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This Presentation is run Under Windows Power Point.

MASTER QUOTE…. This Presentation is run Under Windows Power Point. Every effort has been made to ensure that it is virus free so if you have any concerns please terminate the presentation now. Simply Press “Page Down” now on your Keyboard to begin. MASTER QUOTE. …providing

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  1. MASTER QUOTE….. This Presentation is run Under Windows Power Point. Every effort has been made to ensure that it is virus free so if you have any concerns please terminate the presentation now. Simply Press “Page Down” now on your Keyboard to begin...

  2. MASTER QUOTE …providing Superior Quoting Systems for Australian Industry ! Press “Page Down” when ready...

  3. Simply Press “Page Down” now on your keyboard to begin... MASTER QUOTE Welcome to the Master Quote OVERVIEW You have 2 options of running this program. Option 1. Sit back and enjoy as the program takes you through each segment step by step, advancing automatically as it goes. You don’t have to do anything! Auto run approx.: 14 mins Option 2. If this is too slow for you, simply click “Page Down” - Which moves you through more quickly, or “Page Up” - Which moves you back one item at a time

  4. MASTER QUOTE WHAT THE PRODUCT ACHIEVES • Quote by item yet print by description, eg the quote may be made up of multiple items to complete a bathroom renovation, but the actual quote can just read…. “Bathroom Renovation” • Imports Price List’s from Suppliers in full detail including costs • Allows easy search facility, eg Tradelink >29000 items, Facilitates the search • by Group, by Item number or Item description or even by Supplier if multiple • suppliers are used. • Capable of grouping separate items to form a “Kit” eg “Toilet Renovation”. • Use items from different suppliers or even by include your own items such • as “labour” for instance.

  5. A B C D COMMAND CENTRES MASTER QUOTE A. The Data Command Centre - takes you to each Data Entry Area B. The Quotes Command Centre - lets you develop quotes modify quotes and accept quotes for export to MYOB. You can also preview before accepting and printing them C.The Import/Export Command Centre - allows you to import price list from suppliers and import and export directly to and from MYOB D. The Housekeeping Command Centre - allows you to set Master Quote to your own Business Profile and adjust tax codes if necessary (they say we never will!) while also Compacting the Data Base

  6. 2 1 3 4 5 6 8 7 9 1. Enter your company details 2. Enter the first quote number that you wish Master Quote to use (i.e..carried on from your existing System) 3. Enter the directory where your MYOB data file is located. This will be the location of the file containing your accepted quotes. 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 format 5. 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. They say it wont change ! 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. 9. Both Quote Message and Special Conditions can be set with a standard comment but both can be changed per individual quote. 8. Move the default to “Print on my letterhead” if you do not want the company details printed on the quote. SYSTEM SETUP MASTER QUOTE This area allows you to setup your own company details. Once set up you only need to enter this area for future changes.

  7. Click on New Item to start. 1 2 3 4 5 1. Enter a number to easily identify the product. This can either be alpha or numeric, or a combination. E.g. Super25=Supervisor $25 PH or App1st=1st year Apprentice 4. Enter brief identification of measure e.g. Hours could be “hrs”. 2. “Attach” to an Item Group for easy location. You will note that there is a Labour (User defined). 5. Enter enter the relevant prices. NB: Trade Price = Cost Price. 3. Enter a description for this item. NEW ITEM SETUP MASTER QUOTE This area allows you to setup your own items e.g. “Labour” etc,in addition to those items of your suppliers.

  8. MASTER QUOTE Have you missed something?….. Just click “Page Up” to take you back anytime !

  9. 1 2 3 4 1. You must enter in an “Item Number”, e.g.. Kit 1 or Toilet. 3. Type a full description. 2. Attach to a Group for easy location e.g.: Kits (User defined) 4. Select items to form your Kit Note:The Trade and Retail Prices will be calculated automatically as you add items. These will be automatically updated when a new price list is imported. BUILDING KITS MASTER QUOTE This 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. You can also Duplicate a Kit if the tasks are similar..and you can show them on the Quote as a kit or expand to show as individual items. Wow Doesn’t that make life easier!

