Resources: Manual Entry Instructions
Client Data Entry on Management One® Web Site.
- Clients must supply Management One® with their screen names (e-mail addresses) and their passwords prior to initial data entry. If you do not have a password we will create one which can be changed at anytime by contacting Management One®.
- Open your browser (Internet Explorer). You must use Internet Explorer which is indicated by the blue lower case "e" icon on your desktop or Google Chrome. Other browsers may not react the same as Internet Explorer or Chrome.
- From any page on www.management-one.com (you can then save this site on your favorites if you wish), click on the Client Entry button near the top right portion of the page.
- Login with your e-mail address and password.
- Click on My Office tab at the top navigation bar of the screen.
- Click on End of Month — data entry.
- If your business has multiple stores, make sure you click on appropriate location from drop box. Enter month of data entry by using the drop box.
- Click on Submit. This will bring up a data entry screen. You can only work in the current month. You cannot go back and correct data or enter changes for previous months. Only Management One® personnel can make corrections for you. Please contact us with any changes.
- The department drop box shows the department in which you are working. If your location has multiple departments you must enter data for one department at a time, then hit Save and go to next department by using the drop box next to department. All classes associated with that department will be brought up on the screen as you work.
- The legend at bottom of page explains columns.
- If you double click the left side of your mouse in any field (box), that will place your cursor on correct digit to enter numbers. Tab key allows you to go across fields after you have entered your data for that field. If you need to go backwards to a previous field, hold down shift key while hitting the tab key.
- Round off numbers. Please do not enter decimal points. Use whole dollar numbers only.
- Enter no negatives in markdown or markup fields. These must be entered as positive numbers. No negative receiving figures! We treat negative receiving as a RTV (Return To Vendor). Enter as a positive figure in the appropriate RTV fields. If you cannot supply RTV at cost and retail, our system will calculate the missing figure based on historical IMU's. Enter transfer in numbers as positive figures, enter transfer out numbers as positive figures - always at retail.
- The second part of data entry, moving across after the RTV fields, is future on orders. You may supply on orders at cost, or at retail, or both. Our system once again will calculate any missing figures on historical IMU's. If you are working from a computer report, please be mindful that some systems do not roll unfulfilled current month on orders into next month's. You will have to do this manually with a calculator then enter that number into the appropriate field. If you have no changes for future months on orders, you can leave those figures in the fields and it will be saved once again.
- If at any time you must leave your computer or get distracted, please hit the Save box at the bottom of the page or you could lose your data. Hitting Reset clears your data out of the boxes since your last save.
- When you're sure the data you have entered is correct and you wish to send it to us, go to finalize EOM which is on left side of your screen. Click on Finalize EOM. This brings you to Finalize Page. You must check off the box next to each location. Then hit the Finalize Location box on the left: this sends us an instant message that you are done and the store numbers are ready for processing.
- When you wish to logout, click on Logout.
- Please feel free to contact your affiliate. He or she will get back to you as soon as possible if you are having any problems.
- One suggestion for those who are working off a laptop computer. It is much easier to enter data if you connect a PC keyboard to your laptop. Laptop keyboards are not user friendly when entering data. A separate keyboard will allow quick data entry.
