Lessons from the School of Hard Knocks
Get Organized
A number of years ago I chuckled when a friend of mine commented that his son-in-law had re-arranged the icons on the DeskTop of his computer.  He said, "That's like going into my home and moving the furniture around in the living room".  That comment took on a lot more meaning when I saw the collection of icons on this DeskTop -- it's FULL -- and he uses the smallest image and font available.  He says he knows where things are, but I've seen him more that once sit and stare at the screen looking for the right icon.  A little organization would reduce the clutter and make things easier to find.

Microsoft, in an effort to make Windows and it's related programs such as Word and Excel "productivity tools", has established some conventions that are fairly easy to live with and difficult to fight.  The DeskTop, My Documents, My Downloads, and a couple of others are assumed to be the desired place to store things.  That works for me, especially with the ability to add "folders" and "sub-folders" to these areas in which similar or related things can be placed.

When you save a file, eMail attachment, etc. you normally have an option to "Save as …" which allows you to select the location into which you want it placed.  The DeskTop and My Documents are easy to find on the list of options and are easy to locate later when you need to reference the file again.  The catch is you can accumulate such a collection that it gets unmanageable.The solution is to create folders where you place similar or related entries.

You may want a folder for each Manufacturer into which you place the price lists, catalogs, and correspondence.  You may even want folders inside the Manufacturer's folder to separate price lists and catalogs, or maybe the current version resides in the Manufacturer's folder (a sub-folder) and when the new one arrives you move the old one into a folder named "Old Stuff".

You can further simplify things by using the "View" option at the top of the folder display to change the presentation of the folder's content.  The "List" option will show only a small icon and the name of the file.  The "Details" option adds the size and date of the file.  There are also options to allow you to specify the sequence in which entries are shown and the attributes to be included when you use the "Details" format.

Windows Explorer is a handy and powerful tool.  The catch is you can do a lot of damage in a very short period of time.  One of my objectives is to minimize, if not eliminate, the use of Windows Explorer so the opportunity for error is narrowed.

Now, lets apply this to the things you deal with using WeLoop.SAMS.

Reports created PDF-format
Sales.Orders imported from other sources
Site Synchronization files when using WeLoop.Replication
The key to this organization thing is to have a plan, and to then use that plan.  At first you'll find it a bother, but once it becomes a habit (which really doesn't take very long), you'll find it well worth the effort.

These notes are the result of telephone conversations and email exchanges over the years.  The purpose here is twofold: