button Notes e From the Invoice screen you can only print the current record in Detail format e If you have narrowed a search and only part of the list of items is displayed only the items listed will be printed when you choose the List option for printing If you wish to print the entire list click the Sho
2. click Options in the View menu On the Editing tab clear the Confirm Adds check box Viewing Client Wants You can view the wants for a client from the Wants or Clients screen To view all wants for a client from the Wants screen 1 Click Wants in the red bar The Find Wants screen is displayed 2 Type the clients name in the Clint Name field A list of the matched client s wants is displayed If no matching client is found the want list appears empty Note e You can view a list of all wants by clicking the Show All button To view all wants for a client from the Clients screen 1 Click Clients in the red bar The Find Clients screen is displayed 2 Select the client you want to view the wants of 3 Click the Edit button Lei The Clients screen is displayed All current wants for the selected client are displayed in the Wants For This Client box 26 HomeBase 2 3 MANAGING CLIENTS To get to the Find Clients screen from anywhere in Abebooks HomeBase click Clients in the red bar The red bar provides an easy way to navigate between screens and is visible whenever you use HomeBase You can also get to the Find Clients screen by clicking Clients in the View menu Fl HomeBase 2 3 Abebooks We File Edit View Tools Help Den StF XK IM PO al Books Catalogs YW ants Clients Invoices Find Chents Mame Any Tel Notes Any Addr show all Clients HA TEE C
3. 101023 En Rudali ART AND ville AND VISUALFL UCF Berkeley 1974 01025 E E EE 0102 Kamber Berdi MAX JACOB AND TI RUE Balimore 137 0103 aerea AS S Blau 01032 Ge Llewellyn F THE GOLD STAND Ludwig Yon Mises In Books Catalogs YW ants Clients Invoices Status Search online SE ISBN On Hold Books Finding Books To find a book Click Books in the red bar The Find Books screen is displayed 2 Type all or part of the information you are searching for in one of the Find Books fields As you type a list of possible matches appears beneath the Find Box If no matches are found the list appears empty 3 There are several options to help narrow your search 3 e By default Abebooks HomeBase searches through all books however you can limit the search to books for sale books on hold or sold books by clicking one of option buttons on the right side e You can list all books by clicking the Show All button e You can search Abebooks for the book by clicking Search online Your Internet browser displays the results of the search as if you had searched directly on Abebooks Notes You can search using Wildcards as well All of the fields in the Find Books box except the Keywords field search for matches only within their own categories The Keywords field seeks matches in the Keywords fields as well as in both 11 of the Comments fields For example if you type
4. Catalog List e Add Want for current Client e New e Edit Invoice List e Delete e New e Print e Edit e Delete Want List e Print e New e Totals for current list e Edit e Delete e Print e Add clone of current Want Note e You can also right click on the fields of Add or Update screens to bring up a list of functions including Undo Cut Copy Paste Delete and Select All Cut and Paste Cutting and pasting decreases data entry time by allowing you move data from one place to another automatically The Cut and Paste functions in Abebooks HomeBase are implemented by the Windows standard keys To cut and paste 1 Select the text to be copied or moved 2 Press CTRL C to copy or CTRL X to cut 3 Click the area where you want the information to be located and press CTRL V to paste it there Note e If you prefer to use your mouse instead of using the keyboard to cut copy or paste select the text and then right click your mouse A list of options is displayed Select the action you want to perform and click it 43 NETWORKING HOMEBASE An advanced feature of Abebooks HomeBase 2 3 is the ability to automatically update books wants clients and invoice information from more than one computer You can create a network to access a common shared HomeBase 2 3 data file Important HomeBase supports rudimentary peer to peer networking but is not specifically designed for a complex network environment A Local
5. Coffee into the Keywords field the list of matches may contain books with Coffee Stain in the comment field books with Coffee Table as a descriptive comment and any books with Coffee as a keyword e The search as you type feature helps to reduce data entry time Searching and Browsing Abebooks You can search or browse the Abebooks Web site from Abebooks HomeBase You are required to be connected to the Internet for these functions to work To search Abebooks from HomeBase 2 3 1 Click Books in the red bar The Find Books screen is displayed 2 Enter your search information in the appropriate fields 3 Click the Search online button An Abebooks Search Results page is opened in your Web browser You can also access this feature by clicking Search Abebooks in the Tools menu To browse Abebooks from HomeBase 2 3 e Do one of the following e Click Browse Abebooks in the Tools menu e Click the Browse Abebooks button in the red bar al The Abebooks Browse page is opened in your Web browser Click a catalog or topic title to browse books Viewing Books To view book details 1 Click Books in the red bar The Find Books screen is displayed 2 Select the book you wish to view 3 Click the Edit button Lei The Books screen displays all the current information for the selected book From this screen you can update book information or return to the book list To view a book by status 1
6. Click the Yes button to confirm the removal of the book from the catalog 5 Click the Close button Note e You can also edit you book information to change other details than catalog Advanced Catalog Functions To copy selected books from one catalog to another catalog 1 Click Catalogs in the red bar The Find Catalogs screen is displayed Select the catalog you wish to copy books from and click the Edit button Lei The Catalogs 2 screen is displayed 3 Click the Edit Catalog Book List tab 4 Select the book or books you wish to copy from the book list 5 Click the Advanced Functions tab 6 Select Copy selected books from the Action to Perform list 7 Select the catalog you wish to copy the books to from the from this catalog to this catalog list 8 Click the Do it button and then click the OK button 9 Click the Save button and then click the OK button All selected books are copied from the current catalog the one that you are editing to the selected catalog If a book is already attached to the new catalog it will not be duplicated in the new catalog Note e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box To copy all books from one catalog to another catalog 1 Click Catalogs in the red bar The Find Catalogs screen is displayed 2 Select the catalog you wish to copy books from
7. The keyword field allows you to enter an almost unlimited amount of characters but only the first 2 000 characters will be saved with your online inventory on the Abebooks Web site Both Sticky Fields and the ISBN Lookup feature can reduce your data entry time e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box Entering Book Cost Price Abebooks and many of the Reseller Programs require a valid book price in their book descriptions The following information should help you create a valid book price e Whole currency amounts only require a number Abebooks HomeBase automatically converts the entered number to a currency amount when you leave the field e To enter a partial currency amount you are required to enter the decimal point after the whole currency amount For example to enter 8 25 type 8 25 Commas are ignored e You do not need to enter a currency sign such as e Characters other than numeric ones and periods are considered invalid e When you move from the field HomeBase automatically formats the entered number as a currency amount e Amounts entered into the My Cost field will appear only on your own copy of HomeBase They will not be displayed on the Abebooks Web site and will not be accessible to other Abebooks booksellers or book buyers Adding A Book Using ISBN Lookup This service is only available t
8. and click the Edit button Lei The Catalogs screen is displayed Click the Advanced Catalog Functions tab Select Copy all books from the Action to Perform list Select the catalog you wish to copy the books to in the from this catalog to catalog list Click the Do it button and the click the OK button Click the Save button and then click OK ee KS All books are copied from the current catalog the one you are editing to the selected catalog If a book is already attached to the new catalog it will not be duplicated in the new catalog Note e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box 20 HomeBase 2 3 To move selected books from one catalog to another catalog 1 Click Catalogs in the red bar The Find Catalogs screen is displayed Select the catalog you wish to move books from and click the Edit button Ka Select the books you wish to move from the catalog Click the Advanced Catalog Functions tab Select Move Selected Books from the Action to Perform list Select the catalog you wish to move the books to in the from this catalog to catalog list Click the Do it button Click the Close button AO PA O All books are removed from the current catalog and attached to the selected catalog If a book is already attached to the new catalog it will remain there Note e You cannot mov
9. appears 4 Select the book you wish to attach and click the OK button then the OK button again 5 Click the Save button and then click OK To attach a book to a catalog from the Find Books screen 1 Click Books in the red bar The Find Books screen is displayed 2 Select the book you wish to add to a catalog and click the Edit button Lei 3 Click the Attach button in the Catalogs section The Choose Catalogs screen appears 4 Select the catalog you wish to attach the book to and click OK The Books screen is displayed The new catalog appears in the Catalog Box 5 Click the Save button and then click OK Note e You can attach a book to more than one catalog in Abebooks HomeBase However if your books are attached to more than one catalog when you upload your books Abebooks can only associate your book online with one catalog and will select the catalog with the lowest catalog reference To view the catalog reference number click Catalogs in the red bar The catalog ID is the reference number e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box 15 Removing a Book from a Catalog Removing a book from a catalog does not delete it from your inventory it is just no longer associated with the catalog This can be completed from either the Books or Catalogs screen To remove a book from a
10. confirmation 14 HomeBase 2 3 Notes e Once a book has been deleted the record is permanently removed from Abebooks HomeBase but not from Abebooks If you delete a book from HomeBase and then send your updates the book will still be listed on Abebooks In order to remove the book from your online inventory please mark it as Sold in HomeBase instead of deleting it e You may not delete a book that appears on an invoice unless you delete or modify the invoice first If you attempt to delete a book that appears on an invoice a window appears displaying the Invoice that the book is attached to Updating Books To update a book record 1 Click Books in the red bar The Find Books screen is displayed 2 Select the book you wish to update 3 Click the Edit button Lei 4 Enter the new information in the appropriate field 5 Click the Save button and then click OK Note e You can also add your book to a catalog or remove a book from a catalog Book and Catalogs Attaching Books to Catalogs Attaching books to catalogs can be performed from the Find Catalogs screen or the Find Books screen To attach a book to a catalog from the Find Catalogs screen 1 Click Catalogs in the red bar The Find Catalogs screen is displayed 2 Select the catalog you wish to attach books to and click the Edit button Lei The Catalogs screen is displayed 3 Click the Attach Books button The Select Books screen
