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Handy Finance
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Handy Service
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Handy Service is a sales and shopping software for Palm OS handhelds, both for home users and service staff. It allows doing mobile sales, tracking orders for goods and services, maintaining shopping lists.
Initially it was intended as assistant for waiters, traders, salesmen and other service staff to help them at the restaurants, bars, cafes, shops, car service centers, hair salons and other service places. Further it was adapted for home users and allows maintaining shopping lists, planning purchases, estimating of purchase expenses and tracking and accounting a lot of other things.
Another application is job management and work log tracking. It allows having multiple clients and tracking which jobs you have to do for each client, accounting for paid and done jobs. Also it is possible to record daily works and activity for each work.
Handy Service has an independent desktop program, which allows maintaining all the data on a desktop computer, viewing orders, printing bills, exporting orders to Excel (csv) files, loading and saving list of goods to Excel (csv) files. Also there is instant desktop, which allows picking new orders from multiple Palms in real-time.
Handy Service is a commercial successor of freeware Waiter Assistant, which is still available at our site.
Program has following basic tables:
And several additional tables:
Attention! By installing this program you completely accept terms of license agreement (see License.txt).
Install one of the files HandyServiceFull.prc (for full version) or HandyServiceTrial.prc (for demo version) on your device. Different examples of working with Handy Service can be found in "Examples" folder of archive. To use some example install please all *.pdb files on your device from particular directory in "Example" dir.
Demo version allows entering only 20 orders and 50 items for all order. All features are available.
Desktop program for Handy Service allows:
Instant desktop is also available. It allows to pick new orders from multiple Palms automatically in real-time.
Sources of desktop can be opened for third-party developers, contact us to get more info.
Prices:
Please, visit our site, http://handysolution.com/hsp.htm, to order full version.
Updates for 1.x versions are free.
After purchase you will receive full support and full versions.
Please notice! You will be asked to fill your registration information, key1 and key2. By doing this you will receive your registration key immediately. Otherwise you will need to send registration information to us manually. Then we will send your registration key during several days. You can see your registration information, key1 and key2 from menu "Help - How to buy" in demo version on Palm or after starting of full version.
Full version does not work without the registration key. Use registration key to unlock full version. After receiving full version enter please registration key in corresponding field and press "Register". Save your registration key in secure place. Then restart program to begin work.
Attention!
If you will change your user name on Palm, the registration key will become invalid. Since version 1.4 registration key is dependent only on user name. Ask us if you will need new registration key.
Work with Handy Service consists from two stages.
First you have to enter list of goods and services with related info. It can be done both with Handy Service on handheld and with Handy Service Desktop on PC. Also, data can be imported from Waiter Assistant ("Edit \ Import from Waiter1" menu). Entered once, this info can be beamed or installed to another handhelds.
Then you can concentrate on the order taking process. It is possible to quickly create new goods, during taking order, if they are missing from reference list.
Report for orders can show total cost for selected orders, tips, tax, profit and discounts.
Use "Edit" menu to navigate between different tables. Checkboxes and cells underlined with dotted line can be edited right in table.
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Subcategories |
Goods and retails list |
Goods editing form |
Each product has price and prime cost (to see profit). Products are organized with two-level hierarchical categories to speed up search, for example, Alcohol \ Wines \ White Wine. You can display only products with particular category and subcategory. Also product can be checked as service. So, you can display only services or only goods from corresponding popup list.
Tax is calculated for products, checked as taxable. For example product with price $100 and taxes 7% and 7.5% will add to total $115.02 ($100*7%*7.5%). Tax is separated from profit. When above-mentioned product have $50 prime cost, then profit will be $50 and tax $15.02.
Each product can be checked as currently available, "Show when adding to order" checkbox or left checkbox in table. Products, unchecked this way, are not displayed when adding products to order.
Each product has notes list to clarify the order. For example beer can have "cold" and "very cold" items, meat can have "salt" and "pepper" items.
Clients/tables list allows assign any order to particular table. Also it may be regular customer or some another kind of place.
