FAQs

Accounts

First, create a new payment method in Data / Payment Methods called ‘Account Opening Balance’ or similar.
To add a debit to a customer’s account go to Sales/Invoices/New
Call up the customer in question.
Go to the Payments tab of the invoice and choose On Account.
[You may need to create an account for the customer at this point.]
Enter amount they owe you, as below, where the customer owes $100:
FAQAccount1.1
Then choose the Account Opening Balance payment method to balance the invoice.
You will see similar to below on the Payments tab:
FAQAccount1.2
This will leave the customer owing you $100 in this example.
Category: Accounts
1/ To add credit to a customer’s account go to Sales / Invoices / New
Call up the customer in question.
Go to the Unpaid Invoices tab.
Select Pay Specified Amount from the Coolbar on the right.
Enter amount and you will need to create or select account this is going on, as below:
FAQAccount2.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
You will see similar to below on the Payments tab:
FAQAccount2.2
2/ To add debits to their account, reverse the figures – i.e. place a negative amount on the Payment
Amount on the Unpaid Invoices tab.
Then a positive amount On Account and negative Cash on the Payments tab.
Category: Accounts
Clearing accounts:
Create a:
•Stock item
•Stock type
•Profit center
called ‘Account Write Off’ or similar.
“Sell” the ‘Account Write Off’item to the customer and put the value in the Unit Price to equal the amount you need to put back on to the customer’s account. On the Payments tab use the On Account payment
method.
The ‘Account Write Off’ stock item should have a Stock Type whose Profit Center is marked as “Appear in Profit Center Breakdown Report’s Memo section”. This makes it obvious on reports that it was not a “Sale”.
For customers who “owe” you:
Then create a new invoice and sell the ‘Account Write Off’ item for negative the amount on their account
Use the On Account payment method and Save
EVE will decrement their account and you will see the ‘Account Write Off’ figure in the memo section on your Profit Center report so you know where the money went.
For customers you “owe”:
Then create a new invoice and sell the Account Write Off item or positive the amount on their account.
Category: Accounts
Go to Tools / Options / All PCs
Select the Sales tab.
Within that go to Account Receivables and then set as you wish:
FAQAccount4.1
Category: Accounts
Open a new invoice.
Go the Unpaid Invoices tab.
Enter the amount you’re refunding – this will be a negative number:
FAQAccount5.1
Then use the relevant payment method – e.g. cash.
In short, it’s the same as taking money against an account but negative.
Category: Accounts
At the bottom of the Till Reconciliation report you can already see the payments that went On Account in any period, as below:
FAQAccount6.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
You might also wish to add an Account Payments text box and Account Payments label, as below:
FAQAccount6.2
To the Till Rec print layout so that you can see these for any period.
To do that go to Tool / Print Layouts and open the Sales Reports – Till Reconciliation Report and then click on the Label box on the toolbox on the left:
FAQAccount6.3
and add that to the layout under the Other Payment Methods Footer.
Then add a text box and enter AccountPayments as the text for that (note there is no space in that text).
You’ll then have the info you need on any Till Rec report over any period as you see fit.
Category: Accounts
Your amount o/s at any date in the past is:
a/ current Creditors figure – use the Creditors/Debtors report in File/Reports/Sales
b/ less Account Payments since that date – use the Sales Search Wizard to get that.
Select Account Payments on the Payments/Items tab
Select the dates you need on the Dates tab
c/ less payments On Account since that date – use the Sales Search Wizard to get that.
Select Payments on the Payments/Items tab
Select the dates you need on the Dates tab
Select On Account in the Payment Methods tab
Category: Accounts
Payments “On Account” in EVE terms are when a customer buys goods and the total is placed on their account balance.
“Account Payments” in EVE are when a customer pays off part of that account.
1/ You’ll be able to see all “On Account” payment methods on the Till Reconciliation report accessed from File/Reports/Sales. You can run this over any time period you wish.
2/ If you wish to add a Note to this report showing which of the cash/check/credit card payments were actually Account Payments then you can do so.
To show the account payment amount on the Till Reconciliation report, open the ‘Sales Reports – Till Reconciliation’ report layout (by clicking Tools then Print Layouts)
Add a Label called ‘Account Payments’ and a TextBox called ‘AccountPayments’ to the Report Footer section – see below.
The easiest way to do this is to copy and paste the Sub-Total label and then copy and paste the SubTotal2 TextBox.
Then right click on each new field and ‘Rename’.
Let us know if you need more help with this
Category: Accounts
You can send any customer their account statement either from their account record in their customer folder:
FAQAccount9.1
or by selecting the customer under File/Reports/Sales.
Category: Accounts

Cloud Integration

Whether you just migrated to EVE Cloud or wish to setup a new EVE Client PC, then please follow this procedure:

  • start your VPN connection
  • launch EVE
  1. click on Choose Different Database and enter the connection credentials as provided by email
  2. Data Source:   it is the address of our server
  3. Database:       it is the name of your database
  4. Make sure Use Integrated Security is not checked
  5. UserName:    it is the username to access the database
  6. Password:      as emailed to you separately from other data
  7. Click OK
  8. Select your newly added database from the list
  9. Click OK

You will be successfully connected to your EVE database in the cloud.

 

ChooseDifferentDatabase

This procedure will guide you trough the steps required to map your network drive on your PC running Windows 10. Before you start the procedure, please make sure your VPN is running

 

1) Click Start

2) Click File Explorer

 

3) Make sure This PC is selected

4) Click Computer

5) Click Map Network Drive

6) In the Drive picklist, choose N: if that is available. Otherwise, choose an available drive letter.

7) In the Folder box type:

  • if you are located in the Americas, enter \\usserver.evecloudhost.net\ShareName$
  • if you are located in Europe, Middle East or Africa, enter \\ukserver.evecloudhost.net\ShareName$
  • if you located in Asia Pacific, enter \\auserver.evecloudhost.net\ShareName$

and replace ShareName$ with the name provided by EVE Diving team

8) Make sure Reconnect at sign-in is ticked

9) Make sure Connect using different credentials is ticked

10) Click Finish

 

11) Click on Use another account

12) Enter the username we provided to you. This will be of the form: P004\Username

13) Enter the password we provided to you and click OK

14) You’ll now have a drive mapping that contains Library and StoreFiles folders. Library is read-only and contains some standard images and documents that you can reference. StoreFiles is your own area where you can copy files such as product images and waivers and releases, etc.

 

 

This procedure will guide you trough the steps required to map your network drive on your PC running Windows 7. Before you start the procedure, please make sure your VPN is running

1) Click Start then Computer.

2) When Computer starts

3) click ‘Map network drive’ at the top.

 

 

4) In the Drive picklist, choose N: if that is available. Otherwise, choose an available drive letter.

5) In the Folder box type:

  • if you are located in the Americas, enter \\usserver.evecloudhost.net\ShareName$
  • if you are located in Europe, Middle East or Africa, enter \\ukserver.evecloudhost.net\ShareName$
  • if you located in Asia Pacific, enter \\auserver.evecloudhost.net\ShareName$

and replace ShareName$ with the name provided by EVE Diving team

6) Make sure Reconnect at sign-in is ticked

7) Click different user name

 

8) On the Connect As form, enter the username we provided to you. This will be of the form: P004\UserName

9) Enter the password we provided to you

10) Click OK and then Finish

 

 

 

This procedure will guide you trough the steps required to map your network drive on your PC running Windows 8 or Windows 8.1. Before you start the procedure, please make sure your VPN is running

1) On your Windows Start screen, type Explorer and then click File Explorer.

2) Make sure This PC is highlighed and click ”Map network drive” at the top.

3) When Computer starts, click ‘Map network drive’ at the top.

 

4) In the Drive picklist, choose N: if that is available. Otherwise, choose an available drive letter.

5) In the Folder box type:

  • if you are located in the Americas, enter \\usserver.evecloudhost.net\ShareName$
  • if you are located in Europe, Middle East or Africa, enter \\ukserver.evecloudhost.net\ShareName$
  • if you located in Asia Pacific, enter \\auserver.evecloudhost.net\ShareName$

and replace ShareName$ with the name provided by EVE Diving team

6) Make sure Reconnect at sign-in is ticked

7) Make sure Connect using different credentials is ticked

8) Click Finish

11) Click on Use another account

10) Enter the username we provided to you. This will be of the form: P004\Username

11) Enter the password we provided to you

12) Click OK

13) You’ll now have a drive mapping that contains Library and StoreFiles folders. Library is read-only and contains some standard images and documents that you can reference. StoreFiles is your own area where you can copy files such as product images and waivers and releases, etc.

Click here to download the Cisco VPN setup program. Save it to your computer and then run it.

 

Follow the screen prompts.

 

When the setup is complete, start the Cisco AnyConnect Secure Mobility Client program. How you do that depends on
the version of Windows you have. E.g. in Windows 7  click Start and you’ll see the program on your Start menu.

In Windows 10, click Start then All Apps. You’ll see the program in the Recently Added section and also in the Cisco
folder.

 

Once the program has started, type vpn.evecloudhost.net into the text box and click Connect.

Make sure Eve is selected in the Group box, enter the username and password we sent you by email and click OK. If you were provided with a security certificate, then install your security certificate.

You are now ready to start EVE and connect to your hosted database.
Note: each time you reboot your computer, the Cisco client will start automatically. i.e. after the first time you won’t
need to start it by clicking the Start button as described above. For security reasons, you will be required to enter your
password each time.
When the VPN is running, you’ll see the Cisco icon in your system tray at the bottom right of your screen. You can click
that if you ever need to Disconnect or Reconnect the VPN.

 

Courses

Yes, on the Course Requirements tab on the course from, as below:
FAQCourses1.1
Can result in the Requirements print out but does not, of course, specify precise equipment numbers. I t’s the type and size of the equipment needed, not the particular item that meets those requirements.
The print layout is available from the Print icon at the bottom of the course screen.
Category: Courses
Yes, you can do this by going to the Course in question and adding notes on the General tab as below:
FAQCourses2.1
Category: Courses
f you wish EVE to set “Return to Student” option by default, from the top menu, go to Tools > Options > All PCs
Then select the Courses Tab.
On the courses Tab, as shown in this screen shot, enter the value of 3 to the “Return Card to” field.
FAQCourses3.1
Category: Courses
If you’re looking to delete a course on which no customers have been sold spaces, then simply right click on the course and select delete:
FAQCourses4.1
If you’ve sold spaces to customers on the course then you’ll need to either move the customers:
FAQCourses4.2
Before deleting the course or refund the customers first.
Category: Courses

Go to Courses / Find and open the Course

When you Print, any selected customers will appear in the Recipients list on the Email tab.
You can now send the Course Timetable as a PDF to students.
The PDF is auto-generated using the Print Layout you have chosen – i.e. Course Timetable in the graphic below.
FAQCourses5.1
Category: Courses
When you assign someone to a course, right click on the course and you’ll see the timetable, as below:
FAQCourses6.1
Category: Courses
First, a discountable Customer Type of Club Member
should be set up. Go to Data / Customer Types / Find to do this and place a check in the Discountable? box
FAQCustomers20.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Then, click on the Discounts tab, then Add, then select which Stock Types
and which Discount Band you wish to apply:
FAQCustomers20.2
Customers of that type will then automatically receive a discount of the specified amount when they purchase any of those items from you.
To create Discount Bands in general, go to Inventory / Discount Bands / New and then create the appropriate discount:
FAQCustomers20.3
The formulae are based on RP meaning Retail Price or TP meaning Trade Price.
Theses should be surrounded by square brackets – [ ] – and then the appropriate percentage added or subtracted.
For those items in Packages, you can either just not select Packages as a stock type that bears a discount… if you have packages in a separate stock type.
If not, you’ll need to go to each of the package stock items and manually set the price to the same as the standard retail price
FAQStockInv5.2 FAQCustomers20.4
Category: Courses
Course Types are those kinds of courses that you teach – Open Water, Rescue, etc. Courses are the individual courses of each of those course types. These videos will guide you though how to set up both course types and the actual courses themselves:
How to Set Up a Teaching Location
This video shows how how to set up a teaching location:
http://www.youtube.com/watch?v=HGEhRMV1zeo
How to Set Up a New Course
This video shows how to set up a new course:
http://www.youtube.com/watch?v=KAVSMMB9ncg
How to set up Course Reoccurrence
This video shows how to set up a course recurrence:
http://www.youtube.com/watch?v=w5Du8e-zz_w
How to Access Your Calendar and Adjust Settings
This video shows how to set up your EVE Calendar and how to adjust the settings:
http://www.youtube.com/watch?v=dFmBnKKf5eM
How to Set Up a Stock Item to Sell a Course
This video shows how to set up a stock item to sell a course:
http://www.youtube.com/watch?v=xkxGP9NHfjk
Category: Courses
The example below looks at divers converting from DSD to Open Water.
In the Customer Search Wizard look for those who have done DSD this year:
FAQCourses21.1.jpg
On the Results page, select all and then right click and add them to a Mailing List – useful here and in the Agent later – as below:
FAQCourses21.2.jpg
You now have a Mailing List of DSD 2017, for example, that you can use for all kinds of things – marketing, reporting, sales, etc.
One thing you can do is to see who has done OW:
FAQCourses21.3.jpg
and:
FAQCourses21.4.jpg
or, perhaps more importantly, who hasn’t done OW:
FAQCourses21.5.jpg
So, in the example above, of 1487 doing DSD, 40 did OW, 1447 haven’t yet. And I can immediately send a MailChimp campaign to these 1447
Category: Courses
Go to Courses, then Certifications / Find, then look for all Ongoing certs in the Completion status field.
Search and you’ll see as below:
FAQCourses8.1
Category: Courses

When a course is marked “Completed”, you will be prompted to certify each student. For each student, you can add interest in con-ed courses. By default, EVE will present the list of courses where the course being completed is a prerequisite.

Therefore if, as an example,  you wish to add the Wreck Diver Specialty course to that list, please proceed as follows:

  1. Go to Data
  2. Go to Course Type and click Find
  3. Select a course you wish to add as interest and double click to open it
  4. Select the General Tab
  5. Set the prerequisite course
  6. Click Save

 

interestconed

Category: Courses
On any certification record – Courses module, then Certifications / Find – you’ll see an area where the appropriate digital code type can be marked – see below:
FAQCourses16.1
That code can then be entered on to the PIC OnLine tab of the cert record as below:
FAQCourses16.2
When processing the cert, you will then see 2 things:
a/ that the cert status is “valid”
b. that the Debit PIC column is unchecked showing that the cert will be processed without using one of your Online PICs:
FAQCourses16.3
FYI, any cert record can be opened from within this area by highlighting it can clicking the Open Certification record button at the bottom of the screen.
Also, FYI, this cert type and digital code can also be entered at the point of sale when booking a customer on to a course:
FAQCourses16.4
Category: Courses
In Data / Course Types, open the relevant course type(s) and select the Display Order:
FAQCourses9.1
Category: Courses
Go to Data / Course Types and open the course type.
Click on the Search PADI for PIC Keys button and select from the resulting list
FAQCourses17.1
Category: Courses
1/ Go the stock item that sells spaces on those courses and check what you have on the Links tab – should be as per below:
FAQCourses10.1
2/ Go to the original course you used as the template for recurrence and check what you had on that course on the Stock Items tab.
FAQCourses10.2
3/ If you need to add in those courses to be sold by the stock item, go back to the Links tab of the stock item and click Add as below:
FAQCourses10.3
Select All of the courses and click Add.
Category: Courses
Go to Data / Stores and open the store record.
Then enter your new PADI Single Sign On login details as below:
FAQCourses11.1
Category: Courses
Many dive centres set up a course called something like “dates TBA”, as below:
FAQCourses12.1
And then book customers on to this course.
When a customer then selects their dates you can move the customer from this course by going into the course, highlighting the customer name and then right click on your mouse.
One of the options you will see is Move to Different Course, as below:
FAQCourses12.2
You then select the course that the customer wants to enrol on.
FAQCourses12.3
This action will take all payment details over to this course automatically so you will see how much, if any, is still to be paid, for instance.
Category: Courses
From the top menu in EVE, go to the Customer tab under Tools /Options /This PC Only:
FAQCourses13.1
Category: Courses
In the course or trip booking wizard – once you’ve assigned the date – right click, select Timetable:
FAQCourses22.1.jpg
and Print or Email.
Category: Courses
You can configure EVE to calculate the amount you pay each instructor for teaching a module on a course. Before doing this you need to enter data into this section to define how those amounts will be calculated. For each module type and instructor you can define two figures:
• Base Cost (Pre Tax): the amount the instructor will get just for teaching the module.
• Additional Cost per Customer: an additional amount the instructor will get for each customer that attends the module
FAQCourses18.1
On any course, from the Toolbox at the bottom of the course screen select the Options button – crossed hammer and spanner – and choose Calculate Staff Module Costs.
Then print Instructor Invoice.
Category: Courses
You can do this for 2 weeks after the original certification date.
Go to the Upload History tab on the PIC OnLine form:
FAQCourses14.1
And you can highlight the cert(s) you need and print the temp card again.
Category: Courses

To export your EVE Calendar to Google Calendar, please proceed as follows:

  1. Right click anywhere on the calendar
  2. Select Export
  3. Select the option you see fit for the purpose
  4. Click OK

 

This solution offers a static calendar integration and a new file will have to be uploaded each time you create a new course or modify the current calendar. For a dynamic solution, that synchronizes with your EVE database to display courses and trips in real time on an EVE website, then we recommend upgrading to EVE Enterprise.

