Dec 172017
 
Foxbase executable that keeps track of materials database, does customer quotations, cost analysis.
File QUOTEPRO.ZIP from The Programmer’s Corner in
Category Databases and related files
Foxbase executable that keeps track of materials database, does customer quotations, cost analysis.
File Name File Size Zip Size Zip Type
CATEGORY.DBF 409 210 deflated
ITEMCOST.DBF 2341 693 deflated
ITEMS.DBF 2212 780 deflated
QUOTE.DOC 56960 12916 deflated
QUOTEPRO.EXE 355328 142225 deflated
QUOTES.DBF 5964 685 deflated
QUOTES.DBT 2614 925 deflated
QUOT_DET.DBF 707 271 deflated
SUBASSM.DBF 378 191 deflated
SUBASSM.DBT 2346 1026 deflated
SUBDETL.DBF 652 240 deflated
SUPPLIER.DBF 690 281 deflated
SUPPLIER.DBT 3290 1662 deflated

Download File QUOTEPRO.ZIP Here

Contents of the QUOTE.DOC file




















QuotePro ver 1.0

Copyright 1992

Computers Made Easy







QuotePro ver 1.0 is a system to make quotations simple and easy to your
business. The system is designed to be user-friendly. It is also designed
for simple entry, updates and referencing of information. There is always
room for additions within any program in computers, If you have any
questions, or ideas for improvements, please contact me in writing:


Donald Rapp Jr
358 James St
Falls Church, VA 22046


This documentation is just to be used like a quick reference manual to get
you started. Since the program was developed to be very simple to the user,
I have not gone to extremes on what every facet of this application is
designed for. However, I will try to touch on as much as possible.

Almost everything is controlled by a light-bar menu, or by answering simple
one key entry questions. The light-bar menus, hi-lite an option which you
control by using the arrow keys on your keyboard and then press enter to
actually select the desired option to perform. If you really feel a desire
to have full blown detailed documentation, it will be available with the
registered copy. Why waste time reading over 100+ pages, when you don't
even know if you like the layout of the system?


In order to run this application, you must check the config.sys file on your
floppy disk that is used to "boot up" your computer, or your hard disk. Make
sure that it has the following line with at least 30 files to be opened.

FILES = 30

The reason for this is that this program may have at any one time, have 8
data files with multiple indecies (data sorted in a specific order).

If you are running on a hard drive system, just make a sub-directory for this
program and copy everything on the distribution disk there. If you are
running on a dual floppy disk system, copy the program on 1 disk, and all the
data files (with extensions of .DBF and .DBT) to a second disk.

To run the program, type QUOTEPRO and press ENTER.




LIMITED WARRANTY

Computers Made Easy shall have no liability or responsibility to the
purchaser or to any other person or entity with respect to any liability,
loss or damage caused by this product, including but not limited to any
interruption of service, loss of business or anticipatory profits or any
consequential damages resulting from the use of this product. Only the
original disks supplied by Computers Made Easy will be exchanged within
three months from the date of purchase if defective in manufacture,
labeling, or packaging, but except for such replacement the sale or the
subsequent use of this series of programs is without warranty or liability.

The above is a limited warranty and the only warranty made by Computers
Made Easy. Any and all warranties for merchantability and/or fitness for
a particular purpose are expressly excluded. The user is expected to read
and understand the principles of this manual. Failure to understand these
could cause the user to be liable for understating or overstating quotes.

Table of Contents

Quote Professional Menu Selections (summary pages) . . . . . . . . . . . 5
File Maintenance Menu . . . . . . . . . . . . . . . . . . . . . . . 5
Items Maintenance . . . . . . . . . . . . . . . . . . . . . . 5
Suppliers Maintenance . . . . . . . . . . . . . . . . . . . . 5
Category Maintenance. . . . . . . . . . . . . . . . . . . . . 5
Sub-Assembly Maintenance. . . . . . . . . . . . . . . . . . . 5
Mass-Update Supplier Costs. . . . . . . . . . . . . . . . . . 5
Quotes Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . 5
Reports Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Items Report. . . . . . . . . . . . . . . . . . . . . . . . . 5
Categories Report . . . . . . . . . . . . . . . . . . . . . . 5
Suppliers Report. . . . . . . . . . . . . . . . . . . . . . . 5
Sub-Assembly Report . . . . . . . . . . . . . . . . . . . . . 5
Quotes Report . . . . . . . . . . . . . . . . . . . . . . . . 5
File Utilities Menu . . . . . . . . . . . . . . . . . . . . . . . . 6
Update Your Company Info. . . . . . . . . . . . . . . . . . . 6
Pack & Re-Index Data Files. . . . . . . . . . . . . . . . . . 6
Back-Up Data to Disks . . . . . . . . . . . . . . . . . . . . 6
Restore Data from Disks . . . . . . . . . . . . . . . . . . . 6
Erase ALL Data From Files . . . . . . . . . . . . . . . . . . 6