11. easier and more time efficient manner It is a software program for managing your bookselling business by helping you keep track of books catalogs clients wants and invoices Using HomeBase 2 3 you can maintain accurate records print your records and share information with booksellers around the world When we designed HomeBase 2 3 we paid special attention to the data entry screens to make them as simple and easy to use as possible We have also added many features that streamline the data entry process To customize HomeBase 2 3 for your bookstore use the Setup Wizard Abebooks The Advanced Book Exchange Abebooks the world s largest online marketplace for used rare and out of print books Through the power of the Internet anyone who has access to the World Wide Web can search and order books from our thousands of member bookstores around the world Sell Your Books on the Internet with Abebooks Listing your books on Abebooks increases their exposure and therefore your sales Instead of being restricted to a relatively local market your books will be available on a global scale Also Abebooks booksellers can sign up for our optional Reseller Programs to increase your book exposure even more People looking for books can use the powerful search engine or the catalog browsing feature which divides the catalogs into subjects and topics Becoming a member of Abebooks friendly team will increase your exposure to the world resul
12. in the field If the matched entry is not the one you want type the complete entry In some cases there may be information left over such as if you typed King and Kingston was being displayed To delete the remaining information press the Delete key If you have entered information that HomeBase does not recognize such as an entry that was not already in your database the new entry will be added to the list when you move from the field The next time you begin to enter the same information in that field HomeBase will match your entry with this new information Some intelligent fields are not capable of adding modifying or deleting items from their lists at all For instance the Book Status field on the Books screen does not accept new entries into its list This field can only display entries that have been previously assigned HomeBase 2 3 Some intelligent fields require confirmation and or additional information before adding new entries to their lists For instance if you type a new edition type in the Edition field of a book HomeBase prompts you to provide more information before the new edition is added to the list of edition types Most intelligent fields in HomeBase have an Edit button Lei List items may be modified or deleted directly from the list To select an item from an intelligent field list 1 Click the arrow button E to open the list 2 Click an item from the list to select it Once you have clicked an item
13. it To update a catalog name or description 1 Click Catalogs in the red bar The Find Catalogs screen is displayed 2 Select the catalog whose name or description you wish change and click the Edit button La 3 If you are changing the e Name Click the Rename button and type a new name e Description Type a new description 4 Click the Save button Attaching Books to Catalogs Attaching books to catalogs can be performed from the Find Catalogs screen or the Find Books screen To attach a book to a catalog from the Find Catalogs screen 1 Click Catalogs in the red bar The Find Catalogs screen is displayed 2 Select the catalog you wish to attach books to and click the Edit button Lei The Catalogs screen is displayed 3 Click the Attach Books button The Select Books screen appears 4 Select the book you wish to attach and click the OK button then the OK button again 5 Click the Save button and then click OK To attach a book to a catalog from the Find Books screen 1 Click Books in the red bar The Find Books screen is displayed 2 Select the book you wish to add to a catalog and click the Edit button Lei 3 Click the Attach button in the Catalogs section The Choose Catalogs screen appears 4 Select the catalog you wish to attach the book to and click OK The Books screen is displayed The new catalog appears in the Catalog Box 5 Click the Save button and
14. save the information and add another want 7 Click the OK button 8 Click Save and then click OK If you are adding a want for a book that is already in your database you can save time by copying book information from the book list To copy information from your book list to a want 1 On the Add Wants screen click the Select button gt 2 Select the book you would like to add to the want information Click the OK button The book information appears on the Wants screen Note e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box To add a want for a client from the Wants screen 1 Click Wants in the red bar The Find Wants screen is displayed Click the Add button 2 3 Enter the want information in the appropriate fields 4 Doone of the following e Click the Save button to return to the Find Wants screen e Click the Save New button to save the want information and then add another want 5 Click OK Notes e You can also add a want to a client s record by right clicking a client s record on the Find Clients screen and then selecting Add Want for current Client e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box To update a want 1 Click Wants in the red bar The Find W
15. want type the relevant information in the appropriate field in the Find Wants box The matching wants are displayed HomeBase searches as you type and a list of possible matches appears beneath the Find Wants Box If no matches are found the list appears empty e Display all wants click the Show All button to view a complete list of wants or to start a new search You can view the wants for a client from the Wants or Clients screen To view all wants for a client from the Wants screen 1 Click Wants in the red bar The Find Wants screen is displayed 23 2 Type the client s name in the Clint Name field A list of the matched client s wants is displayed If no matching client is found the want list appears empty Note e You can view a list of all wants by clicking the Show All button To view all wants for a client from the Clients screen 1 Click Clients in the red bar The Find Clients screen is displayed 2 Select the client you want to view the wants of 3 Click the Edit button Lei The Clients screen is displayed All current wants for the selected client are displayed in the Wants For This Client box Finding Wants To find a want 1 Click Wants in the red bar The Find Clients screen is displayed 2 If you want to e Find a particular want type the information you are searching for in the appropriate field As you type a list of possible matches appears beneath the Find Wants box I
16. 2 3 screen is displayed Click the Next button 2 Type your store information Click the Next button 3 Type your contact information Please remember to enter your area code with your phone number Click the Next button e If you are going to send your HomeBase 2 3 files using FTP you do not need to fill in the SMTP server name You only need to do this if you are sending files via e mail 4 Type the names and rates for all applicable sales taxes If you include the taxes in the price of your books select the These taxes are included in the book price check box If you wish to add the taxes to your price at the point of sale ensure the check box is cleared 5 Click the Next button 6 If you are an Abebooks bookseller type your Abebooks UserID and your Abebooks password Click the Next button Visit our homepage at www abebooks com to become a bookseller 7 Click the Finish button Notes e lf at any time you want to load data or change your bookstore information you can run the Setup Wizard by clicking Tools on the menu bar and clicking Setup Wizard e HomeBase 2 3 allows you to define up to three separate tax rates for use in the invoicing function Each time you create an invoice you will be able to select from the defined taxes and apply one or more of these taxes to the invoice HomeBase 2 3 automatically calculates selected taxes into the total of your invoice and displays the tax names and rates on the printe
17. Area Network LAN can be defined as A network of interconnected workstations computers sharing the resources of another computer a server within a relatively small geographic area e g an office An installation of HomeBase 2 3 is required on each computer on the LAN where you plan on managing your books It is necessary to designate one of the computers as the server or main computer The database of books wants and catalogs will be kept on the server The other computers will be designated as the clients For the following instructions it is assumed that your network is already functioning with the proper protocols installed and File amp Printer sharing enabled The Names of the Computers on Your Network You need to know the names of the computers as they appear on your network To find the Network Name of your computer on Windows 95 98 ME NT 4 1 Right click Network Neighborhood and click Properties 2 Click the Identification tab The name of your computer will be displayed in the window To find the Network Name of your computer on Windows 2000 XP 1 Right click My Network Places and click Properties 2 Click Advanced Network Identification 3 Click the Network Identification tab The name of your computer will be displayed in the window Networking HomeBase 2 3 After identifying the names of the computers to be included in your network you must configure one of them as the server and the rem
18. Books Book H Publizher IT For Sale Authslllus Keyword T7 Sold Search online Title ISEH On Hold Show ll Books ee BookNumber torear Publisher AskingPr a Eg ooo IE SES IFIRST BOOK OF CH H DAN 1262 sixth p 01002 Rawer Karl THE IONOSPHERE Ungar NY 1957 202 foro Myvyardohn SKETCH FOR AWC Michael Joseph Lone _ 000 Irvine Wllam APEG ANGELS AND MebaaHNr 128 juon Beni Fred IMPROVING YOUR 01014 MaffeiPaolo MONSTERS INTHE MIT Cambridge 198 Status 0102 Yanchi Liu editor The Essential Book Mew York NY U S 01020 Pennsylvania Acade ANDREW WYETH L bereronbietkttchhN Arnheim A dol Der ele S 01023 ART AND VISUAL F UCP Berkeley 1374 ackobz W Durblel ale University Press 01025 Jackobs Wilbur Hiel THE HISTORICAL Y Yale Uni ity Press kamber LG erald Baltimore 01026 Kamber Gerald MASJACOBAND TI HP Baltimore 1977 emer hudol eta emer Books Platte 0703 Steiner Rudolf et al EDUCATION AG AN Steiner Books Bl mM032 Rockwell Llewellyn E THE GOLD STAND Ludwig Yon Mises Ini 4 Book 0100 Horouite 4 FIRST BOOK OF CHESS WITH POCKET CHESSBOARD 7 50 Nr DM 1959 sith pr 12811 op Paperback Via Books 1 of 5652 47 EN 1219 PM A red bar across the top shows you what you are currently viewing by the absence of an underline and it provides a means to select the various List screens by clicking the text in the bar The Find Boo
