2COMMAND CENTRES A. Data Command Centre B. Quotes Command Centre C. Import/Export Command CentreD. Housekeeping Command Centre
3SYSTEM SETUPThis area allows you to setup your own company details. Once set up you only need to enter this area for future changes.2134567891. Enter your company details2. Enter the first quote number that you wish Master Quote to use3. Enter the directory where your MYOB data file is located. This will be where the file of accepted quotes created will be exported.4. 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 format5. Enter your MYOB General Ledger Account Number for Sales. This needs to be identical in MYOB.6. This is the tax rate that will be calculate on all your items. If using the system prior to 1/7/00, this could be set to 0%.7. 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.8. Move the default to “Print on my letterhead” if you do not want the company details printed on the quote.9. Both Quote Message and Special Conditions can be set with a standard comment but both can be changed per individual quote.
4These will automatically adjust when new price list is imported. NEW ITEM SETUPThis area allows you to setup your own items additional to those of your suppliers.1. Enter a number to easily identify the product.This can either be alpha or numeric, or a combination.122. “Attach” to an Item Group for easy location. You will note that there is a Labour (User defined).3453. Enter a description for this item.Click on AddNew Item tostart.4. Enter brief identification of measure eg Hours could be “hrs”.5. Enter enter the relevant prices.BUILDING KITSThis 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.1. You must enter in an “Item Number”,eg. Kit 1 or Toilet.1232. Attach to group for easy locationKits (User defined)43. Type full description.4. Select items to form kitNote: The Trade and Retail Prices will be calculated automatically as you add items.These will automatically adjust when new price list is imported.
5SETTING ACTIVE / INACTIVE ITEMS 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.1. To locate the item or Groupyou wish to modify, click on therelevant section.Using the “KeywordSearch” only the itemscontaining this word or exactcombination will be displayed.2. Click here to makeActive or Inactive. Theinactive items will notbe displayed in the searcharea of the quote screen.3. Continue withyour selection ,then click onclose
6NEW QUOTES This area allows you to enter new Quotes. 2. Enter order number.1. Select CustomerThe Quote number isautomatically generated.3. Enter Job/Site details.4. Set a Default Markupor this can be by line item.5. Choose the desiredpricing level. See notebelow.6. Click on this line to searchfor item or click on ItemSearch heading for morerefined search facility.NOTE: Re 3. If you select Trade Prices you add a markup, if you use Retail Price you put in a negative markup eg -10.
7NEW QUOTES - Searching OR OR This page shows the various methods that can be used to locate an item quickly and efficiently.OROR1c. Type in a Keyword of theItem you are searchingfor then click on theGO icon and a list of itemscontaining that word willbe displayed.1a. Click on the Drop downbox next to Item Groups,to search by their groups1b. Choose one of theSuppliers, then searchwith any of thesearch facilities,1d. Highlight a word and click on thefilter with the lightening bolt to “filter”just those items containing that part ofthe description.1e. Click on a column and then click onthe A-Z to get it sort in order of thelowest to highest price. Alternatively, theZ-A would give you the highest to lowestprice.2. Click toselect item.3. The selected item will be shown at the bottom.IMPORTANT:When adding a new line to thequote, always TAB through the rest of the fields,if you don’t use TAB the linewill not be totallednor included in the Quote Summary figures.4. Click to add to quote. If you clickback on Line Items these items willincluded in the quote.
8NEW QUOTES- Quote Summary NEW QUOTES - NotesThis page is specifically designed for directions on how to enter data in the “Notes” field.This is where you would enterthe job descriptions. This can beas long as you need but only thefirst 255 characters will beexported to MYOBNEW QUOTES- Quote SummaryThis page is designed specifically for directions on using the“Quote Summary” field.Modify eitherthe QuoteMessage orSpecialConditions ifnecessary.These fields areautomaticallycalculated
9MODIFY QUOTES REPRINT QUOTES This area allows you to either modify the quote, or to accept the quote.1. Find quote by customer or number,click on the drop down box.Click if accepted, andtoday’s date is the default.Copy a Quote for a similar job,save re-entering.REPRINT QUOTESThis area allows you to either reprint Quotes or Invoices, which have already been typed. It allows you to print the Compact Quote, Detailed Quote, Compact Invoice or Detailed Invoice. See below for instructions on how this is done.1. Enter a number orclick on down arrowto select the Quote to beprinted or click on downarrow from list.2. Click to Preview orclick on Print.A Detailed Quote/Invoice will print individual productsPLUS the first part of your “Notes”.A Compact Quote/Invoice will only print notes,that is a description of job.2. Make your selection of the typeor form you wish to print or preview.
10Please do not hesitate to call if you have any further queries. 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 for watching.