OPERATIONS MANUAL - Keweena MANUAL Popular Designs 5 POPULAR DESIGNS FACT SHEET Popular De signs’ main customer is the Mean Jeans Manufacturing Co., …

OPERATIONSMANUAL

NAME OF MANAGER

POPULAR DESIGNS

2 Popular Designs OPERATIONS MANUAL

Workday Hours

8 a.m. to 5 p.m. , Monday through FridayAll employees work an 8-hour day1 hour is allowed for lunch

Business Hours

9 a.m. to 5 p.m. , Monday through Friday9 a.m. to 12 noon on Saturday, July 28

Important Numbers

Checking Account Number: 671-9291Telephone Number: 419-555-0182

Pettisville Customers

Lee Community CenterMean Jeans Manufacturing Co.Pettisville Bank

Special Service to Pettisville Chamber of

Commerce

Preparation of Western Roundup Daysannouncement buttons to be distributed free toarea businesses

Mortgage Holder

Pettisville Bank

Salary Information

Employees are paid biweekly (every two weeks)Manager’s biweekly salary is $1,352

Popular’s Obligations to Its Customers

Create designs especially for each customerStudy trends in fashionDeliver designs and patterns promptly

Popular’s Obligations to Local,

State, and National

Governments

Obey all laws and regulationsWithhold payroll taxes and forward them to the

proper agenciesPractice conservation of energy

Popular’s Obligations

to the Community

Support all activities sponsored by thePettisville Chamber of Commerce

Support local charity projectsOperate a fair and honest businessBe an equal opportunity employer

Your Obligations to the

Owner of Popular Designs

(Ms. Hernandez)

Care about the business as if it were your ownKeep accurate and up-to-date recordsExhibit wise judgment in the use of company

fundsKeep company financial information confidentialHire employees who will contribute to the over-

all good of the company

Your Obligations as an

American Citizen

Be knowledgeable about the free enterprisesystem

Be competent in managing personal businessaffairs

Exhibit wise judgment in use of personal fundsObey all laws and regulations

Business Plan is Due ____________

OPERATIONS MANUAL FOR POPULAR DESIGNS

INFORMATION YOU’LL NEED TO KNOWABOUT POPULAR DESIGNS

OPERATIONS MANUAL Popular Designs 3

Chief Eduardo VasquezPettisville Fire Department1100 North Main StreetPettisville, OH 43553-0175

Security Insurance Company643 Leonard StreetMaumee, OH 43537-2388

Pettisville Chamber of Commerce101 Dungaree DrivePettisville, OH 43553-0178

Mrs. Hillary LindforsEristrajanmutka 1820310 Turku 31FINLAND

Lee Community CenterOne Vale StreetPettisville, OH 43553-0177PHN 419-555-0166; FAX 419-555-0167www.leecc.mjs(Corporation, Nonprofit)

Mean Jeans Manufacturing Co.45 Maple StreetPettisville, OH 43553-0175PHN 419-555-0100; FAX 419-555-0110www.meanjeans.mjs(Corporation)

Nouveau Investment Company440 Wall StreetPettisville, OH 43553-0178PHN 419-555-0134; FAX 419-555-0136www.nouinv.mjs(Partnership)

Passports-2-Go728 Blazer AvenuePettisville, OH 43553-0177PHN 419-555-0164; FAX [email protected](Sole Proprietorship)

Pettisville Bank101 Greenback DrivePettisville, OH 43553-0178PHN 419-555-0101; FAX 419-555-0102www.pettisvillebank.mjs(Corporation)

Pettisville Post Office22 Stamp StreetPettisville, OH 43553-0178PHN 888-555-0133; FAX 419-555-0140www.ppo.mjs(Federal Agency)

Correspondents Outside the Model Business Community

During the course of the business simulation, you will be mailing and shipping a variety of things to other businessesboth within and without the model business community. Addresses follow. (NOTE: For Web addresses, the suffix.mjs (Mean Jeans simulation) has been used to avoid conflicts with real-world .com addresses.)

18 Wheeler Truck Lines1208 Oshkosh Blvd.Pettisville, OH 43553-0177PHN 419-555-0119; FAX 419-555-0120www.18wheeler.mjs(Corporation)

Buckeye Equipment1313 Olentangy RoadPettisville, OH 43553-0175PHN 419-555-0178; FAX 419-555-0180www.buckeye.mjs(Partnership)

The Clothes Closet61 Dungaree DrivePettisville, OH 43553-0178PHN 419-555-0154; FAX 419-555-0155www.clothescloset.mjs(Sole Proprietorship)

Creative Advertising Agency816 Corduroy DrivePettisville, OH 43553-0177PHN 419-555-0188; FAX 419-555-0190www.creativeadvertising.mjs(Corporation)

The Denim Maker752 Gold Mine LanePettisville, OH 43553-0176PHN 419-555-0195; FAX 419-555-0197www.denim_maker.mjs(Corporation)

Hollywood & Vine Videos2501 Kneepatch AvenuePettisville, OH 43553-0175PHN 419-555-0172; FAX [email protected](Corporation)

Popular Designs2020 Carpenter RoadPettisville, OH 43553-0176PHN 419-555-0182; FAX [email protected](Sole Proprietorship)

Taylor Office Supplies12 Rivet StreetPettisville, OH 43553-0177PHN 419-555-0135; FAX 419-555-0113www.taylor.mjs(Sole Proprietorship/Franchisee)

The Towne CrierP. O. Box 276Pettisville, OH 43553-0176PHN 419-555-0122; FAX 419-555-0124www.townecrier.mjs(Sole Proprietorship)

United CommunicationsInformation CirclePettisville, OH 43553-0176PHN 800-555-0111; FAX 419-555-0112www.uncom.mjs(Corporation, Controlled Monopoly)

Correspondents Within the Model Business Community

Addresses You Will Need …


Popular DesignsSole Proprietorship

The information contained on these pages is confidential. It is provided here to inform you of the typeof ownership and the financial condition of your business.

FINANCIAL STATEMENTS

POPULAR DESIGNS

BALANCE SHEET

As of June 30, 20––

ASSETS

CURRENT ASSETSCash $ 16,505Accounts receivable 1,990Notes receivable 12,120Prepaid insurance 1,795

Total current assets $ 32,410

PROPERTY AND EQUIPMENTLand 18,000Building 74,915Equipment 15,205Furniture and fixtures 20,920

129,040Less: Accumulated depreciation 31,030

Net book value 98,010

TOTAL ASSETS $130,420

LIABILITIES

CURRENT LIABILITIESAccrued taxes 1,420

LONG-TERM LIABILITIESReal estate loan 43,000

TOTAL LIABILITIES $ 44,420

OWNER’S EQUITYInvestment - Felicia Hernandez 86,000

TOTAL LIABILITIES AND OWNER’S EQUITY $130,420


POPULAR DESIGNS � FACT SHEET

Popular Designs’ main customer is the Mean Jeans Manufacturing Co., although it has smaller contractswith several individuals and businesses in the Pettisville area. The owner, Felicia Hernandez, frequentlytravels to New York City, Paris, and Madrid to stay abreast of the latest trends in the fashion world.

Fashion specialties include

� jeans and denim apparel

� sports clothing

� jackets for all occasions

� designer gowns

POPULAR DESIGNS

STATEMENT OF INCOME

For the year ended June 30, 20––

INCOMEFees $171,515

OPERATING EXPENSESAdvertising 17,820Depreciation 14,265Insurance 4,435Taxes 10,760Automobile 5,725Office supplies 2,910Utilities 16,820Telephone 7,815Wages 6,700Miscellaneous 11,010Legal and accounting 11,750Repairs and maintenance 2,100

Total operating expenses $112,110

INCOME FROM OPERATIONS 59,405

OTHER DEDUCTIONSInterest 4,895

NET INCOME $ 54,510


GETTING READY TO DO BUSINESSPOPULAR DESIGNS

Check off each activity as you complete it.

When 2 managers are assigned to Popular Designs, each manager should check off the items on his orher Getting Ready To Do Business checklist as they are completed.

COMPLETED

1. Participate in the “Presimulation: Group Activity” conducted by your Instructor.

2. Learn about how you will obtain supplies for your business. In order to run yourbusiness, you will need certain supplies. Some of these supply items are forms (such asinvoices and purchase orders) while others are items (such as envelopes and notebookpaper). You will find a supplies request form for Popular Designs on pages 13 and 14 inthis Operations Manual, which lists all of the supplies that you will need to operate inthe model business community. There are several ways that you may obtain them.

C For students NOT using computersYour Instructor will give you ALL the supplies you will need. During the businesssimulation, you will need to complete all forms by hand.

V For students using computersYour Instructor will give you PART of the supplies you will need (such as envelopesand notebook paper) but will ask you to print your own forms. To do this, you willuse the business forms document located in the folder for your business that theInstructor will have copied onto your workstation from the Supplies and Resources CD.

Some forms (such as the cashbook and payroll register) are also available astemplates. A template is an electronic form that allows the user to key informationdirectly onto the screen and then print the completed form rather than printing ablank form that must then be completed by hand. These templates are also locatedin the folder for your business that your Instructor will have copied onto yourworkstation from the Supplies and Resources CD.

3. Remove the supplies request form. See pages 13 and 14 in this Operations Manual.

4. Identify how you will obtain your supplies. Notice that the supplies request form isdivided into columns so that you can check off whether a particular supply item isgoing to be supplied by your Instructor or printed by you as the student manager.Some forms are also available as electronic templates for students who will be usingcomputers. A check-off column is provided for these as well.

For each of the supply items, your Instructor will tell you whether he/she willbe giving them to you or whether he/she will be asking you to print yourown. Record a � in the blank line in the appropriate column to indicatewhich forms will be provided by your Instructor and which will be printed byyou. Put your � in the “TO DO” side of the appropriate column.


Your Instructor will also tell you which, if any, template forms you will use.Verify each time you will use a template form by recording a � in the blankline in the template column. For example, if you will use a template cashbook,place a � in the blank line in the template column beside cashbook.

NOTE: You will not need a hard (paper) copy of template forms.

5. Obtain 3 file folders from your Instructor. Label them as follows.

PENDING FILE CASH FILEPopular Designs Popular Designs

OFFICE FILEPopular Designs

The PENDING FILE contains work from the end of a class period that has not beencompleted and business papers that must be followed up on. For example, a purchaseorder is placed in the Pending File until an invoice is received and paid. An invoice isplaced in the Pending File until payment is received. The CASH FILE contains money,stamps, and financial records. The OFFICE FILE contains all completed work.

6. Obtain the Supplies folder for Popular Designs from your Instructor. The folderwill be labeled SUPPLIES, Popular Designs, and will contain various supplies youwill need.

