The Broker/Owner Orders Management System (BOOMS) is a DOS-based, integrated Order-entry and Accounting System for List Brokers and List Managers. it is designed to allow an easy flow of orders from Order-entry to Invoicing to Accounts Receivable/Payable and, if necessary, back again.

Application Overview

• One central file for Management & Brokerage Orders
• Recognizes "Internal Orders" (your Brokers ordering Lists from your Managers)
• Enter Order only once
• Automatic Order Number assignment
• Order Date defaults to current date
• Uses a price per thousand or "flat price" system
• Ability to enter many similar orders without retyping entire order
• Ability to split an order between Rental & Exchange
• Order Comments can be pre-defined ("canned") to reduce typing and provide for uniformity of Special Instructions
• Printing: individual Orders or "batch"
• Print Orders "setup" log for orders tracking
• Automatic Hi-lighting when printing a Revised Order
• Shipping information is entered right before invoicing

Order Reporting Features:

• Orders Log
• List Usage Report
• Mailer Usage by List Report
• Mailer Usage by Order Number Report
• List Rental Summary
• Broker Usage Report
• Booking Report
• Exchange Status Report
• Exchange Status Recap Report
• Management Sales Log

List/Promotion File Interface Features:

• Direct Query/Update of List & Promotion (Client) Files from Order Entry
• Direct Query/Edit of DataCards from Order Entry
• Date Stamps to track file activity for year-end summary and file Cleanup
• Print Promotion File Mailing Labels in a wide variety of Label Formats and Color

Application Details

The Orders Master File is the central file for all Orders Processing. Operations against this file include: ADD, DISPLAY, UPDATE, REVISE, PRINT, and CANCEL. Records on this file contain the following information:

• Order Number & Order Date
• Ship Dates
• List Price
• Salesperson
• Selection Description & Price (5 per order)
• Mailer Code, Mailer Offer, & Mail Date(s)
• "All Available"/"Maximum"/"Estimated All Available" quantity indicators
• Shipping information
• Broker Code & Broker Order Number
• Ship-to and Service Bureau Codes
• List Number
• Test/Continuation/Reuse/Retest Indicators
• Special Instructions

The Promotion/Client File contains information about MAILERs, BROKERs, LIST OWNERs, SALESPEOPLE, Computer Houses, Service Bureaus and INVOICE-TO. It is used to obtain company name and address information during Orders processing. Also, the Label Print program uses this file during "Promotions". The file contains the following information:

• Company Code
• Company Category Codes
• Company Type
• Company Address
• Company Phone Number
• Company Contact
• Mailer Exchange Fee
• Discounting Indicators

The List File contains basic information about both Managed and Non-Managed Lists, Package Insert Programs, and Card Decks. It is used to obtain the following information during Orders processing:

• List Number, List Name & List Owner Code
• Prior List Owner Code and Effective Date of Change
• List Category Codes
• List Brokerage Commission Percent
• List Management Commission Percent (for Managed Lists)
• Management Exchange Fee (for Managed Lists)
• Commission on Selections Indicators
• Discounting Indicator
• Service Bureau and other processing Fees

The DataCard File contains detailed information about both Managed and Non-Managed Lists, Package Insert Programs, and Card Decks. It is a companion file to the List File and uses the same key (List Number). The file is not required for Order Entry. It contains the following information:

• List (DataCard) Number
• List Description
• DataCard Date (Title)
• Breakouts
• Source
• Selections
• Month Counts (For Package Insert Program)
• Artwork and Screen (for Card Decks)

Order Entry is accomplished via 2 "fill-in-the-blanks" screens. The Order Entry program is written in a combination of "C" and "Assembly Language" to allow for extensive Validity Checking, Editing, and Order Entry speed. Order Entry proceeds as follows:

• An Order is Added, either in its entirty or copied from a previously Added Order. The Order Number and Date are assigned automatically (the Date can be overridden).
• Company names and requested List are verified and Displayed.
• Special Instructions can be defined for the order. A built-in "mini-Editor" allows up to 12 lines of comments to be provided. These special instructions will be included at the bottom of the printed order. A feature of this editor is the ability to include predefined ("Canned") instructions. This both reduces the amount of keystrokes required to enter an order and provides for uniformity in the definition of often-repeated instructions.
• If the List being ordered is on Exchange, and Exchange Balance Tracking is in effect, detailed Exchange Information is maintained for the Ordered Quantities.
• An Order can be entered, printed, corrected, and reprinted as many times as desired. This can all be done directly from the Order Entry screen. In addition, a feature of Orders processing allows for the grouping of orders to be printed based on various criteria including: Order Number ranges, Revisions only, and Non-Revisions only. Again, this feature can be selected directly from the Order Entry Screen (there is no need to exit from Order Entry Processing).
• Once an order has been sent out, if changes are to be made, REVISION MODE is turned on. Any updates to the Order from this point on will receive special Hi-lighting treatment at Order Print Time.
• At Invoice time, shipping information is POSTED and the Order goes under the control of the Accounting Department.

Invoice Features:

• Invoice Number generated automatically (same as Order Number)
• Invoice Date defaults to current date
• Payment Due Date calculated based on Mail Date(s)
• Automatic calculation of commissions
• Automatic Net Name Calculations
• Shipped Quantities
• Exchange Balance Tracking of Shipped Quantities
• Shipping Charges
• Miscellaneous Charges
• Flat Charges
• Prepayment/Partial Payment/Overpayment
• Sales Tax
• Billing Total
• Invoice Comments
• Job Notification for List Owners
• Payments to Service Bureau (on behalf of List Owner)
• * Variety of Discounting schedules

General Accounting Features:

• Account Receivable/Accounts Payable:
• Aging Statements
• Ledger Reports
• On-line Query/Edit
• Journals:
• Journal Entry for Order-related and non-Order related transactions.
• Journal Transaction Editing
• Automatic Commission Calculation for Order-related Cash receipt Transactions
• General Ledger:
• Detailed
• Chart of Accounts
• Balance Sheet
• Income Statement

Accounting Reporting Features:

• Management Remittance Report
• Accounts Receivable Aging by Salesperson
• Scheduled Commissions Report
• Credit History by Mailer
• Credit History by Broker

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