 

 

Category: Courses
PADI’s database has limits on some of the address fields for the numbers of characters allowed.
On the customer s tab of the Options form under the Tools menu you can set EVE to tell you when you’ve exceeded those limits, as below:
FAQCourses15.1
Category: Courses
Open your Employee record in the Data module and then you’ll see an area as below:
FAQCourses19.1
Category: Courses

Customers

Go to Tools / Options / This PC Only from the top menu in EVE.
Choose the option as you want below:
FAQCustomers1.1
Category: Customers
At the bottom of the Customer form, click the yellow ‘Linked Documents’ button.
You can then click the Add button to assign documents to the customer.
FAQCustomers10.1
Category: Customers
1. How to Find a Customer and the Customer Record
This video shows how to find a customer and the customer record: http://www.youtube.com/watch?v=bJ4DFF4-Tc4
2. How to Merge Customers Using the Auto Merge and Manual Merge Options
This video shows how to merge customer records using the auto merge and manual merge options:
http://www.youtube.com/watch?v=dPS75UtQz8Y
3. How to Create a New Customer
This video shows how to create a new customer: http://www.youtube.com/watch?v=ldBFJV1Bm5Q
4. How to Set Up and Use Enquiry Sources
This video shows how to set up and use enquiry sources:
http://www.youtube.com/watch?v=A-BThmFXaGk
5. How to Set Up and Use Customer Types
This video shows how to set up and use customer types:
http://www.youtube.com/watch?v=3ne8-zxVAMk
6. How to Set Up and Use Mailing Lists
This video shows how to set up and use mailing lists:
http://www.youtube.com/watch?v=Cwf1rwtmGds
7. How to use the customer search wizard for marketing
This video shows how to use the customer search wizard for marketing:
http://www.youtube.com/watch?v=zuBNQqWbI0E
8. How to Set Up a New Employee
This video shows how set up a new employee:
http://www.youtube.com/watch?v=rbFRnx-xziw
9. How to Make Information Mandatory on a Customer Record
This video shows how to make Information Mandatory on a Customer Record:
http://www.youtube.com/watch?v=J1Z5Ze9e9o4
10. How to Set Up and Manage Customer Enquiries and Followups
This video shows how to set up and manage customer enquiries and followups:
http://www.youtube.com/watch?v=Y5bOCGmlwcw
11. How to Set Up and Use EVE for Contact Calls, Reminders and Popup Notes
This video shows how to set up and use EVE for contact calls, reminders and popup notes:
http://www.youtube.com/watch?v=UGfnHE5GKuc
12. How to Work Out the Value of an Enquiry Source
This video shows how to set up and work out the value of an enquiry source:
http://www.youtube.com/watch?v=sdDnd3FdXt4
Category: Customers
Using certain key strokes you can do this easily in the Customer Search Wizard
Typing * (that is Shift 8) into a field will show you everyone who does have information in a certain field.
Typing “” (that is Shift 22) into a field will show you everyone who does not have information in a certain field.
In the example below, the resulting search will give you everyone who does
have a mobile number but does not have an e-mail address.
FAQCustomers3.1
The example below would give you everyone who has a home number but no mobile, work or e-mail details
FAQCustomers3.2
Category: Customers
First, go to the Inventory module and then Stock types / find and search for and open the stock type in question.
To add, for example, weights to the rental profile, first make sure that the Weights stock type is ticked For Rental Profile, as below:
FAQCustomers4.1
Next, add the sizes you want – 4kg, 6kg, 8kg, etc –on the Sizes tab
FAQCustomers4.2
These will then appear on the Rental Profile form.
FAQCustomers4.3
Category: Customers
Easiest way to assign all customers to that customer type is to go to the customer search wizard and select all customers.
Right click on the Results and then as below:
FAQCustomers5.1
Category: Customers
To copy from an existing customer, go to the options button at the bottom of the customer form (crossed hammer and spanner) and then choose:
FAQCustomers6.1
Category: Customers
New roles can be added for staff by first creating a new customer type in Data / Customer Types and then assigning that role to appear for either courses or trips or both, as below:
FAQCustomers11.1
Category: Customers
New roles can be added for staff by first creating a new customer type in Data / Customer Types and then assigning that role to appear for either courses or trips or both, as below:
FAQCustomers7.1
Category: Customers
You can mark the customer as having exemptions from tax on the Details tab of their customer record:
FAQCustomers16.1
You might want to first check that you have marked the tax band(s) as being able to have customer tax exemptions in Inventory / Tax Bands:
FAQCustomers16.2
Category: Customers

To mark a customer record (or employee or staff member) as unavailable, please follow this procedure:

  1. Open the customer record and click on the Details folder
  2. Check the Unavailable box
  3. Save the customer record

Customer records marked as unavailable will still display in sales reports as well as any previous transaction, class or trip, however they will no longer be listed when creating a new record like a sales transaction, class, trip, rental booking etc.

 

Category: Customers
After import, should you have any duplicates (perhaps Dan Smith and Daniel Smith), please use EVE’s Merge Customers facility.
Click Customers on the left of the screen and then click Find.
This will open the Customer Search box as shown
FAQCustomers13.1
with a full listing of all the customers on your database.
Click on the column header in the middle of the screen to sort the people in your database by Last Name.
If you have more than one record for the same customer, you can merge these records by doing the following:
Click on one customer record and the line will turn blue.
Then, holding down the Ctrl key on your keyboard, click on the other record you wish to merge. This line will now be marked blue also.
If there are 3 or more records of the same person, you can repeat this process.
Again, those line(s) will now be marked blue.
Now, right click anywhere on the dark blue lines to show the popup menu below and click Merge Customers
FAQCustomers13.2
You will be asked to select which of the records you want as the ‘Master’ record. The data for the other selected customers will be merged with the Master’s and then those other customer records will be deleted, leaving just the Master record on the database.
FAQCustomers13.3
All records of the following types will be merged:
Certifications, Credit Card details, Service Equipment, Vacation Interests, Course Interests, Mailing Lists, Equipment Profile, Special Interests, Accounts, Rental Bookings, Service Bookings, Dive Details, Transactions.
Please ensure you are the only person running EVE when you merge records.
You may also see information on merging records within the Help manual built into EVE; easily accessed by clicking Help / View Manual from the menu at the top of the screen.
Category: Customers
If you wish to record notes on a general conversation you could add a popup note during or after theconversation.
Open the Customer record, then select Popup Notes, then click New Popup Note and enter the text as appropriate.
FAQCustomers14.1
If the conversation leads to a specific enquiry then you can again open the Customer record, select Enquiries, then New Enquiry and then add the enquiry and perhaps Schedule Follow-Up Call/E-mail as appropriate.
FAQCustomers14.2
This will also allow you to search for Enquiries in the Customer Search Wizard.
Category: Customers

EVE includes a feature to run PADI Dive Check directly from its interface  and without logging in to PADI Pro’s site.

If the diver you would like to check is recorded as customer in your EVE database, diver’s details will be retrieved from that record and you will not need to retype them.

To complete a Dive Check for a diver who is recorded in your EVE database, please follow this procedure

1) Open the customer record and click the General folder

2) Click on the Tools icon

3) Click on Dive Check

4) A window will popup with diver’s details. These will be the same as those saved in the customer record. Click Search

 

5) EVE will contact PADI and return all the diver’s certifications. Click Save to Existing Customer

6) EVE will prompt you to select what diver’s details you wish to update. Check those information you need to update

7) Click OK. You may need to close the customer record and reopen it to see the changes.

 

Category: Customers

To search for customers who registered to a particular Mailing List, you can use the Customer Search Wizard, as outlined in the following procedure:

 

  1. Select the Customers module
  2. Click on Customer Search Wizard
  3. Select the General tab and select one or more Mailing List(s)
  4. Select your Unsubscribers list too, to exclude customers who do no longer wish to be contacted
  5. Click Search
  6. EVE will return your search results. Select each customer, hold CTRL to select more than on
    • A. Use this feature to select all search results
    • B. Click on Email if you wish to send them an email using Microsoft Outlook
    • C. Click on Export to export to Excel or to Mailchimp for marketing

 

 

 

 

 

 

 

Category: Customers
Go to Customers and then select Customer Search Wizard from the power bar at the bottom of the screen.
On the Certifications tab, select Open Water in the Certifications Obtained column and Advanced Open Water / Adventure Diver from the Certifcations NOT Obtained column
FAQCustomers8.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here
Click Search and then move to the Results tab and then you’ll find a list of all of these customers.
Should you wish to e-mail these customers, click Select All
FAQCustomers8.2
From the options at the bottom of the results grid and then right click on the results and select the Email option
FAQCustomers8.3
This will open the EVE / Email interface.
If you use Microsoft Outlook you’ll be able to send the e-mails individually – avoiding any spam issues – and with the [FirstName] merge field you’ll be able to personally address each of the e-mails.
Category: Customers
In various parts of EVE you will find that the titles of fields can be translated by the user to the language of their choice.
Where this tool is available you can access it by right-clicking on the mouse and the Translate box will appear, as below, where Name on a Customer record field
FAQCustomers15.1
has been changed to Nome
FAQCustomers15.2
This particular area of EVE would be reached by selecting Customers / New. Similarly, should you open a new invoice by going to Sales / Invoices / New, you’ll find that fields such as Customer
FAQCustomers15.3
can be translated to Cliente, for example. Where right-clicking on the mouse does not result in the Translate box, this feature is not available yet.
Category: Customers
You’ll be able to import from Excel into EVE by using the Excel import templates that are provided within the program.
Using Customers as an example to serve for all:
You can access these by going to, from the top menu in EVE, File / Import and then select Import from Excel and click Import
FAQCustomers12.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here
Highlighting Customers and then clicking the Show Template button
FAQCustomers12.2
Will open Excel and that template.
These templates are, by default, contained within C:\Program Files\Integrated Scuba Systems\EVE\Import
The key on the import is the structure of the Excel file – please do not change the titles of the columns.
Mandatory data fields have red column titles – optional are coloured black.FAQCustomers12.3
Once your existing data is in the correct format you can then select the Save As option and name the file as you wish.
Please note: we recommend you take a backup of your EVE database prior to import.
You can then import your data by going, again, to File / Import from the top menu and then Import from Excel again and then highlight the data type – Customers, Suppliers etc. – and then select Import
FAQCustomers12.4
By default this will open them Import folder previously mentioned though you can, of course, navigate to any other location where you have saved your Excel files.
You’ll find the process relatively simple.
You can download a video outlining the process at http://eve.issys.co.uk/files/EVE5Tutorials/EVE5-SimpleImport.exe
Pressing the Space Bar on your keyboard will stop and restart the video for you.
Category: Customers
The Customer Search Wizard – accessed from the power bar at the bottom of the screen in the Customers module – is an extraordinarily powerful tool.
Every field on every tab is simultaneously searchable on.
For example, to find all Open Water certified divers who have yet to take either the Adventure Diver or Advanced Open Water programs and then email them with an invitation to sign up for that class:
Go to Customers and then select Customer Search Wizard from the power bar at the bottom of the screen.
On the Certifications tab, select Open Water in the Certifications Obtained column and Advanced Open Water / Adventure Diver from the Certifications NOT Obtained column
FAQCustomers9.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Click Search and then move to the Results tab and then you’ll find a list of all of these customers.
Should you wish to e-mail these customers, click Select All
FAQCustomers9.2
From the options at the bottom of the results grid and then right click
on the results and select the Email option
FAQCustomers9.3
This will open the EVE / Email interface.
If you use Microsoft Outlook you’ll be able to send the e-mails individually – avoiding any spam issues – and with the [FirstName] merge filed you’ll be able to personally address each of the e-mails.
Please do take some time to familiarise yourself with the Customer Search Wizard – your time will be well rewarded.
The above is just one simple example of this versatile and powerful marketing and information tool.
Category: Customers

EVE

First, create a new payment method in Data / Payment Methods called ‘Account Opening Balance’ or similar.
To add a debit to a customer’s account go to Sales/Invoices/New
Call up the customer in question.
Go to the Payments tab of the invoice and choose On Account.
[You may need to create an account for the customer at this point.]
Enter amount they owe you, as below, where the customer owes $100:
FAQAccount1.1
Then choose the Account Opening Balance payment method to balance the invoice.
You will see similar to below on the Payments tab:
FAQAccount1.2
This will leave the customer owing you $100 in this example.
Category: Accounts
1/ To add credit to a customer’s account go to Sales / Invoices / New
Call up the customer in question.
Go to the Unpaid Invoices tab.
Select Pay Specified Amount from the Coolbar on the right.
Enter amount and you will need to create or select account this is going on, as below:
FAQAccount2.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
You will see similar to below on the Payments tab:
FAQAccount2.2
2/ To add debits to their account, reverse the figures – i.e. place a negative amount on the Payment
Amount on the Unpaid Invoices tab.
Then a positive amount On Account and negative Cash on the Payments tab.
Category: Accounts
Clearing accounts:
Create a:
•Stock item
•Stock type
•Profit center
called ‘Account Write Off’ or similar.
“Sell” the ‘Account Write Off’item to the customer and put the value in the Unit Price to equal the amount you need to put back on to the customer’s account. On the Payments tab use the On Account payment
method.
The ‘Account Write Off’ stock item should have a Stock Type whose Profit Center is marked as “Appear in Profit Center Breakdown Report’s Memo section”. This makes it obvious on reports that it was not a “Sale”.
For customers who “owe” you:
Then create a new invoice and sell the ‘Account Write Off’ item for negative the amount on their account
Use the On Account payment method and Save
EVE will decrement their account and you will see the ‘Account Write Off’ figure in the memo section on your Profit Center report so you know where the money went.
For customers you “owe”:
Then create a new invoice and sell the Account Write Off item or positive the amount on their account.
Category: Accounts
Go to Tools / Options / All PCs
Select the Sales tab.
Within that go to Account Receivables and then set as you wish:
FAQAccount4.1
Category: Accounts
Open a new invoice.
Go the Unpaid Invoices tab.
Enter the amount you’re refunding – this will be a negative number:
FAQAccount5.1
Then use the relevant payment method – e.g. cash.
In short, it’s the same as taking money against an account but negative.
Category: Accounts
At the bottom of the Till Reconciliation report you can already see the payments that went On Account in any period, as below:
FAQAccount6.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
You might also wish to add an Account Payments text box and Account Payments label, as below:
FAQAccount6.2
To the Till Rec print layout so that you can see these for any period.
To do that go to Tool / Print Layouts and open the Sales Reports – Till Reconciliation Report and then click on the Label box on the toolbox on the left:
FAQAccount6.3
and add that to the layout under the Other Payment Methods Footer.
Then add a text box and enter AccountPayments as the text for that (note there is no space in that text).
You’ll then have the info you need on any Till Rec report over any period as you see fit.
Category: Accounts
Your amount o/s at any date in the past is:
a/ current Creditors figure – use the Creditors/Debtors report in File/Reports/Sales
b/ less Account Payments since that date – use the Sales Search Wizard to get that.
Select Account Payments on the Payments/Items tab
Select the dates you need on the Dates tab
c/ less payments On Account since that date – use the Sales Search Wizard to get that.
Select Payments on the Payments/Items tab
Select the dates you need on the Dates tab
Select On Account in the Payment Methods tab
Category: Accounts
Payments “On Account” in EVE terms are when a customer buys goods and the total is placed on their account balance.
“Account Payments” in EVE are when a customer pays off part of that account.
1/ You’ll be able to see all “On Account” payment methods on the Till Reconciliation report accessed from File/Reports/Sales. You can run this over any time period you wish.
2/ If you wish to add a Note to this report showing which of the cash/check/credit card payments were actually Account Payments then you can do so.
To show the account payment amount on the Till Reconciliation report, open the ‘Sales Reports – Till Reconciliation’ report layout (by clicking Tools then Print Layouts)
Add a Label called ‘Account Payments’ and a TextBox called ‘AccountPayments’ to the Report Footer section – see below.
The easiest way to do this is to copy and paste the Sub-Total label and then copy and paste the SubTotal2 TextBox.
Then right click on each new field and ‘Rename’.
Let us know if you need more help with this
Category: Accounts
You can send any customer their account statement either from their account record in their customer folder:
FAQAccount9.1
or by selecting the customer under File/Reports/Sales.
Category: Accounts
Notes at the bottom of the receipt layout – by default – are these 3 types of notes:
FAQSales6.1
They appear there from the info written:
a/ on any specific invoice:
FAQSales6.2
b/ on the Payment Method form in Data / Payment Methods
FAQSales6.3
c/ on any stock type form in Inventory / Stock Types:
FAQSales6.4
Category: Sales
Go to Tools / Options / This PC Only from the top menu in EVE.
Choose the option as you want below:
FAQCustomers1.1
Category: Customers
At the bottom of the Customer form, click the yellow ‘Linked Documents’ button.
You can then click the Add button to assign documents to the customer.
FAQCustomers10.1
Category: Customers
Click File from the top menu.
Then choose End of Day Tasks
Then Re-Run Closing Reports
Choose the reports you need to re-run
FAQReports2.1
Category: Reports
First, a discountable Customer Type of Club Member should be set up.
Go to Data / Customer Types / Find to do this and place a check in the Discountable? box:
FAQSales7.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Then, click on the Discounts tab, then Add, then select which Stock Types and which Discount Band you wish to apply:
FAQSales7.2
Customers of that type will then automatically receive a discount of the specified amount when they purchase any of those items from you.
To create Discount Bands in general, go to Inventory / Discount Bands / New and then create the appropriate discount:
FAQSales7.3
The formulae are based on RP meaning Retail Price or TP meaning Trade Price.
Theses should be surrounded by square brackets – [ ] – and then the appropriate percentage added or subtracted.
For those items in Packages, you can either just not select Packages as a stock type that bears a discount… if you have packages in a separate stock type.
If not, you’ll need to go to each of the package stock items and manually set the price to the same as the standard retail price:
FAQSales7.4
Category: Sales
EVE supports cash drawers that:
• have a Serial interface, or
• have an OPOS (OLE for Point of Sale) driver, or
• can be opened using a ‘Pass Through’ command from the printer, or
• Microsoft POS for .Net
1/ You can select the Open Cash Drawer box in the payment methods that you want to result in the drawe r opening in Data / Payment Methods as below:
FAQSales5.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
2/ Go to Tools / Options / This PC from the top menu in EVE and check settings.
The default settings are as below for a Serial connection:
FAQSales5.2
3/ There is an additional feature for Pass-Thru Drawers – see below:
FAQSales5.3
4/ And further information on this topic is also below:
FAQSales5.4
5/ Some people use Logic Controls cash drawers – www.logiccontrols.com
Category: Sales
1. How to Find a Customer and the Customer Record
This video shows how to find a customer and the customer record: http://www.youtube.com/watch?v=bJ4DFF4-Tc4
2. How to Merge Customers Using the Auto Merge and Manual Merge Options
This video shows how to merge customer records using the auto merge and manual merge options:
http://www.youtube.com/watch?v=dPS75UtQz8Y
3. How to Create a New Customer
This video shows how to create a new customer: http://www.youtube.com/watch?v=ldBFJV1Bm5Q
4. How to Set Up and Use Enquiry Sources
This video shows how to set up and use enquiry sources:
http://www.youtube.com/watch?v=A-BThmFXaGk
5. How to Set Up and Use Customer Types
This video shows how to set up and use customer types:
http://www.youtube.com/watch?v=3ne8-zxVAMk
6. How to Set Up and Use Mailing Lists
This video shows how to set up and use mailing lists:
http://www.youtube.com/watch?v=Cwf1rwtmGds
7. How to use the customer search wizard for marketing
This video shows how to use the customer search wizard for marketing:
http://www.youtube.com/watch?v=zuBNQqWbI0E
8. How to Set Up a New Employee
This video shows how set up a new employee:
http://www.youtube.com/watch?v=rbFRnx-xziw
9. How to Make Information Mandatory on a Customer Record
This video shows how to make Information Mandatory on a Customer Record:
http://www.youtube.com/watch?v=J1Z5Ze9e9o4
10. How to Set Up and Manage Customer Enquiries and Followups
This video shows how to set up and manage customer enquiries and followups:
http://www.youtube.com/watch?v=Y5bOCGmlwcw
11. How to Set Up and Use EVE for Contact Calls, Reminders and Popup Notes
This video shows how to set up and use EVE for contact calls, reminders and popup notes:
http://www.youtube.com/watch?v=UGfnHE5GKuc
12. How to Work Out the Value of an Enquiry Source
This video shows how to set up and work out the value of an enquiry source:
http://www.youtube.com/watch?v=sdDnd3FdXt4
Category: Customers
How to Set Up Rental Sizes and Prices
This video shows how to set up rental sizes and prizes:
http://www.youtube.com/watch?v=CuATto5dlmQ
How to Set Up a Customer Rental Profile
This video shows how to set up a customer rental profile:
http://www.youtube.com/watch?v=0a-Bn4mbsdY
How to Set Up a Rental Booking
This video shows how to set up a rental booking:
http://www.youtube.com/watch?v=qyF4bWgnUJ0
How to Set Up a Rental Booking Print Layout
This video shows how to set up a rental booking print layout
http://www.youtube.com/watch?v=BhheaXSi0Ug
How to Send a Rental Booking to an Invoice
This video shows how to send a rental booking to an invoice:
http://www.youtube.com/watch?v=soiGFBf4jGE
How to Create a Rental Package Sale Item
This video shows how to create a rental package sale:
http://www.youtube.com/watch?v=UDr9YKLT9d4
How to Gain an Overview of Your Equipment Rental
This video shows how to gain an overview of your equipment rental:
http://www.youtube.com/watch?v=2×6-0WfOlnk
Category: Rentals
How to Access Reports Under the File Menu
This video shows how to access reports under the file menu:
http://www.youtube.com/watch?v=GICnTvp2s98
How to Use the Sales Search Wizard – Invoices
This video shows how to use the sales search wizard with regard to invoices:
http://www.youtube.com/watch?v=khgUcNZ7uD
How to Use the Sales Reports under the File Menu
This video shows how to use the sales reports under the file menu:
http://www.youtube.com/watch?v=3NRdJCK7OjI
How to Use the Sales Search Wizard – Payments
This video shows how to use the sales search wizard with regard to payments:
http://www.youtube.com/watch?v=7Ju4Yw2_imo
How to Use the Purchases Search Wizard
This video shows how to use the purchases search wizard:
http://www.youtube.com/watch?v=2HUmiikyVhw
How to Use the Courses and Customers Reports Under
the File Menu
This video shows how to use the Courses and Customers Reports under the file menu:
http://www.youtube.com/watch?v=iBrx6D3jyjU
How to Use Charts
This video shows how to use charts in EVE:
http://www.youtube.com/watch?v=AQvLruWn8KM
AQvLruWn8KM
How to use the Rentals and Services Reports Under the File Menu
This video shows how to use the rentals and services reports under the file menu:
http://www.youtube.com/watch?v=n6OskSH5Cfg
Category: Reports
Using certain key strokes you can do this easily in the Customer Search Wizard
Typing * (that is Shift 8) into a field will show you everyone who does have information in a certain field.
Typing “” (that is Shift 22) into a field will show you everyone who does not have information in a certain field.
In the example below, the resulting search will give you everyone who does
have a mobile number but does not have an e-mail address.
FAQCustomers3.1
The example below would give you everyone who has a home number but no mobile, work or e-mail details
FAQCustomers3.2
Category: Customers
Use the Sales Search Wizard for this.
On the Customers tab of that search wizard, start by selecting the customers as below:
FAQSales4.1
When you click that Add Course Customers button you can then select the customers on the courses, as in the example below:
FAQSales4.2
And:
FAQSales4.3
Select All of those results and Add them to the search.
Ensure you have this setting on the Payments / Items tab of the Sales Search Wizard:
FAQSales4.4
Results will include:
FAQSales4.5
Category: Sales