Items & Service Maintenance . . . . . . . . . . . . . . . . . . . . . . . 7
Add . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Delete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
End . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Modify. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Next. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Previous. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Quit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Re-Calc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Suppliers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Suppliers Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Delete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Modify. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Category Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Delete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Modify. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Sub-Assembly Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . 13
Delete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Modify. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Include-Items . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Re-Calc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Mass Update Supplier Costs. . . . . . . . . . . . . . . . . . . . . . . . 15
A - by % on all costs. . . . . . . . . . . . . . . . . . . . . . . 15
B - enter price in order of items & supplier . . . . . . . . . . . 16
C - enter price in order of supplier & items . . . . . . . . . . . 16
SPECIAL NOTE ** . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Quotes Maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Delete. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Modify. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Comments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
View-Details. . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Type-Quotation. . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Example Quote . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Quote Professional Menu Selections (summary pages)

This is the primary menu selection of this application. From here you will
have the opportunity for different options grouped together to help eliminate
confusion on where to get to a particular area.

File Maintenance Menu -- this sub-menu will allow you to perform
maintenance to the different data files. There are different maintenace
areas depending on your update needs.

Items Maintenance -- Maintain, and reference ALL items on file.
Here is where the parts are defined, and the suppliers are
associated and used to define default costs for each item.

Suppliers Maintenance -- Maintain this reference file of the actual
suppliers that your inventory comes from.

Category Maintenance -- Maintain this reference file for the
categories of items for inventory. This also has a field to
default any markup percentage that is to be associated for each
item within a given category.

Sub-Assembly Maintenance -- Define the Sub-Assemblies by name, and
then define all the items & quantities associated with the sub-
assembly.

Mass-Update Supplier Costs -- 3 ways to update a group or all
prices at a given time, instead of modifying each individual item.
This is very convienient especially with fixed increases, or new
price schedule for individual suppliers!!!

Quotes Maintenance -- Define and Maintain the Quotations that are
presented to the customers. This section also allows comments per
customer need/specifications.

Reports Menu -- Sub-Menu to display reports that are available based on
topic. Each report will have multiple options to allow specific
information to be reported. All reports will have the option of being
displayed to the screen, or sent to the printer.

Items Report -- Items Report will have options of All items, or
Range of items, including prices or not, etc.

Categories Report -- Category Report showing the different
categories as a list, along with option for including the default
markup percentages.

Suppliers Report -- Supplier Report for a printing of the supplier,
along with (or without) notes about the supplier, contacts, phone
#s, and more.

Sub-Assembly Report -- Sub-Assembly Report for a printing of the
sub-assemblies with (or without) notes, along with the items and
quantities included.

Quotes Report -- Quotes Report, just used as a reference of what
quotes are on file, or just used to see a reference of what quotes
are outstanding and needs to be followed up on.Quote Professional Menu Selections (summary pages cont.)

File Utilities Menu -- Different Utilities to clean your data files and
re-index (sorted) order of records. You will also be able to save your
data to disk for backup purposes.

Update Your Company Info -- This is normally done only 1 time.
This is where you put your company name and address information
with your local tax rate. This information is used in calculating
quote taxes and printing your company name on the qoutes. Here is
also where you tell the program where you want the data to be
stored: (Example: A:, B:, C:, or D:)

Pack & Re-Index Data Files -- Packing will permanently remove all
records that you delete during maintenance. These may be from
discontinued items, or you may no longer stock them. Re-Indexing
will re-organize the order of the data files in case of damage to
the disk or hard drive.

