By Roderick Edwards 2013-2014 User Guide – 8 Slides >

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Presentation transcript:

By Roderick Edwards User Guide – 8 Slides >

IRIS-SIMPLE >

PURPOSE Provide a rating interface/invoice template for use in various industries including transportation/logistics, home businesses or any industry requiring a simplified, rating/invoicing method. >

Screenshot Free Text area for things like customer address, logo and other information Criteria area Action links USD Total User comments Exchange Rate Handler Rate lines, description, basis, automatic calculation

Customizations > Set header text color Set header block color Set User and Company name, to show when printed Set auto print option Set color or black and white printing

HOW TO USE Enable Macros/Content if prompted > Input rate data, currency, base charge, description and basis Auto calculation and conversion to USD Input amount and basis

Action Links > Click on the various action links to perform that action. CALCULATE = Not used in IRIS-SIMPLE PRINT VIEW = Toggles/hides rows with zero USD total for clean printing CLEAR = Clear all input rate data CURRENCY = Launch browser to Google currency conversion MAPS = Launch browser to Bing Maps HELP = Launch browser to rodericke.com/iris

Extras > Whenever cells turn a magenta color, this indicates a potential need to input data. The example below shows a need to input an exchange rate and currency code. Magenta in the BASIS column indicates that this basis is not designated in the CRITERIA area. Fix and the cell will turn white and calculate.

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