To add a Payment Method to the Cool Bar, please follow this procedure:

  1. Click Payments in the Cool Bar
  2. Right click on a blank area of the Cool Bar
  3. Click Add
  4. Click on the Payment Method you wish to add to the Cool Bar
  5. Click OK to save settings

Category: Sales
First, go to the Inventory module and then Stock types / find and search for and open the stock type in question.
To add, for example, weights to the rental profile, first make sure that the Weights stock type is ticked For Rental Profile, as below:
FAQCustomers4.1
Next, add the sizes you want – 4kg, 6kg, 8kg, etc –on the Sizes tab
FAQCustomers4.2
These will then appear on the Rental Profile form.
FAQCustomers4.3
Category: Customers
Easiest way to assign all customers to that customer type is to go to the customer search wizard and select all customers.
Right click on the Results and then as below:
FAQCustomers5.1
Category: Customers
Go to Data / Equipment Items / Find and Search for all of your rental equipment.
Select All of the results and then right click on those results and Export to Excel, as below
FAQRentals2.1
You might wish to deselect some of the Data Types that you can export such as Exchange Rate but you’ll definitely want those such as Description, Stock Type and Net Worth:
FAQRentals2.2
The, in Excel, sum the values that appear in the Net Worth column and you’ll have your rental equipment value.
To ensure correct valuation be sure that you have a value in the Net Worth field of each rental equipment item:
FAQRentals2.3
Category: Rentals

To change a service period, please follow this procedure:

  1. Go to the Inventory module
  2. Go to  Stock Types and click on Find
  3. Select the Stock Type you wish to modify
  4. Click Open
  5. Select the General Tab
  6. Make sure the For Service box is checked
  7. Set the service period in months
  8. Save the changes

The procedure needs to be repeated for each Stock Type where you wish to modify the service period.

 

Category: Servicing

Cayan provide 2 payment systems that can be used in EVE: Genius and Transport WEB. Genius uses a physical credit card device so your customers can swipe/insert/touch their credit card. Transport WEB is for card-not-present (phone) transactions so you can type the credit card details.

 

As a first step, please make sure you have properly setup the corresponding options, as outlined in the instructions.

Then, verify whether your EVE setup already includes a payment method with the following settings or create a new one:

  1. Open EVE and click Data
  2. Go to Payment Methods and click Find
  3. If you need to create a new payment method, click New
  4. Type your payment method name. We recommend a generic Credit Card name, as both Genius and Transport Web can process different card types
  5. Check the Credit/Debit card box
  6. Check the Show Card Details Prompt box
  7. Check the Allow Credit Card Transmission box. These 3 boxes must be checked
  8. Save the settings

 

At the point of sale, after you have added all the stock items to the invoice, to take a payment using Genius/TransportWeb,

  1. Click on Payments
  2. Click on Credit Card
  3. By default, Genius will be selected. You can choose your preferred method. Use TransportWeb if the card is not present (e.g. you are processing a transaction over the phone).If you choose Transport Web, then form A
  4. Click Continue. If you have select TransportWeb, then form A will be displayed

 

 

 

Category: Sales

To setup payment methods in the Sales coolbar, please proceed as follows:

1) Click Payment in the Cool Bar

2) Right click on blank area of the Cool Bar

3) Click Configure

4) Click on the Payment Method you wish to setup

A) Click Remove to remove the Payment Method from the Cool Bar

B) Click Up to shift the Payment Method up in the list

C) Click Down to shift the Payment Method down in the list

5) Click OK to save new settings

Payment methods removed from the Cool Bar are still available to collect payment, but will no longer be listed in the Cool Bar.

 

Category: Sales
To copy from an existing customer, go to the options button at the bottom of the customer form (crossed hammer and spanner) and then choose:
FAQCustomers6.1
Category: Customers

In your inventory, you may have stock items that belong to the same stock type and are different only for the colour or the size.

These stock items can share the same description or image. To copy the image or description from the parent stock item to the children, follow the procedure outline below.

You will first assign a description to the Parent stock item

1) Launch EVE and click Inventory

2) Go to the Stock Item and click Find

3) Complete a Stock Item Search, by Stock Type and Manufacturer.

4) Double click on the Parent stock item

5) Click on the EVE OnLine tab

6) Click on the Product Details tab

7) Enter the Parent stock item description

8) Save the record

 

 

9) Stay in the EVE OnLine tab and click the Links Tab

10 ) Select the record for each child item you wish to update and right click on the selection

11) Click on Copy Parent’s note to children ( or copy parent’s image to children if you wish to copy the image)

12) Click OK

 

 

 

Go the the invoice and highlight the line with the stock item you need to create the order for.
Choose the Options button at the bottom left of the screen:
FAQSales8.1
Then select as below:
FAQSales8.2
Category: Sales
How to Create a Simple Equipment Package Sale
This video shows how to create a simple equipment package for sale:
http://www.youtube.com/watch?v=gF4D5iFv4Ec
How to create a flexible package of stock items forsale (Equipment)
This video shows how to create a flexible package of stock items for sale(equipment):
http://www.youtube.com/watch?v=xWnm0Gq77wM
New roles can be added for staff by first creating a new customer type in Data / Customer Types and then assigning that role to appear for either courses or trips or both, as below:
FAQCustomers11.1
Category: Customers
Making rental bookings from the trip
1/ highlight the customer(s) in question
Click the New Rental Booking option
FAQRentals4.1
If you’ll have already made the profile for the customer you can then use the Profile button in the rental booking to create the rental booking.
Category: Rentals
New roles can be added for staff by first creating a new customer type in Data / Customer Types and then assigning that role to appear for either courses or trips or both, as below:
FAQCustomers7.1
Category: Customers
You can mark the customer as having exemptions from tax on the Details tab of their customer record:
FAQCustomers16.1
You might want to first check that you have marked the tax band(s) as being able to have customer tax exemptions in Inventory / Tax Bands:
FAQCustomers16.2
Category: Customers
2 stock items should be created.
One (the pack or multiple) for use with Purchases.
One (the individual) for Sale
Taking a length of rope as an example:-
So, first should be the full roll of rope at whatever length you might buy it in.
This should be marked on the Stock Levels tab as For PO:
FAQStockInv7.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
And should be the one used to order the rope.
The second should be the rope in the smallest increment they sell it in, whether ½ metre or 1 metre, say.
This should be marked as Maintain Stock Level but not For PO:
FAQStockInv7.2
Flow is as follows:
1/ Order full roll of rope
2/ Check in rope when it arrives.
3/ Manually decrement the full roll by the number ordered. So, if ordered 2 rolls reduce no. in stock of full rolls by 2.
4/ Manually increment no. in stock of partial (e.g. ½ metre rope) stock item by whatever, in this example, is the length of 2 rolls of rope.
5/ Sell the ½ metre stock item to customers. Clearly, if the customer wants 20 metres, you sell 40 of this stock item.
6/ EVE will track sales of this stock item. When this ½ metre stock item reaches low level, reorder the full stock item and repeat the process.
(For profit and COGS sold report, the ½ metre stock item should have a cost price entered of whatever is the fraction of the overall cost that is the ½ metre proportion.)
The best way to do a stock take is to go to Inventory and then select Inventory Count from the power bar at the bottom of the screen.
FAQStockInv3.1
Then select the combination of supplier and stock type that you wish to count first and then select Finish.
Enter the new number in stock of the items
FAQStockInv3.2
Selecting OK from the bottom of the screen when you have counted, say, all the fins in stock, will write these records back to each item on the database.
Go to the layout in Tools / Print Layouts
Then right click on the main blurb of the Rental Agreement:
FAQRentals3.1
Select Edit Text.
Enter the new wording you want in the box that will open up.
FAQRentals3.2
Note the merge fields for DiveCenter and Customer – these should be kept if you want EVE to populate the agreement with those details automatically.
Category: Rentals
For special one off pricing or bulk discounts change the unit price in the PO.
When those goods come in then EVE will track their cost as per the price on the PO and the PO delivery.
In the example below, you’ll see a special price of £33 for the Cyberskin suit from Oceanic – usual £36.85 – for an order of 6 suits.
FAQPurchases2.1
Whether you use LIFO or FIFO – I’d suggest FIFO for almost all cases – will determine the COGS on any sales.
For a buy five get one free, again the user should change the price in the PO, as below:
FAQPurchases2.2
Category: Purchases
You’ll be able to import from Excel into EVE by using the Excel import templates that are provided within the program. Using Customers as an example to serve for all: You can access these by going to, from the top menu in EVE, File / Import and then select Import from Excel and click Import
FAQStockInv1.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here
Highlighting Customers and then clicking the Show Template button
FAQStockInv1.2
Will open Excel and that template.
These templates are, by default, contained within C:\Program Files\Integrated ScubaSystems\EVE\Import The key on the import is the structure of the Excel file – please do not change the titles of
the columns.
Mandatory data fields have red column titles – optional are coloured black.
FAQStockInv1.3
Once your existing data is in the correct format you can then select the
Save As option and name the file as you wish.
Please note: we recommend you take a backup of your EVE database prior to import.
You can then import your data by going, again, to File / Import
from the top menu and then Import from Excel again and then highlight the data type – Customers, Suppliers etc. – and then select Import
FAQStockInv1.4
By default this will open the Import folder previously mentioned though you can, of course, navigate to any other location where you have saved your Excel files.
You’ll find the process relatively simple.
You can download a video outlining the process at http://eve.issys.co.uk/files/EVE5Tutorials/EVE5-SimpleImport.exe
Pressing the Space Bar on your keyboard will stop and restart the video for you.
You can import stock and inventory data from Microsoft Excel into EVE.
From the top menu in EVE go to File / Import then check the Import from Excel box and click on Import where you will then see:
FAQStockInv2.1
You must ensure that the data in your Microsoft Excel spreadsheet is in the correct format before attempting to import it. A Microsoft Excel template (containing some example data) for is provided in the EVE import folder (C:\Program files\Integrated Scuba Systems\Import). You can view the template by clicking the Show Template button. The first row of each template contains column headers. Your file does not need to include all columns listed in the template. However, if your file does include a listed column, the column header in your file must exactly match the column header in the template (for example, your column containing the item description must have the text ‘Description’ in the first row).Columns in your file do not need to be in the same position as in the template. Before importing, EVE scans your file and locates the positions of each column based on the text in the f irst row. Some columns are mandatory and these columns are identified with a red header name. These are:
Description
StockNo
Manufacturer
StockType
Any row containing data in these columns will be im ported into EVE, regardless of whether there is any data in any of the other columns. Each row (after the header row) in your Microsoft Excel spreadsheet corresponds to one record to be imported. Each column in your Microso ft Excel spreadsheet corresponds to one attribute of the record (for example,Description, Manufacturer etc.). EVE will continue to import data until it encounters 10 consecutive blank rows. This means you can have a few blank rows in your file and EVE will just skip those rows and continue.
Once it has successfully imported a row, EVE writes an X to the first column of that row. This is so that if the import process is interrupted, it can be resumed at a later date from where it left off. All rows containing an X in the first column are skipped so the same data is not imported more than once. Be careful to ensure that the first column is blank before you start the process. It does not matter what the column header is. Column A therefore should be blank in the data file. The level of additional detail displayed may be decided by the Manufacturer in the case of those price lists supplied directly by the Manufacturer. Please ensure that you have the correct Cost Price Level indicated in EVE for any supplier prior to import. You’ll find this area in Inventory / Suppliers / Find and then
Search for the relevant supplier
Then go to the Details tab of the supplier record and enter the Cost Price Level – whether 1,2,3, etc. as appropriate. The Cost Price Level that you wish EVE to use by default should be set to the same as the appropriate Cost Price Level in the spreadsheet.
EVE allocates the Purchase Tax Band at the Stock Type level. You may wish to check that the Stock Types you have in EVE are associated with the correct Tax Band prior to Import. You can find this area in Inventory / Stock Types / Find and then Search for the appropriate stock type(s).
Handling Duplicates
You may encounter duplicates when importing data. Some types of data in EVE require that each record has one or more unique fields. For example, Stock Items must have a unique stock number and a unique barcode number – the stock number of an item must be different than the stock number of all other items and the barcode number must be different than the barcode number of all other items. If you try to import a record into EVE that would violate the uniqueness requirements, EVE will prompt you how you want to continue. In the figure below, a stock item record is being imported that has the same stock number as an existing item. You must tell EVE how to continue by choosing an option in the action section and optionally changing the value in one or more of the white fields. You can scroll down to see all fields on the original and import row.
FAQStockInv2.2
Click Overwrite if you want to overwrite the existing record with data on the import record. You must decide what you want to happen if there is no data in a particular column on the import row. You can choose to update the corresponding column on the existing record to be blank or you can choose to leave the existing column alone.
The decision you make may depend on the circumstances: for instance, if you are importing a supplier stock list to update prices on Stock Items from that supplier, you will probably leave the No In Stock column blank on all rows in the import file. In this case you will not want to update the No In Stock on all existing records as this would wipe out all your stock levels.
Not all columns have the option of being handled th is way. For instance, columns that are mandatory can never have a blank value on the import record. EVE will put an icon next to column names for which this handling is valid beneath the query symbol. By default, the icon will be implying that the existing value will be left unchanged if the import value is blank. Click on the tick to change it if you want the existing value to be blanked out if the import value is blank.
When doing a stock item import it is possible that the record being imported has the same Stock No as one existing record and the same Barcode No as a different existing record. In this case, EVE will report that duplication errors have occurred on both stock # and barcode # and it will present both existing records to you as well as the import record (there will be two icons next to the existing item text showing a one and a two. Click on each icon to show the corresponding existing record). Be carefu l when handling this case – you will need to choose carefully whether you want to update the existing record(s) and/or the import record before resolving the duplicates.
Click Retry if you want to instruct EVE to try again to import the same record. There is no point in doing this unless you have made a change to the data in one of the white text boxes of the import item. For example, you could change the stock # so that it is no longer the same as any existing stock #s.
Click New if you want to instruct EVE to create a new record. Again, there is no point in doing this unless you have made a change to the data in one of the white text boxes of the import item – otherwise you will simply get another duplication error.
Click Abort to abandon the import process. All data already i mported will remain on the database.
Open the print layout you’re using and set as below:
FAQSales9.1
Category: Sales

To mark a customer record (or employee or staff member) as unavailable, please follow this procedure:

  1. Open the customer record and click on the Details folder
  2. Check the Unavailable box
  3. Save the customer record

Customer records marked as unavailable will still display in sales reports as well as any previous transaction, class or trip, however they will no longer be listed when creating a new record like a sales transaction, class, trip, rental booking etc.

 

Category: Customers
After import, should you have any duplicates (perhaps Dan Smith and Daniel Smith), please use EVE’s Merge Customers facility.
Click Customers on the left of the screen and then click Find.
This will open the Customer Search box as shown
FAQCustomers13.1
with a full listing of all the customers on your database.
Click on the column header in the middle of the screen to sort the people in your database by Last Name.
If you have more than one record for the same customer, you can merge these records by doing the following:
Click on one customer record and the line will turn blue.
Then, holding down the Ctrl key on your keyboard, click on the other record you wish to merge. This line will now be marked blue also.
If there are 3 or more records of the same person, you can repeat this process.
Again, those line(s) will now be marked blue.
Now, right click anywhere on the dark blue lines to show the popup menu below and click Merge Customers
FAQCustomers13.2
You will be asked to select which of the records you want as the ‘Master’ record. The data for the other selected customers will be merged with the Master’s and then those other customer records will be deleted, leaving just the Master record on the database.
FAQCustomers13.3
All records of the following types will be merged:
Certifications, Credit Card details, Service Equipment, Vacation Interests, Course Interests, Mailing Lists, Equipment Profile, Special Interests, Accounts, Rental Bookings, Service Bookings, Dive Details, Transactions.
Please ensure you are the only person running EVE when you merge records.
You may also see information on merging records within the Help manual built into EVE; easily accessed by clicking Help / View Manual from the menu at the top of the screen.
Category: Customers
If you wish to record notes on a general conversation you could add a popup note during or after theconversation.
Open the Customer record, then select Popup Notes, then click New Popup Note and enter the text as appropriate.
FAQCustomers14.1
If the conversation leads to a specific enquiry then you can again open the Customer record, select Enquiries, then New Enquiry and then add the enquiry and perhaps Schedule Follow-Up Call/E-mail as appropriate.
FAQCustomers14.2
This will also allow you to search for Enquiries in the Customer Search Wizard.
Category: Customers

EVE includes a feature to run PADI Dive Check directly from its interface  and without logging in to PADI Pro’s site.