19. Click Books in the red bar The Find Books screen is displayed 2 Inthe Find Books box do one of the following e Select the For Sale check box to view books you have listed for sale e Select the Sold check box to view books you have marked as Sold e Select the On Hold check box to view books you have on hold Notes e You can have more than one Status check box selected at once For example selecting the For Sale and On Hold check boxes would display a list of books you have in stock e You can click the Show All button to display all books e Books are listed numerically by Book To list books alphabetically by Author Publisher or other criteria you can auto sort them Adding Books HomeBase 2 3 To add a book 1 Click Books in the red bar The Find Books screen is displayed Click the Add button 2 3 Enter the book information in the appropriate fields 4 Doone of the following e Click the Save button to save the information and return to the Find Books screen e Click the Save New button to save the book and add another book 5 Click OK Notes You can also attach a book to a catalog e Most fields on the Book screen are Intelligent Fields which recognize and fill in previously entered information e The Find function locates books based on their assigned keywords Enter keywords that describe the content or category of a book in order to easily locate books in the future
20. HomeBase Book Inventory Management Software abebooks HomeBase 2 3 Table Of Contents Welcome to Abebooks HomeBase Inventory Management Software version 3 1 QUICK Re 2 TOODA RPP Nu O 2 Navigating in Abebooks HOMEBASE ccocccccccncccnoccnocccnconononononnnonnnonnronnnonnrnnnnnnnnnnnnnnnnncnnnrnanenanenanos 3 An 3 Loading HOMEBASE ER EE 3 FIOME BASS mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmme 3 PIOMEB ASE EE 4 Adding A Book Usifid ISBN LOOK D EE 5 SUCK Ee 5 Inteligentes coa 6 SealCh AS UD o o 7 Auto Sorting On List Screens iss ai ai ga ie a ea anian a SG a ai IR ai sa a aa a a ai aige a e RAA ea hais ai ala Gaile 7 Save NEW EE ee 8 Backing Up Your HomeBase Data n 8 Recovering Your HOMEBASE Dala toi 8 searchihg and Browsing ADEDOOKS 0000 ios 9 Using the Price Comparison Feature see nere ers ere er c nee 9 Managing Bee 11 FANANO BOOKS aire r o iaa 11 Searching and Browsing Abebooks ee serr er eresere nee 12 VIEWING BOOKS uribe rocio 12 FOGING BOOKS o iii 12 Entering eelere ed lie lado 13 Adding A Book Using SBN LOOKUP unida oia 13 COMING a BOOK EE 14 Dee BOOKS PA A A 14 LICL BOOKS ainia id dns ia dida asias 15 BOOK ana Catal g ii oa 15 Removing a Book from a Catalog ee 16 Table Of Contents Managing el e Ne Le E 16 Managind be e re EE 18 Adding Deleting and Updating Catalogs nee ere er eresere nee 18 Attaching BOOKS To Catalogs iii ai 19 REMOVING BOOKS from Catalogs o
21. SBN Preferences can be set to determine which information you wish to receive To set your ISBN preferences 1 Click the ISBN Preferences button This will connect you to the Abebooks Web site 2 Select the Information Type options you wish to retrieve 3 Click the Save ISBN Lookup Preferences Note e Sticky Fields can also help to reduce your data entry time Cloning a Book The Cloning feature allows you to duplicate book data in order to save time on data entry To clone book records 1 Click Books in the red bar The Find Books screen is displayed 2 Select the record you wish to clone 3 Click Add clone of current Book in the File menu The Book screen is displayed with all of the book information copied from the selected book 4 Update the book information if required 5 Click the Save button and then click the OK button Notes e You can also add book details from one record to another by using Sticky Fields e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box Deleting Books To delete a book 1 Click Books in the red bar The Find Books screen is displayed 2 Select one or more books from the list 3 Click the Delete button x 4 Doone of the following e Click the Yes button to complete the deletion e Click Yes to All if you wish to delete multiple books without further
22. a entry time Adding Updating and Deleting Invoices To create an invoice 1 Click Invoices in the red bar The Find Invoices screen is displayed 2 Click the Add button The Invoices screen is displayed 3 Do one of the following e Selecta client from the Sold To list to assign the invoice to an existing client e Click the Add button beside the list to add a new client If desired type the customer s address in the Ship To field Click the Add Books button The Select Books screen is displayed Select the books to be sold and click the OK button Select a Method of Payment option Select the check boxes for taxes you would like applied to your sale if applicable If you are exempting a tax type a reason why in the appropriate Exempt text box 9 Enter any discounts or shipping charges to the appropriate text boxes HomeBase automatically calculates the total for you 10 Do one of the following e Click the Save Print button to save and print the invoice e Click the Save New button to save the invoice and begin a new invoice e Click Save to save the invoice and return to the Find Invoices screen ool oor Notes e Intelligent fields help to reduce data entry time in HomeBase 2 3 e f you would like to add tax to your invoice automatically you can enter the tax information in your Abebooks HomeBase version 2 3 properties To update an invoice 1 Click Invoices in the red bar The Find Invoi
23. abi 19 Advanced Catalog FUNCONS e ae 20 Marking a BOOK aS SOIC REN 21 Moving all Sold Books to Another Catalog eeeeeeeeerreereresereneeercsercereeereeresersere see eerserenee 21 Managing VV GINS sirio iii 23 NYS VIN GV IVES iria 23 Slviellwte BEE 24 Adding Updating and Deleting Wants see ser see ser er see er ser seen enee 24 CIOMING AMS ies 26 MEW OIE VV Allo da ro e ato e lo ate 26 le Ee leen rate lla aid 27 WICWINIG Gens sorotan a ee 27 A A E E OOE 28 Adding Updating and Deleting Cents 28 Adama EII EE 29 Adding and Updating Client Invoices error eree seen ere ers ere ers eeesere se 30 Managing IN ONG SS EE 31 VIGWING la er 31 FNAN ia aile cis a dico bicis 31 Adding Updating and Deleting Invoices see see see ee ers ee ne esee nee see seen eeseene 32 Adding a Client or Book toan INVOICE ui 33 Removing a book from an INVOICE occcoccccocccnccnccccnconcncnncnnnononnnnnoncnonnnnnnnnnnnnnnnnnnnnnrnnnaninnnnnnnons 33 Proun and RODOS TEE 34 VIEWING eu 34 Importing and Exporting Fleur aaa 36 DCHIGING TOVADEDOOK EH 37 II aed ee O 38 LlomeBase 2 OPUON S nmin i a titi dad 39 Table Of Contents Adding or Deleting an Abebooks HomeBase Usel 41 WINDOWS He Dni a aaa 42 Mouse SNOG US ana 42 NetworkingHomeBase e EE 44 o EE 47 WELCOME TO ABEBOOKS HOMEBASE INVENTORY MANAGEMENT SOFTWARE VERSION 2 3 Abebooks HomeBase version 2 3 was developed by Abebooks with enhancements to help our booksellers enter inventory in an
24. ainder as clients To configure a server computer running Windows 95 98 ME NT 4 1 Double click the My Computer icon on your desktop 2 Browse to the folder C Program Filesihb2 on your computer 3 Right click the hb2 folder and click Sharing 4 Click the Sharing tab and select Share this folder The folder name hb2 appears in the Share Name field 5 Click Full under Access Type 6 Click OK To configure a server computer running Windows 2000 1 Double click the My Computer icon on your desktop 2 Browse to the folder C Program Files hb2 on your computer 3 Right click the hb2 folder and click Sharing 4 Click the Sharing tab and select Share this folder The folder name hb2 appears in the Share Name field 5 Click OK 44 HomeBase 2 3 When you have completed the configuration of the designated server computer you can make the required changes to each of the client computers To configure the client computers 1 Right click the Homebase2 icon on your desktop and click Properties 2 Click the Shortcut tab and modify the Target line to read C Program Files hb2 HomeBase exe lt servername gt hb2 do not forget the space between exe and 3 Click OK Note e Replace lt servername gt with the name of your server HomeBase 2 3 is now networked Repeat the last process for each Client computer you have If HomeBase 2 3 is simultaneously used by more than one
25. ants screen is displayed 2 Select the want you wish to edit and click the Edit button 3 Enter your changes in the appropriate fields 4 Click the Save button To delete a want 1 Click Wants in the red bar The Find Wants screen is displayed 2 Select the want you wish to delete and click the Delete button x 3 Do one of the following e Click the Yes button to delete the want e Click the Yes to All button to delete multiple wants without further confirmation e Click the No button if you do not wish to delete the want Note 25 e f you delete a want and then send your updated file to Abebooks our system will not recognize that the want is not there To have our system stop matching a want you are required to update the want and set the status to Found Cloning Wants The Cloning feature allows you to duplicate want data in order to save time on data entry To clone want records 1 Click Wants in the red bar The Find Wants screen is displayed 2 Select the record you wish to clone 3 Click Add clone of current Want in the File menu The Want screen is displayed with all of the book information copied from the selected book 4 Update the want information if required 5 Click the Save button and then click the OK button Notes e You can also add want details from one record to another by using Sticky Fields To avoid having to click OK after each time you click Save
26. ar the form to add more information or Refine Results to add more criteria to the existing search e This feature is also accessible by clicking Pricing Comparison in the Tools menu If you access this feature here you will enter your search criteria in a form similar to the Advanced Search form on the Abebooks Web site 10 HomeBase 2 MANAGING BOOKS To get to the Find Books screen from anywhere in Abebooks HomeBase click Books in the red bar The red bar provides an easy way to navigate between screens and is visible whenever you use HomeBase You can also get to the Find Books screen by clicking Books in the View menu U HomeBbase 2 3 Abebooks E FATE ES I AO x File Edit View Tools Help gt S es AD al Hep Find Books Book Publisher IT For Sale Authi Keyword 7 Sold Title A AS AA asc TEEN Fa o0 sta itz lA d ST BOOK OF CH ae I amp N 19358 a 01002 oran Ve Er FORAWC MichaelJosephLon 07004 Irvine wiem Irvine Wilam APES ANGELS ANC iss Poot Reinfeld Fred IMPROYINGYOUA ND 1956 rep ec 004 MaffeiPaolo MONSTERSIN THE MIT Cambridge 1980 100 Yanchi Liu editor The Essential Book New fork MY U 5 gi Book H 0100 Horowitz l A FIRST BOOK OF CHESS WITH POCKET CHESSBOARD 7 50 Nr B amp N 1353 sixth po 12811 op Paperback Via Books 1 of 5650 4 7 2003 3 36 AM A Pennsylvania Acade ANDREW WYETH Abercrombie amp Fitch N
27. ase session You can access the Update function by clicking Update HomeBase in the Tools menu or the Update HomeBase button L in the toolbar e f you click the Cancel button when your are prompted to update HomeBase 2 3 you will be reminded to update your HomeBase version periodically You can adjust the amount of time between these reminders in your HomeBase Editing options HomeBase 2 3 Adding A Book Using ISBN Lookup This service is only available to Abebooks booksellers You are required to be connected to the Internet for this function to work Disclaimer All information retrieved through the ISBN Lookup should be verified for accuracy Occasionally discrepancies occur between the information retrieved and the information contained within the book for example due to change in publisher name after the date of publication It is the bookseller s responsibility to ensure that all information is correct Abebooks does not guarantee the accuracy of the information as it is provided by third parties Abebooks uses Bowker com to supply the ISBN data used in our ISBN Lookup feature The ISBN Lookup enhancement enables registered Abebooks booksellers to record their book details much more conveniently and quickly When an ISBN Lookup number is entered Abebooks HomeBase version 2 3 automatically retrieves some of the book s associated information including author illustrator and publisher and displays it in the appropri
