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<P><CENTER><FONT SIZE="+4">QuoteMaker Pro<BR>

Overview of Program Screens</FONT></CENTER></P>

<P><CENTER><FONT SIZE="+4"><IMG SRC="Images/blrule.gif" WIDTH=655
HEIGHT=6 X-SAS-UseImageWidth X-SAS-UseImageHeight
ALIGN=bottom>Product Search Screen</FONT><TABLE BORDER=0>
   <TR>
      <TD VALIGN=top WIDTH=251 HEIGHT=461>
         <P><B><FONT SIZE="+2">Search Results(Top Pane)</FONT><FONT
         SIZE="+3"><BR>
         
         </FONT></B><FONT SIZE="+1">This area displays an entire
         price file or a subset of the file based on a search string
         entered below. Note how some items are bold faced or
         italicized to act as "headers" and "footers" of info about a
         product or group of products. This formatted can be
         accomplish by simply appending a "!*!b" or a "!*!i" to the
         front of an item's description. The "New Item" button is an
         easy way to add an item to a price list or to a speific
         quote.<BR>
         
         <BR>
         
         </FONT><B><FONT SIZE="+2">Detail View (Middle Pane)<BR>
         
         </FONT></B><FONT SIZE="+1">Displays detail about the current
         selected item. Clicking </FONT><B><FONT
         SIZE="+1">ANYWHERE</FONT></B><FONT SIZE="+1"> in the detail
         view will bring up a editing screen where you can modify the
         data for this item, add notes about the item, or modify the
         item's information before including it in a quote. The
         "Notes" and "Add to Quote" buttons provide a shortcut to
         these commonly used features. The "Add to Quote" button also
         lets you enter the Category Editor, which lets you change,
         add or delete categories for this quote and their associated
         margins.<BR>
         
         <BR>
         
         </FONT><B><FONT SIZE="+2">Query View (Bottom
         Pane)</FONT></B><FONT SIZE="+1"><BR>
         
         Here you can select a price file, or enter the price file
         editor to add, or delete price files. You can also specify a
         string to search for in the selected database.The "Enable
         Auto Searching" checkbox causes QuoteMaker to automatically
         start a new search everytime you enter a new search string
         (rather than having to manually hit the "Search for Matches"
         button. The "Find macthes inside word" option slows down the
         search engine but allows you to find matches within words
         rather than searching just by word beginnings.</FONT>
      </TD><TD VALIGN=top WIDTH=328 HEIGHT=461>
         <P ALIGN=RIGHT><FONT SIZE="+1"><IMG
         SRC="Images/productsearch.gif" WIDTH=320 HEIGHT=435
         X-SAS-UseImageWidth X-SAS-UseImageHeight
         ALIGN=bottom></FONT>
      </TD></TR>
</TABLE><FONT SIZE="+1"><BR>

</FONT><FONT SIZE="+4">Line Item OverView Screen</FONT></CENTER></P>

<P><CENTER><TABLE BORDER=0>
   <TR>
      <TD VALIGN=top WIDTH=239 HEIGHT=633>
         <P><B><FONT SIZE="+2">Quote Header Bar</FONT><FONT
         SIZE="+3"><BR>
         
         </FONT></B><FONT SIZE="+1">Clicking on this bar brings up
         the Quote Editor View which allows you to change the name of
         the Quote, set the Master Default Margin for the Quote, and
         view the Total Cost, Sell Price, Retail and Actual Achieved
         Profit Margin for the Quote<BR>
         
         <BR>
         
         </FONT><B><FONT SIZE="+2">Category Header Bar<BR>
         
         </FONT></B><FONT SIZE="+1">You can Drag and Drop the
         category above or below another category header bar to
         change the order in which the categories appear in the
         quote. Clicking anywhere on this bar will collapse or expand
         the category to display all line items associated with it or
         just the category itself. Clicking on the "Circle/Square"
         icon in the Category Bar brings up the Category Editor,
         which allows you to change the name of the category, multply
         the number of units of the category, change the default
         margin for the category, delete all items in the category,
         reset any individual line item margins for items assigned to
         the category, or view the actual and achived margins for the
         category as well as the total cost, sell price, and list
         price for the items in the category.<BR>
         
         <BR>
         
         </FONT><B><FONT SIZE="+2">Line Items</FONT></B><FONT
         SIZE="+1"><BR>
         
         You can drag and drop line items to move them from one
         category to another or to change their order of appearance
         in an individual category. By simply clicking on a line
         item, you will bring up the line item editor, which will
         allow you to edit the information associated with the line
         item, including sell price and margin, add notes about the
         line item, or delete the line item from the quote</FONT>
         </P>
         
         <P><B><FONT SIZE="+1">Note: </FONT></B><FONT SIZE="+1">At
         the bottom of the screen is a footer bar which will display
         subtotal information if their is either an assigned tax rate
         or shipping charge for the quote.</FONT>
      </TD><TD VALIGN=top WIDTH=335 HEIGHT=633>
         <P ALIGN=RIGHT><FONT SIZE="+1"><IMG
         SRC="Images/lineitems.gif" WIDTH=320 HEIGHT=435
         X-SAS-UseImageWidth X-SAS-UseImageHeight
         ALIGN=bottom></FONT>
      </TD></TR>
</TABLE><FONT SIZE="+1"><BR>

</FONT><FONT SIZE="+4">Client Info Screen</FONT><TABLE BORDER=0>
   <TR>
      <TD VALIGN=top WIDTH=239 HEIGHT=495>
         <P><B><FONT SIZE="+2">Client Voice Notes</FONT><FONT
         SIZE="+3"><BR>
         
         </FONT></B><FONT SIZE="+1">If your Newton device is equipped
         with a microphone, you can use this feature to record
         contact information about your client on the fly and then
         transcribe it later into your newton!<BR>
         