If the diver you would like to check is recorded as customer in your EVE database, diver’s details will be retrieved from that record and you will not need to retype them.

To complete a Dive Check for a diver who is recorded in your EVE database, please follow this procedure

1) Open the customer record and click the General folder

2) Click on the Tools icon

3) Click on Dive Check

4) A window will popup with diver’s details. These will be the same as those saved in the customer record. Click Search

 

5) EVE will contact PADI and return all the diver’s certifications. Click Save to Existing Customer

6) EVE will prompt you to select what diver’s details you wish to update. Check those information you need to update

7) Click OK. You may need to close the customer record and reopen it to see the changes.

 

Category: Customers
1/ Gift Cards
Go to sales and then click Gift Cards / Find
Details will show as below:
FAQReports3.1
2/ Gift Certs – again in Sales and:
FAQReports3.2
3/ Multi-sale items – go to the Administrator user interface and then as below:
FAQReports3.3
Category: Reports
Barcode scanners must be keyboard wedge scanners in design – i.e. it simulates the action of entering data via a keyboard – though connection, can, of course, be vi a USB port or wirelessly.
If possible, we recommend purchasing a scanner that can be programmed with an F9 prefix (i.e. when you scan a barcode, an F9 is appended to the start of the barcode information before it is sent to EVE) – as then EVE will set focus to the Barcode field on the Invoice automatic ally.
Metrologic Voyager scanners – principally the MS9520/40 VoyagerCG – are used by many centres. You can see more on these at www.metrologic.com

To search for customers who registered to a particular Mailing List, you can use the Customer Search Wizard, as outlined in the following procedure:

 

  1. Select the Customers module
  2. Click on Customer Search Wizard
  3. Select the General tab and select one or more Mailing List(s)
  4. Select your Unsubscribers list too, to exclude customers who do no longer wish to be contacted
  5. Click Search
  6. EVE will return your search results. Select each customer, hold CTRL to select more than on
    • A. Use this feature to select all search results
    • B. Click on Email if you wish to send them an email using Microsoft Outlook
    • C. Click on Export to export to Excel or to Mailchimp for marketing

 

 

 

 

 

 

 

Category: Customers
If you want to search for customers who bought a particular item then use the sales search wizard – accessed from File / Wizards on the top menu.
For example:FAQSales10.1
Then:
FAQSales10.2
You can then send a message to these customers by Export MailChimp as you would on the customer search wizard.
Category: Sales
Go to Customers and then select Customer Search Wizard from the power bar at the bottom of the screen.
On the Certifications tab, select Open Water in the Certifications Obtained column and Advanced Open Water / Adventure Diver from the Certifcations NOT Obtained column
FAQCustomers8.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here
Click Search and then move to the Results tab and then you’ll find a list of all of these customers.
Should you wish to e-mail these customers, click Select All
FAQCustomers8.2
From the options at the bottom of the results grid and then right click on the results and select the Email option
FAQCustomers8.3
This will open the EVE / Email interface.
If you use Microsoft Outlook you’ll be able to send the e-mails individually – avoiding any spam issues – and with the [FirstName] merge field you’ll be able to personally address each of the e-mails.
Category: Customers
First, go to the User Interface button towards the top right of the screen and select the Administrator UI Config
FAQService1.1
Next, click the + next to Services and then highlight Ongoing Work Orders
FAQService1.2
On the right of the screen you will then see a full list of all outstanding Work Orders.
FAQService1.3
Category: Servicing
You can send any customer their account statement either from their account record in their customer folder:
FAQSales11.1
or by selecting the customer under File / Reports / Sales.
Category: Sales
Different methods are required when setting Sale prices in the physical store and the online store in EVE
For the physical store:
First, create a new Customer Type called e.g. Store Sale – see screenshot below
FAQSales1.1
Then, you can set Store Sale prices for all Stock Items that you want in the Sale.
FAQSales1.2
You can activate those Sale prices by clicking Tools then Options then All PCs. Click Sales and set the Store Sale options.
FAQSales1.3
For more information on setting those discount bands see here:
How to Set Up Discount Bands
This video shows how to set up discount bands:
http://www.youtube.com/watch?v=reiZtlnifrI
How to Set Up Different Discount Levels for Different Customer Types
This video shows how to set up different discount levels for different customer types:
http://www.youtube.com/watch?v=b6FbBLHyYBU
For the online store
First step is to create a Customer Type called, say, Online.
Then, go to File / Wizards / Pricing Wizard from the top menu and choose the ‘generate retail prices’ option and then select as below:
FAQSales1.4
In this example all Online prices would be 5% less than your standard Retail prices.
Lastly, make sure that you’ve set the online store prices to use that OnLine price / customer type. You do that in the online store record in the Data module:
FAQSales1.5
Category: Sales
First thing is to set up those late return fees on the Stock type form as below:
FAQRentals5.1
When checking in the late items you’ll be prompted.
You’ll need to enter the number of days penalty charge that you want to apply, as below:
FAQRentals5.2
EVE will then automatically create a “Late Return Penalty” rental booking that you can add to a sale by calling up the customer and looking under the Equipment Rental stock type:
FAQRentals5.3
Category: Rentals

To setup a Genius/TransportWeb credit card payment, please follow this procedure:

 

1) Open EVE and click Tools

2) Select Options

3) Click “All PCs” if you want the same credit card account to be used on all PCs running EVE. Click “This PC Only” if you want to use just the active PC.”

4) Select the Point of Sale tab

5) Select the Credit Cards tab

6) Select either Genius or TransportWeb. Once you setup either system, settings will also apply to the other system

7) Enter your Merchant Name

8) Enter your Merchant Key

9) Enter Merchant Site ID. Please make sure Merchant Key and Merchant Site ID are not swapped by mistake, else login will fail

10) Enter your device local IP address. Cayan tech support will help you retrieve your device local IP address when you receive the device

11) Click OK

 

 

As a second step, please make sure you have properly setup your payment methods, as outlined in the instructions

 

 

Category: Sales
To synchronize all retail prices across multiple cost centers you need to use the Pricing Wizard.
Want to do all prices, go to File / Wizards / Pricing Wizard.
Want to first select items to update, then select them in Stock Item search grid, then select all, right click and select Update Multiple Retail Prices:
FAQStockInv8.1
If intending to use a dedicated barcode printer (recommended), the barcode printer we’d recommend would be a Zebra GX 420 t – see www.zebra.com or http://www.nationalbarcode.com/catalog/zebra/gx420t.htm
To configure the Zebra Printer go to Tools / Options / All PCs from the top menu in EVE and then click the Labels  tab.
a/ select the Print Immediately option, and
b/ then click on to the EPL Label Layout(s) button.
FAQStockInv5.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
If you have different labels or wish to move things around then you can edit the settings as you see fit.
You’ll then need to test the resulting labels you print with your scanner.
For printing the labels please remember to use the EPL printer option.
Printing
Once the Print labels immediately… box is checked:
FAQStockInv5.2
The method for printing is as follows:
Go to Inventory / Stock Items / Find and then enter the search criteria you want.
Right click on any item in the results and select Print Label(s)
FAQStockInv5.3
Click on the EPL Printer tab
FAQStockInv5.4
EVE will, by default, print the same number of labels as items that you have in stock.
The PO transfer element is the part you need you transfer stock between stores.
Go to the Purchases module.
Click Transfers / New and then select the From and To stores and Add Items, as below
FAQPurchases1.1
Category: Purchases
In various parts of EVE you will find that the titles of fields can be translated by the user to the language of their choice.
Where this tool is available you can access it by right-clicking on the mouse and the Translate box will appear, as below, where Name on a Customer record field
FAQCustomers15.1
has been changed to Nome
FAQCustomers15.2
This particular area of EVE would be reached by selecting Customers / New. Similarly, should you open a new invoice by going to Sales / Invoices / New, you’ll find that fields such as Customer
FAQCustomers15.3
can be translated to Cliente, for example. Where right-clicking on the mouse does not result in the Translate box, this feature is not available yet.
Category: Customers
Highlight the item, right click and select View Store Stock Levels:
FAQStockInv9.1
You’ll be able to import from Excel into EVE by using the Excel import templates that are provided within the program.
Using Customers as an example to serve for all:
You can access these by going to, from the top menu in EVE, File / Import and then select Import from Excel and click Import
FAQCustomers12.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here
Highlighting Customers and then clicking the Show Template button
FAQCustomers12.2
Will open Excel and that template.
These templates are, by default, contained within C:\Program Files\Integrated Scuba Systems\EVE\Import
The key on the import is the structure of the Excel file – please do not change the titles of the columns.
Mandatory data fields have red column titles – optional are coloured black.FAQCustomers12.3
Once your existing data is in the correct format you can then select the Save As option and name the file as you wish.
Please note: we recommend you take a backup of your EVE database prior to import.
You can then import your data by going, again, to File / Import from the top menu and then Import from Excel again and then highlight the data type – Customers, Suppliers etc. – and then select Import
FAQCustomers12.4
By default this will open them Import folder previously mentioned though you can, of course, navigate to any other location where you have saved your Excel files.
You’ll find the process relatively simple.
You can download a video outlining the process at http://eve.issys.co.uk/files/EVE5Tutorials/EVE5-SimpleImport.exe
Pressing the Space Bar on your keyboard will stop and restart the video for you.
Category: Customers
Use the Sales Search Wizard for this.
On the Customers tab of that search wizard, start by selecting the customers as below:
FAQSales2.1
When you click that Add Course Customers button you can then select the customers on the courses, as in the example below:
FAQSales2.2
And:
FAQSales2.3
Select All of those results and Add them to the search.
Ensure you have this setting on the Payments / Items tab of the Sales Search Wizard:
FAQSales2.4
Results will include:
FAQSales2.5
Category: Sales
You can use Update Multiple Rows to correct this.
If you need to change a stock type from Dry suits to, for instance, Wet suits, then go to (in the Inventory Module) the Wetsuits stock type and note the ID number of that stock type:

FAQUMR1.1

Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Then go to the Stock Item search from and call up all the stock items that are currently displaying as “dry suits” which you want to have under the “wet suits” stock type.
Select All of them:
FAQUMR1.2
And then right click on the Results and select Update Multiple Rows:
Check the StockTypeId box.
Enter the previously noted Wetsuits stock type ID in the Change Value To box and click Apply:
FAQUMR1.3
You can do this using the Update Multiple Rows feature.
First, you must test this on one stock item to ensure you have the results as you wish.
Go to the stock items in question – Inventory / stock items / find – and then select all and right click on the results.
Select Update Multiple Rows as below:
FAQUMR5.1
Select ManufacturerID as the field to update.
Enter that ID number in the Change Value To… box.
Click Apply.
See below:
FAQUMR5.2
You will need to have the ID of the manufacturer yo u wish to change to.
You get this from their supplier / manufacturer records as below:
FAQUMR5.3
Go to Inventory . Find and call up all relevant products.
Select All
Right click on Results
Choose Update Multiple Retail Prices as below:
FAQUMR2.1
Before doing this take a backup of the database in case you make an error.
Then, you can zero out all stock levels by selecting all stock items in Inventory / Stock Items / Find so call up all those stock items and then Select All.
Then right click on the results and choose Update Multiple… Stock Levels:
FAQUMR3.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here
Then enter 0 as the new stock level and click OK:
FAQUMR3.2
As below for Suppliers – i.e. select the items in the Inventory search grid and then:
FAQUMR4.1
The Customer Search Wizard – accessed from the power bar at the bottom of the screen in the Customers module – is an extraordinarily powerful tool.
Every field on every tab is simultaneously searchable on.
For example, to find all Open Water certified divers who have yet to take either the Adventure Diver or Advanced Open Water programs and then email them with an invitation to sign up for that class:
Go to Customers and then select Customer Search Wizard from the power bar at the bottom of the screen.
On the Certifications tab, select Open Water in the Certifications Obtained column and Advanced Open Water / Adventure Diver from the Certifications NOT Obtained column
FAQCustomers9.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Click Search and then move to the Results tab and then you’ll find a list of all of these customers.
Should you wish to e-mail these customers, click Select All
FAQCustomers9.2
From the options at the bottom of the results grid and then right click
on the results and select the Email option
FAQCustomers9.3
This will open the EVE / Email interface.
If you use Microsoft Outlook you’ll be able to send the e-mails individually – avoiding any spam issues – and with the [FirstName] merge filed you’ll be able to personally address each of the e-mails.
Please do take some time to familiarise yourself with the Customer Search Wizard – your time will be well rewarded.
The above is just one simple example of this versatile and powerful marketing and information tool.
Category: Customers
What are Cost/Profit Centres and Stock Types/Items?
This video shows what a cost/profit centres and stock types/items are:
http://www.youtube.com/watch?v=nuO-XZcxa_o
Category: Sales

EVE Agent

First, make sure the EVE Agent is in Windows Startup folder.

FAQAgent1

Then on the Options form of the Agent, make sure a User Name and Password are supplied and that the “Show Connection Form on Startup” box is not ticked.
FAQAgent2
Category: EVE Agent
Yes, by doing the following:
a/ Put the sale in EVE
b/ Ensure the stock item(s) are marked as ‘yes’ for serial numbers
c/Then enter the serial numbers for the stock item(s) – in other words, the access pass.
So stock item(s) will look like this:
FAQAgent2.1
d/ When an item is sold EVE will prompt for the choice of the access pass / serial number
e/ The agent job is as follows:
FAQAgent2.2
Note that SerialNo needs to be checked
FAQAgent2.3
You can see that stock item ID number, as below:
FAQAgent2.4
Merge field needed in the email in Microsoft Outlook is:
[SerialNo]
Category: EVE Agent

Let’s say you wish to create a new agent job, for a new course type or for a distinctive specialty course.

EVE 5.10 allows you to create a new job starting by cloning an existing one and use the filter tab to apply different course type settings.

First of all, make sure you have created a new campaign in MailChimp. Follow this guide to learn how to create a new Mailchimp campaign

Then, to clone an existing EVE Agent Job

1) Open EVE Agent and click an existing Agent job to select it

2) Click Clone

3) Click the General Tab

4) Click to Select Mail Chimp as system to send the email

5) Click the Look Up button to select your new campaign from Mailchimp

6) The List field will be automatically filled in as soon as you select a campaign

7) Enter a description of the job and make sure the Required confirmation box is unchecked

 

 

8) Click the Schedule tab

9) Select how often you wish to run the job. If this is a job that sends an email about a new certification, you want to run it every day

10) Select at what time you want the job to run

 

11) Click Data Source.

12) Select your data type. Certifications applies if you want to send an congratulations email to a student who completed a course

13) Select when you wish the job to run. In this case, it is 1 day after certification

14) Verify that CustID, FirstName, LastName and Email are selected. These merge fields are required.

 

 

15) Click the Filter tab

16) Verify that PICKey is select in the column

17) Enter the PICkey corresponding to the certification achieved by the student. To find out the PIC key for each course type, please follow this guide.

 

18) Click the Mailing Lists tab. You can use it to limit the group of people who will receive the email. You will also use it to make sure unsubscribers or bounced emails do not receive this email

 

19) Click on the Group Look Up button to assign this new job to a group

20) Select a group from the list

21) Click OK

22) Click OK to save the new job

 

 

Category: EVE Agent

Please watch this video that outlines the process:

This video shows how to create a campaign in MailChimp:

Category: EVE Agent
Please watch this video that will guide you through the process:
This video shows how to create a list in MailChimp:
https://www.youtube.com/watch?v=BKLoq8o6Vec
Category: EVE Agent

This video will guide you through the process:

This video shows how to create a MailChimp account and link it EVE:
https://www.youtube.com/watch?v=hUDTaMiy0sI
Category: EVE Agent
You need to tell EVE and MailChimp to talk to each other.
You can do that by getting something called an API Key from MailChimp and putting that into EVE.
Go to your Account settings in MailChimp.
Go to Extras and then as below:
FAQAgent3.1
Create an API Key and copy it.
In the EVE Agent, go to View / Options and then as below:
FAQAgent3.2
Enter that API Key you copied.
EVE Agent and MailChimp will then communicate with each other.
Category: EVE Agent

EVE and EVE SPLASH

Yes, on the Course Requirements tab on the course from, as below:
FAQCourses1.1
Can result in the Requirements print out but does not, of course, specify precise equipment numbers. I t’s the type and size of the equipment needed, not the particular item that meets those requirements.
The print layout is available from the Print icon at the bottom of the course screen.
Category: Courses
Yes, you can do this by going to the Course in question and adding notes on the General tab as below:
FAQCourses2.1
Category: Courses
f you wish EVE to set “Return to Student” option by default, from the top menu, go to Tools > Options > All PCs
Then select the Courses Tab.
On the courses Tab, as shown in this screen shot, enter the value of 3 to the “Return Card to” field.
FAQCourses3.1
Category: Courses
If you’re looking to delete a course on which no customers have been sold spaces, then simply right click on the course and select delete:
FAQCourses4.1
If you’ve sold spaces to customers on the course then you’ll need to either move the customers:
FAQCourses4.2
Before deleting the course or refund the customers first.
Category: Courses