28. ate fields Other information required to list the book such as condition and edition needs to be entered manually To use the ISBN Lookup feature 1 Click Books in the red bar The Find Books screen is displayed 2 Click the Add button 3 Type the ISBN number into the ISBN Lookup field 4 Click the ISBN Lookup button to retrieve the book information Note e Any field that you filled in previously will not be updated when ISBN Lookup is used ISBN Preferences can be set to determine which information you wish to receive To set your ISBN preferences 1 Click the ISBN Preferences button This will connect you to the Abebooks Web site 2 Select the Information Type options you wish to retrieve 3 Click the Save ISBN Lookup Preferences Note e Sticky Fields can also help to reduce your data entry time Sticky Fields Sticky fields are fields that retain entered information each time you refresh an Add screen by clicking the Save New button Information entered into a sticky field remains the same each time you start a new Add so you don t have to re enter the same information Any information you enter into a sticky field for instance Publisher Name will remain in the field when you click the Save New button If you type over the information in a sticky field your new entry replaces the highlighted text The new information will reappear in the field when you select the Save New button You can
29. catalog from the Books screen 1 Click Books in the red bar The Find Books screen is displayed Select the book you wish to remove from the catalog and click the Edit button Lei Select the catalogs you wish to remove the book from Click the Remove button Click the Save button GE To remove a book from a catalog from the Clients screen 1 Click Catalogs in the red bar The Find Catalogs screen is displayed 2 Select the catalog you wish to remove books from and click the Edit button Kai 3 Select the book you wish to remove from the catalog and click the Remove Selected Books button 4 Click the Yes button to confirm the removal of the book from the catalog 5 Click the Close button Note e You can also edit you book information to change other details than catalog Managing Sold Books To remove books from the Abebooks online system using Abebooks HomeBase you are required to change the status of your sold books to Sold and then send these changes to Abebooks Deleting your books from your HomeBase inventory will not remove them from the Abebooks system deleted books will continue to appear in your online inventory until you mark them as Sold When you send a file of Sold books Abebooks matches those book numbers against the ones already online When our system reads that book 1234 is marked as Sold it removes the listing from the Abebooks Web sites It is imperative that you send you
30. ces screen is displayed 2 Select the invoice you wish to update and click the Edit button Lei 3 Enter the new information in the appropriate fields 4 Click the Save button and then click the OK button Note e There are shortcuts to remove books or add books to an invoice To delete an invoice 1 Click Invoices in the red bar The Find Invoices screen is displayed x 2 Select the invoice you wish to delete and click the Delete button 3 Doone of the following e Click the Yes button to delete the invoice e Click the Yes To All button to delete multiple invoices without further confirmation 4 lf the selected invoice has books attached to it the Invoice box is displayed notifying you that books are associated with the invoice and asking whether you want to put the books back into stock Do one of the following e Click the Yes button to return invoiced books to stock e Click the No button to keep books marked as Sold 32 HomeBase 2 3 Adding a Client or Book to an Invoice To add a new client to an invoice 1 Sia a IN Click Invoices in the red banner The Find Invoices screen is displayed Click the Add button The Invoices screen is displayed Click the Add button beside the Sold To field The Add Client box is displayed Enter the client information in the appropriate fields Click the Save button Click the OK button You can now enter the rest of the invoice informa
31. computer on the network the following functions cannot be performed e Recovery of a backup file e Import or export of book information e Uploading of data files to Abebooks 45 INDEX A Abebocke era e ee erense 10 14 44 add 15 18 22 29 30 34 35 37 40 50 o E 18 22 len P P AAA 8 B e A 9 Dene Ma seian 48 book5 13 14 15 16 17 18 19 20 22 23 24 25 26 40 41 BOOK Gtore EEN 47 bookstore HEEN 47 POW S mc 10 14 C Catalog eeeeee 18 19 22 23 24 25 26 client 29 30 32 33 34 35 36 37 38 40 ee A on 31 EE 17 24 25 53 EE ere 39 SU o A 93 D Dadas 3 delete eeeeee 18 19 22 23 35 40 50 AA oo 15 al leie 17 31 E SA 18 22 31 35 36 39 PP 47 F TOA ee 2 48 TIO E 14 29 34 39 o A 15 H HomeBase 2 31 2 3 4 5 6 7 8 9 10 11 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 43 44 47 48 50 51 52 53 I Tute GE 3 information eeeeeeeeerese er esse 2 15 18 34 iInventOryY acia ideo 1 Inventory management occcoccncncccnccnncncnncnno 1 INVOICE 2 ee ee eee eee eee 34 37 38 39 40 41 43 POD A 5 16 L 15 28 33 42 51 list screen AAA 8 A 3 M MANAGE coccooccccccoccconcnnonaninnnnanons 20 27 32 37 MA idoneidad 24 leif 11 52 ale 25 26 N er 3 O ON MOIO stas lp 15 P SE 93 Price COMPAriSON occoocccnncnccncncc
32. d add another client To update client information 1 Click the Clients button in the red bar The Find Clients screen is displayed 2 Select the client you wish to edit 3 Click the Edit button Lei The Clients screen is displayed 4 Edit the client information in the appropriate fields 5 Click the Save button Click the OK button Note e You can also delete a client s record To delete a client 1 Click Clients in the red bar The Find Clients screen is displayed 2 Select the client you wish to delete 3 Click the Delete button 2 The Delete box is displayed 4 Doone of the following 28 HomeBase 2 3 e Click the Yes button to delete the client e Click the Yes to All button to delete multiple clients without further confirmation e Click the No button if you do not wish to delete the client Note e Abebooks HomeBase will not allow you to delete a client who appears on an invoice unless you delete or modify the invoice first If you attempt to delete a client who appears on an invoice a window appears displaying the number of invoices that the client is attached to Adding Client Wants Adding wants to client accounts can be completed from either the Clients or the Wants screen To add a want for a client from the Clients screen 1 Click Clients in the red bar The Find Clients screen is displayed 2 Select the client you wish to add a want for 3 Click the Edit but
33. d invoice e You can learn more about the functions and features of HomeBase 2 3 by clicking here HOMEBASE 2 3 FEATURES Periodically Abebooks releases new versions of Abebooks HomeBase with enhanced features to better work for you The Update function automatically checks the Abebooks Web site to see if new versions are available If they are you will be prompted to download the newer version now or later To update HomeBase 2 3 1 Click the OK button to create a backup of your file before the Update begins Click the Yes button to confirm 2 The Backup HomeBase Data to window opens HomeBase 2 3 automatically generates a file name for the backup based on the current date You may change it or the location to store the folder Abebooks recommends not changing either of these Click the Save button Click the OK button when the backup is complete The amount of time it takes to back up the data depends on the amount of information you have stored in HomeBase 2 3 Ensure you are connected to the Internet and click the Next button Click the Next button to begin Click the Finish button to begin the update installation Select the Yes option button to create a backup of your current files Click the Next button Click the Finish button Restart HomeBase ad GE ee Notes e f you click the Cancel button when HomeBase 2 3 prompts you to perform an Update you can initiate an Update later in your HomeB
34. date ensure the Upload Books option as well as the All Books and Changes since last load date check boxes are selected The date of your last upload is displayed You can change the date and time if necessary Selected catalogs changed since your last load date ensure the Upload Books option as well as Selected Catalogs and Changes since last load date check boxes are selected The date of your last upload is displayed You can change the date if necessary Click the Add button to select the catalogs you wish to send A previously created file ensure only the Send a previously created file option is selected A purge request select the Purge check box The purge will not be completed until you re upload another file to replace the current one Wants Only To send 38 All wants regardless of when they were changed ensure the Upload Wants option is selected and that the Changes since last load date check box is NOT selected All wants changed since your last load date ensure the Upload Wants option and the Changes since last load date check box are selected The date of your last upload is displayed You can change the date if necessary A previously created file ensure the Send a previously created file option is selected A purge request select the Purge check box The purge will not be completed until you re upload another file to replace the current one HomeBase 2 3 HOMEBASE 2 OPTIONS To ente
35. e books from the All catalog To move all books from one catalog to another catalog 1 Click Catalogs in the red bar The Find Catalogs screen is displayed Select the catalog you wish to move books from and click the Edit button Click the Advanced Catalog Functions tab Select Move All Books from the Action to Perform list Select the catalog you wish to move the books to in the from this catalog to catalog list Click the Do It button Click the Save button OS All books are removed from the current catalog and attached to the selected catalog If a book is already attached to the new catalog it will remain there Note e You may not move books from the All catalog Marking a Book as Sold To mark selected books as sold 1 Click Books in the red bar The Find Books screen is displayed 2 Select the book you wish A 3 Click the Update button 4 Select Sold from the Status list 5 Click the Save button and then click the OK button Note There is a shortcut for marking books as sold On the Find Books screen select the sold books Right click and select Mark Selected Books as Sold Moving all Sold Books to Another Catalog There are two ways to move sold books to another catalog e Move all sold books to another catalog e Move all sold books from one catalog to another catalog 21 There is an important difference in the way that each of these two functions operates The Move a