7. Verify the items contained in the Supplies folder. Assume that you completed thesupplies request form and that your Instructor filled the request and placed the itemsin your Supplies folder. The folder should contain every item that was checked under“Instructor Will Supply” on your supplies request form.

Verify the quantity of each supply item provided by your Instructor. For eachInstructor-provided supply item, place a check mark under “DONE” in theInstructor-Will-Supply column of the supplies request. For example, yourequested 5 whole sheets of plain paper. Go to the Supplies folder and verifythat you received 5 whole sheets of plain paper. Then place a check mark inthe appropriate blank to show that you have verified this item. Continue inthis manner until you have verified all items in the folder. If you do not havethe correct quantity of any item, tell your Instructor immediately.

Return all items to the Supplies folder.

8. Identify which forms, if any, you will print now. To begin doing business, you willneed some of the forms almost immediately. These are

1) checkbook (located in the back of this Operations Manual)2) cashbook sheet3) appointment calendar(s)4) company sign5) mortgage loan contract #3206) clip art (Sheet A)7) clip art (Sheet B)8) clip art (Sheet C)9) clip art (Sheet D)

10) Pettisville Chamber of Commerce letter/questionnaire


Find these items on your supplies request and note which column has been checked.If you are not printing any forms, go to step 11. If you are to print any of the forms listedabove, you will print them now. The remainder of the forms will be printed as youneed them. Your DAILY ACTIVITIES checklist will tell you when you need to print a form.

9. Print the forms you need. Open the folder for your business on your computer. Openthe business forms document. Print the forms you need now. Put your � in the“DONE” side of the Manager-Will-Print column.

10. Place all printed forms in the Supplies folder. Set the supplies request asidefor now.

11. Make a notation on your appointment calendar.

C If you are using a paper calendar, remove the calendar from the Supplies folder.

Write your name at the top of the calendar. (If there are two managers, therewill be two calendars.)

JULY JULY JULY JULY JULY APPOINTMENT CALENDAR

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

Name: _________________________________________

30 3129

1 2 3 4 5 6 7

SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

Independence

Day

CªÄåÅûë oüC÷¶åÑëÇ∏ mtÜ.7:30 P.M.Cºìò Höãã

S≠ëÄñõûëëò FÑíìàïöãLÑÑ C÷¶åîçàìò C∏çìÑë7:00–9:00 P.M. 7:00–9:00 P.M.

P´éüÑííàéßÄãBîíàçÑíí CøîÅLîçÇªÑéß12:00 Né®ßLàåÑìëÑÑ Içç

CªÄåÅûë oü C÷¶åÑëÇ∏WûíìÑëç RéÆçÉîè DÄò∆

JUNES

29

162330

F

18

152229

T

07

142128

W

06

132027

T

05

121926

M

04

111825

S

03

101724

S

4111825

F

310172431

T

29

162330

W

18

152229

T

07

142128

M

06

132027

S

05

121926

AUGUSTNotes:

Make the following notation on your calendar for July 2: Send Western RoundupDays questionnaire.

Paper clip the calendar(s) to the front of the Office File.

V If you are using an electronic calendar, open the calendar on your computer.

Make the following notation on your calendar for July 2: Send Western RoundupDays questionnaire.

Close the calendar.


12. Organize your files. File folders are illustrated below. Each file folder lists the item(s)to be placed inside the file.

Remove from your Supplies folder the item to be placed in the Pending File.

Place this item in the Pending File as shown below.

Remove from your Supplies folder the items to be placed in the Cash File andthe Office File. Lists of these items follow. Place these items in the Cash Fileand the Office File in the order shown. HINT: If you are using an electroniccalendar, electronic cashbook, electronic clip art, and/or electronic check register,you will not have these items to place in the folders.

� Place a check mark beside each item as you place it in the proper file.

1 Pettisville Chamber of Commerceletter/questionnaire

PENDING FILEPopular Designs

COMPLETED

1 cashbook sheet

1 checkbook containingcheck register, checks,and deposit slips

CASH FILEPopular Designs

COMPLETED

appointment calendar (1 per manager)The appointment calendar(s) should beclipped to the front of this file.

1 set address labels and postage stamps

1 set return address labels

4 sheets of clip art (Sheets A, B, C, and D)

1 mortgage loan contract #320

1 completed supplies request

Employee’s Withholding AllowanceCertificate—W-4 (1 per manager)


COMPLETED

13. Prepare a personal cash envelope. In the model business community, you will havean opportunity to conduct personal business using cash. You may purchase anewspaper, sign up for a class at Lee Community Center or Taylor Office Supplies, orbuy shares of stock from Nouveau Investment Company.

Remove one envelope from the Supplies folder.

Use a pen to print PERSONAL CASH FOR (YOUR NAME) across the top on thefront of the envelope.

Remove your personal cash from pages 351-362 inthe Student Reference Book. Count the money.Record the total amount saved: $ ______________

If you said $2,232 you were correct. You will need approximately $4 to purchasenewspapers and $100 to sign up for classes, which will leave more than $2,000to buy shares of stock. Do not pay any company bills with your personal cash.You will make all payments for your business with checks.


Use scissors to cut the bills. Place the money in the envelope. Place theenvelope in the Cash File.

14. Prepare a cash receipts envelope.

Remove one envelope from your Supplies folder.

Use a pen to print CASH RECEIPTS across the top on the front of the envelope.

Place the envelope in the Cash File.

15. Store your postage stamps in a safe place.

Postage stamps are as valuable as cash. It is important that you store your postagestamps in a safe place.

35¢

COMMEMORATINGU. S. BUSINESSAND INDUSTRY

POSTAGE35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRYPOSTAGE

35¢


POSTAGE

35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRY

POSTAGE

35¢


POSTAGE

35¢


POSTAGE

Remove the set of address labels and postage stamps from the Office File.Remove one envelope from the Supplies folder.

Nouveau Investment Company

440 Wall Street

Pettisville, OH 43553-0178

Passports-2-Go

728 Blazer Avenue


Pettisville Post Office

22 Stamp Street


Popular Designs

2020 Carpenter Road


Taylor Office Supplies

12 Rivet Street


The Towne Crier

P. O. Box 276


Pettisville Bank

101 Greenback Drive


18 Wheeler Truck Lines

1208 Oshkosh Blvd.


Lee Community Center

One Vale Street


Buckeye Equipment

1313 Olentangy Road


Mean Jeans Manufacturing Co.

45 Maple Street


The Clothes Closet

61 Dungaree Drive

Pettisville, OH 43553-0178United Communications

Information Circle


Creative Advertising Agency

816 Corduroy Drive


The Denim Maker

752 Gold Mine Lane


Hollywood & Vine Videos

2501 Kneepatch Avenue

Pettisville, OH 43553-0175Use 1" x 2-5/8" White Address Labels

Example: Avery 5160® Laser OR equivalent

NOTE: When printing this .pdf document,

turn Acrobat’s “Fit to Page” setting to OFF.

POPULAR DESIGNS

Address Labels & Postage Stamps

Pettisville Chamber of Commerce

101 Dungaree Drive


Mrs. Hillary Lindfors

Eristrajanmutka 18

20310 Turku 31

FINLAND

Security Insurance Company

643 Leonard Street

Maumee, OH 43537-2388

Chief Eduardo Vasquez

Pettisville Fire Department

1100 North Main Street


35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRY

POSTAGE

35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRY

POSTAGE

35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRY

POSTAGE

35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRY

POSTAGE

35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRY

POSTAGE

35¢

COMMEMORATING

U. S. BUSINESS

AND INDUSTRY

POSTAGE


101 Dungaree Drive



101 Dungaree Drive


Address labels for:Correspondents Within theModel Business Community

Address labels for:Correspondents Outside theModel Business Community

SixPostageStamps


Use a pen to print POSTAGE STAMPS across the top on the front of the envelope.

Use scissors to remove the 6 postage stamps from the address labels sheet.HINT: Make sure you do not remove the adhesive until you are ready to use thepostage stamps.

35¢


POSTAGE 35¢


POSTAGE 35¢


POSTAGE 35¢


POSTAGE 35¢


POSTAGE 35¢


POSTAGE

Place the postage stamps inside the envelope. Do not seal the envelope.Place the envelope in the Cash File.

Return the set of address labels to the Office File.

16. Organize your “mini filing cabinet.”

Get an appropriate box (to be used as a “mini filing cabinet”) from yourInstructor.

Place the 4 file folders in your “mini filing cabinet” in the order in which theywere just shown. The Pending File should be in the front of the “mini filingcabinet,” and the Supplies folder should be in the back.

SUPPLIES

FILE

Popular

Designs

OFFICE F

ILE

Popular

Designs

CASH FIL

E

Popular

Designs

PENDING

FILE

Popular

Designs

MINI FILING

cabinet

SUPPLIES FILEPopular Designs


CASH FILEPopular Designs

PENDING FILEPopular Designs

17. Organize your work area.

Place a check mark beside each piece of equipment available for your use.Equipment followed by an asterisk (*) is optional.

NOTE: Items may be available in the classroom but not specifically at yourplace of business.

calculator* scissors

stapler computer*


Place a check mark beside each miscellaneous supply item available at yourwork area. Items followed by an asterisk (*) are optional.

pens and pencils

mail delivery box*

paper clips

“mini filing cabinet”

ruler

felt-tip markers

rubber cement or glue

If you do not have required supplies, check with your Instructor.

Remove the Popular Designs sign from the Supplies folder. Use tape suppliedby your Instructor to position your company sign within your work area(perhaps taped to a desk or on a nearby wall).

18. Read the part titled INFORMATION YOU’LL NEED TO KNOW ABOUT POPULARDESIGNS on page 2 in this Operations Manual.

19. Tell your Instructor you have completed the GETTING READY TO DO BUSINESSactivities for Popular Designs.

YOU ARE NOW READY TO BEGIN DOING BUSINESS WITH THE OTHERCOMPANIES IN THE PETTISVILLE BUSINESS COMMUNITY.


QuantityNeeded

POPULAR DESIGNSSUPPLIES REQUEST

DescriptionUse

ComputerTemplate

Page 1 of 2

InstructorWill Supply

ManagerWill Print

TO DO DONE TO DO DONE

1 cashbook sheet

1 per manager appointment calendar

2 service invoices

2 purchase orders

2 payroll registers

7 sheets letterhead stationery

4 sheets clip art (sheets A, B, C, and D)

1 check register (electronic)

1checkbook containing check register,checks, and deposit slips

1 set time cards for July 13 (2 sheets)

1Pettisville Chamber of Commerceletter/questionnaire

1priority seating reservation forWestern Roundup Days

1 audit summary

1 final audit

1 company sign

1 mortgage loan contract #320

1 set time cards for July 27 (2 sheets)

1 set of 4 incoming cash slips

1utility bill fromPettisville Power and Light Company

Your checkbook is located in theback of this Operations Manual.