Back-Up Data to Disks -- Backup Data for storage. This should be
done when any major item, or price changes are made to the data
file, or weekly depending on your needs as a company. Keep the
back up disks in a safe place, away from the master disks.

Restore Data from Disks -- Restore Data from your backups, back to
your master disks. This is done, when your master disks are
destroyed by accident or hazard. Your data will only be accurate
to the last date that you did your backups.

Erase ALL Data From Files -- Completely clear all data from ALL
Data files to start from scratch. This you may do after testing
with the application until you get a feeling and organization of
how you desire to set up the categories and items information.
When you select this, you will have to enter a password. You must
enter "KILL DATA " in all capital letters before it will clear the
files. If incorrectly entered, the files will be left alone.
Items & Service Maintenance

This section is designed for you to have immediate access to all items that
will be available for you to include within quotes. You won't have to
memorize each item, before you can see the details. The first record will
always come up first, from there, you will be able to use the menu options at
the bottom to page through the items, list, and even make changes as
necessary. These options will be further explained on the following pages.

Below is a display of the screen and all the information for items and
services.




Items & Services Maintenance


Item # :WORD PERFECT 5.1 Category :S-WP
Description :WORD PERFECT 5.1 FOR WIN Lead Time: 3
Unit Measure:EA Mark Up %:22.00
Lowest Price: 259.00 Highest : 295.00 Taxable :Y
Def Supplier:DUSTN Sell Cost: 340.38



Add Begin Delete End List Modify Next Previous Quit Re-Calc Suppliers


Based on the above screen display, the menu selections on the bottom of the
screen are controlled by a light bar. That is, you can use the cursor keys
to move and hi-light an option an press the ENTER key, or you may just type
the 1st upper case letter in the option to be performed.


Add The add option will allow you to add any new item (as long as it is
not duplicated with exact same name) to the data file. The item
detail areas will be cleared, and you may enter any information you
want. If you do not enter an ITEM #, the record will be ignored,
and the last record being displayed will be re-displayed.

Two notes: 1, the category field must be defined on the category
file first. This will ensure everything is assigned to a valid
category. 2, the category file will have a master mark-up % to be
associated with each item under that category. If your new item
mark-up percent is left as zero, the category default will be
plugged in. If you enter a value for the mark-up percent, the
category default will be ignored only for the one item.

When you save the new record, you will be asked:
Add default supplier records for this record (Y/N) ?

If you respond with "Y", you will then be asked:
Please enter default cost for item:

If you responded with "Y", a new record with a default cost of what
was entered will be added for each supplier for this item. This
will help save data entry time, and help eliminate entry errors for
suppliers.Items & Service Maintenance (cont.)

Begin This will move the file pointer to the first item record on file.
The details will then be displayed to the screen.

Delete This will DELETE the currently displayed item. This option may be
critical. If you select DELETE here, you will be asked to confirm
with "YES" or "NO". If not entered exactly, nothing will happen.
If you do decide to delete, this will affect all related files.
The supplier costs records for this item will be deleted. If a
sub-assemblies includes this item, only this item will be deleted
from the sub-assembly. If the item is included within a Quote, it
will be left alone, although when re-printed, there will be no
price, or description -- delete with caution.

End This will move the file pointer to the last item record on file.
The details will then be displayed to the screen.

List The list option is great for reference and also for a quick
retrieval of an item. You will be able to list the items in 3
sequences by answering the following prompt when it is displayed.

List by (I)tem, (D)escription or (C)ategory? I

Based on "I", "D", or "C" (entered above), you will then be
prompted to enter an Item, Description or Category to start the
list with.

Please enter Item to Start List (leave blank to abort)
Item : LOTUS 123

NOTE: You can enter even a partial. If the computer doesn't find
an exact match, it will start at an item near that you typed. An
example of the list will be displayed below.