         <BR>
         
         </FONT><B><FONT SIZE="+2">"Add to Names" Button<BR>
         
         </FONT></B><FONT SIZE="+1">Once you've filled out all of the
         client info, clicking on this button will tell QuoteMaker to
         create an entry in your Newton's Names file with the
         data</FONT>
      </TD><TD VALIGN=top WIDTH=335 HEIGHT=495>
         <P ALIGN=RIGHT><FONT SIZE="+1"><IMG SRC="Images/client1.gif"
         WIDTH=320 HEIGHT=490 X-SAS-UseImageWidth
         X-SAS-UseImageHeight ALIGN=bottom></FONT>
      </TD></TR>
</TABLE></CENTER></P>

<P><CENTER><FONT SIZE="+4">Notes and Miscellaneous Screen</FONT>
</CENTER></P>

<P><CENTER><TABLE BORDER=0>
   <TR>
      <TD VALIGN=top WIDTH=239 HEIGHT=495>
         <P><B><FONT SIZE="+2">More Voice Notes!!!!!</FONT><FONT
         SIZE="+3"><BR>
         
         </FONT></B><FONT SIZE="+1">Just like with the Client Info
         screen, the notes screen let's you record notes about the
         quote you are working on and transcibe the later at your
         leisure. Cool!<BR>
         
         <BR>
         
         </FONT><B><FONT SIZE="+2">Quote Number<BR>
         
         </FONT></B><FONT SIZE="+1">Every Quote gets assigned a
         "unique" quote number. You can control the appearance of
         this quote number through the prefernces screen. (see
         related preferences info screen). A QuoteMaker quote number
         has 4 parts:<BR>
         
         <BR>
         
         Part 1: "Employee Number"<BR>
         
         Part 2: "Sequence Number"<BR>
         
         Part 3: "Control Number"<BR>
         
         Part 4: "Entry Number"<BR>
         
         <BR>
         
         Part 1 and Part 2 of the Quote ID can be arbitrarily set by
         the user. Part 1 is labeled as an employee number to
         distinguish you from another QuoteMaker user in the same
         company. Part 2 is a sequence number. This is used in case
         you were to lose your newton, get a new newton, or needed to
         erase your newton and start from scratch. In such cases, you
         would change the "sequence number" to ensure that quotes
         created by your new or replacement newton would have
         different "quote numbers" than the old one.</FONT></P>
         
         <P><FONT SIZE="+1">Part 3 is a "control number". This number
         is reserved by QuoteMaker and can only be changed by the
         author</FONT></P>
         
         <P><FONT SIZE="+1">Part 4 is an "entry number". Everytime
         you create a new quote in quotemaker, a counter is
         incremented and that number is used here. So the first quote
         you create would have 0 for this number, the second would
         have 1, etc. etc. If you erased your QuoteMaker data file or
         started with a new or replacement Newton, this number would
         start from 0 again (hence the need for the "sequence"
         number<BR>
         
         <BR>
         
         </FONT><B><FONT SIZE="+2">Auto Delivery Status<BR>
         
         </FONT></B><FONT SIZE="+1">QuoteMaker has the ability to
         automatically submit quotes via email to a email address of
         the user's choice in a user selected data format. Here the
         user can flag a quote as to either be automatically
         submitted, never submitted, or even flag it as already being
         sent. QuoteMaker will also automatically set any
         successfully transmitted items to being already sent on it's
         own if it is successful in posting the item to the Newton's
         OutBox.....</FONT>
      </TD><TD VALIGN=top WIDTH=335 HEIGHT=495>
         <P ALIGN=RIGHT><FONT SIZE="+1"><IMG SRC="Images/notes.gif"
         WIDTH=320 HEIGHT=435 X-SAS-UseImageWidth
         X-SAS-UseImageHeight ALIGN=bottom></FONT>
      </TD></TR>
</TABLE></CENTER></P>

<P><CENTER><FONT SIZE="+4">Billing Info Screen</FONT></CENTER></P>

<P><CENTER><TABLE BORDER=0>
   <TR>
      <TD VALIGN=top WIDTH=239 HEIGHT=442>
         <H2><FONT SIZE="+1">This screen appears to me to be
         extremely self explanatory so hope about we hop onto the
         next view......</FONT></H2>
      </TD><TD VALIGN=top WIDTH=335 HEIGHT=442>
         <P ALIGN=RIGHT><FONT SIZE="+1"><IMG SRC="Images/billing.gif"
         WIDTH=320 HEIGHT=435 X-SAS-UseImageWidth
         X-SAS-UseImageHeight ALIGN=bottom></FONT>
      </TD></TR>
</TABLE></CENTER></P>

<P><CENTER><FONT SIZE="+4">Signature Screen</FONT></CENTER></P>

<P><CENTER><TABLE BORDER=0>
   <TR>
      <TD VALIGN=top WIDTH=239 HEIGHT=442>
         <H2><FONT SIZE="+1">Although,the newton user's signature is
         automatically appened to the bottom of any printout. By
         having the client sign this screen, his/her signature will
         also be included at the bottom of the printout</FONT></H2>
      </TD><TD VALIGN=top WIDTH=335 HEIGHT=442>
         <P ALIGN=RIGHT><FONT SIZE="+1"><IMG
         SRC="Images/signature.gif" WIDTH=320 HEIGHT=435
         X-SAS-UseImageWidth X-SAS-UseImageHeight
         ALIGN=bottom></FONT>
      </TD></TR>
</TABLE></CENTER></P>

<P><CENTER><B><FONT SIZE="+4"><A HREF="../toc.html">Back to Table of
Contents</A></FONT></B></CENTER></P>
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