  10. 5. Choose the desired pricing level. See note below. NOTE: Re 5. If you select Trade Prices you add a markup, if you use Retail Price you put in a negative markup e.g. -10. NEW QUOTES MASTER QUOTE 1st Tab - Setup & Line Search This area allows you to create new Quotes. The Quote number is automatically generated, however it follows on from the 1st number you set in the System Setup. 2. Enter order number or personal reference details 1. Select Customer 3. Enter Job/Site details. 4. Set a Default Markup here or by individual line item. 7. The facility also exists to Add headings and sub totals, insert blank lines or text and even move items up or down in the Quote. 6. Click on this line to search for an item or click on the Search heading for more refined search facility.(See next slide)

  11. OR OR 1c. Type in a Keyword of the Item you are searching for then click on the GO icon and a list of items containing that word will be displayed, 1b. Choose one of the Suppliers, then search with any of the search facilities, OR 1d. Highlight a word and click on the filter with the lightening bolt to “filter” just those items containing that part of the description, OR 1e. Click on a column and then click on the A-Z to get it to sort in order of lowest to highest price. Alternatively, the Z-A would give you the highest to lowest price. NEW QUOTES - Searching MASTER QUOTE 2nd Tab - Search This page shows the various methods that can be used to locate an item quickly and efficiently. 1a. Click on the Drop down box next to Item Groups, to search by their groups, 2. Click to select item. 3. The selected item will be shown at the bottom. IMPORTANT:When adding a new line to the quote, always TAB through the rest of the fields, if you don’t use TAB the line will not be totaled nor included in the Quote Summary figures. 4. Click to add to quote. If you click back on the Line Items Tab these items will be included in the quote.

  12. NEW QUOTES - Notes MASTER QUOTE 3rd Tab - Insert Job Description This page shows you how to enter details about the job in the “Notes” field. This is where you would enter your job description. This can be as long as you need but only the first 255 characters will be exported to MYOB .

  13. Modify either the Quote Message or Special Conditions if necessary. NEW QUOTES- Quote Summary MASTER QUOTE 4th Tab - Messages and Mark Up This page is designed specifically for directions on using the “Quote Summary” field. These fields are automatically calculated, however if you don’t like the result, simply adjust your Markup under the Line Items Tab

  14. Detail Quote Tax shown in line items Detail Quote Tax not included in line items Compact Quote Notes Only PRINT QUOTES MASTER QUOTE 10 Print Options in all ! And you even get an acceptance slip with each quote To review these again just click “Page Up”

  15. REPRINT QUOTES MASTER QUOTE This area allows you to either reprint Quotes or Invoices, which have previously been typed. It allows you to print the Compact Quote, Detailed Quote, Compact Invoice or Detailed Invoice etc. 1. Enter a number or click on the down arrow to select the Quote to be printed from the list. You have the option to print on your letter head or plain paper (Make you selection in Setup) 2. Choose the type of Quote you require 3. Click to preview or print A Detailed Quote/Invoice will print individual products. A Compact Quote/Invoice will only print notes, that is a description of the job.

  16. Copy a Quote for a similar job, save re-entering. 3. You can even make a Duplicate quote with one simple click or “flush it away” if no longer required. MODIFY QUOTES MASTER QUOTE This area allows you to either modify the quote, accept it or even duplicate it to save you writing up a similar one.. You can very simply add or remove items as well ! Please Note: This is only the top part of the Quote .The bottom section is the same as in “New Quotes” There is also the facility to add your Compliance Certificate Number (In Quote Summary) 2. Click if accepted, and today’s date is the default. It will now be ready to export to MYOB 1. To find the quote by customer or number, simply click on the drop down box arrows. 4. Insert a manual Contract Number if applicable , to link to a quote for future search options 5. You can even elect to print Picking Slips dedicated for each supplier.

  17. SETTING ACTIVE / INACTIVE ITEMS MASTER QUOTE 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,therefore finding items more quickly. 1. To locate the item or Group you wish to modify, click on the relevant section. Using the “Keyword Search” only the items containing this word or exact combination will be displayed. 2. Click here to make Active or Inactive. The inactive items will not be displayed in the search area of the quote screen. 3. Continue with your selection , then click on close

  18. 2. Setting Up Your own Suppliers…is also as simple as GST, sorry 1,2,3 MASTER QUOTE OTHER FEATURES & BENEFITS: 1.Importing Supplier Price Files…is as simple as 1,2,3 3. Set up Groups - to group your own items 4. Import or Set up your card file, again also simple 5. This program can be used entirely on its own Tradesman have been involved in the design of this program from its earliest stages of development… that’s why its easy to use……. Are you unsure of something again?….. Remember all you have to do is just click “Page Up” to take you back anytime !

  19. SOFTWARE REQUIREMENTS: MASTER QUOTE • Windows 95, 97 0r 2000 • PC Anywhere for remote support (optional) AVAILABILITY • Serendipity Consulting Pty Ltd • 13 Johnston Crt, Dandenong, Vic 3175 • Ph 03 9791 2756 Fax:03 9791 2723 • or Alternatively, • Down load the order form from our website

  20. PRODUCED BY: This has just been a brief overview ofMASTER QUOTEand its many features. Please do not hesitate to call if you have any further queries. Thank you once again for your time, we hope you found it informative. To obtain MASTER QUOTE, please refer to the contact details on the previous slide and we will be happy to forward it to you. The Serendipity Team THE END

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