DOCUMENTATION CONVENTIONS

Transcription

1 QUOTATION PRINTING

2 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at ITS-PR21. Nothing in this statement amends or extends the terms of your agreement with Prophet 21, including warranties that might be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice. DOCUMENTATION CONVENTIONS The eyeglass symbol ( ) indicates a field on which you can browse. The star ( ) indicates the system default for a field. To allow for the widest possible parameters when printing a report or performing a function, accept the defaults for all of the parameter fields. To accept the defaults, either escape through all the fields, or press [Enter] without specifying any values. Generally, samples in the documentation are shown using the default values. Start and End parameters define the limits to a range of information you will print on a report. If information does not appear on a report, it may be because the information was excluded from the Start, End range. For a detailed explanation on how maintenance screens function, refer to the Tour Guide manual. Use the search tool in Adobe Acrobat Reader 4.05c to find which manual describes a specific module, job, or function. 9/21/05 Prophet 21 Acclaim Version 16 The Prophet 21 system and Prophet 21 Acclaim are registered trademarks, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. 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 Prophet 21 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