Page 2 of 2

QuantityNeeded

DescriptionUse

ComputerTemplate

InstructorWill Supply

ManagerWill Print

TO DO DONE TO DO DONE

1 per manager New York Stock Exchange guide

1 notice of employment

1 check #1806 from Mean Jeans

1 per managerMean Jeans stock certificate No. 89489BMean Jeans stock certificate No. 89490B

1 per manager business plan table of contents

4 per managermanager’s weekly job performanceevaluation

1 per managernotice of Mean Jeans Manufacturing Co.annual stockholders’ meeting

1 per manager proxy card

1 set while-you-were-out slips

5 sheets plain paper �

7 half sheets plain paper �

1 set address labels and postage stamps �

1 set return address labels �

1 shipping label (optional) �

4 per manager notebook paper �

1 set binder labels (optional) �

23 envelopes �

1 per managerEmployee’s Withholding Allowance

�Certificate—W-4


RESPONSIBILITY PROCESSING INCOMING MAIL

One of your responsibilities as manager of Popular Designs is to process incoming mail asefficiently as possible.

❏ When mail is delivered to your business, you should

1. Immediately open all incoming mail and carefully remove the contents. Someenvelopes may contain more than one item.

2. Read each item carefully. Ask yourself, “What action should I take?”

3. Take whatever action is necessary.

❏ When you receive a check in payment of a service invoice, you should

� Turn to page 165 in the Student Reference Book. Complete the steps titled Followthese steps when you receive a check in payment of a service invoice. HINT: Step 5 onpage 165 in the Student Reference Book tells you to record the check in the cashbook.After you record the check, be sure to return to page 165 in the Student ReferenceBook and complete steps 6 and 7.

RESPONSIBILITY PAYING FOR GOODS AND SERVICES

References Lesson 1.1 Writing Checks – in the Student Reference BookLesson 1.2 Posting to a Cashbook – in the Student Reference BookLesson 4.2 Using Item Invoices – in the Student Reference BookLesson 4.3 Using Service Invoices – in the Student Reference Book

It is your responsibility as manager of Popular Designs to verify that item invoices and serviceinvoices are correct and that the calculations are accurate.

❏ When you receive an item invoice, you should wait until you receive a shipment form beforeyou take any action. Then you should

� Turn to page 160 in the Student Reference Book. Complete the steps titled Followthese steps when you receive an item invoice.

(continued on next page)

RESPONSIBILITIES OF THE MANAGER(S) OFPOPULAR DESIGNS


RESPONSIBILITY DISTRIBUTING WESTERN ROUNDUP DAYS BUTTONS

One of your responsibilities as manager of Popular Designs is to design and distribute aspecial Western Roundup Days announcement button. You agree to do this as acomplimentary service to businesses in Pettisville. The president of the Chamber ofCommerce has made the following arrangements with you.

� You will design a special announcement button to be worn by area businesspersons.

� You will produce the buttons and distribute them to the managers who request themby letter.

� The buttons must be available for distribution by July 12.

� You will personally contact all businesses that do not request buttons.

RESPONSIBILITY PAYING FOR GOODS AND SERVICES (continued)

❏ When you receive a service invoice, you should

� Turn to page 165 in the Student Reference Book. Complete the steps titled Followthese steps when you receive a service invoice.

❏ When you receive a written request for free buttons, you should

1. Read the letter. Find the number of buttons requested. Use a pencil to circle thatamount.

2. Remove the requested number of buttons from your Pending File.

3. Write Order Filled at the top of the letter. Place the letter in the Office File.

4. Deliver the buttons to the manager who requested them.

�

West

ernRoundup Days

July 27 & July

28


DAILY ACTIVITIES FORPOPULAR DESIGNS

THE FIRST 4 THINGS EACH MANAGER SHOULD DO EACH CLASS PERIOD

1. Give full attention to your Instructor. He/she will tell you whether you shouldopen for business as usual or participate in a special activity.

2. Check your appointment calendar to see if you have any appointments orobligations today.

3. Access your Mean Jeans e-mail account (if you have one). Check to see ifyou have any new messages.

4. Open your Pending File. Remove and complete any work that was notcompleted the day before.

THE LAST 3 THINGS EACH MANAGER SHOULD DO EACH CLASS PERIOD

1. Record any new appointments or obligations on your appointmentcalendar.

2 Place outgoing mail in the community mailbox. Place incomplete work inthe front of the Pending File.

3. Clean up your work area.

DIVISION OF LABOR

When two managers are assigned to Popular Designs, one manager shouldcomplete the activities for the odd days in July (July 3, 5, etc.) and the othermanager should complete the activities for the even days (July 2, 4, etc.).Both managers should check off the items as completed on the DAILYACTIVITIES checklist. While one manager completes the day’s activities, theother manager handles all incoming mail and greets customers. If there isno incoming mail, both managers will complete the DAILY ACTIVITIEStogether. If a manager is not at work on any given day, the other manageris responsible for assuming his or her duties for that day.


WORKWEEK 1July 2 – July 6

JULY S714212830

F613202729

T512192628

W411182527

T310172431

M29162330

S18152229 Check off each activity as you complete it.

JULY 2

■ RETURN THE WESTERN ROUNDUP DAYS QUESTIONNAIRE

Business Forms You Will Need: � Pettisville Chamber of Commerce Letter/Questionnaire� Appointment Calendar� Address Labels & Postage Stamps� Return Address Labels

You are looking forward to participating in Western Roundup Days on July 27 and 28. Each managerwill volunteer to work at one of the events, and you will donate an item for the auction.

COMPLETED

Remove the Pettisville Chamber of Commerce letter/questionnaire from the Pending File.Read the letter from Jerry Sherman and the questionnaire. Decide which event you wouldlike to volunteer to work at on July 27 or 28. If Popular Designs has two managers, bothmanagers will work at the same event.

Place a check mark on the questionnaire beside the event chosen. Write 1 American flagand flag holder on the ITEM line. Write $55.00 on the APPROXIMATE VALUE line. Print thename and address of your business. Sign your name as manager.

Make a notation on your appointment calendar.

C If you are using a paper calendar, remove the calendar from the Office File.

V If you are using an electronic calendar, open the calendar on your computer.

Record the event each manager is volunteering to work at on July 27 or 28.

Use scissors to separate the questionnaire from Jerry Sherman’s letter. Place the letter inthe Office File.

Prepare an envelope to mail the questionnaire. Turn to page 99 in the Student ReferenceBook. Complete the steps titled Follow these steps when addressing envelopes.

NOTE: This is the last time you will be given directions for addressing envelopes. If you run out ofaddress labels, check with your Instructor; or you may address an envelope by hand. Referto page 3 in this Operations Manual for correct mailing addresses.


JULY 3

■ DESIGN A WESTERN-STYLE JACKET FOR PETTISVILLE BANK

Business Forms You Will Need: � Clip Art (Sheet A): Jacket Sketch for Pettisville Bank

In June, Pettisville Bank asked you to design a Western-style jacket for a promotional give-away at theupcoming Western Roundup Days. You will prepare the design and send it to Pettisville Bank byCertified Mail.

COMPLETED

Prepare the layout page.

C If you are preparing the layout manually, remove 1 whole sheet of plain paper fromyour Supplies folder. Ask your Instructor for a felt-tip marker and glue. At the topcenter of the sheet, write the heading ANOTHER CREATION BY POPULAR DESIGNS.Underneath the heading, write By (Your Name).

V If you are preparing the layout electronically, open the word processor on yourcomputer. At the top center of the page, key the heading ANOTHER CREATION BYPOPULAR DESIGNS. Underneath the heading, key the words By (Your Name).

Prepare the jacket design.

C If you are preparing the design manually, remove the jacket sketch for Pettisville Bank(Clip Art Sheet A) from your Office File. Cut the sketch from the clip art sheet. Gluethe sketch onto the layout page centered underneath the heading.

V If you are preparing the design electronically, open the clip art folder on your computer.Locate the folder labeled PSN_ClothingDesigns. Now find the clip art labeledPSN_PBKJacket. Insert the clip art onto your layout page. If necessary, resize the clipart so that it is attractively arranged underneath the heading. Save your work.

NOTE: If you are using Microsoft Word, use the Insert command on your toolbar to insert a picture“From File.” To resize clip art, click on it, and select Object… from the Format menu.

Make a copy of the design.

C If you are preparing the design manually, ask your Instructor to make 1 photocopy ofthe design.

V If you are preparing the design electronically, print 2 copies of the design now.

Place both copies of the design aside until you complete a service invoice.

■ COMPLETE A SERVICE INVOICE FOR PETTISVILLE BANK

Business Forms You Will Need: � Service Invoice � Address Labels & Postage Stamps� Return Address Labels � Checkbook � Cashbook

Now that the jacket design is prepared, you must complete a service invoice to send along with thedesign. You will send the jacket design and invoice by Certified Mail.


COMPLETED

Turn to page 163 in the Student Reference Book. Find the steps titled Follow these stepswhen preparing a service invoice. Complete steps 1 through 5. List the followinginformation on the service invoice.

� Western-style jacket pattern

� $150.00

NOTE: Popular Designs does not charge a commission. Be sure to add 6% sales tax to your serviceinvoice.

Address an envelope for the bank. Place the original invoice and jacket design inside theenvelope, but do not mail the envelope yet.

Remove your checkbook from the Cash File. Take your checkbook and the envelope andgo to the post office.

Hand the envelope to the manager and tell her or him that you want to send the envelopeby certified mail.

Write a check made payable to Pettisville Post Office for the certified mail fee. Return toyour place of business.

Record the payment for the certified mail fee in your cashbook. Turn to page 58 in theStudent Reference Book. Complete the steps titled Follow these steps when recording cashpayments (by check) in the cashbook. HINT: When you come to step 3 on page 58 in theStudent Reference Book, record Certified Mail in the EXPLANATION column of thecashbook.

Return the checkbook to the Cash File.

Place the receipt for certified mail in the Office File.

Staple or paper clip the copy of the invoice to the front of your copy of the jacket design.Place these papers in the Pending File until you receive payment from Pettisville Bank.

JULY 4 HOLIDAYHAPPY 4TH OF JULY! ENJOY THE HOLIDAY!