Go to Courses / Find and open the Course

When you Print, any selected customers will appear in the Recipients list on the Email tab.
You can now send the Course Timetable as a PDF to students.
The PDF is auto-generated using the Print Layout you have chosen – i.e. Course Timetable in the graphic below.
FAQCourses5.1
Category: Courses
When you assign someone to a course, right click on the course and you’ll see the timetable, as below:
FAQCourses6.1
Category: Courses
First, a discountable Customer Type of Club Member
should be set up. Go to Data / Customer Types / Find to do this and place a check in the Discountable? box
FAQCustomers20.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Then, click on the Discounts tab, then Add, then select which Stock Types
and which Discount Band you wish to apply:
FAQCustomers20.2
Customers of that type will then automatically receive a discount of the specified amount when they purchase any of those items from you.
To create Discount Bands in general, go to Inventory / Discount Bands / New and then create the appropriate discount:
FAQCustomers20.3
The formulae are based on RP meaning Retail Price or TP meaning Trade Price.
Theses should be surrounded by square brackets – [ ] – and then the appropriate percentage added or subtracted.
For those items in Packages, you can either just not select Packages as a stock type that bears a discount… if you have packages in a separate stock type.
If not, you’ll need to go to each of the package stock items and manually set the price to the same as the standard retail price
FAQStockInv5.2 FAQCustomers20.4
Category: Courses
Course Types are those kinds of courses that you teach – Open Water, Rescue, etc. Courses are the individual courses of each of those course types. These videos will guide you though how to set up both course types and the actual courses themselves:
How to Set Up a Teaching Location
This video shows how how to set up a teaching location:
http://www.youtube.com/watch?v=HGEhRMV1zeo
How to Set Up a New Course
This video shows how to set up a new course:
http://www.youtube.com/watch?v=KAVSMMB9ncg
How to set up Course Reoccurrence
This video shows how to set up a course recurrence:
http://www.youtube.com/watch?v=w5Du8e-zz_w
How to Access Your Calendar and Adjust Settings
This video shows how to set up your EVE Calendar and how to adjust the settings:
http://www.youtube.com/watch?v=dFmBnKKf5eM
How to Set Up a Stock Item to Sell a Course
This video shows how to set up a stock item to sell a course:
http://www.youtube.com/watch?v=xkxGP9NHfjk
Category: Courses
1. How to Set Up Email Options
This video shows how to set up email options:
http://youtu.be/bUd8T6ucSGg
2. How to Use the Customer Options
This video shows how to use the customer options:
http://www.youtube.com/watch?v=ec8GgAVpdJE
3. How to Use the Courses Options
This video shows how to use the courses options:
http://www.youtube.com/watch?v=WQvy97w3Xd4
4. How to Set up the Sales Options
This video shows how set up the sales options:
http://www.youtube.com/watch?v=cFDoJdjPYl8
5. How to Use the Rentals and Servicing Option
This video shows how use the rentals and servicing options:
http://www.youtube.com/watch?v=42w7VyulOcM
6. How to Use the Trips Options
This video shows how to use the trips options:
http://www.youtube.com/watch?v=Al2ZFFBJTe8
How to Set Up Boats and Destinations
This video shows how to set up boats and destinations:
http://www.youtube.com/watch?v=-hOzWrrsIno
How to Create Trips and Day Trips
This video shows how to create trips and day trips:
http://www.youtube.com/watch?v=rj3Q_9s4m3s
How to Set Up a Stock Item to Sell a Trip
This video shows how to set up a stock item to sell a trip:
http://www.youtube.com/watch?v=yqKttuv8p-
Category: Trips
1) Go to the Search the Web and Browser box in the bottom left hand corner of your screen and type Component Services, or as much of it as is needed until it appears in the selection box above.
2) Click on Component Services
FAQTroubleshooting1.1
3) Make sure that SQL Server EVE and SQL Server Browser are both running.
FAQTroubleshooting1.2
4) Reboot PC and go back to this area to check these settings have been retained.
5)Then open EVE and check you can connect to the database.
Category: Troubleshooting
Please go into the following folder:
C:\Program Files (x86)\EVE Serverr 5.10.0 Setup files
and double click on EveDB Setup Launcher – see screenshot below.
FAQTroubleshooting2.1
Category: Troubleshooting
The example below looks at divers converting from DSD to Open Water.
In the Customer Search Wizard look for those who have done DSD this year:
FAQCourses21.1.jpg
On the Results page, select all and then right click and add them to a Mailing List – useful here and in the Agent later – as below:
FAQCourses21.2.jpg
You now have a Mailing List of DSD 2017, for example, that you can use for all kinds of things – marketing, reporting, sales, etc.
One thing you can do is to see who has done OW:
FAQCourses21.3.jpg
and:
FAQCourses21.4.jpg
or, perhaps more importantly, who hasn’t done OW:
FAQCourses21.5.jpg
So, in the example above, of 1487 doing DSD, 40 did OW, 1447 haven’t yet. And I can immediately send a MailChimp campaign to these 1447
Category: Courses
Go to Courses, then Certifications / Find, then look for all Ongoing certs in the Completion status field.
Search and you’ll see as below:
FAQCourses8.1
Category: Courses
Best thing to do is to add in the Customers that Owe column to the Trip Search box – see below:
FAQTrips2.1
To do that, go to the Options button on that search grid (the crossed hammer and wrench) and choose Customize Columns.
Then add the Customer who Owe column.
Category: Trips

When a course is marked “Completed”, you will be prompted to certify each student. For each student, you can add interest in con-ed courses. By default, EVE will present the list of courses where the course being completed is a prerequisite.

Therefore if, as an example,  you wish to add the Wreck Diver Specialty course to that list, please proceed as follows:

  1. Go to Data
  2. Go to Course Type and click Find
  3. Select a course you wish to add as interest and double click to open it
  4. Select the General Tab
  5. Set the prerequisite course
  6. Click Save

 

interestconed

Category: Courses
There is a certain amount on customisability of these font sizes.
Go to the UI button at the top right of the screen in EVE and open the user interface you use.
Then, on the resulting User Interface form, go to the Options tab and you’ll see as below where you can adjust sizes
FAQSSO4.1
Might be wise to take a screenshot of the settings as they are now before you start doing too many alterations so you can always revert to these.
On any certification record – Courses module, then Certifications / Find – you’ll see an area where the appropriate digital code type can be marked – see below:
FAQCourses16.1
That code can then be entered on to the PIC OnLine tab of the cert record as below:
FAQCourses16.2
When processing the cert, you will then see 2 things:
a/ that the cert status is “valid”
b. that the Debit PIC column is unchecked showing that the cert will be processed without using one of your Online PICs:
FAQCourses16.3
FYI, any cert record can be opened from within this area by highlighting it can clicking the Open Certification record button at the bottom of the screen.
Also, FYI, this cert type and digital code can also be entered at the point of sale when booking a customer on to a course:
FAQCourses16.4
Category: Courses
In Data / Course Types, open the relevant course type(s) and select the Display Order:
FAQCourses9.1
Category: Courses
Go to Tools / Options / This PC Only from the top menu.
Then go the EVE tab of those options.
Then set as below:
FAQSSO1.1

Whether you just migrated to EVE Cloud or wish to setup a new EVE Client PC, then please follow this procedure:

  • start your VPN connection
  • launch EVE
  1. click on Choose Different Database and enter the connection credentials as provided by email
  2. Data Source:   it is the address of our server
  3. Database:       it is the name of your database
  4. Make sure Use Integrated Security is not checked
  5. UserName:    it is the username to access the database
  6. Password:      as emailed to you separately from other data
  7. Click OK
  8. Select your newly added database from the list
  9. Click OK

You will be successfully connected to your EVE database in the cloud.

 

ChooseDifferentDatabase

Adding someone to a trip within the trip itself will not generate a sale unless you have the option below marked on the Trips tab under Tools / options / All PCs:
FAQTrips3.1
You can, of course, add people to a trip and not generate a sale by not having that “show booking wizard…” box checked. Do bear in mind that that will not create a sale or report revenue in the sales area.
Once that box is checked you can either book someone on a trip (and generate a sale) either through the sales module or the trips module.
Stock Items for trips
To ensure that EVE prompts you to create a stock item when you create a Trip or Day Trip, please go to Tools / Options / All PCs and then click on the Trips tab and select as below:
FAQTrips3.2
When a stock item is assigned to sell a trip it sells that specific trip unless you choose to mark the stock item as being applicable to all trips at a boat or a destination.
Look at the stock item you’ve created and go to the Links tab is as below:
FAQTrips3.3
With all of boat, destination and trip complete with details.
Removing information from the Trip field will allow you to use this stock item for all trips on that boat and to that destination.
Removing info from both the trip field and the destination field will allow you to use the stock item to sell all trips on that boat.
Removing info from both the trip and boat fields will allow you to use the stock item to sell all trips to that destination.
Category: Trips
Go to Data / Course Types and open the course type.
Click on the Search PADI for PIC Keys button and select from the resulting list
FAQCourses17.1
Category: Courses
1/ Go the stock item that sells spaces on those courses and check what you have on the Links tab – should be as per below:
FAQCourses10.1
2/ Go to the original course you used as the template for recurrence and check what you had on that course on the Stock Items tab.
FAQCourses10.2
3/ If you need to add in those courses to be sold by the stock item, go back to the Links tab of the stock item and click Add as below:
FAQCourses10.3
Select All of the courses and click Add.
Category: Courses
Go to Data / Stores and open the store record.
Then enter your new PADI Single Sign On login details as below:
FAQCourses11.1
Category: Courses
Many dive centres set up a course called something like “dates TBA”, as below:
FAQCourses12.1
And then book customers on to this course.
When a customer then selects their dates you can move the customer from this course by going into the course, highlighting the customer name and then right click on your mouse.
One of the options you will see is Move to Different Course, as below:
FAQCourses12.2
You then select the course that the customer wants to enrol on.
FAQCourses12.3
This action will take all payment details over to this course automatically so you will see how much, if any, is still to be paid, for instance.
Category: Courses
From the top menu in EVE, go to the Customer tab under Tools /Options /This PC Only:
FAQCourses13.1
Category: Courses

This procedure will guide you trough the steps required to map your network drive on your PC running Windows 10. Before you start the procedure, please make sure your VPN is running

 

1) Click Start

2) Click File Explorer

 

3) Make sure This PC is selected

4) Click Computer

5) Click Map Network Drive

6) In the Drive picklist, choose N: if that is available. Otherwise, choose an available drive letter.

7) In the Folder box type:

  • if you are located in the Americas, enter \\usserver.evecloudhost.net\ShareName$
  • if you are located in Europe, Middle East or Africa, enter \\ukserver.evecloudhost.net\ShareName$
  • if you located in Asia Pacific, enter \\auserver.evecloudhost.net\ShareName$

and replace ShareName$ with the name provided by EVE Diving team

8) Make sure Reconnect at sign-in is ticked

9) Make sure Connect using different credentials is ticked

10) Click Finish

 

11) Click on Use another account

12) Enter the username we provided to you. This will be of the form: P004\Username

13) Enter the password we provided to you and click OK

14) You’ll now have a drive mapping that contains Library and StoreFiles folders. Library is read-only and contains some standard images and documents that you can reference. StoreFiles is your own area where you can copy files such as product images and waivers and releases, etc.

 

 

This procedure will guide you trough the steps required to map your network drive on your PC running Windows 7. Before you start the procedure, please make sure your VPN is running

1) Click Start then Computer.

2) When Computer starts

3) click ‘Map network drive’ at the top.

 

 

4) In the Drive picklist, choose N: if that is available. Otherwise, choose an available drive letter.

5) In the Folder box type:

  • if you are located in the Americas, enter \\usserver.evecloudhost.net\ShareName$
  • if you are located in Europe, Middle East or Africa, enter \\ukserver.evecloudhost.net\ShareName$
  • if you located in Asia Pacific, enter \\auserver.evecloudhost.net\ShareName$

and replace ShareName$ with the name provided by EVE Diving team

6) Make sure Reconnect at sign-in is ticked

7) Click different user name

 

8) On the Connect As form, enter the username we provided to you. This will be of the form: P004\UserName

9) Enter the password we provided to you

10) Click OK and then Finish

 

 

 

This procedure will guide you trough the steps required to map your network drive on your PC running Windows 8 or Windows 8.1. Before you start the procedure, please make sure your VPN is running

1) On your Windows Start screen, type Explorer and then click File Explorer.

2) Make sure This PC is highlighed and click ”Map network drive” at the top.

3) When Computer starts, click ‘Map network drive’ at the top.

 

4) In the Drive picklist, choose N: if that is available. Otherwise, choose an available drive letter.

5) In the Folder box type:

  • if you are located in the Americas, enter \\usserver.evecloudhost.net\ShareName$
  • if you are located in Europe, Middle East or Africa, enter \\ukserver.evecloudhost.net\ShareName$
  • if you located in Asia Pacific, enter \\auserver.evecloudhost.net\ShareName$

and replace ShareName$ with the name provided by EVE Diving team

6) Make sure Reconnect at sign-in is ticked

7) Make sure Connect using different credentials is ticked

8) Click Finish

11) Click on Use another account

10) Enter the username we provided to you. This will be of the form: P004\Username

11) Enter the password we provided to you

12) Click OK

13) You’ll now have a drive mapping that contains Library and StoreFiles folders. Library is read-only and contains some standard images and documents that you can reference. StoreFiles is your own area where you can copy files such as product images and waivers and releases, etc.

In the course or trip booking wizard – once you’ve assigned the date – right click, select Timetable:
FAQCourses22.1.jpg
and Print or Email.
Category: Courses
Next thing is the Trip Requirements packing list:
1/ go to the trip in question and click the print icon
2/ you can then choose either the Trip Requirements (Customer) or Trip Requirements (Type) report as you need:
FAQTrips5.1
Category: Trips
You can configure EVE to calculate the amount you pay each instructor for teaching a module on a course. Before doing this you need to enter data into this section to define how those amounts will be calculated. For each module type and instructor you can define two figures:
• Base Cost (Pre Tax): the amount the instructor will get just for teaching the module.
• Additional Cost per Customer: an additional amount the instructor will get for each customer that attends the module
FAQCourses18.1
On any course, from the Toolbox at the bottom of the course screen select the Options button – crossed hammer and spanner – and choose Calculate Staff Module Costs.
Then print Instructor Invoice.
Category: Courses
You can do this for 2 weeks after the original certification date.
Go to the Upload History tab on the PIC OnLine form:
FAQCourses14.1
And you can highlight the cert(s) you need and print the temp card again.
Category: Courses
Go to the following folder in My Computer : C:\Program Files (x86)\Integrated Scuba Systems\EVE
(Note: if you don’t have a folder called C:\Program Files (x86), substitute
C:\Program Files in the above).
In that folder, take a copy of the EVEMain.cfg file and keep it safe.
Then, right click on EVEMain.cfg and click Open With -> Notepad
Delete the line that starts:
i.e. the file should look like the partial screenshot below.
The important thing about the new line is that it contains the following clause:
;Connection Timeout=60
That tells EVE to try to connect to the database for 60 seconds before giving up. Note: without that clause, EVE tries for 15 seconds before giving up and that should be ample in most cases so, if no joy wit this, you need to go back to whoever is providing your connectivity. But let’s try the above first and see if that resolves the issue.
FAQTroubleshooting3.1
Category: Troubleshooting

You can backup from the EVE DB Utilities program.

FAQTroubleshooting4.1

Then:

FAQTroubleshooting4.2

Then:

FAQTroubleshooting4.3

Then:

FAQTroubleshooting4.4

You must do this on the PC holding the database.
Then you can copy that .BAK file to an external hard drive, for instance, for safe-keeping.
Category: Troubleshooting

This video will guide you through the process:

This video shows how to set up email options:
http://youtu.be/bUd8T6ucSGg
First thing to cover here is the use of the Trip Requirements area.
1/ Those elements on the Requirements tab of the Trip Booking Wizard come from what you have marked on the Stock Type form:
FAQTrips6.1
So, go to all the relevant stock types in Inventory / Stock Types and check / uncheck the Trip Requirement box as appropriate.
And the sizes you have entered on the Sizes tab will be those displayed on the Requirements form.
2/ As you add the customer using the Booking Wizard, the Profile populates
the Trip Requirements automatically.
3/ In summary, if you have set up a Profile on the Customer record as below…
FAQTrips6.2
…that Profile will default onto the Trip Requirements section of the booking wizard when a Trip/Day Trip is sold – see below
FAQTrips6.3
…provided your Stock Types are marked as both ‘For Rental Profile’ and ‘Trip Requirement
FAQTrips6.4
Category: Trips
On the server computer, click Start | All Programs | Microsoft SQL Server 2008 R2 | Configuration Tools | SQL Server Configuration Manager
Expand the SQL Server Network Configuration (32bit) section and click on Protocols for EVE.
If you don’t see Protocols for EVE, expand the SQL Server Network Configuration section and look there.
Make sure Named Pipes and TCP/IP are both marked as Enabled. If they’re not, right click on them and then Enable.
Right click on TCP/IP and click Properties Click on the IP Addresses tab and scroll down the list to the bottom.
In the IPAll section, remove the value from TCP Dynamic Port and enter 1433 in the TCP Port
Click OK
FAQTroubleshooting5.1
Click on the SQL Server Services entry in the list on the left.
Right click on SQL Server (EVE) and then Restart
FAQTroubleshooting5.2
In Windows Control Panel open Windows Firewall.
Click “Allow a program through Windows Firewall”. (If you don’t see that option, click Advanced Settings and then create 2 Inbound Rules using the details below).
Click the Exceptions tab
Click Add port
In the Name box enter SQL Server Browser.
In the Port number box enter 1434.
Choose UDP.
Click OK.
Click Add port again
In the Name box enter SQL Server.
In the Port number box enter 1433.
Choose TCP.
Click OK.
Click OK again.
FAQTroubleshooting5.3 FAQTroubleshooting5.4
Once all that is done you can tell EVE on the other computers which database to use. i.e. when EVE starts, click on the “eve on (local)\EVE” entry in the Connect list and then click Edit Settings.
Change the Data Source entry to be the name of the computer where the database is installed with an \EVE suffix – e.g. BackOffice\EVE
See screenshot below
FAQTroubleshooting5.5
Category: Troubleshooting
If you have set up a Profile on the Customer record as below…
FAQTrips4.1
…that Profile will default onto the Trip Requirements section of the booking wizard when a Trip/DayTrip is sold – see below
FAQTrips4.2
…provided your Stock Types are marked as both ‘For Rental Profile’ and ‘Trip Requirement’
FAQTrips4.3
Category: Trips

To export your EVE Calendar to Google Calendar, please proceed as follows:

  1. Right click anywhere on the calendar
  2. Select Export
  3. Select the option you see fit for the purpose
  4. Click OK

 

This solution offers a static calendar integration and a new file will have to be uploaded each time you create a new course or modify the current calendar. For a dynamic solution, that synchronizes with your EVE database to display courses and trips in real time on an EVE website, then we recommend upgrading to EVE Enterprise.

 

 

Category: Courses

Click here to download the Cisco VPN setup program. Save it to your computer and then run it.

 

Follow the screen prompts.

 

When the setup is complete, start the Cisco AnyConnect Secure Mobility Client program. How you do that depends on
the version of Windows you have. E.g. in Windows 7  click Start and you’ll see the program on your Start menu.

In Windows 10, click Start then All Apps. You’ll see the program in the Recently Added section and also in the Cisco
folder.

 

Once the program has started, type vpn.evecloudhost.net into the text box and click Connect.

Make sure Eve is selected in the Group box, enter the username and password we sent you by email and click OK. If you were provided with a security certificate, then install your security certificate.

You are now ready to start EVE and connect to your hosted database.
Note: each time you reboot your computer, the Cisco client will start automatically. i.e. after the first time you won’t
need to start it by clicking the Start button as described above. For security reasons, you will be required to enter your
password each time.
When the VPN is running, you’ll see the Cisco icon in your system tray at the bottom right of your screen. You can click
that if you ever need to Disconnect or Reconnect the VPN.