Items & Services Maintenance


Item # :80 ARCNET Category :NET

Item Description Unit Meas Category Low Price

Previous Page
CLIPPER 5 CLIPPER VER 5.0 EA S-DBAS 610.15
DAC EASY DAC EASY ACCOUNTING 4.2 EA S-ACNT 170.95
DBASE IV DBASE IV EA S-DBAS 595.95
FOXPRO 2.0 FOXPRO VER 2.0 EA S-DBAS 635.85
GRAMMATIK GRAMMATIK (CHECKS GRAMMER) EA S-WORD 85.25
HARV GRAPH HARVARD GRAPHICS 3.0 EA S-DRAW 405.75
LOTUS 123 LOTUS 123 VER 2.4 EA S-SPSH 395.75
PEACH TREE PEACH TREE ACCOUNTING EA S-ACNT 197.25
WORD PRFCT WORD PERFECT VER 5.1 EA S-WORD 225.75
Next Page
Quit List


Items & Service Maintenance (cont.)

As you can see in this list, the items are listed in order of the
item. If you selected by Description or Category, the same
principle would apply. The list would reflect the items in
sequence of description or category.

This list is also controlled by a light-bar. Just use the cursor
to hi-light an item. Press the ENTER key for your selection. If
you select "Previous Page", this will back up in the database and
list the items prior to the current and display them for you to
choose from. If you select "Next Page", this will skip forward and
display the next set of items on file for you to choose from. If
you select "Quit list", the list will be done and you will return
exactly where you started with no changes.

If you find an item you desire to view, hi-light that particular
item and press the ENTER key. The computer will return to the
screen display and display the information for the item you
selected.

Modify This will allow you to make changes to the data for the currently
displayed item. When you make changes to the data, any items that
reflect the changes will be updated.

Example, if you changed the ITEM #, the supplier cost records will
be adjusted to reflect that the item has been changed. It will
also update the sub-assembly file, if the particular item is
included in there. Finally, if this item is also included in any
quote, the changed item # will be set to the new value.

The power of this will allow you to make changes without having to
go to each section of the program and make sure that "did I change
all the items to the same, or did I miss some?"

Next This will move the file pointer to the next item on file and
display the information to the screen.

Previous This will move the file pointer to the previous item on file and
display the information to the screen.

Quit This will allow you to quit out of the Items & Services Maintenance
program, back to the File Maintenance Menu.

Re-Calc Allow you to re-calculate the low/high selling costs, along with
the default supplier and the selling cost associated with them.
You will have the following prompt to answer:

Re-Calculate Selling Costs for (T)his or (A)ll items?

If you answer "T", only this current item will be re-calculated.

If you answer "A", all items from the beginning of the file will be
re-calculated. This works great in cases of category markup
changes, or by mass price updates (explained later).
Items & Service Maintenance (cont.)

Suppliers This option will allow you to see the suppliers that are available
for the current item along with their costs to you, your calculated
selling cost to the consumer, along with bulk costs & quantities if
applicable. The following is what the screen will look like with
the details that apply.




Items & Services Maintenance


Item # :WORD PERFECT 5.1 Category :S-WP
Description :WORD PERFECT 5.1 FOR WIN Lead Time: 3
Unit Measure:EA Mark Up %:22.00
Lowest Price: 259.00 Highest : 295.00 Taxable :Y
Def Supplier:DUSTN Sell Cost: 340.38

Supplier :DUSTN
Our Cost : 279.00
Sell Cost: 340.38
Bulk Qty : 10
Bulk Cost: 2650.00


Add Begin Delete End List Modify Next Previous Quit Use-Supplier


All the above menu selections apply the same as in the first phase except
that they will only reflect information pertaining to the individual item
being displayed. To keep the manual short and simple, the commands are
almost identical throughout the entire program. I will only try to focus on
any key factors for the options that you should have knowledge of.

Add Add supplier(s) for the individual item only

Begin Display 1st supplier for CURRENT ITEM to screen

Delete Delete only this supplier cost record

End Display last supplier for CURRENT ITEM to screen

List Same principle as List of Items on prior page. Only difference is
that only the suppliers for the CURRENT ITEM will be listed.

Modify Modify Supplier, costs, selling costs, and bulk information.

Next Display next supplier for CURRENT ITEM to screen

Previous Display previous supplier for CURRENT ITEM to screen

Quit Quit viewing supplier information, return back to the main ITEMS &
SERVICE section.

Use- Select the currently displayed supplier as the default on where you
Supplier purchase the item. This will be used for quote and sub-assembly
calculations.
Suppliers Maintenance

This section is designed as a reference area for your suppliers. Here, you
will be able to have the address, contact information and phone numbers
immediately at your disposal. You will also have a comments area to put
notes about the supplier as you need them. This will be explained in more
detail later.