JULY 5

■ ORDER SHARES OF STOCK FROM NOUVEAU INVESTMENT COMPANY

Business Forms You Will Need: � New York Stock Exchange Guide

You have been saving your personal money so that you can purchase some shares of stock in anothercorporation. The money in your personal cash envelope represents your personal savings. Youmust decide today what type of stock you wish to purchase and how many shares you want to buy.You will place the New York Stock Exchange Guide in your Pending File so that you can keep an ongoingrecord of how well your stock is doing.

NOTE: If 2 managers are assigned to Popular Designs, only one manager will order stock today.The second manager will order stock at a later date.

COMPLETED

Turn to page 306 in the Student Reference Book. Complete the steps titled Follow thesesteps when you order shares of stock.

■ DESIGN A WESTERN ROUNDUP DAYS ANNOUNCEMENT BUTTON

Business Forms You Will Need: � Clip Art (Sheet B): Western Roundup Days Button

Jerry Sherman, president of the Pettisville Chamber of Commerce, calls today. He asks you to designan eye-catching announcement button to be pinned to a shirt, dress, jacket, blouse, or sweater.Businesspersons in Pettisville will wear the button to promote Western Roundup Days. You must havea sample of the button ready to show at the Chamber of Commerce meeting tomorrow night. Youagree to donate up to 3 free announcement buttons to each Pettisville business.

COMPLETED

Find the button design.

C If you are preparing the design manually, ask your Instructor for glue. Remove theWestern Roundup Days Button (Clip Art Sheet B) from your Office File. Use scissors toremove from the clip art sheet the blank button. (Be sure to cut inside the dashedlines.) Also cut out any design elements you wish to use, such as a cowboy, lasso, orrodeo. On a flat surface, lay out but do not glue the clip art in an attractive arrangementon the button form. Then glue the clip art pieces onto the button.

V If you are preparing the design electronically, open your word processor. Before you beginto design the button, read the NOTE below. Access the clip art folder on your computer.Locate the PSN_ButtonDesign folder. Now find the clip art labeled PSN_ButtonBlank.Insert the button blank into your word processing document. Insert any additionaldesign elements you wish to use (such as a cowboy, lasso, or rodeo) and place them ontop of the button. Print 1 copy of the button design. Save your work.

NOTE: To place clipart on top of the button blank, click on the piece of clipart and select Picture…from the Format menu. Click on the Layout tab, and select In front of text.


Place the completed button design in your Pending File. If the Chamber of Commerceapproves your design, you will be told in a few days to produce the button in quantity.

JULY 6

■ PURCHASE OFFICE EQUIPMENT FROM TAYLOR OFFICE SUPPLIES

Business Forms You Will Need: � Purchase Order� Address Labels & Postage Stamps� Return Address Labels

You decide to order 1 desktop copier from Taylor Office Supplies. You want the copy machine shippedby 18 Wheeler Truck Lines.

COMPLETED

Turn to Taylor’s price list on page 347 in the Student Reference Book. Find the catalognumber, weight, and sale price for the copier.

Turn to page 148 in the Student Reference Book. Complete the steps titled Follow thesesteps when preparing a purchase order. HINT: In step 2c, this is the first purchase orderissued by Popular Designs. When you come to step 2e, record 18 Wheeler Truck Lines besideSHIP VIA.

■ RECORD THE CASH RECEIPTS (CASH SALES) FOR THE WEEK

Business Forms You Will Need: � Incoming Cash Slips � Cashbook

Popular Designs’ income is from professional services. You have had a profitable week even thoughyou closed for the holiday. Congratulations!

COMPLETED

Find your incoming cash slips.

C If you are using Instructor-supplied forms, remove the set of 4 incoming cash slips fromyour Supplies folder. Notice that the slips represent CASH (currency).

V If you are printing your forms, open the forms document on your computer. FindUnit 4 Accounts Payable and Receivable. Print 1 set of 4 incoming cash slips. Noticethat the slips represent CASH (currency).

Use scissors to remove the incoming cash slip dated July 6 from the sheet. Place theremaining slips in the Cash File.


Record the receipt in your cashbook. Turn to page 60 in the Student Reference Book.Complete the steps titled Follow these steps when recording cash sales (cash receipts) in thecashbook. HINT: When you come to step 3, record Cash Sales in the EXPLANATION columnof the cashbook.

Place the incoming cash slip in your cash receipts envelope in the Cash File.

■ MAKE A DEPOSIT AT PETTISVILLE BANK

Business Forms You Will Need: � Incoming Cash Slips � Checkbook � Cashbook

All checks and cash received from sales during the week must be deposited to Popular Designs’ accountat Pettisville Bank. All incoming checks and cash from sales are considered cash receipts. The incomingcash slip represents currency and must be deposited along with any additional cash and checks.

COMPLETED

Turn to page 66 in the Student Reference Book. Complete the steps titled Follow thesesteps when making a deposit at the bank. HINT: Don’t forget to record the deposit in yourcheck register!

CONGRATULATIONS! YOU HAVE JUST COMPLETED YOUR FIRST WORKWEEKAS MANAGER OF POPULAR DESIGNS.

■ GIVE THE MANAGER’S JOB PERFORMANCE EVALUATION TO YOUR INSTRUCTOR

Business Forms You Will Need: � Manager’s Weekly Job Performance Evaluation

At the end of each workweek, it is the responsibility of each manager to give his or her job performanceevaluation to the Instructor. Your Instructor will complete the form and return it to you. The manager’sweekly job performance evaluation represents your grade for this week. Make sure you turn it inon time!

COMPLETED

Find your job performance evaluation.

C If you are using Instructor-provided forms, remove 1 manager’s weekly job performanceevaluation from your Supplies folder.

V If you are printing your forms, open the forms document on your computer. FindUnit 9 Human Resources. Print 1 manager’s weekly job performance evaluation.

Complete only the top portion of the job performance evaluation. Write your name asmanager and circle workweek ending July 6. Give your job performance evaluation to yourInstructor.


JULY S714212830

F613202729

T512192628

W411182527

T310172431

M29162330

S18152229



JULY 9

■ WRITE A LETTER TO CREATIVE ADVERTISING AGENCY

Business Forms You Will Need: � Letterhead Stationery� Address Labels & Postage Stamps� Return Address Labels

You decide to have an advertising flier printed to hand out from Popular Designs’ booth at the industrialtrade show in Toledo next week.

COMPLETED

Write a letter to Creative Advertising. Turn to page 98 in the Student Reference Book.Complete the steps titled Follow these steps when writing letters. Be sure to include thefollowing information.

� The correct mailing address for Creative (Refer to page 3 in this Operations Manual.)

� You want an advertising flier printed to hand out from Popular Designs’ booth at theindustrial trade show in Toledo on July 18.

� You want 2,000 copies of the flier printed on 8! -inch by 11-inch sheets of paper.

� You want the layout to include your company name, address, and logo as shown onyour letterhead.

� You want the layout to include these words: Precise Pattern Making.

� You want the layout to also include these words: Professional Designer— Clothing Designswith You in Mind.

� You will pick up the fliers at Creative Advertising if Creative can do this rush order byJuly 17.

� The manager of Creative should notify you immediately to let you know if this ordercan be filled.


■ MAKE A PERSONAL CONTRIBUTION TO LEE COMMUNITY CENTER

Business Forms You Will Need: none

You have been very supportive of Lee Community Center. You make regular contributions from yourpersonal money. In addition to enjoying helping out organizations you support, you also likereceiving a tax deduction for your contributions! Assume that you are on your lunch hour.

NOTE: If there are 2 managers of Popular Designs, only 1 manager will complete this activitytoday.

COMPLETED

Remove your personal cash envelope from the Cash File. Decide how much you want todonate. Remove the correct amount of bills.

Go in person to Lee Community Center. When you give the money to the manager, explainthat this is a personal donation, not a business donation.

Make sure you get a receipt. Return to your place of business. Fold the receipt. Place thereceipt inside your personal cash envelope.

JULY 10

■ RENEW THE MAINTENANCE CONTRACT ON YOUR COMPUTER

Business Forms You Will Need: � Checkbook � Cashbook� Address Labels & Postage Stamps� Return Address Labels

The maintenance contract on your computer will expire soon. Taylor Office Supplies is usually promptin sending out renewal maintenance contracts along with a service invoice. Wait until you receive acontract before you take any action. Then you should

COMPLETED

Read the maintenance contract carefully. Sign both copies of the contract. Place thecontracts aside for now.

Write a check payable to Taylor Office Supplies for the amount of the fee on the serviceinvoice.

Record the payment in your cashbook. HINT: Record Maintenance Contract in theEXPLANATION column of the cashbook.

Mail the check and the original of the maintenance contract to Taylor Office Supplies.

Staple or paper clip your copy of the maintenance contract to the service invoice. Placethese papers in the Office File.


■ MAKE A MORTGAGE PAYMENT AT PETTISVILLE BANK

Business Forms You Will Need: � Mortgage Loan #320 � Checkbook � Cashbook

A number of years ago you purchased the building in which your business is located. You have beenmaking monthly payments on the loan since that time. Pettisville Bank holds the mortgage on theloan. The payment on the mortgage is due today.

COMPLETED

Turn to page 212 in the Student Reference Book. Find the steps titled Follow these stepswhen making a mortgage loan payment at Pettisville Bank.

■ RECORD AN ENTRY ON YOUR APPOINTMENT CALENDAR

Business Forms You Will Need: � Appointment Calendar

Today or tomorrow you will receive a letter from Creative Advertising Agency with directions for youto pick up the advertising fliers that you ordered. Wait until you receive the letter from Creative.Then you should

COMPLETED

Read the letter.

Make a notation on your appointment calendar.

C If you are using a paper calendar, remove the calendar from the Office File. Write Pickup fliers at Creative on the July 17 date.

V If you are using an electronic calendar, open the calendar on your computer. RecordPick up fliers at Creative on the July 17 date.

Place the letter from Creative in the Office File.

■ ORDER SHARES OF STOCK FROM NOUVEAU INVESTMENT COMPANY


If two managers are assigned to Popular Designs, the second manager will order shares of stock today.If Popular Designs has only one manager, skip this activity.

COMPLETED

Turn back to the checklist for July 5. Complete the activities listed under ORDER SHARESOF STOCK FROM NOUVEAU INVESTMENT COMPANY. Place a check mark beside the activityas you complete it.


JULY 11

■ PRODUCE THE WESTERN ROUNDUP DAYS ANNOUNCEMENT BUTTONS


Jerry Sherman, president of the Pettisville Chamber of Commerce, calls today. The Chamber liked yourdesign for the special promotion buttons. The Chamber suggests that you produce 45 buttons. Thebuttons must be ready for distribution to area businesspersons tomorrow.

COMPLETED

Remove the Western Roundup Days announcement button artwork from the PendingFile. Write Approved and 45 copies on the back of the button.

