A.C .N. 08 08 93 812
MASTER QUOTE…..
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MASTER QUOTE
…providing
Superior Quoting Systems
for Australian Industry !
Press “Page Down” when ready...
MASTER QUOTE
Welcome to the
Master Quote
OVERVIEW
You have 2 options of running this program.
Option 1. Sit back and enjoy as the program takes you
through each segment step by step, advancing automatically
as it goes. You don’t have to do anything! Auto run approx.: 14 mins
Option 2. If this is too slow for you, simply click
“Page Down” - Which moves you through more quickly, or
“Page Up”
- Which moves you back one item at a time
Simply Press “Page Down” now on your keyboard to begin...
MASTER QUOTE
WHAT THE PRODUCT ACHIEVES
• Quote by item yet print by description, eg the quote may be made up of
multiple items to complete a bathroom renovation, but the actual quote can just
read…. “Bathroom Renovation”
• Imports Price List’s from Suppliers in full detail including costs
• Allows easy search facility, eg Tradelink >29000 items, Facilitates the search
by Group, by Item number or Item description or even by Supplier if multiple
suppliers are used.
• Capable of grouping separate items to form a “Kit” eg “Toilet Renovation”.
Use items from different suppliers or even by include your own items such
as “labour” for instance.
COMMAND CENTRES
MASTER QUOTE
A. The Data Command Centre - takes you to each Data Entry Area
A
B. The Quotes Command Centre - lets you develop quotes
modify quotes and accept quotes for export to MYOB.
You can also preview before accepting and printing them
B
C. The Import/Export Command Centre - allows you to import price list from suppliers
and import and export directly to and from MYOB
C
D. The Housekeeping Command Centre - allows you to
set Master Quote to your own Business Profile and
adjust tax codes if necessary (they say we never will!)
while also Compacting the Data Base
D
SYSTEM SETUP
MASTER QUOTE
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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Enter your company details
Enter the first quote number that you wish Master Quote to use (i.e..carried on from your existing System)
Enter the directory where your MYOB data file is located. This will be the location of the file containing your accepted quotes.
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
Enter your MYOB General Ledger Account Number for Sales. This needs to be identical in MYOB.
This is the tax rate that will be calculate on all your items. They say it wont change !
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.
Move the default to “Print on my letterhead” if you do not want the company details printed on the quote.
Both Quote Message and Special Conditions can be set with a standard comment but both can be changed per individual quote.
NEW ITEM SETUP
MASTER QUOTE
This area allows you to setup your own items e.g. “Labour” etc,in addition to those items of your suppliers.
Click on
New Item to
start.
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1. Enter a number to easily identify the product.
This can either be alpha or numeric, or a combination.
E.g. Super25=Supervisor $25 PH or App1st=1st year Apprentice
4. Enter brief identification of measure e.g.
Hours could be “hrs”.
2. “Attach” to an Item Group for easy location.
You will note that there is a Labour (User defined).
5. Enter enter the relevant prices.
3. Enter a description for this item.
NB: Trade Price = Cost Price.
MASTER QUOTE
Have you missed something?…..
Just click
“Page Up” to take
you back anytime !
BUILDING KITS
MASTER QUOTE
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.
You can also Duplicate a Kit if the tasks are similar..and you can show them on the Quote as a kit or expand to
show as individual items.
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Wow
Doesn’t that
make life
easier!
1. You must enter in an “Item Number”,
e.g.. Kit 1 or Toilet.
2. Attach to a Group for easy location
e.g.: Kits (User defined)
3. Type a full description.
4. Select items to form your Kit
Note: The Trade and Retail Prices will be calculated automatically as you add items.
These will be automatically updated when a new price list is imported.
NEW QUOTES
MASTER QUOTE
1st Tab - Setup & Line Search
This area allows you to create new Quotes.
The Quote number is
automatically generated,
however it follows on from
the 1st number you set
in the System Setup.
1. Select Customer
2. Enter order number or
personal reference details
3. Enter Job/Site details.
4. Set a Default Markup here
or by individual line item.
6. Click on this line to search
for an item or click on the
Search heading for more
refined search facility.(See next slide)
7. The facility also exists
to Add headings and sub totals,
insert blank lines or text and even
move items up or down
in the Quote.
5. Choose the desired
pricing level. See note
below.
NOTE: Re 5. If you select Trade Prices you add a markup, if you use Retail Price you put in a
negative markup e.g. -10.