Below is a display of the screen and all the information for suppliers.



Supplier Maintenance

Supplier :DUSTN
Company :DUSTIN DISCOUNT SOFTWARE
Address :20969 VENTURA BLVD

City :WOODLAND HILLS State:CA Zip:91364

Contact :BOBBY PIN
Phone :(800)274-6611 Fax :(818)884-5310

Comments
Testing the comment area for Dustin Software. The total length
for the comment area is 65 characters wide. The computer will
also automatically do the scrolling when you are at the end of
a comment line.
You can have text after the next line, but it won't be displayed
at first, you have to select comments, then page down as needed.


Add Begin Comments Delete End List Modify Next Previous Quit


Most of the commands here operate the exact same as explained on pages 7-9.
I will only clarify some differences as they will apply for suppliers.

Add, Begin, End, List, Next, Previous, Quit all operate the same just as in
the items maintenance section described on pages 7-9.

Comments This will allow you to use the built-in word processor of the
system. Although your display area is only 6 lines high, you can
type over 30 pages of information and notes about the company and
still have room left. You probably won't need this much room, but
it is available. When you are done typing the comments, use the
"Ctrl-W" (hold the "Ctrl" key, then press the "W" key) to save any
changes. If you want to ignore any changes, just press the "Esc"
key. A prompt in the upper right corner will ask if you want to
Abort (Y/N). Respond as you need.

Delete The delete here, also works similar to that of in the items
maintenance program. If you choose to delete a supplier, you will
have to confirm with "YES" or "NO ", otherwise nothing will happen.
If you do decide to delete a supplier, then all supplier cost
records will be deleted also. Also, if the supplier was designated
as the default supplier, the item default supplier and cost will be
cleared. Here again, you won't have to make sure that you cleared
everything for the supplier and didn't miss anything.
Suppliers Maintenance (cont.)

Modify The modify option is similar to items maintenance. If you change
the name of the supplier, any corresponding item default supplier,
or item price record will show the reflection. Although you may
change the supplier code, you will not be able to have a duplicate
supplier name on file.


Category Maintenance

This section is designed as a reference area for your categories. Here, you
will be able to view the category code, description and default mark up
percentage that is to apply to each item within this category.

Below is a display of the screen and information for category reference.



Category Maintenance


Category :CABLE
Description :COMPUTER CABLES
Default Mark Up %:67.25



Add Begin Delete End List Modify Next Previous Quit


Most of the commands here operate the exact same as explained on pages 7-9.
I will only clarify some differences as they will apply for suppliers. Note,
this file contains little data just because it is used as a reference file,
and also to help items grouped into similar categories for report purposes.
The Default Mark Up % is read in the items maintenance program for any item
that falls into the specific category.

Add, Begin, End, List, Next, Previous, Quit all operate the same just as in
the items maintenance section described on pages 7-9.

Delete The delete here, also works similar to that in the items
maintenance program. If you choose to delete a category, you will
have to confirm with "YES" or "NO ", otherwise nothing will happen.
If you do decide to delete a category, then all items and supplier
cost records will be deleted also. Also, if the category was
included in a sub-assembly, the item will be deleted also. Here
again, you won't have to make sure that you cleared everything for
the supplier and didn't miss anything.

Modify The modify option is similar to items maintenance. If you change
the name of the category, all corresponding item records will show
the reflection. Although you may change the category code, you
will not be able to have a duplicate category on file.Sub-Assembly Maintenance

This section is a designed to help save you time when you are building
quotes. If you have any "standard" items, systems, or "sub-assemblies" as
they may be known, this is where it begins. A brief explanation of a sub-
assembly is to group many "stock" items that are normally grouped together
that many people need at one time.

Below is a display of the screen and all the information for suppliers.



Sub-Assembly Maintenance


Sub-Assembly:4 USER NOV
Description :NOVELL 4 USER NETWORK
Total Price : 7242.97
Comments
This is a test comment area. Here is where you can put the
any information pertaining to the warranties, inclusions,
training, and so forth. You can also describe the types of
systems that will be used for file server & work station
areas.


