1. New Client
Core Training
STORIS, Inc.
UJXI.4

2. SECTION TABLE OF CONTENTS
BASICS ........................................................................................................................................ SECTION 1
PURCHASE ORDER ................................................................................................................. SECTION 2
INVENTORY CONTROL ......................................................................................................... SECTION 3
SALES ORDER .......................................................................................................................... SECTION 4
DELIVERY ROUTING ............................................................................................................. SECTION 5
ACCOUNTS RECEIVABLE ..................................................................................................... SECTION 6
FINANCE RECEIVABLE ......................................................................................................... SECTION 7
ACCOUNTS PAYABLE ............................................................................................................ SECTION 8
GENERAL LEDGER ................................................................................................................. SECTION 9
CUSTOMER SERVICE .......................................................................................................... SECTION 10
FLOW CHARTS ...................................................................................................................... SECTION 11

3. TABLE OF CONTENTS
1 UNIQUE LOGINS ............................................................................................................................... 1
2 MAIL .................................................................................................................................................... 1
2.1 Inbound Tab .................................................................................................................. 1
2.2 Outbound Tab ............................................................................................................... 1
2.3 Tasks Tab ....................................................................................................................... 1
2.4 Closed Tab ..................................................................................................................... 2
2.5 New Message Tab ......................................................................................................... 2
3 AROUND THE HOME SCREEN ...................................................................................................... 3
3.1 Program Search............................................................................................................. 4
3.2 Historical Intelligence ................................................................................................... 4
3.3 Quick Launch Icons ....................................................................................................... 4
3.4 Bread Crumbs ............................................................................................................... 5
4 PROGRAMS ........................................................................................................................................ 6
4.1 Buttons .......................................................................................................................... 6
4.2 Buttons at Bottom of Screen ........................................................................................ 7
4.3 Grid Display Actions ...................................................................................................... 8
5 REPORTING ....................................................................................................................................... 9
5.1 Personal Report Viewer – New Column Maintenance ............................................... 10
6 STORIS TERMS ................................................................................................................................ 12

4. Basics
STORIS, INC. 1 UJXI.4
1 Unique Logins
 Each user can have a unique login ID
 Each user can have different settings associated with their login
 At the login screen, location and cash drawer can be selected
2 Mail
The main program allows communications between STORIS users. You can:
 Send new internal email messages
 Review inbound email messages
 Track and review outbound email messages
 Link documents to messages sent
 Purge messages
 Track and review closed messages
2.1 Inbound Tab
Use this tab to access STORIS Mail messages received for the selected user.
Received mail messages display in the grid and include the following information:
2.2 Outbound Tab
Use this tab to access STORIS Mail messages sent by the selected user, including the following information:
2.3 Tasks Tab

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STORIS, INC. 2 UJXI.4
Use this tab to access open and closed tasks assigned to the selected user, including the following task information:
When you select an item from the grid, you have the option to execute the attached link via the Link option at the Action field on the Message Review screen. To delete a task with a linked document, if the Mandatory option on the New Message tab is enabled for the task, you must first access the linked document before you can delete the task.
2.4 Closed Tab
Use this tab to access deleted mail messages, including the following information:
Deleted mail messages are eligible for purging via the Purge Messenger Activity routine. To review and/or manually purge a message, double click on it and then click on the Delete button in the Message Review window.
2.5 New Message Tab
Use this tab to create and send new mail messages to other mail users/groups. Included on this tab is the option to link STORIS documents to the mail message, for example orders, invoices, or purchase orders.

6. Basics
STORIS, INC. 3 UJXI.4
3 Around the Home Screen
STORIS' Main Menu screen consists of the following:
 Menu Bar: top of main menu screen and all STORIS screens
 Company Banner: top of main menu screen and all STORIS screens
 Bread-crumbs: (below banner) shows path of currently selected program
 Switch User button: click button to restart your STORIS session or log in a different user
 Program Search feature: (in the left pane) searches for a program
 Main Menu: (in the left pane) browse folders and program names
 System Greeting Message: (near the top of the right pane) To edit the text in this area, use Create System Greeting Message
 History Feature: (bottom half of right pane) displays recent programs
 Main Background Image: watermark in the system greeting message
 Company Logo: (below the greeting message text) custom logo
 Quick Launch: (at bottom of screen) icon tool bar

7. Basics
STORIS, INC. 4 UJXI.4
3.1 Program Search
 Just start typing, and a list of
possible options appears
 Easily select a program from the
search results
3.2 Historical Intelligence
 Easily accessible list
of your previous
actions
 Double click to run
the routine
3.3 Quick Launch Icons
 Right click on the icon and select Remove to delete an icon from the
launch pad
 Click and drag an icon to the waste basket on the left to remove the icon
from the launch pad
 Change the icon from a right click

