QuickQuote Algoma Hardwoods, Inc. Internet Estimating System Quick Start Guide

Transcription

1 More than a name it s a standard. Established in Perry Street Algoma, WI (920) (920) Fax sales@algomahardwoods.com QuickQuote Algoma Hardwoods, Inc. Internet Estimating System Quick Start Guide System requirements: High Speed Internet Connection PC with 1 gigahertz (GHz) or higher processor clock speed and 256 megabytes (MB) of RAM or higher recommended Windows Operating System (XP or Windows 2000) Screen Resolution of 1024 x 768 pixels or higher Internet Explorer 5.5 or later Internet Explorer Temporary Internet Files setting Check for newer versions of stored pages: set to Every visit to the page Java Runtime Environment version or later May use either Windows XP Professional, Windows XP Home Edition, or Windows 2000 Operating System Microsoft Windows, Windows Logo and Internet Explorer Logo are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Java is a trademark or registered trademark of Sun Microsystems, Inc. in the United States and other countries

2 Screen Resolution Setting Right click on a blank area of your Windows Desktop to open a pop-up box with access the Display Properties. Click Properties to open the Display Properties pop-up, select the Settings tab. Set screen resolution to 1024 x 768 pixels. Click OK. Display Properties can also be accessed through Control Panel from the Start menu. Internet Explorer Settings On Tools menu, click Internet Options. On General Tab, in the Temporary Internet files section, click Settings. Under Check for newer versions of stored pages:, select Every visit to the page. Click OK on Settings Click OK on Internet Options

3 1 QuickQuote Login Use Microsoft Internet Explorer to access the Algoma Hardwoods Quotes Website Your Username and temporary Password will be assigned by Algoma Hardwoods, Inc. Enter your Username and Password, then, Click Login or, press the Enter key. 2 Quote Main (Welcome) screen Quote Management and other options are now available. Click General to move forward to the quote listing screen.

4 3 Quote Listing screen No estimates will be shown the first time you enter the system. Basic options are New, Delete, and Search Setup. Click New to generate a new estimate. 4 Quote Header Screen Customer Information is your Company Name, Address, and other Algoma Account Information.. Note: Header Screen (and Item screens) have color coded EC Status Indicators small square at top center of screen and message area at bottom of screen. EC Status Indicators: Red = Violation Yellow = Warning Green = Valid

5 5 Quote Header screen (Continued) Enter Job Name/Address, Contact person (at your Company), and other Job Requirements. Note: ZIP Code is required if freight is to be included. Contact at your Company Items checked under Job Requirements may affect all the door items on an estimate. Note: EC Status must be Configuration is valid before you can proceed on to the next step (EC Status Indicator = Green) Click Submit to proceed to the quote door items.

6 6 Line Item screen For new estimates, no items are shown the first time you enter this screen. Basic options are New, Delete, Print Quote, and Back. Click New to start a new item. 7 Product Selection (New Item) Only the Wood Doors or WD product selection is available at this time. Click on the Door or WD to select product

7 8 Item screen Base Door tab Enter the basic door information on this screen (Size, Type, Construction, Species, etc.). Enter door width & length in Feet and Inches (i.e. 3 and 0 for 3-0 width). Use Check Boxes and Drop-Down Menus to select other door requirements. Door elevations will illustrate the selected Opening Type (and most Opening Options and Door/Transom configurations) Drop-Down Menus allow for a single selection only. Fields or Options with Check Boxes will allow multiple selections. You will be prompted to complete the fields that must have an entry but you must also select the features you require from the other optional fields. Important Note: Door quantities are entered by highlighting or entering the Quantity box with the mouse and then entering the new quantity. One (1) is the default quantity for new items. Use Tabs to select other door options. The Configuration is valid EC Status Indicator Message will show when you have selected the required options.

8 9 Item screen Machining/Blocking tab Use Check Boxes select factory machining for hardware and reinforcement options Click the Check Box or anywhere on the description line to select (or un-select) an option. 10 Item screen Finish/Detail/Misc tab Use Drop-Down Menus to select factory finishing and packaging. Fill-in quantity and size for glass or louver openings, etc., and select Check Boxes for other options. When you have selected the required options, and the Configuration is valid EC Status Indicator/Message is shown*, and you have more items to enter, click Copy to proceed to the next step. *Note: It may also be OK to Copy (or Submit) items with a Warning: and/or Note: in the EC Status Message area. Be sure to read all Warnings or Notes and make changes to the item if necessary.

9 11 Copy Item feature Existing Items can be copied to other items. Use this feature to eliminate re-entering all of the requirements or options for new (additional) items. Click OK to copy this item to the next item. 12 Item screen Copied item Change the Quantity, Construction Type, and other options as necessary to meet the requirements of the new item. The preferred (but not the only) method to make changes is a Left to Right approach, that is, start with the Base Door tab and make any changes there before changing Machining, Finish, etc. Some options have a Table Lookup feature to select the required option Click on the Binoculars to bring-up the feature listing. Select the required option and click Ok.

10 13 Item screen Copied item (Continued) By repeating previous steps 10, 11, 12, etc., additional items can be copied and changed as required. Note: Be sure to change the Quantity on copied items. This is often easy to forget (the Copy feature also copies the quantity from the previous item). If this is the last item to be entered, click Submit to proceed to the next step. 14 Line Item screen (with entered items shown) Item Number, Door Quantity, Algoma Item Description (Code), Tentative Price*, and EC Status are displayed for each item entered. *CAUTION: The unit prices shown on this screen may not be your final cost the Estimate needs to have all items entered and run through the Print cycle before final pricing takes effect. Also, unit prices do not include freight, crating, set-up, and/or other miscellaneous charges. Click Print Quote to proceed to the next step. You can return to any item by clicking on the Product ID for that item (i.e. WD). Click Back to return to the Quote Listing screen.

11 15 Print Quote screen The Quote Number and Revision Number of the estimate selected for printing is displayed. Click Print Quote to continue to print-out the Estimate. 16 Completed Quote View on screen The completed estimate should be reviewed on screen prior to printing to ensure quantities, sizes, and other options are correct. Internet Explorer displays the completed Estimate in HTML format. Use the Slider Bar or Arrows to view the complete Estimate.

12 17 Quote Printout If all items appear OK, print the estimate. Print the completed estimate using the print features of Internet Explorer. 18 Logout Closing Internet Explorer will return the Print Quote Screen. You may Logout from this screen Click Logout to exit the Estimating Program. (You may Logout from any screen that shows this option). Note: If you wish to Enter Additional Estimates: Click Cancel to return to the Line Items screen. Click Back on the Line Items screen to return to the Quote Listing screen. Click New on the Quote Listing screen to start another estimate (see Step 3).