36. e leheto Seen Pp 67200391956 AM g Pp 87 2003 9 20 40 AM lis April OF 2003 o a Ponai 248 tier Creat mg RA A Order II a o BANAT AM 245 Money Order leen Eeer This vere 1 1 poo ANB SRS AM Cheque 410 GarballyRoad 1 a A A FAO AA AM 05 Mastercard DEEN Teach eege 1 1 lU 2720382 23AM ODE Cheque BSB Oth Street 1 mete PRISM BE L219 BelifowerWay 1 Sa P2003 227537 AM 3 3 Amex bb d ZOO Avenue Ea mm O 0 EEN Invoice 14 Denise 607 9696 472005 9 27 55 AM 20 00 Invoices 14 of 14 4 7 2003 9 34 AM A Viewing Invoices To view all invoices for a client 1 Select Invoices in the red bar The Find Invoices screen is displayed 2 Type the clients name in the Name field All invoices associated with the client are displayed in the list below Finding Invoices To find an invoice 1 Click Invoices in the red bar The Find Invoices screen is displayed 2 Ifyou want to e Find a particular invoice type the information you are searching for in the appropriate field As you type a list of possible matches appears beneath the Find Invoices box If no matches are found the list appears empty e Display all invoices click the Show All button Notes e You can use wildcards to help narrow your search 31 e Invoices are listed numerically by Invoice 4 You can auto sort your invoices by total or date e The search as you type feature helps to reduce dat
37. e recovered When you close HomeBase you are automatically prompted to back up your data however if you wish to you can perform a backup while in HomeBase The procedures are the same regardless of how the back up function is initiated To perform a HomeBase backup 1 Click Backup in the File menu The Backup HomeBase Data to dialog box is displayed 2 HomeBase 2 3 automatically generates a backup name and places the file in the backup folder of HomeBase 2 3 If you wish you can select a different file name or file location Click the Save button 3 A progress screen displays the state of the backup When the backup is complete the Backup Data dialog box is displayed Click the OK button Note e lf your data becomes lost or corrupted your backup files are available for you to recover Recovering Your HomeBase Data HomeBase has a Recover feature that will restore backed up data from HomeBase 2 x Do NOT use this feature to recover data from HomeBase 1 x Instead use the Load HomeBase v1 Data command from the Tools menu to recover data from an earlier version of HomeBase Warning When you recover your HomeBase 2 3 data any existing data in HomeBase 2 3 will be deleted and replaced with the recovered information To recover your HomeBase 2 3 data 1 Click Recover in the File menu The Recover HomeBase 2 Data to dialog box is displayed 2 Selecta file to recover if it is different than the one HomeBase 2 3 automatica
38. eBase click Catalogs in the red bar The red bar provides an easy way to navigate between screens and Is visible whenever you are using HomeBase You can also get to the Find Catalogs screen by selecting Catalogs in the View menu El HomeBase 2 3 Abebooks E ojx File Edit wiew Tools Help bo 56585 ai XI Fool Help Books Catalogs Wants Clients l Invoices Find Catalogs Shon eal Catalogs A A Ia 1 51 All books in inventory es TT MM ebe TT 8 Jl Alsciencettechnology 1 D il Daniele Il H B iscienceevolution H Gi asoom Il H Li Hmedopeaomgve 1 H Gi artists ll H il lartaesthetics LH Pf Una IL H 12 philosopry H leo H poet O D All All books in inventory Number of books in cataloghb50 Catalogs 1 of 98 4 7 2003 4 38 AM A Adding Deleting and Updating Catalogs To add a catalog 1 Click Catalogs in the red bar The Catalogs screen is displayed 2 Click the Add button The Add Catalog box is displayed 3 Enter the catalog information into the appropriate fields 4 Click the Save button Note e You cannot assign the same name to more than one catalog To delete a catalog 1 Click Catalogs in the red bar The Catalogs screen is displayed 2 Select the catalog you wish to delete and click the Delete button x The Delete box is displayed 3 Click the Yes button 18 HomeBase 2 3 All books currently attached to the catalog are removed from
39. elect a client from the list and click the Edit button el The Clients screen is displayed Invoices and wants for the client are listed near the bottom of the screen To view or update an e Invoice select the invoice from the Invoices for this Client box and click the Edit button e Want select the want from the Wants for this Client box and click the Edit button oS Finding Clients To find a client 1 Click Clients in the red bar The Find Clients screen is displayed 2 If you want to e Find a particular client type the client name phone number or address in the appropriate fields As you type a list of possible matches appears beneath the Find Clients box If no matches are found the list appears empty e Display all clients click the Show All button Notes e Clients are listed numerically by Client You can also auto sort clients alphabetically by name or other criteria e You can use wildcards to help narrow your search e The search as you type feature helps to reduce data entry time Adding Updating and Deleting Clients To add a client 1 Click Clients in the red bar The Find Clients screen is displayed 2 Click the Add button The Clients screen is displayed 3 Enter the client information in the appropriate fields 4 Doone of the following e Click the Save button to save the information and close the Clients window e Click the Save New button to save the information an
40. f no matches are found the list appears empty e Display all wants click the Show All button Notes e You can use wildcards to help narrow your search e The search as you type feature helps to reduce data entry time Adding Updating and Deleting Wants To add a client to a want 1 Click Wants in the red banner The Find Wants screen is displayed Click the Add button The Wants screen is displayed Click the Add button MN beside the client box The Add Client screen is displayed Enter the client information in the appropriate fields Click the Save button Click the OK button A w You can now enter the rest of the want information Note e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box Adding wants to client accounts can be completed from either the Clients or the Wants screen To add a want for a client from the Clients screen 1 Click Clients in the red bar The Find Clients screen is displayed 2 Select the client you wish to add a want for 3 Click the Edit button La The Clients screen is displayed 4 Click the Add button beside the Wants for this Client box The Wants screen appears 24 HomeBase 2 3 5 Enter the information for the want 6 Do one of the following e Click the Save button to return to the Clients screen e Click the Save New button to
41. file Rich Text Format file or as a Text file Notes e You can print mailing labels for your clients by selecting the Clients and Labels option buttons The labels fit two column Avery Labels 5161 5262 5261 5259 e You can also view statistics regarding your current data versus the data at the beginning of your session Abebooks HomeBase version 2 3 has a feature that allows you to list the totals for all invoices displayed To view Invoice Total Reports 1 Select Invoices in the red bar The Find Invoices screen is displayed 2 Right click the list of invoices A shortlist is displayed 3 Select Totals for current list A report is displayed showing the Number of invoices and books included on the report Selling price of the books Taxes and shipping Total book cost e Estimated profit 4 Doone of the following e Click Save As e Click Print Abebooks HomeBase can generate statistics regarding the current number of books catalogs wants clients and invoices versus the number of each at the beginning of your HomeBase session To view your statistics e Click Statistics in the Tools menu Note e You can also view reports regarding your books catalogs wants clients 35 IMPORTING AND EXPORTING FILES If you have requested a download of your files from Abebooks you can import the files into HomeBase 2 3 This only works with txt files it is necessary to recover bkp files rather
42. he Editing tab 3 Select the editing properties If you select 39 e Confirm Adds a message is displayed each time you add or update information requiring you to click OK Turn this off to bypass these confirmation messages e Automatic Proper Casing when you type information the first letter of each word is capitalized even if you typed a lowercase letter e Intelligent Author List the author field becomes an intelligent field which helps to reduce data entry Please note that selecting this field may reduce the performance of HomeBase e Intelligent Publisher List the publisher field becomes an intelligent field Please note that selecting this field may reduce the performance of HomeBase e Remind of software updates days between reminders HomeBase 2 3 will automatically check the Abebooks Web site to see if there are new versions of the software available If there are you will be prompted to download them and will have the choice to do so now or to be reminded again the entered amount of days later maximum 999 days e Automatically generate Book IDs you do not have to type a book number each time you enter a book HomeBase numbers your books automatically for you Turning this option off allows you to enter your own book number for each new book and modify existing book numbers Abebooks recommends utilizing this feature e These taxes are included in the book price you are indicating that the tax rates indica
43. i Mew Homebase User Edi Add Delete mas Cancel Apply To delete a HomeBase UserID 1 Select the UserlD you wish to delete 2 Click Delete button 3 Click the OK button 41 WINDOWS HELP Scrolling in Windows To scroll down a list of items in a grid or list use the scroll bar buttons to the right and bottom of the list Clicking the arrows and holding the mouse key while dragging them will move the screen more quickly Selecting Multiple Items in a List While holding down the Control Key on your keyboard CTRL click the empty gray button to the left of the row that you want to select BookHumber 29908 30525 142068 14818 d d I Repeat this for each row that you wish to select Note e When you are selecting multiple items you must ensure that the background color for each item is blue If one of the multiple items has a black background color the item is not selected Wildcards Wildcards are special characters that allow you to select a range of items based on variable elements in their spelling Wildcards can be used in the Find sections on list screens or in the Reports window The two wildcards that can be used are e Asterisk which means any number of any characters e Question mark which means any character Examples You want to find all of the books with john in the Author field from the Find Books screen e Inthe Author field in the Find Books sect
44. ind Clients screen and then selecting Add Want for current Client 29 e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box To edit a want for a client Click Clients in the red bar The Find Clients screen is displayed Select the client record you wish to edit el Click the Edit button The Clients screen is displayed Select the want to be updated and click the Edit button beside the Wants for this Client box The Wants screen is displayed 5 Enter the new information in the appropriate fields and click the Save button and then the OK button The Clients screen is displayed 6 Click the Save button Click the OK button ae MA Note e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box Adding and Updating Client Invoices To add an invoice for a client Click Clients in the red bar The Find Clients screen is displayed Select the client you wish to edit Click the Edit button Ka The Clients screen is displayed Click the Add button beside the Invoices for This Client box and then click OK The Invoices screen opens displaying the selected client s information 5 Enter the information for the invoice and click Save and then click OK The Clients screen is displayed w