 

PADI’s database has limits on some of the address fields for the numbers of characters allowed.
On the customer s tab of the Options form under the Tools menu you can set EVE to tell you when you’ve exceeded those limits, as below:
FAQCourses15.1
Category: Courses

To check what EVE version is currently running in your setup, please follow this simple procedure:

  1. Open EVE and click Help
  2. Click About
  3. Verify EVE version number
  4. Verify EVE build number
  5. Click Close to close the window and return to normal operation

To find out what the latest version of EVE is, please login to our website or contact us

 

 

Each PC that you run EVE on is associated with a Store. When you install EVE, one Store record and one PC record is automatically created on the EVE database and the PC is linked to the Store. You will have entered information about the Store on the Welcome screen when EVE was first run. EVE gathers information about the PC – i.e. the name of the PC – at the same time and creates the PC record for you. When you use subsequent PCs to run EVE on a network, if you have one, EVE automatically creates a PC record for each and each is automatically linked by EVE to the same Store record. Each Store record and each PC record (in fact practically every record) in EVE has a number, automatically assigned by EVE, that uniquely identifies it and that will not change for the lifetime of the record.I.e. the initial Store record has an ID value of 1. The initial PC record also has an ID value of 1, th e second has an ID value of 2, etc. Each time EVE starts, it examines the PC it is running on to find the name of the PC. Once it has that, it knows which Store it is linked to. During day-to-day data entry, whenever a Customer or an Invoice or a PO, etc is created, the Store ID of the PC on which it was entered is written to the Customer/Invoice/ PO/etc. This doesn’t affect you if you only have one Store, but is important as multiple stores are added to the database. I.e. it means that later, you can run reports or searches to find which information was entered at which store – for instance, you can run your Closing reports at the end of day to show items sold and payments taken, etc. at each store. It also means that you can keep inventory levels separate for each store, and can assign Employees to work at particular store(s), etc. You can create multiple Store records in the Data section by clicking the Stores: New button. It usually only makes sense to do this if your EVE database is located on a central server that is accessible over the Internet from multiple locations. The form below is displayed so you can enter information about the store, including address, phone number(s), etc.
FAQSSO2.1
You won’t usually need to manually create PC records since, as described above, EVE will create PC records for you when a PC is used to run EVE for the first time. However, if you need to create a new PC record for any reason, you can do so in the Data section by clicking the PCs: New button. The form below is displayed:
FAQSSO2.2
You may sometimes want to edit existing PC record(s) to set specific parameters for it – e.g. to indicate there is a cash drawer attached to it, etc. Notice in the screenshot above, that there is a field to indicate which Store the PC is in. If you move a PC from one store to another, you can change the Store here.
Multiple Stores
EVE has an extremely flexible means of handling multiple stores. It can be configured to run in one of 3 ‘Views’:
1.Compound Store
2.This Store Only
3.Default Store
You can change which View is active by clicking on the Store View link at the bottom right of the main EVE screen. You will probably want to decide which View best suits your enterprise and stick with that View during day-to-day operation. Which View is active has no effect on the way that data is saved in EVE – i.e. the Store ID is written to new Customers, Invoices, POs, etc. regardless of which View is active. However, the View does have an effect on which data can be viewed later. You can set the Store View that each PC will use by default on the PC form – see above
Compound Store
When the Compound Store View is active, all data can be viewed at all stores regardless of which store it was entered at. E.g. if you enter a customer or an invoice, etc at Store 1 it can be viewed at Store 2 and Store 3.
This Store Only
When the This Store Only View is active, data can only be viewed if it was
entered at the store you are in – or more specifically, if it was entered at the same store that the PC you are using is in. An invoice entered at Store 1 is only visible later at Store 1.
Default Store
The Default Store View lets you define specifically which data is viewable at which store. There are 2 categories of data in EVE that are important when discussing Default Store.
1.Courses, Customers, Gift Cards, Gift Certificates, Invoices, Label Queue Entries, PCs, Purchase Orders, Quotes, Rental Bookings, Serial Numbers, Service Bookings, Special Orders, Tasks, Trips, Vouchers
2.Boats, Certifying Agencies, Clubs, Cost Centers, Course Types, Customer Types, Denominations, Destinations, Employees, Equipment Items, Hotels, Inventory Locations, Locations, Mailing Lists, Club Membership Types, Payment Methods, Profit Centers, Enquiry Sources, Special Interests, Stock Items, Stock Types, Suppliers and Tax Bands.
Category 2 Data
You have fine control over records that are in Category 2. For instance with Stock Types, you could indicate that Surf Boards and Kayaks are sold at Stores 1 and 2 but not at Store 3, while Regulators and Wet Suits are sold at all Stores, etc. Similarly, with Payment Methods, you could indicate that Cash is accepted at all Stores but Amex is only accepted at Stores 2 and 3, etc. When you open a Category 2, record you will see there is a Tab on the form called ‘Stores’ that contains a list of all Stores on the database. You can put a check mark next to each St ore at which the record is applicable.
FAQSSO2.3
If you prefer, you can approach this from the other angle and look at the Data2 Tab on the Store form – see below.
FAQSSO2.4
Category 1 Data
Data in Category 1 works slightly differently since it is not feasible, for instance, to define that Invoice #3423 is visible at store 1 but not store 2, etc while Invoice #3424 is visible at stores 2 and 3, etc. It would take too much time and effort. Instead, you can indicate, for instance, that all Invoices created at Store 1 can be viewed at Store 1 and Store 2 but not at Store 3. Or that all Courses entered at Store 1 can only be viewed at Store 1 but all Courses entered at Store 2 can be viewed at Stores 2 and 3, etc. Use the Data tab on the Store form to define your settings. In the diagram below, the Scubadoos Dive Academy St ore record has been opened. Courses created at Scubadoos can be viewed at all Stores, whilst Gift Cards and Gift Certificates created at Scubadoos can only be used at Scubadoos.
FAQSSO2.5
Go to Data / Cost Centres for entering information such as company number, tax number:
FAQSSO5.1
Go to Data / Stores for contact info, etc:
FAQSSO5.2
Open your Employee record in the Data module and then you’ll see an area as below:
FAQCourses19.1
Category: Courses

EVE Training Academy

As a new student to the EVE Academy, the following process will:

  • Enrol you into the Academy
  • Enrol you into your selected Course

If you have purchased a ‘discounted study coupon’, the following instructions will allow you to
pay for your course with the training token / coupon.
The next page shows you how. On the ‘Basket’ page instead of paying the full price of the
course:
1. Enter your Coupon code into the ‘Coupon code’ box.
2. Click the ‘Apply Coupon’ button.
3. Click the ‘Continue’ button.

 

 

Clicking the Continue button will place the coupon code into the payment section.
When you see your coupon code in place .
Click continue

 

 

Now you have paid your Academy fees.
Your next step as a new student, is to enrol into the Academy:
On the ‘Checkout’ page you need to create a login profile. You will need to enter your details in the ‘Enrolment Details’ section:
1. Enter your first name into the ‘First Name’ box.
2. Enter your last name into the ‘Last Name’ box.
3. Enter your email address (the email address associated with your ISSYS account’ into the ‘Email Address’ box.
4. Enter a password into the ‘Account password’ box.
Note: The details you enter will be used along with the email address entered above to login into your EVE Training account and access your EVE Training courses.
5. Click the ‘Continue’ button.

Letting you know – Your Enrolment is complete and you are booked into your course
You are now automatically logged into your EVE Training account.
On the ‘Order Received’ page you will see the course list that is included as part your EVE Course package.
On the ‘Order Received’ page you will see the course list that is included as part your EVE Course package. You are now automatically logged into your EVE Training account. To begin your training you need to click ‘My Courses’ in the menu bar at the top of this page

 

 

To begin your training you need to click ‘My Courses’ in the menu bar at the top of this page.
Doing so will bring you to the ‘My Courses’ Screen

 

 

On the ‘My Courses’ page you will see the course list that is included as part your EVE Course package.
Congratulations, you are ready to begin your EVE Learning.
Click on the first course title to start a course.
The following screen will list the Learning Outcomes (Objectives) of your first lesson

 

 

On the course page you will see a list of lessons contained within your course.
Click on the title of the first lesson to start your EVE Training.
Should you log out and need to log back into complete your training, will need to:
1. Click on the ‘My Courses’ URL – https://www.evesupport.com/my-courses/
2. Enter your Email address you used to create the EVE Training account (the same email address associated to your EVE Diving account)
3. Enter your EVE Training password
Good luck with your EVE Training and if you have any questions please contact support@evediving.com

These instructions apply to stores who already created an account on our Online Training Academy and need to redeem a new code

To redeem your coupon code, click on the shopping basket link in your email and

1) Enter the Coupon code into the “Coupon Code” box

2) Click the “Apply Coupon” button

3) Click the “Continue” button

 

 

On the ‘Checkout’ page, as a returning customer to EVE Training, you need to login by clicking on the ‘Returning customer?’ link underneath the ‘Checkout’ title.

This will then reveal boxes which you can use to login into your EVE Training account:
1. Enter your email address (the email address associated with your EVE Training and ISSYS account’ into the ‘Email Address’ box.
2. Enter your EVE Training password into the ‘Account password’ box.
3. Click the ‘Login’ button.

 

The ‘Checkout’ page now has your details completed for the ‘Enrollment Details’ section. Click the ‘Continue’ button.

On the ‘Order Received’ page you will see the course list that is included as part your ‘[[EVECourseID]]’ package.
You are now automatically logged into your EVE Training account.
To begin your training you need to click ‘My Courses’ in the menu bar at the top of this page.

 

 

On the ‘Order Received’ page you will see the course contents list that is included as part your new ‘[[EVECourseID]]’ package.
You are now automatically logged into your EVE Training account.
To begin your training you need to click ‘My Courses’ in the menu bar at the top of this page and then select the appropriate course(s) and lessons.
Good luck with your EVE Training and if you have any questions please contact support@evediving.com
The Team at EVE Diving

 

 

 

If you are not already logged in you will need to visit the EVE eLearning homepage to login
before you can access and use your EVE eLearning course.
On the EVE eLearning homepage (www.evewebnet.com/Evetraining):
1. Click the ‘LOGIN’ option in the main menu.

 

 

On the ‘My Courses’ login page you will need to enter your login details:
1. Enter your email address (the email address associated with your EVE Training and
ISSYS account’ into the ‘Email Address’ box.
2. Enter your EVE Training password into the ‘Account password’ box.
3. Click the ‘Login’ button.

You are now logged into the ‘My Courses’ page where you will be able to see all your ‘Active
Courses’ (these are courses you have purchased but not yet completed.
On the ‘Active Courses’ tab on the ‘My Courses’ page you will see a list of courses. To begin a
course (or to return to a course you have started but not yet completed) click on the course title.

 

 

On the course page you have chosen to start/complete you will see:
● A progress bar (showing how much of the course you have completed).
● A description of the course.
● The list of lessons within that course.
To begin/complete a lesson you will need to click on a lesson title.

 

 

Each lesson begins with a learning outcome which outlines the information you will be learning
and what skills you will have acquired by the end of the lesson.

 

The lesson is made up of text, screenshots and/or tutorial videos. To watch a tutorial video click
the play button (arrow icon).

 

 

 

Once you are confident with the information delivered in the lesson you will be able to complete
the lesson. At the bottom of the page you will see the ‘Complete Lesson’ button.

 

A grey message bar will appear and inform you that you have passed this lesson. On right
hand side you see a ‘Next Lesson’ link. Click this to be taken to the next lesson and repeat
these steps until you get to the last lesson of the course.

 

Once you have completed the last lesson a course, click the course title link at the bottom of the
lesson page to be taken back to the course overview page.

 

Back on the course page you will see that the course is complete and there is an option view
your course completion certificate. Click the ‘View Certificate’ button to view/print the course
completion certificate.

 

The course completion certificate can be printed or downloaded/saved.

 

At the bottom of the course overview page you have the option to click a button to go back to a
the previous course or click a button to go the next course.

 

 

If you wish to see an overview of all your active courses click the ‘My Courses’ option in the
main menu. You will see all the courses you have yet to complete on the ‘Active Courses’ tab.
To view you completed courses, click the ‘Completed Courses tab on the ‘My Courses’ page.

 

On the ‘Completed Courses’ tab you will see all the courses you have completed and you have
an option to view, download/save or print course completion certificates by clicking the
appropriate ‘View Certificate’ button.

 

Once you have finished a lesson or course and wish to logout for the session you will need to
click the ‘LOGOUT’ option in the main menu.

If you wish for your course completion certificates to be publicly viewed online by your
current/potential employer(s) you must login to the EVE eLearning website. Once you are
logged in you must click the ‘MY PROFILE’ option in the main menu.

 

On the my ‘My Profile’ page, you will need to check the ‘Allow my Certificates to be publicly
viewed’ box and then click the ‘Save’ button.

 

Your profile has been updated and you can now share your online completed course certificates
with your current/potential employer(s).

 

To send the links to your online course completion certificates click on the ‘Completed Courses’
tab (which can also be found on the ‘My Courses’ page).
On the ‘Completed Courses’ tab you will see your list of completed courses. To share an online
course completion certificate click on the appropriate ‘View Certificate’ button.

 

 

On the course completion certificate page you have the option to print or download/save the
certificate. To share the certificate online with your current/potential employer(s) you must copy
the URL in the address bar which can then be saved to a Curriculum Vitae (CV) document or
emailed.

 

 

 

 

 

EVE Websites

To embed a map of dive sites in your region, follow this simple procedure:

1)  Open this link to Google Maps. The link requires login to your Google account. We recommend using the same account used for your      website.

2) Click on Create New Map

 

3) Click on Untitled Map to assign a name to the map

4) Assign a name to the map. A description is optional

5) Click the Save button

 

6) The map must be public to be embedded on your website. To set the map public, click on +Share

7) Click on Change

8) Select On – Public on the web

9) Click Save

10) Click DONE

 

11) Use the Search box and zoom buttons to limit the map to your local area

 

12) Click on Add Marker

13) Drag the cursor to the position of your dive site

14) Assign a name to your dive site

15) Add a brief description of your dive site. You can also add a link to a web page on your EVE website

16) Click Save.

 

17) Repeat steps from 12 to 16 for each dive site in your map

18) Use the Edit button if you wish to edit the description of each dive site

 

19) Click on the Options button

20) Select Embed on my site

 

21) Copy the HTML code highlighted in blue

22) Open your EVE website, login to the CMS and open the webpage where you wish to add the map. Click on the HTML editor button

23) Paste the embed code in the HTML editor

24) Click Update

 

25) Save the webpage

 

Browse your website to the corresponding web page. Your map is now embedded to your website.

 

 

 

 

Category: EVE Websites

Follow this link to read instructions on how to flush DNS on various operating systems

Category: EVE Websites
In the Blog area of Components, click Manage Blog Image:
FAQWebsite1.1
That’s the area where you need to upload images to so you can access them in the blog articles
Category: EVE Websites
You go to the Components page of the CMS and then select Manage About Us:
FAQWebsite2.1
FAQWebsite2.2
Then click on Upload Images:
FAQWebsite2.3
You can then either upload images via the button below:
FAQWebsite2.4
Or use Windows Explorer to drag and drop the images you want into this folder.
Once those images are available you then go to the staff record and update as below:
FAQWebsite2.5
Category: EVE Websites
Go to the Home Page in the CMS and then drag up and down as you see fit:
FAQWebsite3.1
Category: EVE Websites
To add a PDF file to your site:
1. Login to your CMS
2. Go to the Assets tab
3. Browse to the folder where you wish to save your files
4. Create a new folder if necessary
5. Click on the upload files icon
FAQWebsite4.1
Right click on the file you just uploaded, and select Get Info
FAQWebsite4.2
The Get Info window will provide the link you can use in your webpage
FAQWebsite4.3
Category: EVE Websites
Within the CMS, go to Web Pages and then search for and open that page you want to Duplicate.
Scroll to the bottom of the first section of the page.
You will see the Duplicate Page button available for you.
FAQWebsite5.1
Category: EVE Websites

To edit the text displayed on a slide or add a mobile image or a video, please follow this procedure:

1)  Login to your website CMS and go to the Components Tab

2) Scroll down and click on Manage Slider

 

 

 

3) Click on the title of the slide you wish to modify

 

 

4) Enter a title for the slide

5) Select a colour scheme, compatible with your website template

6) Enter a caption title

7) Enter a caption title 2

8) Use the editor tools to apply formats

9) Type your text

10) Select a mobile image. Mobile images must be uploaded to Assets Manager > MobileSliderImg folder first

11) Enter the ID of a YouTube video

12) Enter a link target

13) Enter a link label

14) Update your slide

 

 

 

 

Category: EVE Websites
You edit tabs by going to the CMS and them the Components page.
Scroll down and select Manage Tabs.
Then, as below:
FAQWebsite6.1
And then:
FAQWebsite6.2
Category: EVE Websites

Your EVE website template stores your PADI store number. The information is used to generate your unique link to PADI eLearning.