Add Begin Delete End List Modify Next Previous Quit
Comments Include-Items Re-Calc

An example is to have a new computer network system for a company. Although
not everyone knows everything involved, but this will give you an example and
understanding how the principles can be applied.

This example is just for a 4 user NOVELL network. Notice the Sub-Assembly
name assigned is "4 USER NOV", just to signify a 4 user network using NOVELL
networking system. There is also a comment area that you may enter, an
example has been included above. (For those computer buffs who do a lot of
networking, this is just a short example for users to understand in plain
language.) Just an example of what may be included in this network is:

1 - NOVELL Netware 2.2 (networking software to control everything)
1 - 486/25 Mhz File Server (150 MB hard drive)
3 - 286/20 Mhz work stations
4 - Arcnet cards (used to connect computers to file server via cable)
200 ft coaxial cable (estimate length of cable needed)
1 passive hub (connect work stations to file server)
8 - BNC connectors (used at each end of cable to connect everything
together. Similar like the telephone connectors.)
40 hours labor to test and setup network

Although this is just an example, you may apply this program in anyway to fit
your business needs. I will explain how to add these items in just a moment.
First, to reiterate, most of the commands available operate the same as in
the prior segments. Those that are new, or operate a little different will
be explained below and on the next page.

Add, Begin, End, List, Next, Previous, Quit all operate the same just as in
the items maintenance section described on pages 7-9.
Sub-Assembly Maintenance (cont.)

Delete The delete here, also works similar to that of in the items
maintenance program. If you choose to delete a sub-assembly, you
will have to confirm with "YES" or "NO ", otherwise nothing will
happen. If you do decide to delete a sub-assembly, then all items,
and prices will be deleted also. NOTE: This WILL NOT DELETE the
sub-assembly from a quote that may have already been given to a
customer. Delete Sub-Assemblies with caution.

Modify The modify option is similar to items maintenance. If you change
the sub-assembly name, all quotes that used the sub-assembly name
will be updated to reflect the new value. Although you may change
the sub-assembly name, you will not be able to have a duplicate
sub-assembly on file.

Comments Same principles and control as in suppliers maintenance (see pg 11)

Include-Items
Here is where you will be able to enter each of the items that will
define the sub-assembly. Note: the control of the INCLUDE-ITEMS is
just like item supplier costs (see pg 10). The control will only
move to the records that are directly related to the currently
displayed sub-assembly, no others. When you select this option,
the lower half of the screen will be changed from showing the
comments, to showing the items to be included (if any exist). If
none exist, you may add as needed. Below is an example of what the
screen will look like for adding items to sub-assemblies.



Sub-Assembly Maintenance


Sub-Assembly:4 USER NOV
Description :NOVELL 4 USER NETWORK
Total Price : 7242.97

Item :NOV 5 USR (NOVELL 5 USER SOFTWARE )
Qty : 1.00
Sell Cost : 0.00
If sell cost is 0, then the default
item price will be used


Add Begin Delete End List Modify Next Previous Quit

Take Note: if the sell cost is left as 0, then when it is quoted,
it will use the latest price based on any changes in supplier
prices. This will help to ensure that the prices are the most
current and you don't mis-quote a customer and have to eat the
difference.

** Final note: When you do update the prices in part or in mass
update (to be described later), run the re-calc to make sure that
the sub-assembly calculations are accurate.

Re-Calc To Re-calculate the sub-assembly selling cost based on the latest
updates to supplier costs. Note, you can re-calc the currently
displayed item, or all items at once to save time.Mass Update Supplier Costs

This section is a designed to help save you lots of time when a supplier has
any partial or major price change. This program is designed to allow you to
update all supplier costs in 1 of 3 ways.

Below is a display of the screen and option for updating costs.



Mass Price Updates

Mass Updates can be done in 3 ways here.
A - by % on all costs
B - enter price in order of items & supplier
C - enter price in order of supplier & items

Quit, do not perform mass updates



A - by % on all costs
You can increase or decrease a supplier cost to you by a percentage.
You can do this for a specific supplier, or ALL suppliers if you desire.
Just enter the information in the screen as you need. You will have to
confirm the price changes. If you enter a supplier that is not on the
master supplier file reference, a pop-up list will be displayed for you
to select the supplier you meant to use. If you select Quit, then no
price updates will be done. Below is what the screen will ask you to
fill in as needed.



