Mthly Procedures

Creating a new Monthly Route-EXCELerator Workbook

Open the current Month Route-EXCELerator Workbook and save the file, by clicking the diskette ICON, or File, Save.
Create a new monthly file by Clicking on File, Save As. Adding a new suffix identifying the next month.
With the new file go to the Monthly Settings Tab ( tab to the far left side) and click execute next to the "Clear Date-Tabs (1-31) Data Input Area". This will clear out all the brand sales in the workbook.
Next go to the Current Month and click the name of the month the light blue cell). A drop down button will appear on the upper right corner of that cell. Click it and select the name of the month that you are creating the workbook for.
Repeat this procedure for the "Days in Current Month" to the correct number of days in the new month.
If you are changing the amount of "Target Daily Revenue", or "Target Location Monthly Revenue" click on the light blue amounts and type over them with the amount you wish to track to in the new month.
Save the workbook by clicking the Diskette icon, or by Clicking File, Save.
If you need to add or delete product brands, or customers / machines see the Procedure "Adding or deleting Product Brands, or Customers / Machines".

Adding or deleting Product Brands, or Customers / Machines

Before you begin this procedure, you should save the current Route-EXCELerator workbook. Also you need to know that if you make a mistake using this utility that you can not use the standard Excel "Undo" command to correct the mistake. You can only delete an added item, and add back a deleted item with the utility, or exit the workbook without saving your changes. So the precaution to take when using is feature is Frequent Saves between changes and make sure that you have typed in the correct values before you click on Execute. We recommend that whenever you are adding a customer / machine name in an existing Route that you copy the route name portion into the Route Name cell to minimize a chance for typo.

To Add a Customer / Machine Name

Save the current Route-EXCELerator workbook, by clicking the diskette ICON, or File, Save.
To add a Customer / Machine name input the Route Name information in the Route Name Cell, and type in the new Customer / Machine Name information in the Customer / Machine Name cell.
Click the Execute Button cell
Confirm that you want to proceed with the confirmation message box.
Verify that the changes are to your satisfaction.

To Delete Customer / Machine Name

Save the current Route-EXCELerator workbook, by clicking the diskette ICON, or File, Save.
To delete a Customer / Machine name copy the existing Route Name information in the Route Name Cell, and copy the existing Customer / Machine Name information in the Customer / Machine Name cell.
Click the Execute Button cell
Confirm that you want to proceed with the confirmation message box.
Verify that the changes are to your satisfaction.

To Add a Product

Save the current Route-EXCELerator workbook, by clicking the diskette ICON, or File, Save.
To add a Product input the Product Name information in the Product Name Cell.
Click the Execute Button cell
Confirm that you want to proceed with the confirmation message box.
Verify that the changes are to your satisfaction.

To Delete a Product

Save the current Route-EXCELerator workbook, by clicking the diskette ICON, or File, Save.
To delete a Product input the Product Name information in the Product Name Cell.
Click the Execute Button cell
Confirm that you want to proceed with the confirmation message box.
Verify that the changes are to your satisfaction.