To add the corresponding link to a course web page, please follow this procedure:

1) Login to your CMS, go to Web Pages

2) Open the web page where you wish to add the elearning link

3) Scroll down to Add Component on Page section

4) Switch the PADI OnLine course ON

5) Save new settings

 

 

6) Browse your website to the page you edited. A PADI eLearning component will be displayed

 

Category: EVE Websites
On the page you want as a child of another you make the selection as below:
FAQWebsite7.1
Category: EVE Websites
For use with your new website CMS and Reporting please be kind enough to set up a new Google account.
We will then use to increase the reporting functions on your new website.
You can set that up here:
https://accounts.google.com/signup
When you have done so, please let us have the details for that account –
email address and password – as we will need these to link that Google Analytics ac count to your new website.
We can assure you this information will never be shared by us with anyone but please, obviously, do make sure that the password you choose to create is not related in any way to any other passwords you may use for other reasons.
Category: EVE Websites

Purchases

For special one off pricing or bulk discounts change the unit price in the PO.
When those goods come in then EVE will track their cost as per the price on the PO and the PO delivery.
In the example below, you’ll see a special price of £33 for the Cyberskin suit from Oceanic – usual £36.85 – for an order of 6 suits.
FAQPurchases2.1
Whether you use LIFO or FIFO – I’d suggest FIFO for almost all cases – will determine the COGS on any sales.
For a buy five get one free, again the user should change the price in the PO, as below:
FAQPurchases2.2
Category: Purchases
The PO transfer element is the part you need you transfer stock between stores.
Go to the Purchases module.
Click Transfers / New and then select the From and To stores and Add Items, as below
FAQPurchases1.1
Category: Purchases

Rentals

How to Set Up Rental Sizes and Prices
This video shows how to set up rental sizes and prizes:
http://www.youtube.com/watch?v=CuATto5dlmQ
How to Set Up a Customer Rental Profile
This video shows how to set up a customer rental profile:
http://www.youtube.com/watch?v=0a-Bn4mbsdY
How to Set Up a Rental Booking
This video shows how to set up a rental booking:
http://www.youtube.com/watch?v=qyF4bWgnUJ0
How to Set Up a Rental Booking Print Layout
This video shows how to set up a rental booking print layout
http://www.youtube.com/watch?v=BhheaXSi0Ug
How to Send a Rental Booking to an Invoice
This video shows how to send a rental booking to an invoice:
http://www.youtube.com/watch?v=soiGFBf4jGE
How to Create a Rental Package Sale Item
This video shows how to create a rental package sale:
http://www.youtube.com/watch?v=UDr9YKLT9d4
How to Gain an Overview of Your Equipment Rental
This video shows how to gain an overview of your equipment rental:
http://www.youtube.com/watch?v=2×6-0WfOlnk
Category: Rentals
Go to Data / Equipment Items / Find and Search for all of your rental equipment.
Select All of the results and then right click on those results and Export to Excel, as below
FAQRentals2.1
You might wish to deselect some of the Data Types that you can export such as Exchange Rate but you’ll definitely want those such as Description, Stock Type and Net Worth:
FAQRentals2.2
The, in Excel, sum the values that appear in the Net Worth column and you’ll have your rental equipment value.
To ensure correct valuation be sure that you have a value in the Net Worth field of each rental equipment item:
FAQRentals2.3
Category: Rentals
Making rental bookings from the trip
1/ highlight the customer(s) in question
Click the New Rental Booking option
FAQRentals4.1
If you’ll have already made the profile for the customer you can then use the Profile button in the rental booking to create the rental booking.
Category: Rentals
Go to the layout in Tools / Print Layouts
Then right click on the main blurb of the Rental Agreement:
FAQRentals3.1
Select Edit Text.
Enter the new wording you want in the box that will open up.
FAQRentals3.2
Note the merge fields for DiveCenter and Customer – these should be kept if you want EVE to populate the agreement with those details automatically.
Category: Rentals
First thing is to set up those late return fees on the Stock type form as below:
FAQRentals5.1
When checking in the late items you’ll be prompted.
You’ll need to enter the number of days penalty charge that you want to apply, as below:
FAQRentals5.2
EVE will then automatically create a “Late Return Penalty” rental booking that you can add to a sale by calling up the customer and looking under the Equipment Rental stock type:
FAQRentals5.3
Category: Rentals

Reports

Click File from the top menu.
Then choose End of Day Tasks
Then Re-Run Closing Reports
Choose the reports you need to re-run
FAQReports2.1
Category: Reports
How to Access Reports Under the File Menu
This video shows how to access reports under the file menu:
http://www.youtube.com/watch?v=GICnTvp2s98
How to Use the Sales Search Wizard – Invoices
This video shows how to use the sales search wizard with regard to invoices:
http://www.youtube.com/watch?v=khgUcNZ7uD
How to Use the Sales Reports under the File Menu
This video shows how to use the sales reports under the file menu:
http://www.youtube.com/watch?v=3NRdJCK7OjI
How to Use the Sales Search Wizard – Payments
This video shows how to use the sales search wizard with regard to payments:
http://www.youtube.com/watch?v=7Ju4Yw2_imo
How to Use the Purchases Search Wizard
This video shows how to use the purchases search wizard:
http://www.youtube.com/watch?v=2HUmiikyVhw
How to Use the Courses and Customers Reports Under
the File Menu
This video shows how to use the Courses and Customers Reports under the file menu:
http://www.youtube.com/watch?v=iBrx6D3jyjU
How to Use Charts
This video shows how to use charts in EVE:
http://www.youtube.com/watch?v=AQvLruWn8KM
AQvLruWn8KM
How to use the Rentals and Services Reports Under the File Menu
This video shows how to use the rentals and services reports under the file menu:
http://www.youtube.com/watch?v=n6OskSH5Cfg
Category: Reports
1/ Gift Cards
Go to sales and then click Gift Cards / Find
Details will show as below:
FAQReports3.1
2/ Gift Certs – again in Sales and:
FAQReports3.2
3/ Multi-sale items – go to the Administrator user interface and then as below:
FAQReports3.3
Category: Reports

Sales

Notes at the bottom of the receipt layout – by default – are these 3 types of notes:
FAQSales6.1
They appear there from the info written:
a/ on any specific invoice:
FAQSales6.2
b/ on the Payment Method form in Data / Payment Methods
FAQSales6.3
c/ on any stock type form in Inventory / Stock Types:
FAQSales6.4
Category: Sales
First, a discountable Customer Type of Club Member should be set up.
Go to Data / Customer Types / Find to do this and place a check in the Discountable? box:
FAQSales7.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Then, click on the Discounts tab, then Add, then select which Stock Types and which Discount Band you wish to apply:
FAQSales7.2
Customers of that type will then automatically receive a discount of the specified amount when they purchase any of those items from you.
To create Discount Bands in general, go to Inventory / Discount Bands / New and then create the appropriate discount:
FAQSales7.3
The formulae are based on RP meaning Retail Price or TP meaning Trade Price.
Theses should be surrounded by square brackets – [ ] – and then the appropriate percentage added or subtracted.
For those items in Packages, you can either just not select Packages as a stock type that bears a discount… if you have packages in a separate stock type.
If not, you’ll need to go to each of the package stock items and manually set the price to the same as the standard retail price:
FAQSales7.4
Category: Sales
EVE supports cash drawers that:
• have a Serial interface, or
• have an OPOS (OLE for Point of Sale) driver, or
• can be opened using a ‘Pass Through’ command from the printer, or
• Microsoft POS for .Net
1/ You can select the Open Cash Drawer box in the payment methods that you want to result in the drawe r opening in Data / Payment Methods as below:
FAQSales5.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
2/ Go to Tools / Options / This PC from the top menu in EVE and check settings.
The default settings are as below for a Serial connection:
FAQSales5.2
3/ There is an additional feature for Pass-Thru Drawers – see below:
FAQSales5.3
4/ And further information on this topic is also below:
FAQSales5.4
5/ Some people use Logic Controls cash drawers – www.logiccontrols.com
Category: Sales
Use the Sales Search Wizard for this.
On the Customers tab of that search wizard, start by selecting the customers as below:
FAQSales4.1
When you click that Add Course Customers button you can then select the customers on the courses, as in the example below:
FAQSales4.2
And:
FAQSales4.3
Select All of those results and Add them to the search.
Ensure you have this setting on the Payments / Items tab of the Sales Search Wizard:
FAQSales4.4
Results will include:
FAQSales4.5
Category: Sales

To add a Payment Method to the Cool Bar, please follow this procedure:

  1. Click Payments in the Cool Bar
  2. Right click on a blank area of the Cool Bar
  3. Click Add
  4. Click on the Payment Method you wish to add to the Cool Bar
  5. Click OK to save settings

Category: Sales

Cayan provide 2 payment systems that can be used in EVE: Genius and Transport WEB. Genius uses a physical credit card device so your customers can swipe/insert/touch their credit card. Transport WEB is for card-not-present (phone) transactions so you can type the credit card details.

 

As a first step, please make sure you have properly setup the corresponding options, as outlined in the instructions.

Then, verify whether your EVE setup already includes a payment method with the following settings or create a new one:

  1. Open EVE and click Data
  2. Go to Payment Methods and click Find
  3. If you need to create a new payment method, click New
  4. Type your payment method name. We recommend a generic Credit Card name, as both Genius and Transport Web can process different card types
  5. Check the Credit/Debit card box
  6. Check the Show Card Details Prompt box
  7. Check the Allow Credit Card Transmission box. These 3 boxes must be checked
  8. Save the settings

 

At the point of sale, after you have added all the stock items to the invoice, to take a payment using Genius/TransportWeb,

  1. Click on Payments
  2. Click on Credit Card
  3. By default, Genius will be selected. You can choose your preferred method. Use TransportWeb if the card is not present (e.g. you are processing a transaction over the phone).If you choose Transport Web, then form A
  4. Click Continue. If you have select TransportWeb, then form A will be displayed

 

 

 

Category: Sales

To setup payment methods in the Sales coolbar, please proceed as follows:

1) Click Payment in the Cool Bar

2) Right click on blank area of the Cool Bar

3) Click Configure

4) Click on the Payment Method you wish to setup

A) Click Remove to remove the Payment Method from the Cool Bar

B) Click Up to shift the Payment Method up in the list

C) Click Down to shift the Payment Method down in the list

5) Click OK to save new settings

Payment methods removed from the Cool Bar are still available to collect payment, but will no longer be listed in the Cool Bar.

 

Category: Sales
Go the the invoice and highlight the line with the stock item you need to create the order for.
Choose the Options button at the bottom left of the screen:
FAQSales8.1
Then select as below:
FAQSales8.2
Category: Sales
Open the print layout you’re using and set as below:
FAQSales9.1
Category: Sales
If you want to search for customers who bought a particular item then use the sales search wizard – accessed from File / Wizards on the top menu.
For example:FAQSales10.1
Then:
FAQSales10.2
You can then send a message to these customers by Export MailChimp as you would on the customer search wizard.
Category: Sales
You can send any customer their account statement either from their account record in their customer folder:
FAQSales11.1
or by selecting the customer under File / Reports / Sales.
Category: Sales
Different methods are required when setting Sale prices in the physical store and the online store in EVE
For the physical store:
First, create a new Customer Type called e.g. Store Sale – see screenshot below
FAQSales1.1
Then, you can set Store Sale prices for all Stock Items that you want in the Sale.
FAQSales1.2
You can activate those Sale prices by clicking Tools then Options then All PCs. Click Sales and set the Store Sale options.
FAQSales1.3
For more information on setting those discount bands see here:
How to Set Up Discount Bands
This video shows how to set up discount bands:
http://www.youtube.com/watch?v=reiZtlnifrI
How to Set Up Different Discount Levels for Different Customer Types
This video shows how to set up different discount levels for different customer types:
http://www.youtube.com/watch?v=b6FbBLHyYBU
For the online store
First step is to create a Customer Type called, say, Online.
Then, go to File / Wizards / Pricing Wizard from the top menu and choose the ‘generate retail prices’ option and then select as below:
FAQSales1.4
In this example all Online prices would be 5% less than your standard Retail prices.
Lastly, make sure that you’ve set the online store prices to use that OnLine price / customer type. You do that in the online store record in the Data module:
FAQSales1.5
Category: Sales

To setup a Genius/TransportWeb credit card payment, please follow this procedure:

 

1) Open EVE and click Tools

2) Select Options

3) Click “All PCs” if you want the same credit card account to be used on all PCs running EVE. Click “This PC Only” if you want to use just the active PC.”

4) Select the Point of Sale tab

5) Select the Credit Cards tab

6) Select either Genius or TransportWeb. Once you setup either system, settings will also apply to the other system

7) Enter your Merchant Name

8) Enter your Merchant Key

9) Enter Merchant Site ID. Please make sure Merchant Key and Merchant Site ID are not swapped by mistake, else login will fail

10) Enter your device local IP address. Cayan tech support will help you retrieve your device local IP address when you receive the device

11) Click OK

 

 

As a second step, please make sure you have properly setup your payment methods, as outlined in the instructions

 

 

Category: Sales
Use the Sales Search Wizard for this.
On the Customers tab of that search wizard, start by selecting the customers as below:
FAQSales2.1
When you click that Add Course Customers button you can then select the customers on the courses, as in the example below:
FAQSales2.2
And:
FAQSales2.3
Select All of those results and Add them to the search.
Ensure you have this setting on the Payments / Items tab of the Sales Search Wizard:
FAQSales2.4
Results will include:
FAQSales2.5
Category: Sales
What are Cost/Profit Centres and Stock Types/Items?
This video shows what a cost/profit centres and stock types/items are:
http://www.youtube.com/watch?v=nuO-XZcxa_o
Category: Sales

Servicing

To change a service period, please follow this procedure:

  1. Go to the Inventory module
  2. Go to  Stock Types and click on Find
  3. Select the Stock Type you wish to modify
  4. Click Open
  5. Select the General Tab
  6. Make sure the For Service box is checked
  7. Set the service period in months
  8. Save the changes

The procedure needs to be repeated for each Stock Type where you wish to modify the service period.

 

Category: Servicing
First, go to the User Interface button towards the top right of the screen and select the Administrator UI Config
FAQService1.1
Next, click the + next to Services and then highlight Ongoing Work Orders
FAQService1.2
On the right of the screen you will then see a full list of all outstanding Work Orders.
FAQService1.3
Category: Servicing

Setup, Settings and Options

1. How to Set Up Email Options
This video shows how to set up email options:
http://youtu.be/bUd8T6ucSGg
2. How to Use the Customer Options
This video shows how to use the customer options:
http://www.youtube.com/watch?v=ec8GgAVpdJE
3. How to Use the Courses Options
This video shows how to use the courses options:
http://www.youtube.com/watch?v=WQvy97w3Xd4
4. How to Set up the Sales Options
This video shows how set up the sales options:
http://www.youtube.com/watch?v=cFDoJdjPYl8
5. How to Use the Rentals and Servicing Option
This video shows how use the rentals and servicing options:
http://www.youtube.com/watch?v=42w7VyulOcM
6. How to Use the Trips Options
This video shows how to use the trips options:
http://www.youtube.com/watch?v=Al2ZFFBJTe8
There is a certain amount on customisability of these font sizes.
Go to the UI button at the top right of the screen in EVE and open the user interface you use.
Then, on the resulting User Interface form, go to the Options tab and you’ll see as below where you can adjust sizes
FAQSSO4.1
Might be wise to take a screenshot of the settings as they are now before you start doing too many alterations so you can always revert to these.
Go to Tools / Options / This PC Only from the top menu.
Then go the EVE tab of those options.
Then set as below:
FAQSSO1.1

This video will guide you through the process:

This video shows how to set up email options:
http://youtu.be/bUd8T6ucSGg

To check what EVE version is currently running in your setup, please follow this simple procedure:

  1. Open EVE and click Help
  2. Click About
  3. Verify EVE version number
  4. Verify EVE build number
  5. Click Close to close the window and return to normal operation

To find out what the latest version of EVE is, please login to our website or contact us

 

 

Each PC that you run EVE on is associated with a Store. When you install EVE, one Store record and one PC record is automatically created on the EVE database and the PC is linked to the Store. You will have entered information about the Store on the Welcome screen when EVE was first run. EVE gathers information about the PC – i.e. the name of the PC – at the same time and creates the PC record for you. When you use subsequent PCs to run EVE on a network, if you have one, EVE automatically creates a PC record for each and each is automatically linked by EVE to the same Store record. Each Store record and each PC record (in fact practically every record) in EVE has a number, automatically assigned by EVE, that uniquely identifies it and that will not change for the lifetime of the record.I.e. the initial Store record has an ID value of 1. The initial PC record also has an ID value of 1, th e second has an ID value of 2, etc. Each time EVE starts, it examines the PC it is running on to find the name of the PC. Once it has that, it knows which Store it is linked to. During day-to-day data entry, whenever a Customer or an Invoice or a PO, etc is created, the Store ID of the PC on which it was entered is written to the Customer/Invoice/ PO/etc. This doesn’t affect you if you only have one Store, but is important as multiple stores are added to the database. I.e. it means that later, you can run reports or searches to find which information was entered at which store – for instance, you can run your Closing reports at the end of day to show items sold and payments taken, etc. at each store. It also means that you can keep inventory levels separate for each store, and can assign Employees to work at particular store(s), etc. You can create multiple Store records in the Data section by clicking the Stores: New button. It usually only makes sense to do this if your EVE database is located on a central server that is accessible over the Internet from multiple locations. The form below is displayed so you can enter information about the store, including address, phone number(s), etc.
FAQSSO2.1
You won’t usually need to manually create PC records since, as described above, EVE will create PC records for you when a PC is used to run EVE for the first time. However, if you need to create a new PC record for any reason, you can do so in the Data section by clicking the PCs: New button. The form below is displayed:
FAQSSO2.2
You may sometimes want to edit existing PC record(s) to set specific parameters for it – e.g. to indicate there is a cash drawer attached to it, etc. Notice in the screenshot above, that there is a field to indicate which Store the PC is in. If you move a PC from one store to another, you can change the Store here.
Multiple Stores
EVE has an extremely flexible means of handling multiple stores. It can be configured to run in one of 3 ‘Views’:
1.Compound Store
2.This Store Only
3.Default Store
You can change which View is active by clicking on the Store View link at the bottom right of the main EVE screen. You will probably want to decide which View best suits your enterprise and stick with that View during day-to-day operation. Which View is active has no effect on the way that data is saved in EVE – i.e. the Store ID is written to new Customers, Invoices, POs, etc. regardless of which View is active. However, the View does have an effect on which data can be viewed later. You can set the Store View that each PC will use by default on the PC form – see above
Compound Store
When the Compound Store View is active, all data can be viewed at all stores regardless of which store it was entered at. E.g. if you enter a customer or an invoice, etc at Store 1 it can be viewed at Store 2 and Store 3.
This Store Only
When the This Store Only View is active, data can only be viewed if it was
entered at the store you are in – or more specifically, if it was entered at the same store that the PC you are using is in. An invoice entered at Store 1 is only visible later at Store 1.
Default Store
The Default Store View lets you define specifically which data is viewable at which store. There are 2 categories of data in EVE that are important when discussing Default Store.
1.Courses, Customers, Gift Cards, Gift Certificates, Invoices, Label Queue Entries, PCs, Purchase Orders, Quotes, Rental Bookings, Serial Numbers, Service Bookings, Special Orders, Tasks, Trips, Vouchers
2.Boats, Certifying Agencies, Clubs, Cost Centers, Course Types, Customer Types, Denominations, Destinations, Employees, Equipment Items, Hotels, Inventory Locations, Locations, Mailing Lists, Club Membership Types, Payment Methods, Profit Centers, Enquiry Sources, Special Interests, Stock Items, Stock Types, Suppliers and Tax Bands.
Category 2 Data
You have fine control over records that are in Category 2. For instance with Stock Types, you could indicate that Surf Boards and Kayaks are sold at Stores 1 and 2 but not at Store 3, while Regulators and Wet Suits are sold at all Stores, etc. Similarly, with Payment Methods, you could indicate that Cash is accepted at all Stores but Amex is only accepted at Stores 2 and 3, etc. When you open a Category 2, record you will see there is a Tab on the form called ‘Stores’ that contains a list of all Stores on the database. You can put a check mark next to each St ore at which the record is applicable.
FAQSSO2.3
If you prefer, you can approach this from the other angle and look at the Data2 Tab on the Store form – see below.
FAQSSO2.4
Category 1 Data
Data in Category 1 works slightly differently since it is not feasible, for instance, to define that Invoice #3423 is visible at store 1 but not store 2, etc while Invoice #3424 is visible at stores 2 and 3, etc. It would take too much time and effort. Instead, you can indicate, for instance, that all Invoices created at Store 1 can be viewed at Store 1 and Store 2 but not at Store 3. Or that all Courses entered at Store 1 can only be viewed at Store 1 but all Courses entered at Store 2 can be viewed at Stores 2 and 3, etc. Use the Data tab on the Store form to define your settings. In the diagram below, the Scubadoos Dive Academy St ore record has been opened. Courses created at Scubadoos can be viewed at all Stores, whilst Gift Cards and Gift Certificates created at Scubadoos can only be used at Scubadoos.
FAQSSO2.5
Go to Data / Cost Centres for entering information such as company number, tax number:
FAQSSO5.1
Go to Data / Stores for contact info, etc:
FAQSSO5.2

Stock & Inventory

In your inventory, you may have stock items that belong to the same stock type and are different only for the colour or the size.