Ask your Instructor to make 45 copies on colored paper, if possible.

Turn to page 16 in this Operations Manual. Find the responsibility titled DISTRIBUTINGWESTERN ROUNDUP DAYS BUTTONS. Read the information there so you understand whatto do when you receive your first order.

When you receive the copies of the announcement buttons, cut out all 45 buttons andplace them in the Pending File.

■ COMPLETE THE AUDIT SUMMARY

Business Forms You Will Need: � Audit Summary

The audit summary will help your Instructor identify problems you may be having in carrying out theduties as manager of Popular Designs. If two managers are assigned to Popular Designs, both managersshould work together to complete the audit summary.

COMPLETED

Turn to page 245 in the Student Reference Book. Complete the steps titled Follow thesesteps when you complete the audit summary.

■ WRITE A CHECK FOR EXPENSES FOR A PRIVATE STYLE SHOW IN NEW YORK CITY

Business Forms You Will Need: � Checkbook � Cashbook

Ms. Hernandez has designed four evening gowns for a private style show in New York City. You and amodel will fly to New York for the appointment on Saturday. Write a check for $1,850.00 to cover theexpenses of the business trip.

COMPLETED

Remove your checkbook from the Cash File. Write a check payable to Cash. Write BusinessExpenses on the FOR line.


Go to the bank and cash the check. HINT: You will give the check to the bank, but you willnot actually receive any cash. You should assume you received the cash to use on thebusiness trip.

Return to your place of business.

Record the payment of business expenses in your cashbook. HINT: Record BusinessExpenses in the EXPLANATION column of the cashbook.


■ BUY POSTAGE AT PETTISVILLE POST OFFICE


You are running low on 35¢ postage stamps. Now is a good time to buy more stamps.

COMPLETED

Remove your checkbook from the Cash File. Take your checkbook and go to the postoffice. You want to buy 12 stamps at 35¢ each.

Write a check to pay for the stamps. Return to your place of business.

Record the payment for stamps in your cashbook. HINT: Record Postage in theEXPLANATION column of the cashbook.

Return the checkbook to the Cash File. Place the stamps in the envelope for postagestamps in the Cash File.

JULY 12

■ PLACE A WANT AD IN THE TOWNE CRIER


Ms. Hernandez has asked you to hire a sewing machine operator. First, you must determine thequalifications an applicant must have. Then you must write a want ad to appear in the classified sectionof The Towne Crier, Pettisville’s leading newspaper.

COMPLETED

Turn to page 225 in the Student Reference Book. Find the steps titled Follow these stepswhen you place a want ad. Complete steps 1 through 6.

Complete steps 7 through 10. You want the sewing machine operator to be on the jobby July 18. Ask the manager of The Towne Crier how many issues your ad can run beforeyour July 18 deadline. HINT: You may want to use the VALUABLE COUPON located in theclassifieds of the last issue of the newspaper.


■ SEND A SERVICE INVOICE TO MEAN JEANS MANUFACTURING CO.

Business Forms You Will Need: � Service Invoice � Address Labels & Postage Stamps� Return Address Labels

You are under contract to provide design services to Mean Jeans Manufacturing Co. on an ongoingbasis. Once each month you send a service invoice for the design services you have provided duringthe preceding month. Today you will prepare and send a service invoice for the designs you preparedfor Mean Jeans during the month of June.

COMPLETED

Turn to page 163 in the Student Reference Book. Complete the steps titled Follow thesesteps when preparing a service invoice. List the following information on the service invoice.

� Professional design services June 1 to June 30

� $8,972.00

NOTE: Popular Designs does not charge a commission. Be sure to add 6% sales tax to your serviceinvoice.

JULY 13



Congratulations! You have had another profitable week at Popular Designs.

COMPLETED

Remove the incoming cash slips from the Cash File. Use scissors to remove the incomingcash slip dated July 13 from the sheet. Place the remaining slips in the Cash File.





All checks and cash received from sales during the week must be deposited to Popular Designs’ accountat Pettisville Bank. All incoming checks and cash from sales are considered cash receipts. The incomingcash slip represents currency and must be deposited along with any additional cash and checks.


COMPLETED


■ PROCESS THE CHECK FROM MEAN JEANS MANUFACTURING CO.

Business Forms You Will Need: � Check #1806 from Mean Jeans Manufacturing Co.� Service Invoice � Cashbook

Assume that today you receive a check from Mean Jeans Manufacturing Co. as payment for the serviceinvoice you sent on July 12. This invoice was for the work you did for Mean Jeans during the month of June.

COMPLETED

Find the check from Mean Jeans.

C If you are using Instructor-provided forms, find Check #1806 from Mean JeansManufacturing Co. in the Supplies folder.

V If you are printing your forms, open the forms document on your computer. FindUnit 4 Accounts Payable and Receivable. Print Check #1806 from Mean Jeans.

Use scissors to separate the check from the remittance slip.

Turn to page 165 in the Student Reference Book. Complete the steps titled Follow thesesteps when you receive a check in payment of a service invoice. HINT: Record Mean JeansJune Services in the EXPLANATION column of the cashbook.

CONGRATULATIONS! YOU HAVE JUST COMPLETED YOUR SECOND WORKWEEKAS MANAGER OF POPULAR DESIGNS.



At the end of each workweek, it is the responsibility of each manager to give his or her job performanceevaluation to the Instructor. Your Instructor will complete the form and return it to you. The manager’sweekly job performance evaluation represents your grade for this week. Make sure you turn it in on time!

COMPLETED





Complete only the top portion of the job performance evaluation. Write your name asmanager and circle workweek ending July 13. Give your job performance evaluation toyour Instructor.

JULY S714212830

F613202729

T512192628

W411182527

T310172431

M29162330

S18152229



JULY 16

■ PREPARE THE JULY 13 TIME CARDS

Business Forms You Will Need: � Time Cards #1-5 (July 13th)

Before you can complete your biweekly payroll for the pay period ending July 13, you must preparethe time cards.

COMPLETED

Turn to page 121 in the Student Reference Book. Complete the steps titled Follow thesesteps when preparing time cards.

■ PREPARE THE JULY 13 PAYROLL REGISTER

Business Forms You Will Need: � Payroll Register � Time Cards #1-5 (July 13th)� Checkbook � Cashbook

All employees of Popular Designs are paid biweekly (or every two weeks). A payroll register is used tosummarize information recorded on employee time cards. Wages and deductions for all employeesare recorded on this single report. The payroll register must be completed and proved (checked foraccuracy) before any money can be paid to individual employees. The payroll register may be preparedeither manually or electronically.

COMPLETED

Turn to pages 124-126 in the Student Reference Book. Carefully read these pages. Payspecial attention to the illustrations. Find the steps titled Follow these steps when preparinga payroll register on page 127 in the Student Reference Book.


Begin to complete the payroll register. Complete steps 1 through 7 on pages 127-129 inthe Student Reference Book. Be very careful as you record the information from the timecards onto the payroll register. Double-check all amounts you record. Make sure you recordeach amount in the proper column. If you have any difficulty completing the DEDUCTIONSsection of the payroll register, ask your Instructor for help.

Complete step 8 on page 129 in the Student Reference Book. Do not continue untilyour payroll register is accurate.

Complete steps 9 through 11 on pages 129-130 in the Student Reference Book. Placethe time cards and the payroll register in the Office File.

■ SIGN A PROMISSORY NOTE AT PETTISVILLE BANK

Business Forms You Will Need: � Cashbook � Appointment Calendar

Ms. Hernandez has authorized you to borrow $6,000 from Pettisville Bank to purchase new sewingequipment for the studio. She wants to borrow the money for 30 days.

COMPLETED

Turn to pages 204-206 in the Student Reference Book. Read the information there aboutpromissory notes. Look carefully at the illustration.

Turn to page 210 in the Student Reference Book. Find the steps titled Follow these stepswhen you borrow money and sign a promissory note. Complete steps 1 through 4.

Complete step 5 on page 210 in the Student Reference Book. Record the cash receipt inthe cashbook. HINT: Record Promissory Note in the EXPLANATION column of the cashbook.Record the amount of the check in the OTHER column of the RECEIPTS section of thecashbook.

Complete steps 6 through 8 on page 210 in the Student Reference Book.

JULY 17

■ PICK UP FLIERS AT CREATIVE ADVERTISING AGENCY


Today you will go to Creative Advertising Agency to pick up the 2,000 fliers you ordered for the industrialtrade show. Since you ordered them so late, you agreed to pick them up.

COMPLETED

Take your checkbook and go to Creative Advertising Agency. Tell the manager you havecome to pick up the 2,000 advertising fliers for Popular Designs.


Check the mathematical calculations on the service invoice that you receive with the fliers.After you are sure the invoice is correct, write a check payable to Creative Advertising Agencyfor the full amount of the invoice. Return to your place of business. Return the checkbookto the Cash File.

Record the payment in your cashbook. HINT: Record Advertising Fliers in the EXPLANATIONcolumn of the cashbook.

Place the flier and the invoice in the Office File.

■ CHECK ON YOUR SHARES OF STOCK


You purchased stock recently from Nouveau Investment Company. From time to time you check yourstock to see how well it is doing. Assume that you are on your lunch hour.

NOTE: If there are 2 managers of Popular Designs, both managers should complete this activity.

COMPLETED

Turn to page 308 in the Student Reference Book. Complete the steps titled Follow thesesteps when you check on your shares of stock.

■ REGISTER FOR A CLASS OFFERED BY LEE COMMUNITY CENTER


Most Pettisville residents enthusiastically support the activities sponsored by Lee Community Center.You are interested in signing up for one of the two new courses being offered at the community center:money management or CPR (cardiopulmonary resuscitation). Since you are registering as a privatecitizen, not as a manager of a business, assume that this transaction is completed on your lunch hour.

NOTE: If two managers are assigned to Popular Designs, only one manager will register for aclass today. The second manager will register later.

COMPLETED

Go to Lee Community Center. Take your personal cash envelope with you. Ask the followingquestions.

� What information can you give me about the money management class?

� What information can you give me about the CPR class?

Register for the class that interests you more.

Pay the registration fee.

Return to your place of business. Make a notation on your appointment calendar regardingthe dates and times the class will meet.


C If you are using a paper calendar, remove the calendar from the Office File. Write theinformation on the lines beside Notes at the bottom of the calendar.

V If you are using an electronic calendar, open the calendar on your computer. Recordthe information on your August calendar.

■ DESIGN A SMOCK FOR MEAN JEANS MANUFACTURING CO.

