Getting started with Clik Service
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Installation

In general terms there are two types of installation likely for Clik; stand-alone and network and for each there is also a choice of which type of database to use.

A stand alone installation is very straight forward and the network installation should also be straight forward, provided the correct steps are taken. In both cases Clik should be installed only once. For a network installation this should be on a Server or shared PC, shortcuts are then created from the Clik program (bm.exe) for each client.

Type of Database

The choice of database is dependant on the amount of data likely to be stored and perhaps more critically, the network setup.

The standard Clik installation will install and use an MS Access database. If however Clik is to be installed on a solid Windows client server network, with more than 3 or 4 users, then it would probably be best to install MSDE (Microsoft SQL Server).

Stand Alone Single User Installation Steps

• Insert the CD into CD ROM drive.
• Wait a few moments and Clik Setup should auto run. (If not then click ‘Start’ and then ‘Run’ and type ‘D:\smsetup’, where D is the letter of your CD ROM drive and press enter).
• Follow the on screen instructions.
• Move to ‘Registering Clik’ section

Multi User Network Installation

• Insert the CD into the CD ROM on your server/main PC.
• Wait a few moments and Clik Setup should auto run. (If not then click ‘Start’ and then ‘Run’ and type ‘D:\smsetup’, where D is the letter of your CD ROM drive and press enter).
• Follow the on screen instructions.
• When this section of the installation is complete remove the CD.
• Make sure that the installation folder on your server is shared for all the required users of Clik with full read/write and execute permissions.
• From one of the client PC’s browse across the your network for the Clik installation folder on your server, and click on the Clik program icon with the right hand mouse button and select ‘Send To’ ‘Desktop (create shortcut)’.

Registering your Software

• To register Clik go to ‘Help’ on the Main Menu and select ‘Registration’, then from the sub menu click ‘Register’.
• In the ‘Register Clik’ window, enter the ‘Registered To’ information and your Serial Number, please note that the ‘Registered To’ information is linked to the Serial Number so must be entered exactly as provided by Clik.
• If the information is entered correctly, the indicator to the right of the Serial Number will turn green and the number of Network Licenses will be displayed.
• Click the ‘Ok’ button; you will then be prompted to Close and Restart Clik.
• Clik is now registered correctly and can be used fully.
  After registration you will still need to activate Clik and this must be done within 60 days.
• Activation can either be carried out over the telephone or online. To activate Clik click ‘Help’ on the main menu, select ‘Registration’ from the sub menu click ‘Activate’.
• To activate online click the ‘Activate Online’ button, alternatively telephone Clik on +44 (0)117 902 2012 to obtain an activation key.
• Click the ‘Ok’ button, you will then be prompted to close and restart Clik.

Clearing Out Demo Data

To clear out the demo data you will need to run the Configuration Utility program which can be accessed from within Clik by selecting ‘File’ from the main menu and then ‘Configuration Utility’, this will close the main Clik application and run the Configuration Utility.

From within the configuration program select ‘Tools’ and then ‘Empty Database’. Close the Configuration program and return to Clik and all demo data should be erased.

Adding yourself as a User

To add yourself (and others) as a User in Clik you will need to gain access to the Staff and User Database.

IMPORTANT: Access to the Staff and User Database is restricted to Administrators (the Super User account is an administrator) or to designated personnel. To set a user as an Administrator, set the ‘Access Group’ for the user in the ‘Details’ section of the Staff and User Database.

To gain access to the Staff and User Database click ‘Edit’, from the main menu, then click ‘Staff and User Database’.

To create a new user/staff member click the ‘New’ button on the toolbar. The minimum information required for a staff member/User is First Name, Surname and Access Group. Please note that when you input a new employee by default they are added to the standard ‘Users’ group which will be unable to gain access to the Staff and User Database.

