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MASTER QUOTE. OVERVIEW. COMMAND CENTRES. A. Data Command Centre. B. Quotes Command Centre. C. Import/Export Command Centre. D. Housekeeping Command Centre. SYSTEM SETUP.

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MASTER QUOTE

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Master quote

MASTER QUOTE

OVERVIEW


Master quote

COMMAND CENTRES

A. Data Command Centre

B. Quotes Command Centre

C. Import/Export Command Centre

D. Housekeeping Command Centre


Master quote

SYSTEM SETUP

This area allows you to setup your own company details. Once set up you only need to enter this area for future changes.

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1. Enter your company details

2. Enter the first quote number that you wish Master Quote to use

3. Enter the directory where your MYOB data file is located. This will be where the file of accepted quotes created will be exported.

4. Click on the down arrow to link to the correct version of MYOB you are using, so that Master Quote can export in the correct format

5. Enter your MYOB General Ledger Account Number for Sales. This needs to be identical in MYOB.

6. This is the tax rate that will be calculate on all your items. If using the system prior to 1/7/00, this could be set to 0%.

7. If you only use a small number of items, it might be easier to make them all inactive on import, and then activate the relevant ones.

8. Move the default to “Print on my letterhead” if you do not want the company details printed on the quote.

9. Both Quote Message and Special Conditions can be set with a standard comment but both can be changed per individual quote.


Master quote

NEW ITEM SETUP

This area allows you to setup your own items additional to those of your suppliers.

1. Enter a number to easily identify the product.

This can either be alpha or numeric, or a combination.

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2. “Attach” to an Item Group for easy location. You will note that there is a Labour (User defined).

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3. Enter a description for this item.

Click on Add

New Item to

start.

4. Enter brief identification of measure eg Hours could be “hrs”.

5. Enter enter the relevant prices.

BUILDING KITS

This area allows you to build your own kits. That is group materials and Labour used continually for the same process. When entering a New Quote you will just need to select the kit not the individual items each time.

1. You must enter in an “Item Number”,

eg. Kit 1 or Toilet.

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2. Attach to group for easy location

Kits (User defined)

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3. Type full description.

4. Select items to form kit

Note: The Trade and Retail Prices will be calculated automatically as you add items.

These will automatically adjust when new price list is imported.


Master quote

SETTING ACTIVE / INACTIVE ITEMS

This area allows you to make your items either Active or Inactive this will minimize the number of items in the search area as the inactive items will not appear.

1. To locate the item or Group

you wish to modify, click on the

relevant section.Using the “Keyword

Search” only the items

containing this word or exact

combination will be displayed.

2. Click here to make

Active or Inactive. The

inactive items will not

be displayed in the search

area of the quote screen.

3. Continue with

your selection ,

then click on

close


Master quote

NEW QUOTES

This area allows you to enter new Quotes.

2. Enter order number.

1. Select Customer

The Quote number is

automatically generated.

3. Enter Job/Site details.

5. Choose the desired

pricing level. See note

below.

4. Set a Default Markup

or this can be by line item.

6. Click on this line to search

for item or click on Item

Search heading for more

refined search facility.

NOTE: Re 3. If you select Trade Prices you add a markup, if you use Retail Price you put in a negative markup eg -10.


Master quote

NEW QUOTES - Searching

This page shows the various methods that can be used to locate an item quickly and efficiently.

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1c. Type in a Keyword of the

Item you are searching

for then click on the

GO icon and a list of items

containing that word will

be displayed.

1a. Click on the Drop down

box next to Item Groups,

to search by their groups

1b. Choose one of the

Suppliers, then search

with any of the

search facilities,

1d. Highlight a word and click on the

filter with the lightening bolt to “filter”

just those items containing that part of

the description.

1e. Click on a column and then click on

the A-Z to get it sort in order of the

lowest to highest price. Alternatively, the

Z-A would give you the highest to lowest

price.

2. Click to

select item.

3. The selected item will be shown at the bottom.

IMPORTANT:When adding a new line to the

quote, always TAB through the rest of the fields,

if you don’t use TAB the linewill not be totalled

nor included in the Quote Summary figures.

4. Click to add to quote. If you click

back on Line Items these items will

included in the quote.


Master quote

NEW QUOTES - Notes

This page is specifically designed for directions on how to enter data in the “Notes” field.

This is where you would enter

the job descriptions. This can be

as long as you need but only the

first 255 characters will be

exported to MYOB

NEW QUOTES- Quote Summary

This page is designed specifically for directions on using the“Quote Summary” field.

Modify either

the Quote

Message or

Special

Conditions if

necessary.

These fields are

automatically

calculated


Master quote

MODIFY QUOTES

This area allows you to either modify the quote, or to accept the quote.

1. Find quote by customer or number,

click on the drop down box.

Click if accepted, and

today’s date is the default.

Copy a Quote for a similar job,

save re-entering.

REPRINT QUOTES

This area allows you to either reprint Quotes or Invoices, which have already been typed. It allows you to print the Compact Quote, Detailed Quote, Compact Invoice or Detailed Invoice. See below for instructions on how this is done.

1. Enter a number or

click on down arrow

to select the Quote to be

printed or click on down

arrow from list.

2. Click to Preview or

click on Print.

A Detailed Quote/Invoice will print individual products

PLUS the first part of your “Notes”.

A Compact Quote/Invoice will only print notes,

that is a description of job.

2. Make your selection of the type

or form you wish to print or preview.


Master quote

This has just been a brief overview of Master Quote and its many features.

Please do not hesitate to call if you have any further queries.

Thank you for watching.


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