Created by: Yardley Technical Communication

Transcription

1 QUOTATION PRINTING

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2007, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Acclaim Version 18.0 Publication Date: ii

3 Table of Contents 1 INSTALLATION INSTRUCTIONS 4 2 USING THE SOFTWARE 7 QT-ENTRY 7 Quote Summary 7 Print Options 8 iii

4 1 INSTALLATION INSTRUCTIONS The PKG-INSTALL module is designed to allow you to install any Prophet 21 Optional or Select Software via a serial number, instead of using a separate tape to install the feature. Before proceeding with these instructions, be sure to Stop the system. Run a Verify and the Job MISMATCH. For more information on these commands, refer to your Prophet 21 Operator s Manual. Turn all units offline. For more information on turning your units offline, refer to the Operator s Manual Make a total copy of your system. For more information on creating a total copy, refer to the Operator s Manual. After the total copy is made, keep the system stopped and turn all units online. For more information on turning your units online, refer to the Operator s Manual. At Utility Command, press [Esc] to go to the Job prompt. Press [Enter] to log into the system and get to a Job prompt or jump to box. 1. To install the Optional or Select Software, you need the shipping paper sent to you by Prophet 21. This shipping paper contains a serial number which will be used in a later step. 2. Type PKG-INSTALL at the job prompt or jump to box to display the following screen: 4

5 1 INSTALLATION INSTRUCTIONS QUOTATION PRINTING PKG-INSTALL This program will allow you to pre-install an optional package or direct catalog feature. All that is required is the serial number, which is located on your shipping paper. Please enter serial#: 3. Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter]. 4. If an incorrect serial number is entered, the following message appears: ** Invalid Serial Number! ** Retype the serial number from your shipping paper or contact the Activant Acclaim Inside Sales Department for assistance. 5. If the correct serial number is entered, the following screen appears: ** Pre-Install Complete! ** Do you wish to run INSTALL now? (Y N) 6. To continue the installation of the Optional or Select Software, type Y and then press [Enter]. The Optional or Select Software installation screen will appear. To suspend the installation of the Optional or Select Software, type N and then press [Enter]. When you are ready to resume the installation, type INSTALL at the job prompt or jump to box and press [Enter]. The Optional or Select Software installation screen will appear. 5

6 1 INSTALLATION INSTRUCTIONS QUOTATION PRINTING Installing: DC QUOTATION PRINTING MM/DD/YY ** No activity profile questions needed. ** ** No file or jobstream changes needed for this feature. ** Proceed? (Y N): Y Installation complete. Strike any key to continue... Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the Select Software is installed. A message displays when the installation is complete. 7. When the installation has been successfully completed, remember to activate all terminals by entering GO at the Utility Command prompt. 6

7 2 USING THE SOFTWARE Print quotations for immediate presentation to your customers. The Quotation Printing Select Software provides the ability to optionally print a quotation immediately following its acceptance (instead of printing quotations later in the QT-PRINT module) QT-ENTRY When you are through entering items, a summary of the quote is presented. QUOTE SUMMARY QUOTE#: CUST PO#: XXXXXXXXXXXXXXXXX CUST: XXXXXX Items Ext-Price Tax Total Credit Profit % Tot-Weight XXXXXX EDITING OPTIONS 1. Add additional quote-items 2. Review quote 3. Cancel quote 4. Accept quote 5. Edit profit % 6. Edit quote header OPTION: When the option to Accept quote is selected, Print Options are presented. 7

8 2 USING THE SOFTWARE QUOTATION PRINTING PRINT OPTIONS QUOTE#: CUST PO#: XXXXXXXXXXXXXXXXX CUST: XXXXXX Items Ext-Price Tax Total Credit Profit % Tot-Weight XXXXXX PRINT OPTIONS 1. Print a quotation 2. Exit without printing 3. Editing options OPTION: At this point, you can Print the quotation immediately, Exit without printing the quotation at this time, or return to the Editing Options so that you can edit the quote. If you choose to Exit without printing, the quotation can be printed at a later time using the Quote Add/Edit option or via the QT-PRINT module. 8