Business Forms You Will Need: � Clip Art (Sheet C): Smock for Mean Jeans Mfg. Co.� Address Labels & Postage Stamps� Return Address Labels� Checkbook � Cashbook

Mean Jeans Manufacturing Co. is planning to add a new style to its line of smocks for female employeesto wear in certain areas of the company. Today you will design a style that you want to submit forconsideration. You will send the design by Certified Mail.

COMPLETED



V If you are preparing the layout electronically, open the word processor on yourcomputer. At the top center of the page, key the heading ANOTHER CREATION BYPOPULAR DESIGNS. Underneath the heading, key the words By (Your Name).

Prepare the smock design.

C If you are preparing the design manually, remove the smock sketch for Mean Jeans(Clip Art Sheet C) from your Office File. Cut the sketch from the clip art sheet. Gluethe sketch onto your layout page centered underneath the heading.

V If you are preparing the design electronically, open the clip art folder on your computer.Locate the folder labeled PSN_ClothingDesigns. Now find the clip art labeledPSN_MJMSmock. Insert the clip art onto your layout page. If necessary, resize the clipart so that it is attractively arranged underneath the heading.




Address an envelope for Mean Jeans. Place the original design inside the envelope, butdo not mail the envelope yet.


Remove your checkbook from the Cash File. Take your checkbook and the envelope andgo to the post office.

Hand the envelope to the manager and tell her or him that you want to send the envelopeby certified mail.

Write a check payable to Pettisville Post Office for the certified mail fee. Return to yourplace of business.

Record the payment for the certified mail fee in your cashbook. HINT: Record CertifiedMail in the EXPLANATION column of the cashbook.


Staple or paper clip the receipt for certified mail to your copy of the design. Place thesepapers in the Office File.

NOTE: You will not prepare a service invoice for this design. Since you are under contract toprovide design services to Mean Jeans, you send a service invoice only once each month.

JULY 18

■ PREPARE THE JULY 27 TIME CARDS

Business Forms You Will Need: � Time Cards #1-5 (July 13th) � Time Cards #1-6 (July 27th)

Before the employees at Popular Designs can be paid again, you must first prepare the time cards forthe July 27th pay period.

COMPLETED

Find the July 27 time cards.

C If you are using Instructor-provided forms, remove the time cards for the current payperiod (July 27) from the Supplies folder.

V If you are printing your forms, open the forms document on your computer. FindUnit 3 Payroll. Print the time cards for the current pay period (July 27).

Remove the July 13 time cards from the Office File.

Copy the employee names from the July 13 time cards onto the July 27 time cards. Copythe social security numbers for the managers onto the July 27 time cards. HINT: Do notwrite anything on the blank time card dated July 27. You will use the blank card for theemployee you will hire.

Place the July 27 time cards in the Office File. Give the old time cards for the July 13 payperiod to your Instructor.


■ ADD A NEW EMPLOYEE TO THE PAYROLL

Business Forms You Will Need: � Notice of Employment � Time Cards #1-6 (July 27th)

Your want ad in The Towne Crier attracted seven applicants for the position of sewing machine operator.All applicants were interviewed, and a new sewing machine operator was hired. The new employeereported to work today. As manager, you must do the paperwork necessary to add the new employeeto the payroll.

COMPLETED

Turn to page 122 in the Student Reference Book. Complete the steps titled Follow thesesteps when you add a new employee to the payroll.

■ REGISTER FOR A CLASS OFFERED BY LEE COMMUNITY CENTER


If two managers are assigned to Popular Designs, the second manager will register for a class today. IfPopular Designs has only one manager, skip this activity.

COMPLETED

Turn back to the checklist for July 17. Complete the activities under REGISTER FOR A CLASSOFFERED BY LEE COMMUNITY CENTER. Place a check mark beside each activity as youcomplete it.

■ PAY INSURANCE ON THE STUDIO TO SECURITY INSURANCE COMPANY

Business Forms You Will Need: � Checkbook � Cashbook� Address Labels & Postage Stamps� Return Address Labels

The insurance premium on your building is due July 28. Assume that Security Insurance Companysent you a notice that the premium on your property insurance is due. The amount due is $220.00.

COMPLETED

Remove your checkbook from the Cash File. Write a check payable to Security InsuranceCompany.

Prepare an envelope and mail the check to the insurance company.

Record the payment in your cashbook. HINT: Record Property Insurance in theEXPLANATION column of the cashbook.


JULY 19

■ DESIGN A JACKET FOR LEE COMMUNITY CENTER

Business Forms You Will Need: � Clip Art (Sheet D): Jacket Sketchfor Lee Community Center

Recently Felicia Hernandez, owner of Popular Designs, had lunch with the manager of Lee CommunityCenter. The community center is interested in having jackets designed for their employees. Feliciaresponded that she is interested in membership in the community center. The manager of thecommunity center suggested that Popular Designs create the jacket design in exchange for a one-year membership at Lee Community Center. If, after a year, Felicia wishes to continue her membership,the community center will bill her for the annual membership dues. The manager of Lee CommunityCenter should stop by today to give you more details about the jacket design. Wait until the managerof Lee Community Center comes to the studio before you take any action. Then you should:

COMPLETED

Ask the manager of Lee Community Center to describe the type of jacket design neededfor the employees.



V If you are preparing the layout electronically, open the word processor on your computer.At the top center of the page, key the heading ANOTHER CREATION BY POPULARDESIGNS. Underneath the heading, key the words By (Your Name).

Prepare the jacket design.

C If you are preparing the design manually, remove the jacket sketch for Lee CommunityCenter (Clip Art Sheet D) from your Office File. Cut the sketch from the clip art sheet.Glue the sketch onto your layout page centered underneath the heading.

V If you are preparing the design electronically, open the clip art folder on your computer.Locate the folder labeled PSN_ClothingDesigns. Now find the clip art labeledPSN_LCCJacket. Insert the clip art onto your layout page. If necessary, resize the clipart so that it is attractively arranged underneath the heading.




Place the original jacket design in the Pending File until you are told to send it to thecommunity center. Place the copy of the design in the Office File.


■ WRITE A LETTER TO PETTISVILLE CHAMBER OF COMMERCE


Assume that today you receive a telephone call from the secretary of Pettisville Chamber of Commerce.The secretary asks you to confirm the arrangements that have been made for Felicia Hernandez tospeak at the August Chamber of Commerce meeting. Write a letter to the Chamber of Commerce toconfirm the arrangements that have been made.

COMPLETED

Turn to page 98 in the Student Reference Book. Complete the steps titled Follow thesesteps when writing letters. Be sure to include the following information.

� The correct mailing address for the Chamber of Commerce (Refer to page 3 in thisOperations Manual.)

� Felicia Hernandez is pleased to speak for the August 9 meeting of the Pettisville Chamberof Commerce.

� Ms. Hernandez will speak for 45 minutes on the topic “Five-Star Customer Service.”

� Ms. Hernandez will be able to remain after her presentation to answer any questions.

� You want the Chamber to let you know the time and location of the meeting.

� If there is any further information the Chamber needs, they should contact you by phoneat 555-0182 or by e-mail (give your Mean Jeans e-mail address if you have one).

■ RETURN THE WESTERN ROUNDUP DAYS PRIORITY SEATING RESERVATION FORM

Business Forms You Will Need: � Priority Seating—Western Roundup Days� Appointment Calendar� Address Labels & Postage Stamps� Return Address Labels

A messenger from the Pettisville Chamber of Commerce brings good news. Priority seating is availablein the Pettisville Athletic Field grandstand during Western Roundup Days. You may reserve up to 4seats for the Lone Star Traveling Rodeo. If Popular Designs has 2 managers, both managers shouldcomplete a form.

COMPLETED

Find your reservation sheet.

C If you are using Instructor-provided forms, remove the Priority Seating—WesternRoundup Days reservation form from the Supplies folder.

V If you are printing your forms, open the forms document on your computer. FindUnit 2 Business Communications. Print the Priority Seating—Western Roundup Daysreservation form.


Use scissors to separate the 2 forms. If you do not have a second manager, discard theextra form.

Look at your appointment calendar for July 28. The rodeo will take place from 2 p.m. to4 p.m. on July 28. Check your calendar to be sure that the rodeo does not conflict with theevent at which you volunteered to work. (The electronic games are also scheduled in theafternoon.) If you have a conflict, then reserve seats for your family members.

Decide how many seats you want to reserve.

Complete the reservation form(s) by filling in the information requested. Mail thereservation form(s) to the Chamber of Commerce.

■ MAKE AN ENTRY ON THE NEW EMPLOYEE’S TIME CARD


It is your responsibility each day to record the number of regular hours and any overtime hours workedby the new sewing machine operator. No overtime was worked today.

COMPLETED

Remove the time cards from the Office File. Find the card for the new sewing machineoperator. (If necessary, refer to the illustration on page 122 in the Student Reference Book.)Record the following information on the time card.

� Record the regular hours worked (the same hours you recorded for 7-18).

� Record the total regular hours worked (8).

Return the time cards to the Office File.

JULY 20

■ PREPARE FOR MEAN JEANS ANNUAL STOCKHOLDERS’ MEETING

Business Forms You Will Need: � Notice of Mean Jeans Annual Stockholders’ Meeting� Proxy Card (for managers not attending the meeting)� Mean Jeans Stock Certificate No. 89489B (Manager 1)� Mean Jeans Stock Certificate No. 89490B (Manager 2)� Appointment Calendar

You are a stockholder in Mean Jeans Manufacturing Co. As a valued stockholder, you are invited eachyear to participate in the annual stockholders’ meeting. If you are unable to attend the meeting, youwill return a proxy card so that someone else may vote on your behalf. If you will be attending themeeting, there are steps you must take to get ready. Check with your Instructor to find out if themeeting will be held in your classroom.


COMPLETED

Get ready for the meeting.

If you are NOT attending the meeting, turn to page 312 in the Student Reference Book.Complete the steps titled Follow these steps if you will not attend the annualstockholders’ meeting.

If you ARE attending the meeting, turn to page 313 in the Student Reference Book.Complete the steps titled Follow these steps if you are told to attend the annualstockholders’ meeting.




COMPLETED

Remove the incoming cash slips from the Cash File. Use scissors to remove the incomingcash slip dated July 20 from the sheet. Place the remaining slip (dated July 27) in the CashFile.





It is now time to make your weekly deposit at Pettisville Bank.

COMPLETED



■ SEND A PACKAGE TO FINLAND

Business Forms You Will Need: Shipping Label (optional) (Supplied by the Instructor)� Checkbook � Cashbook

Assume you completed a western shirt pattern for a customer in Finland. Today you will send it to Mrs.Hillary Lindfors in Finland. The shipping weight of the package is 8 ounces (!!!!! lb.). The value of theshirt pattern is $100. You want to send the package by Parcel Post—Air.