Mass Price Updates

The principles used here to update prices is that you select
a specific supplier, or "ALL" for all suppliers.

Second, select to increase or decrease costs.

Third, enter the actual percentage amount to change costs by.


Please enter Supplier to Update:

(I)ncrease or (D)ecrease costs :

Adjust by what percentage : 0.00







Mass Update Supplier Costs (cont.)

B - enter price in order of items & supplier
Enter price (your cost) in order of items & supplier. You enter the
price that items have changed to with all suppliers for each item
grouped together. This may be convienient if there is a price change in
a group of similar items, such as computers, cables, or software. Then
this would be the case to update prices in this fashion. Take note to
the order based on the following example:



Mass Price Updates

Our Cost Item Description Supplier
======== ========== ========================= ========
95.75 ARCNET 100 ARCNET 100MS NETWORK CARD SYRCO
92.63 ARCNET 110 ARCNET 110MS NETWORK CARD ABC
84.72 ARCNET 110 ARCNET 110MS NETWORK CARD SYRCO
25.00 CAB PAR 10 CABLE PARALLEL 10' ABC
22.75 CAB PAR 10 CABLE PARALLEL 10' SYRCO
17.50 CAB PAR 6 CABLE PARALLEL 6' ABC
17.00 CAB PAR 6 CABLE PARALLEL 6' SYRCO
19.50 CAB SER 10 CABLE SERIAL 10' ABC
21.00 CAB SER 10 CABLE SERIAL 10' SYRCO
15.95 CAB SER 6 CABLE SERIAL 6' ABC




C - enter price in order of supplier & items
Enter price (your cost) in order of supplier & items. You enter the
price just like above, its just that all items for a given supplier are
grouped together as you will see in the example below:



Mass Price Updates

Our Cost Item Description Supplier
======== ========== ========================= ========
110.75 80 ARCNET ARCNET 80MS NETWORK CARD ABC
96.75 ARCNET 110 ARCNET 110MS NETWORK CARD ABC
24.82 CAB PAR 10 CABLE PARALLEL 10' ABC
20.25 CAB PAR 6 CABLE PARALLEL 6' ABC
19.59 CAB SER 10 CABLE SERIAL 10' ABC
14.68 CAB SER 6 CABLE SERIAL 6' ABC
575.95 COM 286/12 COMPUTER 286/12MHZ ABC
675.95 COM 286/16 COMPUTER 286/16MHZ ABC
975.00 COM 386/16 COMPUTER 386/16 ABC
795.25 HP LASER HP LASER JET PRINTER ABC



NOTE: In both examples of pricing updates by items or by the supplier,
you will be able to update up to 10 items at any given time. After you
enter the prices, you will be given a prompt

(S)ave, (N)ext Pg, (P)revious Pg, (R)etrieve, or (Q)uit ?
Mass Update Supplier Costs (cont.)

Save - Save the price changes back to the prices file

Next Pg - Ignore changes, just move to next page of items.

Previous Pg - Ignore changes, move back a page of 10 items.

Retrieve - Retrieve a new supplier or item to edit prices with.

Quit - Quit, Done with price updates.



SPECIAL NOTE **
After you do any price updates, make sure that the first thing you do is
go back and select the Re-Calc option in the Sub-Assemblies program,
along with the Re-Calc option in the Items & Service program. You must
do this for (A)ll items. This will help to ensure that all prices will
be reflected properly and quotes will be accurate.
Quotes Maintenance

This section is designed to do all the work for you. Here is where you will
be able to maintain all your quotes. Again, here is another area where you
may enter comments that are specific to a customers needs. These comments
will be included when the quote is printed.

Below is a display of the screen and information for Quotations.



Quotation Professional

Quote # :1
Customer :Donald V Rapp Jr
Address :358 James St

City :Falls Church State:VA Zip:22046

Contact :DON & TAMMY Phone:(123)456-7890 Fax:( ) -

Sales Rep:ME Quote Date:09/21/92 Exp:09/28/92 Tax: 4.5
Comments
Enter any comments here that may be specific requests from your customer.
This area will also be printed in the quote as well. Although this is a
limited area to see what is being typed, you can type over 30 pages of
information. Although this may be extreme, you have the ability to do it.