45. ion at the top of the screen you could type john This would result in a list of books where the Author field begins with john e Inthe Author field in the Find Books section at the top of the screen you could type John This would result in a list of books where john appears anywhere within the Author field You want a list of all books with the word apple in the Title field from the Find Books screen e Inthe Title field of the Find Books section at the top of the screen you could type apple This would result in a list of all books with the word apple anywhere in the Title You want a list of books with both son and sun in the title e Inthe Title field of the Find Books section at the top of the screen you could type s n e This would result in a list of books with both sun and son in the title Mouse Shortcuts As with many Windows applications Abebooks HomeBase offers you shortcut features accessible by clicking the right mouse button To use the mouse shortcuts 42 HomeBase 2 3 e Place your cursor over the list on any of the Find screens and click the right mouse button A shortcut menu is displayed Short Cuts The following short cuts are available by clicking the right mouse button Book List Client List e Add clone of current Book e New e Add selected Books to new Invoice e Edit e Mark selected Books as Sold e Delete e Move sold books to e Print e Add Invoice for current Client
46. ith the new invoice 6 Click Save and then click OK aS Na Notes e You can also initiate this process by right clicking a client s record on the Find Clients screen and select Add Invoice for current Client e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box To update an invoice for a client 1 Click Clients in the red bar The Find Clients screen is displayed 2 Select the client you wish to edit Click the Edit button 3 Select the invoice to be updated and click the Edit button beside the Invoices for this Client box The Invoices screen is displayed 4 Enter the new information in the appropriate fields and click the Save button You are returned to the Clients screen 5 Click the Save button to save the changes to the client 30 HomeBase 2 3 MANAGING INVOICES To get to the Find Invoices screen from anywhere in Abebooks HomeBase click Invoices in the red bar The red bar provides an easy way to navigate between screens and is visible whenever you use HomeBase You can also get to the Find Invoices screen by clicking Invoices in the View menu LE HomeBase 2 3 Abebooks P d File Edit wiew Tools Help SSAA S XII AD al Hep Books Catalogs YW ants Clients Invoices Find Invoices April 0 2003 Sho ll po RE I aea sedl ciena p gaead _Tetelerourt Peynen 7 p
47. ks screen allows you to enter information that will narrow down the book list to those books that match the entered criteria There is an equivalent Find screen for each category Toolbar The Klee N toolbar provides easy access to the most common functions The function of each button is Add new Book Opens the Books screen from any list screen Add new Catalog Opens the Add Catalog screen from any list screen Add new Want Opens the Wants screen from any list screen Add new Client Opens the Clients screen from any list screen Add new Invoice Opens the Invoices screen from any list screen HomeBase 2 3 Print Opens the Print screen from any screen Add new record Opens the add screen for the current list Edit current record Opens the edit screen for the current list Delete current Deletes the current record record Reports Opens the Reports screen Options Opens the Options screen Send to Abebooks Opens the Send Data to Abebooks screen Update HomeBase Updates HomeBase 2 3 as new versions are available Browse Abebooks Opens the Abebooks Browse page in the default Web browser Opens this Help module Jas Jo E E lt Help Note e HomeBase 2 3 includes time saving features such as auto sorting fields Sticky Fields Intelligent Fields Search As You Type and the Save New button Navigating in Abebooks HomeBase When in the edit or add screens of HomeBase use the TAB key or y
48. lientid Clientilame ContactName Phonel EMail Phone Client yy Py eeh 43353947 josh books com Dusoe Pop elim Tis 8 8 timg books com Custome J Ae WE a Bee Ji Jl 4Dw Dam 5651234 C DJen ECH ljenniter books com 172 8823 Cuustome B Good Bookstore Jimmy F76 0000 good books com Book ston Joris Books Johnny BAS johns bookscom 776 2314 Booksto A AA eer 439087 ustom IE IEEE IO IO EE braddy books com Custome h 10 Mu Bookstore ge E E W isma he Tereasa oh earvencom 5560912 Custome JI 12 Katie Fee PID katie bookscom 561 9245 Custome 14 Kathleen Kathleen e 0987 GE col SE Byer 4 k Client 4 10 667 0923 My Bookstore 45 12th Street Trail BC Canada mybooks Sserver com Clients 10 of 13 4 7 2003 9 38 AM A Viewing Clients To view your client list e Select Clients on the Abebooks spine The Find Clients screen displays all clients currently in your database Note e Clients are listed numerically by Client To list clients alphabetically by name or other criteria you can auto sort the list To view client information 1 Select Clients in the red bar The Find Clients screen is displayed 2 Select the client you wish to view 3 Click the Edit button el The Clients screen opens displaying all current information for the client To view all invoices or wants for a client 27 1 Select Clients in the red bar The Find Clients screen is displayed S
49. ll sold books to another catalog moves sold books from ALL catalogs to a specified catalog while the Move all sold books from one catalog to another catalog moves sold books within a specific catalog to another catalog To move all sold books to another catalog 1 Click Move all sold books to in the Tools menu The Move All Sold Book To dialog box is displayed 2 Select the catalog you wish to move sold books to 3 Click the OK button The Finished Moved screen displays the number of books in the specified catalog To move all sold books from one catalog to another catalog 1 Click Catalogs in the red bar The Find Catalogs screen is displayed Select the catalog you wish to move sold books from and click the Edit button Lei Click the Advanced Catalog Functions tab Select Move All Sold Books from the Action to Perform list Select the catalog you wish to move the books to in the from this catalog to catalog list Click the Do it button Click the Close button SE All sold books are removed from the current catalog and attached to the selected catalog If a book is already attached to the new catalog it will remain there Note e You cannot move sold books from the All catalog 22 HomeBase 2 3 MANAGING WANTS To get to the Find Wants screen from anywhere in Abebooks HomeBase click Wants in the red bar and then click the Edit button Lei The red bar provides an easy way to navigate between sc
50. lly selects 3 Click the Open button 4 Click the OK button in the Recovery dialog box The Auto Generate Book Numbers screen is displayed 5 If you would like HomeBase to generate book numbers for you click the Yes button If you do not want to use this feature and would rather enter book numbers manually click the No button Abebooks recommends clicking the Yes button Note e n order to recover your lost data you require backup files which you create in advance HomeBase 2 3 Searching and Browsing Abebooks You can search or browse the Abebooks Web site from Abebooks HomeBase You are required to be connected to the Internet for these functions to work To search Abebooks from HomeBase 2 3 1 Click Books in the red bar The Find Books screen is displayed 2 Enter your search information in the appropriate fields 3 Click the Search online button An Abebooks Search Results page is opened in your Web browser You can also access this feature by clicking Search Abebooks in the Tools menu To browse Abebooks from HomeBase 2 3 e Do one of the following e Click Browse Abebooks in the Tools menu e Click the Browse Abebooks button in the red bar Lal The Abebooks Browse page is opened in your Web browser Click a catalog or topic title to browse books Using the Price Comparison Feature If you are entering a new book into your online inventory and would like to view what other bookselle
51. ncncnncnnnnnnnos 10 Price Comparison feature occoocccccccccccc 10 Beie isaac idas 48 47 R DEE lis 9 FEMOVE eeeeeeee 18 19 22 23 31 40 41 A A a 42 43 right mouse button 11 52 S A TR 50 ST E 10 14 Search As Y OU TYPe c oocccocccccocccoccccncncnncnnnnos 8 A 24 36 ENEE EE Ee 44 TA A nee eye roe 4 Setup Wizard aiii aa 4 SMOMGUNS astas 11 52 e 15 20 24 26 E eene 8 eee re 4 48 E A anma 15 20 T e 43 U update eeeeeeeeeee 4 18 22 31 35 37 39 DIO Aira ci tr 44 US ID ii 50 RE 50 V e BEE 4 View eeeeeeee 15 29 32 33 34 38 42 43 W want oaao 28 29 30 31 32 34 35 36 UE ent 1 4 KA e Le re aid idas 91
52. o Abebooks booksellers You are required to be connected to the Internet for this function to work Disclaimer All information retrieved through the ISBN Lookup should be verified for accuracy Occasionally discrepancies occur between the information retrieved and the information contained within the book for example due to change in publisher name after the date of publication It is the bookseller s responsibility to ensure that all information is correct Abebooks does not guarantee the accuracy of the information as it is provided by third parties Abebooks uses Bowker com to supply the ISBN data used in our ISBN Lookup feature The ISBN Lookup enhancement enables registered Abebooks booksellers to record their book details much more conveniently and quickly 13 When an ISBN Lookup number is entered Abebooks HomeBase version 2 3 automatically retrieves some of the book s associated information including author illustrator and publisher and displays it in the appropriate fields Other information required to list the book such as condition and edition needs to be entered manually To use the ISBN Lookup feature 1 Click Books in the red bar The Find Books screen is displayed 2 Click the Add button 3 Type the ISBN number into the ISBN Lookup field 4 Click the ISBN Lookup button to retrieve the book information Note e Any field that you filled in previously will not be updated when ISBN Lookup is used I
53. ons for the export Do one of the following e Select Books to send us your books records If you select this option you have the choice to upload only changes from the last time you uploaded and to send all of your book records or only selected catalogs e Select Wants to send us your want records If you select this option you can further choose to send only your recent changes e Select Catalog Names to export a list of your catalog names in tab or comma delimited format e Select Clients to export your client records in tab or comma delimited format You can also choose to send only records changed since the specified date e Select Invoices to send your invoice records in tab or comma delimited format You can also choose to send only records changed since the specified date 3 Click the OK button The Export as dialog box is displayed 4 Select options from the File name and Save as Type lists HomeBase 2 3 automatically creates a name for your file based on the date 5 Click the Save button Note e This is not the appropriate command to send your information to Abebooks To send your information to Abebooks use the Send to Abebooks command 36 HomeBase 2 3 SENDING TO ABEBOOKS To send data to Abebooks you must have both an Internet connection and a bookseller account with Abebooks e To sign up for a bookseller account go to the Abebooks homepage at www abebooks com e You are required to enter yo