COMPLETED

Turn to page 181 in the Student Reference Book. Find the steps titled Follow these stepswhen preparing a package for mailing. Complete steps 1 through 5. HINT: You need avery small box. Write Western Shirt Pattern on the sheet of paper that represents thecontents of the package.

Take your checkbook and the package and go to the Pettisville Post Office. Be prepared totell the post office manager that this is international mail. The manager at the post officewill have rate charts to compute the postage for overseas mail.

Tell the manager the weight of the package (! lb.). The package should be sent parcelpost—air.

Write a check for the amount of the postage. Return to your place of business.

Record the payment in your cashbook. HINT: When you make an entry in your cashbook,record Overseas Package in the EXPLANATION column of the cashbook



It is your responsibility each day to record the number of regular hours and any overtime hours workedby your new employee.

COMPLETED

Remove the time cards from your Office File. Find the card for the new sewing machineoperator. Record the following information on the time card (If necessary, refer to theillustration on page 122 in the Student Reference Book.)

� Record the regular hours worked (7:56 a.m. to 12:02 p.m. and 12:59 p.m. to 5:01 p.m.).


� Record the overtime hours worked (6:00 p.m. to 8:01 p.m.).

� Record the total overtime hours worked (2).


CONGRATULATIONS! YOU HAVE JUST COMPLETED YOUR THIRD WORKWEEKAS MANAGER OF POPULAR DESIGNS.





COMPLETED





JULY S714212830

F613202729

T512192628

W411182527

T310172431

M29162330

S18152229



JULY 23

■ MAKE TRAVEL ARRANGEMENTS AT PASSPORTS-2-GO


On October 15, Felicia Hernandez will be leaving for Paris on a business trip. She travels to Paris atleast once a year and prefers to stay at the Chateau-Bastille. Passports-2-Go always handles Felicia’stravel arrangements.

COMPLETED

Remove a half sheet of plain paper from your Supplies folder. Take a pencil and the sheetof paper and go to Passports-2-Go.


Give the manager the following information.

� Felicia Hernandez wants to book a flight to Paris and make hotel accommodations.

� Felicia needs a coach flight from Toledo to Paris on October 15. She will be returning toToledo on October 25.

� Felicia needs a single room at the Chateau-Bastille for 10 nights (October 15 throughOctober 24).

Write down the flight and hotel information on the sheet of paper.

Return to your place of business. Place the e-ticket (electronic airline ticket) and sheet ofpaper with your notes in the Pending File until you receive the service invoice fromPassports-2-Go. HINT: After you have paid the invoice, file these papers in the Office File.

Make a notation on your appointment calendar on the departure date (October 15) andon the return date (October 25). If you are using a paper calendar, write the notation besidenotes at the bottom of the appointment calendar.

■ PURCHASE VIDEOS FOR YOURSELF AT HOLLYWOOD & VINE VIDEOS


You decide to stop by Hollywood & Vine Videos on your lunch hour today and pick up videos.If 2 managers are assigned to Popular Designs, only 1 manager will buy videos today.

COMPLETED

Remove your personal cash envelope from your Cash File. Take your cash with you and goto Hollywood & Vine Videos.

Look at the pricing guide sign displayed in the video store. Decide which videos you wantto rent. Pay the rental fee. HINT: Assume you left Hollywood & Vine Videos with thevideos in hand.

Return to your place of business. Make a notation on your appointment calendar to remindyou to return the videos before the due date.

Place the video rental record in the Pending File. HINT: You will not be reminded toreturn the videos. It is your responsibility to make sure you return them on time to avoidlate charges.

■ FIRE STRIKES! GRANT THE TOWNE CRIER AN INTERVIEW

Business Forms You Will Need: none

Popular Designs has been struck by fire! The fire occurred early this morning. The Pettisville FireDepartment arrived at 3 a.m. Fortunately, no one was injured. The fire department was able to containthe fire so that there was minimal damage to the studio and your office records. You contacted theowner, Felicia Hernandez, who is on a business trip to New York. She will be returning home tomorrow.


You told her the information the fire department gave you—that part of the studio will have to bereplaced and that the fire was caused by a short in the air conditioner wiring. You also reported the fireto Security Insurance Company. A representative from Security Insurance will come by tomorrow towrite up an estimate of the damage. Today or tomorrow the manager of The Towne Crier will stop byto interview you about the fire. Wait until the manager of The Towne Crier comes to the studiobefore you take any action. Then you should

COMPLETED

Answer each question carefully.

■ PARTICIPATE IN MEAN JEANS ANNUAL STOCKHOLDERS’ MEETING

Business Forms You Will Need: � Mean Jeans Stock Certificate No. 89489B (Manager 1)� Mean Jeans Stock Certificate No. 89490B (Manager 2)� Notice of Mean Jeans Annual Stockholders’ Meeting

The day has now arrived for the annual meeting of stockholders of Mean Jeans Manufacturing Co. Ifyour Instructor told you that the meeting would be held in your classroom, then complete the stepsbelow. If your Instructor told you that the meeting would not be held, then skip this activity.

COMPLETED

Open your Pending File. Remove your stock certificate and the notice of the annualmeeting. Read again the information on the notice. Place the notice in the Office File.

Take your stock certificate and your Student Reference Book with you to the meeting. Whenyou return from the meeting, place the stock certificate in the Office File.



It is your responsibility each day to record the number of regular hours and any overtime hours workedby the new sewing machine operator. No overtime was worked today.

COMPLETED

Remove the time cards from the Office File. Find the card for the new sewing machineoperator. Record the following information on the time card.

� Record the regular hours worked (8:00 a.m. to 12:02 p.m. and 1:00 p.m. to 5:05 p.m.).




JULY 24

■ CHECK ON YOUR SHARES OF STOCK


Once again you need to check on the progress of the stock you purchased. Assume that you are onyour lunch hour.

NOTE: If there are 2 managers of Popular Designs, both managers should complete this activity.

COMPLETED

Turn to page 308 in the Student Reference Book. Complete the steps titled Follow thesesteps when you check on your shares of stock.

Give your New York Stock Exchange Guide to your Instructor.

■ ORDER TRAINING VIDEOS FOR YOUR BUSINESS

Business Forms You Will Need: � Purchase Order � Address Labels & Postage Stamps� Return Address Labels

You have decided to order 2 training videos from Hollywood & Vine Videos to train employees inworkplace ethics and good customer relations. You want the videos shipped by Priority Mail.

COMPLETED

Turn to Hollywood & Vine’s price list on page 340 in the Student Reference Book. Lookdown the list of titles for training videos. Then read the NOTE at the bottom of the pricelist to find the purchase price and shipping weight. Answer the following questions.

� Which video title deals with workplace standards of right and wrong?

_______________________________________________________

� Which video title deals with good customer relations?

_______________________________________________________

� What is the purchase price of each video? $______________

� What is the shipping weight for 2 videos? _________ pounds

If you said Ethics on the Job and Efficient Consumer Response for the video titles, you arecorrect. If you said $100.00 for each video purchase, you are correct. If you said 3 poundsfor the weight, you are correct. You will order 2 videos—1 copy of Ethics on the Job and1 copy of Efficient Consumer Response.

Turn to page 148 in the Student Reference Book. Complete the steps titled Follow thesesteps when preparing a purchase order. HINT: In step 2c, this is the second purchaseorder issued by Popular Designs. When you come to step 2e, record Priority Mail besideSHIP VIA.


■ RESPOND TO A LETTER FROM UNITED COMMUNICATIONS

Business Forms You Will Need: � Return Address Labels

Assume that yesterday you called United Communications to inquire about cell phones. The manageragreed to send you some information about cell phones available for sale. He or she also promised tosend you a rebate offer form. Today or tomorrow you should receive a letter and the rebate offer fromUnited Communications. Wait until you receive the letter from United Communications beforeyou take any action. Then you should

COMPLETED

Read the letter and the enclosure. You decide to take advantage of the rebate offer atUnited Communications.

Take the rebate offer form and go to United Communications. Ask the manager if you cansee a description of the cell phones advertised in the rebate offer. Decide which cell phoneyou would like—the Venus or the Saturn model. Order the model you like best. HINT: Youwill be billed for the phone on your August telephone bill.

Return to your place of business with the form in hand. Assume you left UnitedCommunications with the cell phone in hand.

Use scissors to separate the two rebate offer forms. Discard the extra form. HINT: Oneform is for the Venus model, and the other form is for the Saturn model.

Complete the rebate offer form. Write the name of your business and your company mailingaddress on the form (or use one of your return address labels). Check the box that saysBusiness. Sign your name as purchaser and record the date.

Prepare an envelope and mail the form. Use the mailing address on the bottom of theform. HINT: You do not have a mailing address label for this address. You should addressthe envelope by hand.



It is your responsibility each day to record the number of regular hours and any overtime hours workedby the new employee. No overtime was worked today.

COMPLETED

Remove the time cards from the Office File. Find the card for the new sewing machineoperator. Record the following information on the time card.


� Record the total regular hours worked.


JULY 25

■ RENT A POST OFFICE BOX, BUY POSTAGE STAMPS, AND PICK UPCHANGE OF ADDRESS CARDS AT PETTISVILLE POST OFFICE

Business Forms You Will Need: � Checkbook � Cashbook� Address Labels & Postage Stamps

You decide to rent a post office box rather than having mail delivered to your building. You will rentthe post office box for one year. You will also send change of address cards to your regular customersso that they will know your new mailing address.

COMPLETED

Remove your checkbook from the Cash File. Take the checkbook and go to the PettisvillePost Office. Tell the manager that you want to rent a small post office box for one year.Give the manager of the post office the following information.

� Tell the manager the name, address, and telephone number of your business.

� Tell the manager that the box will be used to conduct business with the public.

� Tell the manager that all mail should be placed in your post office box.

� Tell the manager your name and your co-manager’s name (if you have one). Explainthat only these two people will be authorized to pick up mail from the post office box.

Complete the application for a post office box. The manager of the post office will tell youwhich items to complete on the application.

Tell the manager that you also want to purchase 12 postage stamps. Write a check payableto Pettisville Post Office for the rental fee and the stamps.

Ask the manager of the post office for 8 change of address forms. HINT: There are2 change of address forms on each sheet, so you will need 4 sheets of forms.

Return to your place of business. Record the payment in your cashbook. HINT: RecordPost Office Box Rent and Stamps in the EXPLANATION column of the cashbook.

Place the half sheet of paper (listing your new post office box number) in the Office File.

Ask your Instructor for tape.

