--- title: "File Maintenance" canonical: "https://kb.myframeworks.com.au/space/PROSTIXV48DOC/31100027/File%20Maintenance" format: markdown --- This option provides a facility to capture Sales Representative areas by postcode and week day, including the amount of appointments and maximum bookings per day. It also provides a facility to capture work flow stages for bookings, for quotations, and for sales and service calls. To capture Sales Rep areas by postcode and weekday (including the amount of appointments and maximum bookings per day), and capture work flow stages for bookings, quotations, sales and service calls, perform the following: 1. From the ProStix Main Menu select ‘ Sales Order Processing ’ then ‘ Bookings ’ then ‘ Booking Processing ' then ' File Maintenance ’. 2. You are then presented with a screen listing the Sales Representatives and Work Flow Stages that have already been setup. 3. Select (Add) to create a new entry. 4. Enter the Sales Representative/Work Flow information ( Note : all fields need to be completed) Refer to the 'Work Flow Stages' collapsible link below for an explanation of the options. 5. Select to save the entry. 6. Highlight an entry, then select to add Areas. These consist of a day code and a postcode: Refer to the following tips for additional information: 7. You are returned to the screen listing the Sales Representatives and Work Flow Stages that have already been setup as above. Highlight an entry, then select to add Links. You can add additional workflow stages to this table that you want to have occur after the current entry is completed. These series of work flow codes are used to display the sales representative and completion date/s when a quote is entered. 8. To Change an entry, highlight it, then select Change. 9. To Delete an entry, highlight it, then select Delete.