54. our mouse to move from one field to the next The ENTER key activates the default button which is usually Save GETTING STARTED Loading HomeBase 1 Data Warning If you use this facility any data that you have in Abebooks HomeBase version 2 3 will be deleted You can only use this command if you have previously created a HomeBase 1 backup file To load HomeBase 1 data 1 Select Load HomeBase v1 data from the Tools menu 2 Click the Yes button to continue if you have created a backup file of your data The Select HomeBase Version 1 x Backup File screen is displayed 3 HomeBase 2 3 displays your HomeBase 1 backup folder Select the file you wish to open and click the Open button 4 The Load HomeBase Files progress screen is displayed 5 When the loading has completed an error report is generated If there were any errors it is advisable to save or print the report Click the Close button 6 If you would like HomeBase 2 3 to automatically generate book numbers click the Yes button Otherwise click the No button Abebooks recommends clicking Yes HomeBase Setup Wizard The Setup Wizard automatically starts when you run Abebooks HomeBase version 2 3 for the first time It is an easy program that is designed to make the start up process easier for you The Setup Wizard helps you to enter your bookstore information load your HomeBase 1 data into HomeBase 2 3 To use the Setup Wizard 1 The Welcome to HomeBase
55. r sold book records to Abebooks on a regular basis To designate Sold books in HomeBase 2 3 1 Click Books in the red bar The Find Books screen is displayed 2 Select the book you wish to update 3 Click the Update button 4 Select Sold from the Status list 5 Click the Save button and then click OK Note e There is a shortcut for marking books as sold On the Find Books screen select the sold books Right click and select Mark Selected Books as Sold The best way to keep track of sold books in HomeBase 2 3 is to create a Sold catalog and move all of your sold books into it To create a Sold catalog and move books into it 1 Click Catalogs in the red bar The Catalogs screen is displayed HomeBase 2 3 Click the Add button The Add Catalog box is displayed Enter the catalog name as Sold and enter a description Click the Save button Click Books in the red bar In the Tools menu select Move all sold books to Select the Sold catalog from the list Click the OK button So oe Ga Ia9 All books marked Sold will now be moved into your Sold catalogue You can now send your books to Abebooks as you normally would Note e There is a shortcut for marking books as sold On the Find Books screen select the sold books Right click and select Move all Sold books to and complete step 7 MANAGING CATALOGS To get to the Find Catalogs screen from anywhere in Abebooks Hom
56. r your bookstore information 1 Click the Options button in the toolbar 2 Click the Book Store tab 3 Enter your bookstore information in the appropriate fields 4 Click OK to save your changes Mame Good Bookstore Address 1123 This Street City Prov State M H lu BL Country Zip Fostal Canada WT TW Phone 1 Phone A 12501 123 4567 E Mail Outgoing Mail Server Jbooks someserver com e mail Abebooks Userid Abebooks Password 387654 Abebooks Mail Abebooks FTF Jupload abebooks com ftp abebooks com qua ee Notes e f you do not plan to use e mail to send files you do not need to enter your outgoing mail server Abebooks recommends using the Abebooks HomeBase Send to Abebooks function or the Upload your book file now button in the Abebooks Members Menu to send us your files e To obtain an Abebooks UserID and Password you require a bookseller account with Abebooks A bookseller account with Abebooks enables you to sell your books on the world s largest online marketplace for used rare and out of print books The Abebooks homepage is located at www abebooks com e There is also a Setup Wizard in HomeBase that prompts you to fill this information in automatically The information on the bottom of this box is necessary if you are going to be sending data to Abebooks To update Abebooks HomeBase version 2 3 properties 1 Click the Options button in the toolbar 2 Click t
57. reens and is visible whenever you use Abebooks HomeBase You can also get to the Find Wants screen by clicking Wants in the View menu hHomeBase 2 3 Abebooks mg Sial d File Edit View Tools Help Den StF XK IM POP al Help Books Catalogs Wf ants Clients Involices Find Wants Author Keyword Title Cint Name Publisher Showy Al Wantld Author Title Publisher Clentld Status Publishedfear 2 De GalanL ANALYTICAL SPEC Hilger London 1 371 Pending P 4 StrakhowskyLeonid ALEXANDER OF A NYNorton 1947 Is Found 1947 P 5PattersonDamiel ed ARTS IN EARNEST P BPweberEugen Apocalypses Prophe Grandview MO U S Pending o Haugeland John C Artificial Intelligence Cambridge MA US 1 Pending A ea E Pending ma 8 RochEmstled ARTS OF THE ESKI Barre Crown Barre 1 4 1984 NALNY 1983 268pe 4Pending 1983 1606 DISCOVERY C Pert 1994 rev ed14 fond 1999 75 Fan M ledio Estilo Valve ee New Yoik NY U84 J perdra i ME Abbate Carolyn iii io iii ii Pending Er IA Heteld Fred 1001 BRILLIANT CE Bel My 1955 252pp 10 Pending 355 Want H 14 My Bookstore 667 0923 1007 BRILLIANT CHESS SACRIFICES AND COMBINATIONS Relfeld Fred Bell Mr 13955 25pp Wants 13 of 13 4 7 2003 3 39 AM a Viewing Wants To list your wants 1 Click Wants in the red bar The Find Wants screen is displayed showing all current wants 2 If you want to e Find a particular
58. rs are charging for the same book Abebooks HomeBase version 2 3 has a Price Comparison feature that allows you to automatically view the lowest and highest prices of similar books You are required to have a bookseller account with Abebooks and to be connected to the Internet to complete this process To use the Price Comparison feature 1 Click Books in the red bar The Find Books screen is displayed 2 Click the Add button The Books screen appears 3 Enter your book information 4 Click the Price Comparison button SA HA E abebooks com al mem view basket help Search by ZIJ Advanced Search Browse Bookstores Reading Room Sell Books Price Comparison Author Title Publisher Date Keywords ISBN Country All Countries D SET Attributes Binding Fany GR First Edition TI Signed f Dust ny Binding y Jacket Price C min to max An Abebooks Web page is displayed listing the ten least expensive and ten most expensive books that match your search criteria If there are less than twenty matches half will appear under each heading This information may help you decide how to price your book Notes e The Price Comparison function searches for books that match all of the criteria you enter entering a lot of information will limit your search Abebooks recommends starting your search with only one or two fields filled in and adding more information as necessary Click New Price Comparison to cle
59. set all fields to be sticky or you can specify which fields you would like to be sticky For example if you are entering a series of books with the same author and publisher you could set the author and title fields to be sticky You can set sticky fields in the Add Books Add Clients and Add Wants screens To select sticky fields in an add screen 1 Goto an Add screen 2 Click the field name Tie The Handmaid s Tala mille The Handmaid s Tale The field name changes from black to gray indicating that the field is now sticky To make all fields on an add screen sticky 1 Goto the Add Screen 2 Click All Sticky in the Edit menu The field names change from black to gray indicating that all fields are sticky To reset a sticky field to not sticky e Click the field name The gray field name reverts to black text indicating that the field is no longer sticky Intelligent Fields Intelligent fields are fields that recognize and fill in previously entered information A As you type the first characters of your entry into an intelligent field such as Author Publisher and Binding Abebooks HomeBase searches previous entries and supplies the first alphabetic match Matches appear as highlighted text in the field If the match does not provide the information you wish to enter continue typing over the highlighted text With each character that you type HomeBase narrows the options until a matching entry appears
60. ted in the text boxes are built into your book prices You are required to enter the tax names and percentages here HomeBase automatically calculates which portion of the book price is a tax on each invoice e Include these taxes on invoice by default the taxes will automatically be added on to your book price on your invoices You have the option to exempt taxes with each order as well e Print Tax ID on Invoice your printed invoice will include the Tax ID you enter here 4 Click the OK button to save your changes 3 40 Miscellaneous Confirm Adds e Intelligent Author List Automatic Proper Casing l Intelligent Publisher List Remind of software updates days between reminders er Books e Automatically generate Book IDs Invoices Tax Name 1 gst at E Tas Name A p t a E i Tas Name 3 at ee IT These taxes are included in the book price Include these taxes on invoice by default Print Tax ID on invoice a i HomeBase 2 3 Adding or Deleting an Abebooks HomeBase UserlD To add a HomeBase UserID 1 Do one of the following to display the Options box e Click the Options icon on the toolbar e Click Options in the View menu Click the Users tab Click Add Type the new user s name in the Name field near the bottom Click the Save button The new user is added to the list of users Click the OK button SS Ny a ame 1 New Homebase User D ene ii
61. than import them To import files 1 Select Import Export from the File menu 2 Select Import and then do one of the following e Select Merge to combine records of books that are already in your database with the file you are importing e Select Zap to DELETE any previous records in your database and replace them with the data you are importing This feature should only be selected if there is a problem with your current database 3 Click the OK button 4 Type a file name or select one from the list above and click the Open button Notes e To import files from the Abebooks Web site you must have both an Internet connection and be a member bookseller with Abebooks To sign up for an Abebooks bookseller account visit our homepage at www abebooks com e Importing files from Abebooks or from any other source brings information in a slightly different format from the files in Abebooks HomeBase Although book information such as Author Title and Keywords can be imported other important information such as publishing information cannot always be divided into separate fields The Import function should only be used as a start up for a first time user of HomeBase 2 3 or as an emergency data recovery measure e The Setup Wizard automatically prompts you for the required information To export to a file 1 In the File menu select Import Export and then Export The Export dialog box is displayed 2 Select your opti