Take the stack of change of address forms. You should have 4 sheets of forms, which willmake 8 postcards. Remove 1 change of address sheet from the stack. You will make2 postcards from this sheet. Turn the sheet so that the short edge (8!") is at the top.Notice there is one change of address form on the top half of the sheet and a second formon the bottom half of the sheet. Use scissors to cut across the middle of the sheet toseparate the two forms and along the dashed lines. Now fold each form along the dashedlines to form a front and a back. Tape the sides to form a 3- by 5-inch postcard. Continuemaking the postcards until you have 8 cards.

Complete the change of address cards. Turn the cards so that the words Complete this sidewith your new mailing address face you. Write today’s date as the beginning date. Writeyour business name on the Company Name line. Write Popular Designs’ old address and


new address in the spaces provided. (Your new address is the post office box number.)Leave the telephone number and account number lines blank. Sign your name and writetoday’s July date. Continue until you have all 8 cards completed.

Now turn the cards over. Remove your address labels from the Office File. Address postcardsto the following 8 businesses.

� Creative Advertising � Lee Community Center

� Mean Jeans Manufacturing Co. � Passports-2-Go

� Pettisville Bank � Taylor Office Supplies

� The Towne Crier � United Communications

Place a stamp on each card. Since you have only 35¢ stamps, you must use a pen to drawa line through the 35 and write in 20 on each stamp. Mail the postcards. HINT: In thefuture, your mail should come to your new post office box.

■ WRITE A LETTER TO LEE COMMUNITY CENTER

Business Forms You Will Need:� Clip Art (Sheet D): Jacket Sketch for Lee Community Center � Return Address Labels� Letterhead Stationery � Address Labels & Postage Stamps

You have the jacket design ready for Lee Community Center. You want to send the design to thecommunity center along with a cover letter.

COMPLETED

Remove the jacket design from the Pending File. Set it aside while you write the letter toLee Community Center.


� The correct mailing address for Lee Community Center (Refer to page 3 in thisOperations Manual.)

� You want to thank Lee Community Center for the opportunity to design a jacket forthe employees.

� As requested, the jacket design includes the initials LCC.

� The jacket design also includes two front pockets.

� You would like to recommend a tailor to make the jackets, Ms. Ashlie Waites.

� You know that Ms. Waites has a lot of experience and will do a good job. She may becontacted at 701 Stamm Street, Archbold, OH 43502-0736.

� You are enclosing the jacket design.

� You may be reached at 555-0182 if there are any questions about the jacket design.

Include an enclosure notation at the end of your letter. Be sure to enclose the jacket designin the envelope with the letter.




It is your responsibility each day to record the number of regular hours and any overtime hours workedby the new employee.

COMPLETED

The new sewing machine operator worked her regular hours today with no overtime.

JULY 26

■ DISTRIBUTE THE REMAINING WESTERN ROUNDUP DAYSANNOUNCEMENT BUTTONS


Tomorrow begins the Western Roundup Days festivities. All of Pettisville is looking forward to thisexciting celebration! Many managers of Pettisville businesses have requested the free Western RoundupDays announcement buttons. However, not all businesses have done so.

COMPLETED

Remove the letters requesting free buttons from the Office File. On a sheet of scratchpaper, make a list of all businesses that did not send a letter requesting buttons. (A completelist of Pettisville businesses is on page 3 in this Operations Manual.)

Remove the remaining buttons from the Pending File. Take the buttons and the list ofbusinesses and go out into the business community. Personally call upon each businesson your list. Be sure to make Mean Jeans Manufacturing Co. one of your stops.

Return to your place of business. Place the letters and any remaining buttons in theOffice File.

■ MAKE A UTILITY PAYMENT AT PETTISVILLE BANK

Business Forms You Will Need: � Utility Bill from Pettisville Power and Light Co.� Checkbook � Cashbook

The Pettisville Power and Light Company has authorized Pettisville Bank to collect utility bill paymentsfrom Pettisville businesses. This arrangement is convenient for Popular Designs as a customer. It isalso convenient for Pettisville Power and Light Company because it provides direct deposits to theutility company’s account at the bank.

COMPLETED

Find your utility bill.


C If you are using Instructor-supplied forms, remove the utility bill from the Supplies folder.Notice that the utility bill has two parts, the bill itself and the remittance slip. Theremittance slip is returned to the utility company with your payment. The bill is filedfor future reference.

V If you are printing your forms, open the forms document on your computer. FindUnit 4 Accounts Payable and Receivable. Print the utility bill. Notice that the utilitybill has two parts, the bill itself and the remittance slip. The remittance slip is returnedto the utility company with your payment. The bill is filed for future reference.

Write a check payable to Pettisville Power and Light Company. Use scissors to separate theremittance slip from the bill on the dashed line.

Record the payment in your cashbook. HINT: Record Utility Bill in the EXPLANATION columnof the cashbook.

Write PAID across the large portion of the utility bill. Place it in the Office File.

Take the check and the utility bill remittance slip and go to Pettisville Bank to make thepayment. You cannot use the drive-in window.

■ WRITE A LETTER TO PETTISVILLE FIRE DEPARTMENT


You want to express your appreciation for the fine job done by the members of the fire department incontaining the fire on the morning of July 23. You decide to write a letter to the Pettisville FireDepartment to acknowledge the efforts of those men and women.

COMPLETED


� The correct mailing address for Chief Eduardo Vasquez of the Pettisville Fire Department(Refer to page 3 in this Operations Manual.)

� Use the salutation Dear Chief Vasquez.

� You are grateful for the courageous job the Pettisville Fire Department did in savingPopular Designs’ studio.

� You were able to open for business as usual on July 23.

� You have had minimal damage because of the quick efforts of the firefighters.

� You appreciate the dedication and unselfish concern shown by all of the firefighters.

� You especially want to thank Assistant Fire Chief Thompson, who has stopped by toassist you twice since the fire.




It is your responsibility each day to record the number of regular hours and any overtime hours workedby the new employee.

COMPLETED

The new sewing machine operator worked her regular hours today with no overtime.

JULY 27




COMPLETED

Remove the remaining incoming cash slip dated July 27 from the Cash File.





It is now time to make your weekly deposit at Pettisville Bank.

COMPLETED


■ MAKE AN ENTRY ON THE NEW EMPLOYEE’S TIME CARD; TOTAL CARD


It is your responsibility each day to record the number of regular hours and any overtime hours workedby your new employee.


COMPLETED

Remove the time cards from the Office File. Find the card for the new employee. (Ifnecessary, refer to the illustration on page 120 in the Student Reference Book.) Recordthe following information on the time card.



� Record the overtime hours worked (from 5:00 p.m. to 7:00 p.m.).

� Record the total overtime hours worked.

Add the figures in the TOTAL REG. column of the card. Record the total. Write the samefigure under HOURS (REGULAR) at the bottom of the card. Then multiply the HOURS(REGULAR) times the RATE to find the AMOUNT.

Add the figures in the TOTAL OT. column of the card. Record the TOTAL. Write the samefigure under HOURS (OVERTIME) at the bottom of the card. Then multiply the HOURS(OVERTIME) times the RATE to find the AMOUNT. Record the TOTAL HOURS and GROSSPAY.


CONGRATULATIONS! YOU HAVE JUST COMPLETED YOUR FOURTH WORKWEEKAS MANAGER OF POPULAR DESIGNS.




COMPLETED






JULY S714212830

F613202729

T512192628

W411182527

T310172431

M29162330

S18152229



JULY 30

■ PREPARE THE JULY 27 PAYROLL REGISTER

Business Forms You Will Need: � Payroll Register � Time Cards #1-6 (July 27th)� Checkbook � Cashbook

The second pay period ended July 27. It is time once again to prepare a payroll register and pay theemployees.

COMPLETED

Turn back to the checklist for July 16. Complete the activities under PREPARE THE JULY 13PAYROLL REGISTER. Place another check mark beside each activity as you complete it.

■ RECONCILE YOUR BANK STATEMENT

Business Forms You Will Need: Bank Statement (Supplied by the Bank)� Checkbook � Cashbook

You should receive a bank statement, canceled checks, and deposit slips from Pettisville Bank. It isyour responsibility to make sure your records and the bank’s records agree.

COMPLETED

Turn to page 75 in the Student Reference Book. Complete the steps titled Follow thesesteps when you reconcile a bank statement.

JULY 31

■ WRITE A LETTER TO MEAN JEANS MANUFACTURING CO.

Business Forms You Will Need: � Letterhead Stationery� Address Labels & Postage Stamps � Return Address Labels

Today Felicia Hernandez arrives with some bad news for you. Felicia enjoys much success designingfor her French customers and spends more and more time away from Pettisville. She tells you that she


plans to close her studio and will not have employment for you after August 15. However, there is aposition available at Mean Jeans Manufacturing Co. for a person with management experience in thedesigning business. She will be happy to give you an excellent recommendation for this position.

COMPLETED

You decide to write a letter to arrange an interview with Mean Jeans. Turn to page 98 inthe Student Reference Book. Complete the steps titled Follow these steps when writingletters. Be sure to include the following information.� The correct mailing address for Mean Jeans Manufacturing Co. (Refer to page 3 in this

Operations Manual.)� You will be leaving your management position at Popular Designs on August 15.� You have enjoyed your work at Popular Designs very much, but Felicia Hernandez is

closing the studio next month.� You have heard through Ms. Fernandez that there is a management position available

for persons with designing experience.� You would like to arrange an interview with the Human Resources Department at Mean

Jeans.� You have excellent references to recommend you for the position.� You may be reached by phone at 555-0182 or by e-mail at (give your Mean Jeans e-

mail address if you have one).

■ BALANCE AND RULE THE CASHBOOK

Business Forms You Will Need: � Cashbook

You must balance and rule the cashbook to see how well you kept the cash records for July.

COMPLETED

Balance and rule the cashbook for the month of July.

C If you are using a manual cashbook, turn to page 63 in the Student Reference Book.Complete the steps titled Follow these steps when balancing and ruling a manualcashbook.

V If you are using an electronic cashbook, turn to page 64 in the Student Reference Book.Complete the steps titled Follow these steps when balancing an electronic cashbook.

■ COMPLETE THE FINAL AUDIT

Business Forms You Will Need: � Final Audit

Now that you have completed all activities for the month of July, you must get your records ready to turninto your Instructor. Do not complete this activity until all other activities for July have been completed.

COMPLETED

Turn to page 247 in the Student Reference Book. Complete the steps titled Follow thesesteps when completing the final audit.

Documents

OPERATIONS MANUAL - Keweena MANUAL Popular Designs 5 POPULAR DESIGNS FACT SHEET Popular De signs’ main customer is the Mean Jeans Manufacturing Co., …