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STORIS, INC. 5 UJXI.4
3.4 Bread Crumbs
 Shows menu path for selected program
 Click to go back to previous menu level
 Click to access listing of programs in a category

9. Basics
STORIS, INC. 6 UJXI.4
4 Programs
 Scalable Screen Rendering
 Resize without resolution restrictions
 Resize without losing information
 Ideal for mobile devices
4.1 Buttons
Within routines in STORIS, some fields contain one or more buttons next to the field label that provide additional options for that specific field. The following are descriptions of buttons you see in STORIS routines at some fields.
Search Button: When you click this, you access one or more options that assist you in locating a valid entry, such as a customer code, document number, etc. In most cases, you can also use the search option to select an item and populate the field.
Action Button: When you click this button, you access extra action options that can be performed when entering data in this field. For example, you might access an additional window in which multiple locations can be selected, or the customer settings window appears where you can create a new customer.
Arrow: When you click this button at a STORIS field, a drop-down list of selections for that field appears. For example, if you click the button at a store field, a list of valid store locations available to you displays. You can use your mouse or keyboard to select an item from the list and populate the field.
Calendar Icon: When you click this button at a date field, a calendar displays from which you can select a date.
Camera Icon: When you click this button at a product field, you can view the image that was attached using Update Product Images.
Add
Clear
Delete

10. Basics
STORIS, INC. 7 UJXI.4
4.2 Buttons at Bottom of Screen
Messenger Mail: Accesses the Send/Review Mail Messages routine in STORIS Messenger where you can view all unread mail and tasks for the log-on user.
Help: Accesses STORIS' context-sensitive On-Line Help. When you click on Help, a separate browser window opens, displaying a Help topic for the current routine.
Save: Saves the changes you make to the current STORIS routine.
Clear: Clears entries you make during the current session and resumes editing or viewing without exiting the screen (except for screens with an Active Locations List).
Delete: Deletes the current order or record. After you click on this button, a prompt appears with the option to proceed or abandon the Delete procedure.
Actions: Accesses a menu of additional options related to the current routine. Note: This button is distinct from the Action button described above, which is available at specific entry fields.
Exit: Closes the current STORIS screen. If you made any edits, a message appears and you must decide whether to save or abandon your edits.

11. Basics
STORIS, INC. 8 UJXI.4
4.3 Grid Display Actions
 Double click grid line to select line
 Right click grid line and select More Details to view transaction details
 Right click grid line and select Export Grid Data to export the contents of
the grid to a file (comma separated, Excel spreadsheet, or XPS document)
 Double click column header for on the fly grid re-sorting
 Down arrow identifies descending sort order
 Up arrow identifies ascending sort order

12. Basics
STORIS, INC. 9 UJXI.4
5 Reporting
From the actions button on each report, the export type can be changed.
If Excel is selected, STORIS will create a new Excel document with all of the data from the report criteria.
If Personal Report Viewer is selected, STORIS will process the report to a screen which can be adjusted and the view can be saved for later user.
You can drag the columns in any order that you like.
Columns can be pulled out to the top which will then group the report by that column’s header.

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STORIS, INC. 10 UJXI.4
If you right click the column header, you can remove or create new columns. You can also adjust the conditions for the report.
5.1 Personal Report Viewer – New Column Maintenance
When you create a new column, you can use bring in one of the Fields from the original report, or you can create a new calculated field for use of the report.
In the example above, we have created a new column that calculates the difference between the PO date and the Estimated Delivery Date. Any [and multiple] Function can be used in the new calculated field.
The following page has a screen shot of the report with the new calculated field.

14. Basics
STORIS, INC. 11 UJXI.4

15. Basics
STORIS, INC. 12 UJXI.4
6 STORIS Terms
There are a few industry terms that are used in the STORIS software which may have different definitions for different markets. Below is a list of common terms used in STORIS and their definitions as used the program.
 Pending Bill: A Payables Bill to a vendor before the Merchandise is received.
 Product Reference Number: The system generated number given to an individual piece upon Receipt from a vendor or stock adjustment. The counter starts at 1 for each SKU and increments by one for every additional product of that same SKU that is added to inventory. The lowest number is the oldest piece in STORIS.
 Serial Tracked: A product that requires recording of a unique reference number either on receipt from a vendor or delivery to a customer. Usually used for warranty purposes.
 Special Ordered: A product that can be ordered with different options on the same SKU.
 Standard Product: Any product (in stock or not in stock) that is ordered the same way every time.