62. that you type the list narrows all clients whose names begin with Fr then all clients beginning with Fre Depending on the contents of your database you may only need to type a few characters in order to find the desired client book want or invoice Auto Sorting on List Screens You can choose whether to view your data in ascending or descending order by any field To auto sort on Find screens To sort fields on any find screen click the header at the top of the column that you want to sort by The data will now be sorted in ascending order by that column If you would rather sort the column in descending order click the column header again Books Title THE CAPTIVE THE COKESBURY 4 THE ECONOMY TO ue THE FLIBHT UF TH THE GOSS WOME Note e Some fields cannot be sorted such the long text fields like Descriptions or Notes Save New Button You can save time while entering information by using the Save New button when you are adding multiple books clients invoices catalogs or wants When you have completed an add and wish to continue adding click the Save New button to refresh the Add screen and prepare for another add Use Sticky fields to retain information after each add if you are adding entries that share common properties such as several books by the same author or from the same publisher Backing Up Your HomeBase Data Abebooks HomeBase has a backup feature so that if your data is lost it can b
63. the list closes and the selected item appears in the current field To edit the list of an intelligent field 1 Click the arrow button sl beside the field you wish to edit The list appears Click the entry you wish to modify or delete The selected entry appears in the field 2 3 Click the Edit button D beside the field The Edit List screen appears 4 Modify the entry or click the Remove button You may also select either of the following options e Automatically format to proper case if you want HomeBase to assign proper casing to your entry Using this function could reduce the performance of HomeBase e Only allow entries that match list items if you want HomeBase to match entries with existing entries in the list You will not be able to add any more items to the list Using this function could reduce the performance of HomeBase 5 Click the Done button Search As You Type The fields in the Find boxes at the top of the List screens are Search As You Type fields As you type information into these fields Abebooks HomeBase matches any entered information and displays a list of matches in the lower part of the screen For example if you are searching for a client whose name is Fred Smith go to the Find Client box at the top of the Clients screen and begin by typing the letter F in the Name field The Client List screen displays all the clients in your database whose names begin with F With each character
64. then click OK Note e You can attach a book to more than one catalog in Abebooks HomeBase However if your books are attached to more than one catalog when you upload your books Abebooks can only associate your book online with one catalog and will select the catalog with the lowest catalog reference To view the catalog reference number click Catalogs in the red bar The catalog ID is the reference number e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box Removing Books from Catalogs Removing a book from a catalog does not delete it from your inventory it is just no longer associated with the catalog This can be completed from either the Books or Catalogs screen To remove a book from a catalog from the Books screen 1 Click Books in the red bar The Find Books screen is displayed Select the book you wish to remove from the catalog and click the Edit button Lei Select the catalogs you wish to remove the book from Click the Remove button Click the Save button his Ga ba 19 To remove a book from a catalog from the Clients screen 1 Click Catalogs in the red bar The Find Catalogs screen is displayed 2 Select the catalog you wish to remove books from and click the Edit button 3 Select the book you wish to remove from the catalog and click the Remove Selected Books button 4
65. tically generated file name based on the date 6 Click the Save button The Send to Abebooks dialog box is displayed showing how many books and wants will be sent to Abebooks 7 Click the OK button to create the file The Export dialog box is displayed 8 Click the OK button If you are sending by e FTP the Send to Abebooks via FTP dialog box is displayed Click the Connect button A message is displayed stating that Connection to ftp abebooks com successful Click the Send File button When the message Transfer complete closing connection is displayed click the Exit button e E mail the Sending via Email dialog box is displayed and the e mail is sent automatically Click the OK button Options Books and Wants To send Only your books and wants that have been added or updated since the last time you sent click the Upload all changes since last load dates option This is the default Books Only To send All books regardless of when they were changed ensure the Upload Books option and the All Books check box are selected and that the Changes since last load date check box is NOT selected Selected catalogs regardless of when they were changed ensure the Upload Books option and the Selected Catalogs check box are selected and that the Changes since last load date check box is NOT selected Click the Add button to select the catalogs you wish to send All books changed since your last load
66. ting in more sales Abebooks Membership Advantages e A reasonable monthly rate e Access to our wants page where you can see a list of over a million books people are searching for e A free personal homepage on the Internet where you can direct your customers to browse and search your personal bookstore inventory Nightly Want Matching Anyone who is searching for a book can save his or her search request as a want Then when new books matching the search request are added to Abebooks inventory Abebooks sends an e mail message to the book buyer The e mail notification gives the book buyer specific contact information so that they can contact the bookseller in order to place an order Send Your Books and Wants to Abebooks Abebooks accepts book and want records in many formats If you are not using a recognized book inventory program we can convert your data so that it can be displayed on Abebooks Then if you wish you can load it into HomeBase 2 3 or another recognized book inventory program HomeBase 2 3 is a fast and easy way to send book records and wants to Abebooks With a few simple steps your book records can be viewed and ordered through the Internet QUICK TOUR When Abebooks HomeBase version 2 3 starts up you are presented with the Find Books screen The 0 HomeBase 2 3 Abebooks 10 x File Edit View Tools Help H gt S 894 X ill fal Help Books Catalogs Le Chents Invoices Find
67. tion Note e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box To add a book to an invoice NOUE H Na 8 Note Click Invoices in the red bar The Find Invoices screen is displayed Do one of the following Select the invoice you wish to add books to and click the Edit button Select the Add button to start a new invoice Click the Add Books button The Select Books screen is displayed Select the books you wish to add to the invoice Click the OK button Do one of the following e Click the Save button to save changes to the invoice e Click the Save Print button to save the changes and print the invoice Click OK e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box Removing a book from an Invoice To remove a book from an invoice 1 A he Click Invoices in the red bar The Find Invoices screen is displayed Select the invoice you wish to remove books from and click the Edit button Lei Select the book you wish to remove from the invoice Click the Remove Books button Click the Save button 33 PRINTING AND REPORTS From any add or edit screen in Abebooks HomeBase you can print the record you are adding or editing The information will appear in Detail paragraph format
68. ton Lei The Clients screen is displayed 4 Click the Add button beside the Wants for this Client box The Wants screen appears 5 Enter the information for the want 6 Do one of the following e Click the Save button to return to the Clients screen e Click the Save New button to save the information and add another want 7 Click the OK button 8 Click Save and then click OK If you are adding a want for a book that is already in your database you can save time by copying book information from the book list To copy information from your book list to a want 1 Onthe Add Wants screen click the Select button gt 2 Select the book you would like to add to the want information Click the OK button The book information appears on the Wants screen Note e To avoid having to click OK after each time you click Save click Options in the View menu On the Editing tab clear the Confirm Adds check box To add a want for a client from the Wants screen 1 Click Wants in the red bar The Find Wants screen is displayed Click the Add button Enter the want information in the appropriate fields Do one of the following e Click the Save button to return to the Find Wants screen e Click the Save New button to save the want information and then add another want 5 Click OK oN Notes e You can also add a want to a client s record by right clicking a client s record on the F
69. ur Abebooks information into Abebooks HomeBase version 2 3 You can send your data by FTP or via e mail however we strongly recommend that you send your data using FTP since it is faster and has no restrictions on the size of file that you send To send data via e mail you must define your e mail server You can enter your e mail server SMTP e from the Setup Wizard e by clicking the Options button Lal Send Data to Abebooks i MES C Upload Books P Changes since last load date Purge P Tuesday January 01 1301 12 00 00 am e AllBooks Selected Catalogs Add Remove C Upload Wants P Changes since last load date Purge P Tuesday January 01 1301 12 00 00 AM sd C Send a previously created file Send Du C EMail Ge FTP Help Cancel Abebooks Information Usend 387654 Password fume EMail fupload abebooks com FTP itp abebooks com To send data to Abebooks 1 Do one of the following e Click the Send to Abebooks button e Select Export Send to Abebooks from the Import Export submenu in the File menu 37 Enter your UserlD and Password lf you entered your UserlD and password in the Setup Wizard this information will already be entered and does not need to be entered again 3 Select the data you wish to send 4 Select a Send By option 5 Click the Send button The Save Abebooks File Name dialog box appears with an automa
70. w All button and then follow the steps above for printing Viewing Reports Abebooks HomeBase can create reports showing the current counts for books catalogs wants clients and invoices The statistics for books are also broken down by the number of books for sale on hold and sold The reports are available to view save and print To view a report 1 Click the Reports button on the toolbar The Reports screen is displayed 2 Selecta Type option 3 If you wish to narrow the report to a particular catalog or client or some other criteria type in more information in the Other box at the bottom of the screen The fields displayed are dependent on which Type you chose 4 Select a Sort Order option The Sort Order determines how the information is displayed in the report Note that the options depend on which Type you select 5 Select Options The Options displayed depend on which Type is selected e List lists the current information in a list style 34 HomeBase 2 3 e Detail lists the current information in detail format e By Client lists the wants desired by each client Only available if the Wants Type is selected e Labels creates mailing labels for your clients Only available if Clients Type is selected 6 Do one of the following e Click the Print button to print the report e Click the View button to see the report as it would be printed e Click the Save As button to save the file as an HTML

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