When you first open Keith (after agreeing to terms) you should fill our the Systems Setting page. On the left the information you give will automatically go onto all outgoing correspondence, that is email or printed quotes invoices etc.

Below on the left you have the opportunity to create your own categories to help you keep a track on the different areas of your business.

Centre top is needed only for registered users wishing to purchase additional functions. You must enter the user name of the work station your will be running the application on.

Below this you can choose the font size and colour of text on your correspondence.

Then for the print industry you can enter costs for digital click charges and press hourly rates, this gives your pricing.

Below this are buttons to run scripts if you wish to install updates for Keith. First you export all data fro original file then when you have installed an update you can import that data. Be sure to keep your old file as a backup until you are sure you are happy with the update.

You will need to add your product lines, stock costs etc. in the edit windows by clicking the round buttons centre bottom.

The right is for Extras you may want developed to suit your business, scripts to save time entering repetitive jobs, special pricing for account customers or for unique products or services you may have. Just contact us with your needs.

After your set up you are ready to start. Click the gray plus sign on the Mailing List tab to create a new client or click the green plus sign to create a new record if you already have your mailing list entered. If you creating a new client enter the name you want to appear on their invoice in the pop up window and choose Yes. You can then enter the clients contact details if you wish, these details will appear on their quotes and invoices etc.

By clicking the find icon on the navigation bar you will open a window with that clients details. In this window you can import all your client if you have it in electronic for. Use the "file" menu and choose "import file".

The mailing list tab is for you to enter all client details and contacts. There is room for five contact names and their phones numbers etc. and also an accounts contact, this will be used when emailing monthly statement, if empty the first contact will be used as default.

The bottom tab is for notes on the customer to be viewed easily on future records.

Once you have a record for your client you will need to give it a status. If it is a quote for now click the quote tab top left and click the note pad to give it a Quote status. Once you have filled out details this tab is used to view, email or print the client their quotation. If it is an order click this tab and the same applies. The example below shows a quote for a Newsletter to be printed in colour. You see under Digital Colour the details and been entered and a price is calculated using the information you added in the System window so no need to enter the price field or even the description field if you choose to use the auto fill description by clicking the small text button on the right above the price field.

Below is an example of a quote using the items list. If you have set up your product line in the systems window they can be accessed in the Item tab. If you have a product code all details will be added automatically, otherwise choose the variables and the pricing will appear. To delete an item entered click the small x to the right of the item. Once all items have been entered click the Submit Items button and the data will be sent to your record. The Edit Items button allows you to add or delete items easily without going through the System window.

Offset printers have their own tab. You will need to have entered stock prices and presses in the System window for pricing to work, a small mark up field is there to adjust prices for individual client, this is the M.up above the price. Hit the Auto button on the right of the print item to transfer details to your record. Also you can delete an item with the small x on the right of it.

The notes tab is a general quick helper. You can view any notes you have on the client from previous orders or this record, also a To Do list is here and a record of changes that have been made to the clients records. Shown a a list of all jobs in progress at the moment.

The accounts tab shows all client records and their payments. When a record if converted to an invoice it is automatically added to the All Customer Records tab with a "no" in the Paid field. Once until it is paid in full this record will appear on their statement which can be sent by clicking the Statements button, you can choose to send all statements to all clients or just the one you are browsing. Once you have received payment click the small round button next to the invoice number and choose the payment type and amount paid. You can view the amount the client has spent and the amount owing in gray at the top of the tab. By hitting the Accounts button on the top right of the tab you can view all customers outstanding amounts and a total of how much you are owed. See below.

From here you can email the client their statement by clicking the envelope button.

Pro users have access to the Personal Mail file, this is a third party extension which must be purchased with them to use. You must set up your email accounts in the settings tabs

If you have received an email form someone in your mailing list the company name will appear in the ID field. if you click on the email you will be able to read the email and view all your records on that client, by clicking the round button on the record it will be opened in a new window.

Turnover can be viewed by clicking the Tables button on the navigation bar. Here you can view your turnover for any month along with a break down of income. Average sale and number of sales is displayed and on the left you can choose which month and or year you wish to view by entering month and year in the fields and clicking the find button. Clicking the round button on the right of any record will open that record for you. By default the window opens with the turn over of the current month.

On the right you will see an icon of a printer, this will open a window with a summary report break down all your clients records and their respective totals.

Clicking the Jobs button on the navigation bar opens the In Progress window. This is used to keep track of all your jobs still in progress. Here you can divide your jobs into areas. These are colour coded and you can change the state by choosing the record and clicking the buttons names Setting, Proofing etc. top left. By clicking the coloured squares top left you will display just those records.

Further refined searches can be made here too. By clicking the find button next to the client name on the right will allow you to choose any client that has a record with you and display all their jobs. You van choose a date range on the right using the pop up calendars and click the "Date Range" button. By clicking the coloured button on the right next to the record you will open that record.

By clicking the gray Suppliers button on the navigation bar. Once you have entered suppliers details by clicking the edit button for suppliers in the System window you can click the black + button at the top to create a record, then click the black field top left to choose the supplier. You can click the Edit button to make changes to your suppliers as a short cut. If you entered a web address you can order using the Web order button a view their web page directly on Keith. Otherwise type your order in the Description field on the left and click Email Order top right. This will send an email to your supplier with a newly created order number and date etc.