Seats (or places) list allows clarify dish destination, assigning particular dish to particular place in the table. Also seats list allow to separate total for any chosen place. In another applications, seats can clarify other things, common for all products.
Order notes are the predefined notes list. Any item of it can be added to notes memo in any order. Then such notes can be modified in order.
Each order has two states: active and closed, defined by left checkbox in order table. This checkbox can be changed right in table. You can display only active or only closed orders, using corresponding popup list. Notes for order can be edited directly from the table by taping notes icon. Taping any other cell will bring details for selected order.
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Orders list |
Positions in order |
Any product in order can be checked as "finished" (left checkbox). "Current" field displays cost for checked products, and "Total" - cost for all products. Client or table for order can be assigned from right top popup list.
Each product can be assigned to particular seat, "#" column. Products and total can be displayed only for particular place, use for this left upper popup list.
Notes for products can be selected from popup list in "note" column.
Each product has requested amount and custom price, which can differ from initial price. To return initial price, just clear custom price or set it to zero.
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Customizing columns for orders |
Customizing columns for positions |
Columns can be customized both for positions and orders tables. You can drag columns and borders in header, and settings will be remembered. You can add or exclude different columns from table. To do this tap on columns header and choose from popup list the column you need.
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Notes for order |
Order cost |
Each order has notes field. The first string of it is displayed in "Notes:" field. If the icon after this field is highlighted, then notes have more than one string. Tap this icon to bring edit form.
Each order can have discount % and tips. If the icon after "Total" field is highlighted, then discount or tips (or both) is entered. Tap this icon to bring order cost form. In the order cost you can see calculated cost for all products, profit and tax for this order. Also you can set custom price for this order both as "User-defined cost" or as "discount %". Tips can be entered in two ways, as a separate amount ("Tips") or as a total amount of money, received as tips and payment ("total with tips" field).
Buttons "Add" and "Del" intended to add and remove products from order.
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Quick access by categories and first letter |
Group checking/unchecking |
Adding can be done in two ways. First, you can select any product in table. This product will be added to order with defined amount (default is "1") and you will return to the order.
Second, you can use checkboxes to select multiple products to be added. By taping columns header you can bring menu for group checking operations: check all, uncheck all, invert selection. Then you need to tap "Add all" button. Also you can fill desired amount in bottom field, so every selected product will have this amount after adding.
You can use categories and subcategories, retails/services filters and search by first letter to speedup selection.
There are some tips when doing multiple addition of products.
You can use search and selection together. Checkboxes considered only for selected categories and first search letters. So, you can check products in different categories or with different first letters. Then you need to clear search string and select "all" for every popup list. And then, you need to tap "Add all" button. So, all products quickly found in different categories will be added to order.
Also you can quickly add groups of the same (or slightly differ) products to different seats. Select first seat in order positions table from top left popup list. Add desired products using checkboxes. All products will be assigned to the selected place. Then select another place and tap "Add". As you can see, selection is remembered and you can add the same products to the another place or modify selection before adding.
Report for selected (active, closed or all) orders is available. You can see cost, discount, tips, profit and taxes for selected orders. Also you can delete all selected orders, or clear only tips from selected orders.
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Report and operations with selected orders |
Report for selected orders |
"Calculated cost" is the cost, calculated from prices. User can customize this cost for any order, it is "Defined cost". Discount percent is the average discount for selected orders. Profit, tax and tips are the simple sums of corresponding fields of selected orders.
Many popup lists have item "edit...". Select this item to bring up editor for lists content. If the popup list is filter, then it has item "all", which disables this filter. By choosing another item you can display records, which satisfies conditions of filter (like categories in PalmOS). For example choosing "drinks" from accounts filter will display only drinks in products table.
Also filters is a perfect tool for autofilling. It means when the some filters is active, then newly created records by default will have values, defined by that filters. If you have selected, for example "services" and category "music" in products list, then each new product will have "Service" checked, and category "music". If you will change "music", for example to "beer" for this product, after returning to the table, category filter will change to "beer" too.