NEW QUOTES - Searching
MASTER QUOTE
2nd Tab - Search
This page shows the various methods that can be used to locate an item quickly and efficiently.
1a. Click on the Drop down
box next to Item Groups,
to search by their groups,
OR
OR
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,
1b. Choose one of the
Suppliers, then search
with any of the
search facilities,
OR
2. Click to
select item.
1d. Highlight a word and click on the
filter with the lightening bolt to “filter”
just those items containing that part of
the description,
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 line will not be totaled
nor included in the Quote Summary figures.
OR
1e. Click on a column and then click on
the A-Z to get it to sort in order of
lowest to highest price. Alternatively, the
Z-A would give you the highest to lowest
price.
4. Click to add to quote. If you click
back on the Line Items Tab
these items will be
included in the quote.
NEW QUOTES - Notes
MASTER QUOTE
3rd Tab - Insert Job Description
This page shows you how to enter details about the job in the “Notes” field.
This is where you would enter
your job description. This can be
as long as you need but only the
first 255 characters will be
exported to MYOB .
NEW QUOTES- Quote Summary
MASTER QUOTE
4th Tab - Messages and Mark Up
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,
however if you don’t like the result,
simply adjust your Markup
under the Line Items Tab
PRINT QUOTES
MASTER QUOTE
Compact Quote Detail QuoteDetail Quote
items
Notes Only Tax not included in line
Tax shown in line items
10 Print Options in all ! And you even get an acceptance
slip with each quote
To review these again just click “Page Up”
REPRINT QUOTES
MASTER QUOTE
This area allows you to either reprint Quotes or Invoices, which have previously been typed. It allows you to print the
Compact Quote, Detailed Quote, Compact Invoice or Detailed Invoice etc.
1. Enter a number or
click on the down arrow
to select the Quote to be
printed from the list.
You have the option to print on
your letter head
or plain paper
(Make you selection in Setup)
2. Choose the type of Quote you
require
3. Click to preview or print
A Detailed Quote/Invoice will print individual products.
A Compact Quote/Invoice will only print notes,
that is a description of the job.
MODIFY QUOTES
MASTER QUOTE
This area allows you to either modify the quote, accept it or even duplicate it to save you writing up
a similar one.. You can very simply add or remove items as well ! Please Note: This is only the
top part of the Quote .The bottom section is the same as in “New Quotes”
1. To find the quote by customer
or number, simply
click on the drop down box arrows.
There
is also the facility to
2. Click if accepted, and
add
your
today’s date
is the
default.
It will now Certificate
be ready to Number
Compliance
export
to MYOB
(In Quote
Summary)
Copy a Quote for a similar job,
save re-entering.
4. Insert a manual
Contract Number if applicable ,
to link to a quote for future
search options
5. You can even elect to print
Picking Slips dedicated
for each supplier.
3. You can even make a
Duplicate quote
with one simple click or “flush it away”
if no longer required.
SETTING ACTIVE / INACTIVE ITEMS
MASTER QUOTE
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,therefore finding items more quickly.
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.
3. Continue with
your selection ,
then click on
close
2. Click here to make
Active or Inactive. The
inactive items will not
be displayed in the search
area of the quote screen.
MASTER QUOTE
OTHER FEATURES & BENEFITS:
1.Importing Supplier Price Files…is as simple as 1,2,3
2. Setting Up Your own Suppliers…is also as simple as GST, sorry 1,2,3
3. Set up Groups - to group your own items
4. Import or Set up your card file, again also simple
5. This program can be used entirely on its own
Tradesman have been involved in the design of this program
from its earliest stages of development…
that’s why its easy to use…….
Are you unsure of something again?…..
Remember all you have to do is just click
“Page Up” to take
you back anytime !
SOFTWARE REQUIREMENTS:
MASTER QUOTE
• Windows 95, 97 0r 2000
• PC Anywhere for remote support
(optional)
AVAILABILITY
• Serendipity Consulting Pty Ltd
13 Johnston Crt, Dandenong, Vic 3175
Ph 03 9791 2756 Fax:03 9791 2723
or Alternatively,
Down load the order form from our website
PRODUCED BY:
A.C .N. 08 08 93 812
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 once again for your time, we hope you found it informative.
To obtain MASTER QUOTE, please refer to the contact details on the
previous slide and we will be happy to forward it to you.
The Serendipity Team
THE END