IMPORTANT: To change the password for a user click the ‘Edit’ menu item and select ‘Change Password’, by default all users are allocated a blank password (including the built in Super User), in a multi user environment serious consideration should be given to allocating all users a secure password.

Default Settings

To access the default settings databases, click ‘Edit’ from the main menu, select ‘Default Settings’. In the drop down menu you will see three sections;

• General Defaults
• Company Information
• Accounts Settings (see SAGE Accounts Settings below)

It’s worth spending a bit of time browsing the General Defaults section as it contains a huge number of settings designed to make your life easier, here are couple of settings you should make a priority:

In the ‘General Defaults’ section

• Enter your standard charge rates that will be applied each time a new address book record is created;
• Purchase Order, Invoice, Sales Order, Job Sheet prefixes and starting numbers;
• Selecting a logo file for invoices, sales orders, purchase orders and job sheets.

In the ‘Company Information’ section

• Enter your company name, address and contact details in the ‘Company Information’ section

SAGE Accounts Settings

To prepare to activate the link between Clik and Line 50 you will need to contact SAGE to request an 'SDO' serial number and activation key.

To setup the SAGE/Clik link click 'Edit' from the main menu, select 'Default Settings' and then 'Accounts Settings'

Clik needs to know where Line50 is storing its data files. If the PC you are trying to configure has SAGE Line 50 installed then try clicking the button on the connection tab "Attempt to detect SAGE Data', Clik will then try to locate the data files for you.

If Clik is unable to locate the data files automatically you will need to browse for them manually. Typically they will be in C:\Program Files\Line50\Accdata\ or C:\Line50\Accdata\ on the PC or server that hosts your SAGE Line 50 installation.

Clik needs to “logon” to SAGE Line50 in much the same way as a regular user does. This means that you will need to specify a username and password for Clik to use ('Manager' for example), it is usually worth creating a separate logon account within SAGE Line 50 exclusively for Clik as SAGE will not permit the same logon to be in use simultaneously, this means when you are trying to access SAGE from Clik in order to post invoices etc you will not be able to have SAGE open at the same time.

Creating an Address Book record

To create a new Address Book record, click the ‘New’ button at the top of the Address Book section, the cursor will then be placed in the ‘Name’ text box and a new blank record will be created. When you have finished it is IMPORTANT to remember to click the ‘Save’ or ‘Cancel’ button’s to save or abandon your changes.

If the Address Book record has a different invoice address to the main address then tick ‘Different Invoice Address’ check box, this will then select the ‘Invoice Address’ tab and place the cursor on the first line of the invoice address.

It is important to note that selecting the ‘Customer’ and/or ‘Supplier’ check box’s dictates whether or not address book entries will appear in the Customer Lists in Sales Orders, Job Costing, Job Sheets, Invoices and or the Supplier Lists in Purchase Orders and Products. Note: If a Customer is also a Supplier you may check both boxes.

Creating an Invoice

There are several ways to create an Invoice, perhaps the simplest is by finding the customer in the Address Book, selecting the ‘Activity’ section and click the ‘Create Invoice for Customer’ this will create a new blank invoice for the selected customer.

Another method is by selecting ‘Invoices’ from the main Toolbar, and the ‘Invoice List’ tab, click the ‘New’ button, this will create a new blank Invoice with no selected customer, to select the customer either start typing in the ‘Locate’ text box to use incremental searching or click the ‘...’ button find the customer and click the ‘Close and Use’ button.

Once the Invoice has been created and the customer selected other information such as date, references, etc can be entered. To add items to an Invoice, either click the down arrow alongside the ‘Invoice Items’ button or right click on the items list and select either ‘Add New’ to create a blank item or ‘Add new from Products Database’ to select and add an item for an existing product from the product database. To edit an existing Invoice item select and double click the item.

Once the Invoice is complete click the ‘Save’ button to save your changes, you can then print the Invoice.

Job Sheets and Sales Orders can also be easily turned into Invoices at the click of a button within their relevant sections.