In many tables there are fields (cells) underlined with dashed line. You can change the value of such fields directly in the table. Just tap on such field and enter a new value:
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When the field is tapped it becomes active and all text in the field becomes selected. So you can immediately start typing a new value. To reset selection tap any place on edited field. To return from editing mode just tap any place outside the cell.
Also you can change values of checkboxes ("
", "
") just taping them directly in the table. If it is necessary "Total" will be recalculated, and records which are not satisfies conditions of filter will be hidden.
There are buttons "Add", "Del", "Sort" and "Back" in categories and currency tables. You can use them for creating new records ("Add"), deleting records ("Del") and sorting tables ("Sort"). If you want to delete record you have to previously select it by taping.
By taping "Sort" you can sort records in alphabetical order.
Use "Back" button to return to previous screen.
Use up and down buttons in the screen left bottom corner (line scrolling) or up/down hard buttons (page scrolling) to navigate the table.
The "no category" records can't be deleted. They are needed for cases when category is undefined or unknown (like "unfiled " in PalmOS), for example new records or records which category was deleted.
By flourishing on graffiti area from the left bottom corner ("abc" label) to the top right corner you can bring up panel for text operations. Selected text can be copied in clipboard (copy command) or transferred to clipboard (cut command). Then you can use paste command to insert text from clipboard in any place. Such abilities have any Palm application within a standard text edit field.
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Clipboard commands |
Undo command |
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Since v1.4 you can beam group of selected orders, group of selected goods and a single order to another Palm. All corresponding information, like names of goods, their categories, prices, etc. will be attached automatically. It means, after receiving of order, all corresponding goods and categories will appear automatically in proper lists.
Notice, that beamed info will overwrite corresponding info on destination Palm. So, if your Palm contains up to date information (like freshest prices on goods), but you need to receive some orders, first you have to beam goods list with fresh prices to the source Palm and only then you may accept new orders.
Now it is possible to add goods and related info on the fly. You can quickly and conveniently create new sales and shopping lists, even if your initial reference list of goods is clear.
Below is a step by step instruction how to do this.
After starting of Handy Service you will see list of all orders, probably it will be empty. Tap "New" button to create new order, and you will see empty list of items. For example, you want to add "Chicken". Type "Chicken" using Graffiti. This word will appear in the search field like "Src: Chicken". Yes, search by the first letters will show nothing. Tap "Add" button to add goods from reference list. You will see list of goods, and search field will show again "Search: Chicken". If you will see Chicken in the list, just tap it and it will be added to the order. If you will not see it, tap "New" button on the right from the search field. New goods will be created, and its name will be initialized by search string, "Chicken" in our case. You may complete goods name by further typing " roasted" so you will get "Chicken roasted". Also you may select categories and prices for this Chicken. Tap "OK" to finish editing, and you will see again reference list, but now it will have "Chicken" item. Tap it, and it will be added to the order.
The same way you may add other goods. You may edit categories directly from reference list, to do this select "edit..." in the category popup list.
More fast way of adding goods to order is to use checkboxes under "+" column in the reference list of goods. Create new order and enter reference list by taping "Add" button. Select all categories to show, then tap "Select" button, choose "none" and all checkboxes will be reset. Then by using categories and search by first letter you may search for required goods. When you will found proper goods, tap checkbox to mark it. You may return from reference list, or even you may exit the program, but when you will return to reference list all marks will be preserved. When you will finish marking of goods, you have to show all categories and clear search field. Then tap "Add all" button, and all marked goods will be added to the order simultaneously. You may set default amount for all goods in the field near "Add all" button.
Now Tungsten T3 full screen (320x480) is supported, both for landscape and portrait mode. If you will not see Handy Finance working full screen on T3, then install please both files simultaneously from "For_T3_Only" folder: AppSlipRotate.prc and StatusBarLib.prc.
Full screen support for Sony devices will be added later.
Now it is possible to select small hires fonts to see on tables, see menu "Tools - Font/HiRes". Also it is possible to select any standard font to view table.
Small fonts are supported only for Palm OS 5 devices.
You can make own small fonts in Handy Finance or make fonts for your national language. Shortly what you need to do:
Common actions
Specific actions