Add Begin Comments Delete End List Modify Next Previous Quit
View-Details Type-Quotation


Add, Begin, End, List, Next, Previous, Quit all operate the same just as in
the items maintenance section described on pages 7-9.

Delete The delete here, also works similar to that of in the items
maintenance program. If you choose to delete a a quote, you will
have to confirm with "YES" or "NO ", otherwise nothing will happen.
If you do decide to delete a quote, then all the detail items for
the displayed quote will also be deleted. NOTE: This WILL NOT
DELETE anything from the items, sub-assembly, supplier, costs, or
category files. This is because, it is using them as a reference.
This quote file is not a master file that has other files depending
on ITS information. It depends on the other files.

Modify The modify option is similar to items maintenance. If you change
the quote number, all quotes details will be updated to reflect the
quote number. Although you may change the quote number, you will
not be able to have a duplicate quote number on file.

Comments Same principles and control as in suppliers maintenance (see pg 11)
Quotes Maintenance (cont.)

View-Details
This is similar to that of the Suppliers option in the Items &
Service Maintenance section. Viewing the details for the current
quote will only show & reflect the options directly used for the
current quote being displayed. An example of the screen will is
below.



Quotation Professional

Quote # :1
Customer :Donald V Rapp Jr
Address :358 James St

City :Falls Church State:VA Zip:22046

Contact :DON & TAMMY Phone:(123)456-7890 Fax:( ) -

Sales Rep:ME Quote Date:09/21/92 Exp:09/28/92 Tax: 4.5

Item :4 USER NOV
Quantity : 1.00
Sell Cost: 7242.97
Taxable :Y




Add Begin Delete End List Modify Next Previous Quit


Note: when adding a new item to a quote, if it is a sub-assembly,
then the computer automatically recognizes it and will include all
items when it prints the quote. If it is just an individual item
from inventory, then that item will be printed individually.

Second Note: Here also, if you leave the sell cost = 0, you won't
have to worry about price changes affecting the quote. It will
always reflect the latest prices on the master files and calculate
the price immediately and save it to for the quote detail. This
saves the price to protect a customer who has already been quoted a
price although there may be price increases. YOU CAN STILL CHANGE
the price to charge manually, but this will not be changed with any
price changes.

Again, here in the detail section, you will only be viewing the
information pertaining to the current quote only.


Type-Quotation
This will allow you to actually print the quote to the printer.
There is nothing super special about this option. It does all the
work and pulls the prices and customer information and prints a
clear layout explaining everything in the quote. An example of a
quote is on the following page.

Example Quote


Date:09/22/92 Computers Made Easy Page: 1
358 James St
Falls Church, VA 22046

Quote Proposal & Specifications

Quote # :1 Contact :DON & TAMMY
Quote Date:09/22/92 Phone :(123)123-1231
Expiration:09/29/92 Fax :(121)212-1212
Sales Rep :ANYONE Tax Rate: 4.50

Customer:Donald V Rapp Jr
358 James St

Falls Church, VA 22046
================================================================================
This is the comment area for the actual quote.

Here is where you may enter the customer specifications as to
what the quote must include.

And although the comment area only shows a few lines, you may
continue to type and fill as much text as required.

================================================================================

Item Description Qty Price Total
========== ========================= ======== ========= =========

PRINT EPSN EPXON FX PRINTER 1.00 347.29 347.29

4 USER NOV NETWORK 4 USERS 1.00 4899.50 4899.50
80 ARCNET ARCNET 80MS NETWORK CARD 5.00
COAX RG62 NETWORK RG62 COAX CABLE 225.00
COM 286/25 COMPUTER 286/25MHZ 3.00
COM 386/16 COMPUTER 386/16 1.00

HP LASER HP LASER JET PRINTER 1.00 799.25 799.25

CAB PAR 10 CABLE PARALLEL 10' 2.00 18.31 36.62


Taxable Total: 5735.37
Tax ( 4.50%) : 258.09
Non-Taxable : 347.29
=========
Total : 6340.75




(Note: Each detail is double spaced. The sub-assembly for "4 USER NOV" will
only display the total price for the setup with individual quantities that
are included. The individual price for the sub-assembly items will not be
displayed since there is normally a group discount for large purchases in
"kit" form.


 December 17, 2017  Add comments

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