These stock items can share the same description or image. To copy the image or description from the parent stock item to the children, follow the procedure outline below.

You will first assign a description to the Parent stock item

1) Launch EVE and click Inventory

2) Go to the Stock Item and click Find

3) Complete a Stock Item Search, by Stock Type and Manufacturer.

4) Double click on the Parent stock item

5) Click on the EVE OnLine tab

6) Click on the Product Details tab

7) Enter the Parent stock item description

8) Save the record

 

 

9) Stay in the EVE OnLine tab and click the Links Tab

10 ) Select the record for each child item you wish to update and right click on the selection

11) Click on Copy Parent’s note to children ( or copy parent’s image to children if you wish to copy the image)

12) Click OK

 

 

 

How to Create a Simple Equipment Package Sale
This video shows how to create a simple equipment package for sale:
http://www.youtube.com/watch?v=gF4D5iFv4Ec
How to create a flexible package of stock items forsale (Equipment)
This video shows how to create a flexible package of stock items for sale(equipment):
http://www.youtube.com/watch?v=xWnm0Gq77wM
2 stock items should be created.
One (the pack or multiple) for use with Purchases.
One (the individual) for Sale
Taking a length of rope as an example:-
So, first should be the full roll of rope at whatever length you might buy it in.
This should be marked on the Stock Levels tab as For PO:
FAQStockInv7.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
And should be the one used to order the rope.
The second should be the rope in the smallest increment they sell it in, whether ½ metre or 1 metre, say.
This should be marked as Maintain Stock Level but not For PO:
FAQStockInv7.2
Flow is as follows:
1/ Order full roll of rope
2/ Check in rope when it arrives.
3/ Manually decrement the full roll by the number ordered. So, if ordered 2 rolls reduce no. in stock of full rolls by 2.
4/ Manually increment no. in stock of partial (e.g. ½ metre rope) stock item by whatever, in this example, is the length of 2 rolls of rope.
5/ Sell the ½ metre stock item to customers. Clearly, if the customer wants 20 metres, you sell 40 of this stock item.
6/ EVE will track sales of this stock item. When this ½ metre stock item reaches low level, reorder the full stock item and repeat the process.
(For profit and COGS sold report, the ½ metre stock item should have a cost price entered of whatever is the fraction of the overall cost that is the ½ metre proportion.)
The best way to do a stock take is to go to Inventory and then select Inventory Count from the power bar at the bottom of the screen.
FAQStockInv3.1
Then select the combination of supplier and stock type that you wish to count first and then select Finish.
Enter the new number in stock of the items
FAQStockInv3.2
Selecting OK from the bottom of the screen when you have counted, say, all the fins in stock, will write these records back to each item on the database.
You’ll be able to import from Excel into EVE by using the Excel import templates that are provided within the program. Using Customers as an example to serve for all: You can access these by going to, from the top menu in EVE, File / Import and then select Import from Excel and click Import
FAQStockInv1.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here
Highlighting Customers and then clicking the Show Template button
FAQStockInv1.2
Will open Excel and that template.
These templates are, by default, contained within C:\Program Files\Integrated ScubaSystems\EVE\Import The key on the import is the structure of the Excel file – please do not change the titles of
the columns.
Mandatory data fields have red column titles – optional are coloured black.
FAQStockInv1.3
Once your existing data is in the correct format you can then select the
Save As option and name the file as you wish.
Please note: we recommend you take a backup of your EVE database prior to import.
You can then import your data by going, again, to File / Import
from the top menu and then Import from Excel again and then highlight the data type – Customers, Suppliers etc. – and then select Import
FAQStockInv1.4
By default this will open the Import folder previously mentioned though you can, of course, navigate to any other location where you have saved your Excel files.
You’ll find the process relatively simple.
You can download a video outlining the process at http://eve.issys.co.uk/files/EVE5Tutorials/EVE5-SimpleImport.exe
Pressing the Space Bar on your keyboard will stop and restart the video for you.
You can import stock and inventory data from Microsoft Excel into EVE.
From the top menu in EVE go to File / Import then check the Import from Excel box and click on Import where you will then see:
FAQStockInv2.1
You must ensure that the data in your Microsoft Excel spreadsheet is in the correct format before attempting to import it. A Microsoft Excel template (containing some example data) for is provided in the EVE import folder (C:\Program files\Integrated Scuba Systems\Import). You can view the template by clicking the Show Template button. The first row of each template contains column headers. Your file does not need to include all columns listed in the template. However, if your file does include a listed column, the column header in your file must exactly match the column header in the template (for example, your column containing the item description must have the text ‘Description’ in the first row).Columns in your file do not need to be in the same position as in the template. Before importing, EVE scans your file and locates the positions of each column based on the text in the f irst row. Some columns are mandatory and these columns are identified with a red header name. These are:
Description
StockNo
Manufacturer
StockType
Any row containing data in these columns will be im ported into EVE, regardless of whether there is any data in any of the other columns. Each row (after the header row) in your Microsoft Excel spreadsheet corresponds to one record to be imported. Each column in your Microso ft Excel spreadsheet corresponds to one attribute of the record (for example,Description, Manufacturer etc.). EVE will continue to import data until it encounters 10 consecutive blank rows. This means you can have a few blank rows in your file and EVE will just skip those rows and continue.
Once it has successfully imported a row, EVE writes an X to the first column of that row. This is so that if the import process is interrupted, it can be resumed at a later date from where it left off. All rows containing an X in the first column are skipped so the same data is not imported more than once. Be careful to ensure that the first column is blank before you start the process. It does not matter what the column header is. Column A therefore should be blank in the data file. The level of additional detail displayed may be decided by the Manufacturer in the case of those price lists supplied directly by the Manufacturer. Please ensure that you have the correct Cost Price Level indicated in EVE for any supplier prior to import. You’ll find this area in Inventory / Suppliers / Find and then
Search for the relevant supplier
Then go to the Details tab of the supplier record and enter the Cost Price Level – whether 1,2,3, etc. as appropriate. The Cost Price Level that you wish EVE to use by default should be set to the same as the appropriate Cost Price Level in the spreadsheet.
EVE allocates the Purchase Tax Band at the Stock Type level. You may wish to check that the Stock Types you have in EVE are associated with the correct Tax Band prior to Import. You can find this area in Inventory / Stock Types / Find and then Search for the appropriate stock type(s).
Handling Duplicates
You may encounter duplicates when importing data. Some types of data in EVE require that each record has one or more unique fields. For example, Stock Items must have a unique stock number and a unique barcode number – the stock number of an item must be different than the stock number of all other items and the barcode number must be different than the barcode number of all other items. If you try to import a record into EVE that would violate the uniqueness requirements, EVE will prompt you how you want to continue. In the figure below, a stock item record is being imported that has the same stock number as an existing item. You must tell EVE how to continue by choosing an option in the action section and optionally changing the value in one or more of the white fields. You can scroll down to see all fields on the original and import row.
FAQStockInv2.2
Click Overwrite if you want to overwrite the existing record with data on the import record. You must decide what you want to happen if there is no data in a particular column on the import row. You can choose to update the corresponding column on the existing record to be blank or you can choose to leave the existing column alone.
The decision you make may depend on the circumstances: for instance, if you are importing a supplier stock list to update prices on Stock Items from that supplier, you will probably leave the No In Stock column blank on all rows in the import file. In this case you will not want to update the No In Stock on all existing records as this would wipe out all your stock levels.
Not all columns have the option of being handled th is way. For instance, columns that are mandatory can never have a blank value on the import record. EVE will put an icon next to column names for which this handling is valid beneath the query symbol. By default, the icon will be implying that the existing value will be left unchanged if the import value is blank. Click on the tick to change it if you want the existing value to be blanked out if the import value is blank.
When doing a stock item import it is possible that the record being imported has the same Stock No as one existing record and the same Barcode No as a different existing record. In this case, EVE will report that duplication errors have occurred on both stock # and barcode # and it will present both existing records to you as well as the import record (there will be two icons next to the existing item text showing a one and a two. Click on each icon to show the corresponding existing record). Be carefu l when handling this case – you will need to choose carefully whether you want to update the existing record(s) and/or the import record before resolving the duplicates.
Click Retry if you want to instruct EVE to try again to import the same record. There is no point in doing this unless you have made a change to the data in one of the white text boxes of the import item. For example, you could change the stock # so that it is no longer the same as any existing stock #s.
Click New if you want to instruct EVE to create a new record. Again, there is no point in doing this unless you have made a change to the data in one of the white text boxes of the import item – otherwise you will simply get another duplication error.
Click Abort to abandon the import process. All data already i mported will remain on the database.
Barcode scanners must be keyboard wedge scanners in design – i.e. it simulates the action of entering data via a keyboard – though connection, can, of course, be vi a USB port or wirelessly.
If possible, we recommend purchasing a scanner that can be programmed with an F9 prefix (i.e. when you scan a barcode, an F9 is appended to the start of the barcode information before it is sent to EVE) – as then EVE will set focus to the Barcode field on the Invoice automatic ally.
Metrologic Voyager scanners – principally the MS9520/40 VoyagerCG – are used by many centres. You can see more on these at www.metrologic.com
To synchronize all retail prices across multiple cost centers you need to use the Pricing Wizard.
Want to do all prices, go to File / Wizards / Pricing Wizard.
Want to first select items to update, then select them in Stock Item search grid, then select all, right click and select Update Multiple Retail Prices:
FAQStockInv8.1
If intending to use a dedicated barcode printer (recommended), the barcode printer we’d recommend would be a Zebra GX 420 t – see www.zebra.com or http://www.nationalbarcode.com/catalog/zebra/gx420t.htm
To configure the Zebra Printer go to Tools / Options / All PCs from the top menu in EVE and then click the Labels  tab.
a/ select the Print Immediately option, and
b/ then click on to the EPL Label Layout(s) button.
FAQStockInv5.1
Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
If you have different labels or wish to move things around then you can edit the settings as you see fit.
You’ll then need to test the resulting labels you print with your scanner.
For printing the labels please remember to use the EPL printer option.
Printing
Once the Print labels immediately… box is checked:
FAQStockInv5.2
The method for printing is as follows:
Go to Inventory / Stock Items / Find and then enter the search criteria you want.
Right click on any item in the results and select Print Label(s)
FAQStockInv5.3
Click on the EPL Printer tab
FAQStockInv5.4
EVE will, by default, print the same number of labels as items that you have in stock.
Highlight the item, right click and select View Store Stock Levels:
FAQStockInv9.1

Trips

How to Set Up Boats and Destinations
This video shows how to set up boats and destinations:
http://www.youtube.com/watch?v=-hOzWrrsIno
How to Create Trips and Day Trips
This video shows how to create trips and day trips:
http://www.youtube.com/watch?v=rj3Q_9s4m3s
How to Set Up a Stock Item to Sell a Trip
This video shows how to set up a stock item to sell a trip:
http://www.youtube.com/watch?v=yqKttuv8p-
Category: Trips
Best thing to do is to add in the Customers that Owe column to the Trip Search box – see below:
FAQTrips2.1
To do that, go to the Options button on that search grid (the crossed hammer and wrench) and choose Customize Columns.
Then add the Customer who Owe column.
Category: Trips
Adding someone to a trip within the trip itself will not generate a sale unless you have the option below marked on the Trips tab under Tools / options / All PCs:
FAQTrips3.1
You can, of course, add people to a trip and not generate a sale by not having that “show booking wizard…” box checked. Do bear in mind that that will not create a sale or report revenue in the sales area.
Once that box is checked you can either book someone on a trip (and generate a sale) either through the sales module or the trips module.
Stock Items for trips
To ensure that EVE prompts you to create a stock item when you create a Trip or Day Trip, please go to Tools / Options / All PCs and then click on the Trips tab and select as below:
FAQTrips3.2
When a stock item is assigned to sell a trip it sells that specific trip unless you choose to mark the stock item as being applicable to all trips at a boat or a destination.
Look at the stock item you’ve created and go to the Links tab is as below:
FAQTrips3.3
With all of boat, destination and trip complete with details.
Removing information from the Trip field will allow you to use this stock item for all trips on that boat and to that destination.
Removing info from both the trip field and the destination field will allow you to use the stock item to sell all trips on that boat.
Removing info from both the trip and boat fields will allow you to use the stock item to sell all trips to that destination.
Category: Trips
Next thing is the Trip Requirements packing list:
1/ go to the trip in question and click the print icon
2/ you can then choose either the Trip Requirements (Customer) or Trip Requirements (Type) report as you need:
FAQTrips5.1
Category: Trips
First thing to cover here is the use of the Trip Requirements area.
1/ Those elements on the Requirements tab of the Trip Booking Wizard come from what you have marked on the Stock Type form:
FAQTrips6.1
So, go to all the relevant stock types in Inventory / Stock Types and check / uncheck the Trip Requirement box as appropriate.
And the sizes you have entered on the Sizes tab will be those displayed on the Requirements form.
2/ As you add the customer using the Booking Wizard, the Profile populates
the Trip Requirements automatically.
3/ In summary, if you have set up a Profile on the Customer record as below…
FAQTrips6.2
…that Profile will default onto the Trip Requirements section of the booking wizard when a Trip/Day Trip is sold – see below
FAQTrips6.3
…provided your Stock Types are marked as both ‘For Rental Profile’ and ‘Trip Requirement
FAQTrips6.4
Category: Trips
If you have set up a Profile on the Customer record as below…
FAQTrips4.1
…that Profile will default onto the Trip Requirements section of the booking wizard when a Trip/DayTrip is sold – see below
FAQTrips4.2
…provided your Stock Types are marked as both ‘For Rental Profile’ and ‘Trip Requirement’
FAQTrips4.3
Category: Trips

Troubleshooting

1) Go to the Search the Web and Browser box in the bottom left hand corner of your screen and type Component Services, or as much of it as is needed until it appears in the selection box above.
2) Click on Component Services
FAQTroubleshooting1.1
3) Make sure that SQL Server EVE and SQL Server Browser are both running.
FAQTroubleshooting1.2
4) Reboot PC and go back to this area to check these settings have been retained.
5)Then open EVE and check you can connect to the database.
Category: Troubleshooting
Please go into the following folder:
C:\Program Files (x86)\EVE Serverr 5.10.0 Setup files
and double click on EveDB Setup Launcher – see screenshot below.
FAQTroubleshooting2.1
Category: Troubleshooting
Go to the following folder in My Computer : C:\Program Files (x86)\Integrated Scuba Systems\EVE
(Note: if you don’t have a folder called C:\Program Files (x86), substitute
C:\Program Files in the above).
In that folder, take a copy of the EVEMain.cfg file and keep it safe.
Then, right click on EVEMain.cfg and click Open With -> Notepad
Delete the line that starts:
i.e. the file should look like the partial screenshot below.
The important thing about the new line is that it contains the following clause:
;Connection Timeout=60
That tells EVE to try to connect to the database for 60 seconds before giving up. Note: without that clause, EVE tries for 15 seconds before giving up and that should be ample in most cases so, if no joy wit this, you need to go back to whoever is providing your connectivity. But let’s try the above first and see if that resolves the issue.
FAQTroubleshooting3.1
Category: Troubleshooting

You can backup from the EVE DB Utilities program.

FAQTroubleshooting4.1

Then:

FAQTroubleshooting4.2

Then:

FAQTroubleshooting4.3

Then:

FAQTroubleshooting4.4

You must do this on the PC holding the database.
Then you can copy that .BAK file to an external hard drive, for instance, for safe-keeping.
Category: Troubleshooting
On the server computer, click Start | All Programs | Microsoft SQL Server 2008 R2 | Configuration Tools | SQL Server Configuration Manager
Expand the SQL Server Network Configuration (32bit) section and click on Protocols for EVE.
If you don’t see Protocols for EVE, expand the SQL Server Network Configuration section and look there.
Make sure Named Pipes and TCP/IP are both marked as Enabled. If they’re not, right click on them and then Enable.
Right click on TCP/IP and click Properties Click on the IP Addresses tab and scroll down the list to the bottom.
In the IPAll section, remove the value from TCP Dynamic Port and enter 1433 in the TCP Port
Click OK
FAQTroubleshooting5.1
Click on the SQL Server Services entry in the list on the left.
Right click on SQL Server (EVE) and then Restart
FAQTroubleshooting5.2
In Windows Control Panel open Windows Firewall.
Click “Allow a program through Windows Firewall”. (If you don’t see that option, click Advanced Settings and then create 2 Inbound Rules using the details below).
Click the Exceptions tab
Click Add port
In the Name box enter SQL Server Browser.
In the Port number box enter 1434.
Choose UDP.
Click OK.
Click Add port again
In the Name box enter SQL Server.
In the Port number box enter 1433.
Choose TCP.
Click OK.
Click OK again.
FAQTroubleshooting5.3 FAQTroubleshooting5.4
Once all that is done you can tell EVE on the other computers which database to use. i.e. when EVE starts, click on the “eve on (local)\EVE” entry in the Connect list and then click Edit Settings.
Change the Data Source entry to be the name of the computer where the database is installed with an \EVE suffix – e.g. BackOffice\EVE
See screenshot below
FAQTroubleshooting5.5
Category: Troubleshooting

Updating Multiple Records

In your inventory, you may have stock items that belong to the same stock type and are different only for the colour or the size.

These stock items can share the same description or image. To copy the image or description from the parent stock item to the children, follow the procedure outline below.

You will first assign a description to the Parent stock item

1) Launch EVE and click Inventory

2) Go to the Stock Item and click Find

3) Complete a Stock Item Search, by Stock Type and Manufacturer.

4) Double click on the Parent stock item

5) Click on the EVE OnLine tab

6) Click on the Product Details tab

7) Enter the Parent stock item description

8) Save the record

 

 

9) Stay in the EVE OnLine tab and click the Links Tab

10 ) Select the record for each child item you wish to update and right click on the selection

11) Click on Copy Parent’s note to children ( or copy parent’s image to children if you wish to copy the image)

12) Click OK

 

 

 

You can use Update Multiple Rows to correct this.
If you need to change a stock type from Dry suits to, for instance, Wet suits, then go to (in the Inventory Module) the Wetsuits stock type and note the ID number of that stock type:

FAQUMR1.1

Please note that clicking Forward will reveal pictures accurately if they don’t display properly here.
Then go to the Stock Item search from and call up all the stock items that are currently displaying as “dry suits” which you want to have under the “wet suits” stock type.
Select All of them:
FAQUMR1.2
And then right click on the Results and select Update Multiple Rows:
Check the StockTypeId box.
Enter the previously noted Wetsuits stock type ID in the Change Value To box and click Apply:
FAQUMR1.3
You can do this using the Update Multiple Rows feature.
First, you must test this on one stock item to ensure you have the results as you wish.
Go to the stock items in question – Inventory / stock items / find – and then select all and right click on the results.
Select Update Multiple Rows as below:
FAQUMR5.1
Select ManufacturerID as the field to update.
Enter that ID number in the Change Value To… box.
Click Apply.
See below:
FAQUMR5.2
You will need to have the ID of the manufacturer yo u wish to change to.
You get this from their supplier / manufacturer records as below: