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PC-SIG Diskette Library (Disk #1812)
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Information about “EASY QUOTE”
Do you need an easy-to-use price quoting program and only need to keep
track of products with a single unit cost and price? EASY QUOTE will
make your price quoting easier and faster. The program is designed to
allow the printed quote to be used as a billing invoice. Automatic
search tables and scrolling windows give you instant access to your
products and prices.
The program provides a customer name and address file, product file,
multiple company file and quote files. These files are maintained by
the system, giving you a built-in record keeping system. You won't have
to fumble through documents trying to find a quote you prepared last
week, you can simply go into the system and retrieve the quote. EASY
QUOTE offers virtually unlimited record capacities. It will even blank
your monitor screen after 10 minutes of inactivity to protect it from
burn in.
Well maintained costs and prices will make it easy for you to provide
accurate quotes.
EASYQTE.DOC
EASY QUOTE
Version 1.0
This price quoting program is for those seeking an easy to
use program for that purpose and only need a product file with a
single unit cost and price for that purpose. Two overhead factors
are provided for projected cost purposes. Program design allows
for the printed quote to be used as a billing invoice also. It
uses auto look up tables and scrolling record windows. Quoted
products are displayed with extensions in the multiple record
windows. Totals can be displayed by simply pressing the F5 function
key in the registered version described below. I think you will
agree that the program fit's the name.
The program provides a customer name and address file, product
file, multiple company file and quote files. It offers virtually
unlimited record capacities. It will even blank your monitor screen
after 10 minutes of inactivity to protect it from burn in.
Contractors wanting to use this program for cost estimates
will have to establish their product costs as completely in place.
Requirements for this program are at least 512k ram and a
proper CONFIG.SYS file in the root directory. A hard disk is
also highly recommended. This is a large application and a separate
directory should be created for it's use. Please see CONFIG.SYS
below for further information concerning this file.
If you like this program, the registration is 35.00. You
will then be sent the registered version which will allow you to
display the total amounts at any time while in the quote record
tables as described below. You will also be able to add your own
bottom comment line in the printed quotes.
Please feel free to make copies of this program for anyone who
may have need of it.
I. J. Smith
9795 Rustling Oaks
Baton Rouge, La. 70818
Please read the following instructions before using, especially
the section explaining the use of the keyboard keys in the program.
Sample files are included for setup and test purposes. You can
simply delete the records when through with them or you can copy the
EASYQTE.EXE file only. It will create the necessary data files.
To start the program, enter EASYQTE at the prompt.
The program is straight forward with the following steps:
1. Add Company records. Main Menu option G
2. Add Customer records. '' '' '' F
3. Add Products. '' '' '' E
4. Create Quote Name record. '' '' '' D
5. Enter quotes. '' '' '' A or B
6. Use reports as needed. '' '' '' C
The order shown is for first time use. Many items can be added
when their tables are displayed for lookup purposes from various
data prompts by simply pressing the INSert key.
FUNCTION KEY USAGE
The following keyboard keys are used in the multiple record
table windows. A popup window will appear from these keystrokes.
A description of the action will appear in this window such as
'This record will be added' or 'Press ENTER to delete'. You can
press the ESC key to cancel or in the case of the deletion, press
ENTER and the record is then removed. You may find it easier to
add records by being situated where you want to add the record...
thus the use of the INSert key.
KEY FUNCTION
------- ---------------------------------------------
INSert Used for adding new records. Record will
automatically be inserted in proper position.
DELete Used for deleting highlighted records.
ENTER Used for changing highlighted record.
ESC Cancel or exit.
ARROWS These keys are used to scroll thru the records
one at a time.
PgUp Displays previous window of records.
PgDn Displays next window of records.
CTRL PgUp Displays records from beginning of file.
CTRL PgDn Displays records from end of file.
LOCATOR Locator fields are used to locate records more
quickly. As you enter the number desired, the
program will highlight the nearest record found.
These are located in the upper left corners of
the record table windows.
The data entry windows are fairly straight forward. You simply
add or change data as needed with the ENTER key. Use of the ESC key
can also restore data if you wish. The ARROW keys can also be used to
step through the data fields. If your data is correct, you can also
press CTRL-ENTER and not have to step through the fields.
Lookup fields are also used thruout the program. If prompted
for a number for example, you can enter the number desired or if
blank simply press ENTER. Choices will then be displayed in a table.
The table will also be displayed if the number you enter does not
exist. If the number is new, it can be added by simply pressing the
insert key. Where appropriate, some tables will automatically pop
up for your choices.
SCREEN BLANKER
The program has a built in feature that will blank the monitor
screen after 10 minutes of inactivity. This feature is to help
protect your screen from burn in. Simply press one of the arrow
keys to refresh the screen display.
Main Menu option A Price Quotes
Use this option to enter your quote items. You will be prompted
for the quote name so make sure you have one established. The quote
names table will appear for your choice. You can also enter a new
name (descritpion) at this time by simply pressing the INSert key.
The name record will also require the customer number and company
number to be used.
If there are no item records for this quote, the popup data
entry window will automatically appear for your entry of a new item.
Select or add record items with the keyboard keys as described above.
When adding new quote items by pressing the INSert key, you will
be prompted for the item number, product number and quantity. You
can simply press the ENTER key for the product number and you will be
able to highlight and select your choice from it's record table. It
will be added to the quote item.
When changing an item, the product file is no longer used. You
will then be allowed to make changes to most of the information. This
allows a fast way to make last minute cost changes. It also means you
do not need to have a product record for every item quoted. You can
simply use dummy product records for entries and enter new data with
the change option.
The total of the quote can be displayed at anytime by pressing
the F5 function key. It will also display the sales taxes added, if
any. (This feature only available with registered version.)
Negative amounts can be entered by pressing the minus key after
the number entered. This may be useful for some special discount.
Main Menu option B Cost Estimates
This option is similar to option A above but will display costs
and extensions also. Press the F5 function key to display the price
total, costs, cost factors and net profit (hopefully). (Feature only
available with registered version described above.)
Main Menu option C Reports
This option will display the reports menu. Most of the reports
are file listings and should be self explanatory.
As mentioned above, the quote layout makes it very feasable to
use as the invoice also. Print the sample quote provided. You may
also want to use your own letterhead forms at a later date.
The estimate report will reflect the costs, prices, customers
and the information needed for your records.
The price list leaves a margin at the left making it easy to
place in binders.
The customer contacts listing can be useful for sales purposes.
Customer labels will print one across. It will only print the
customers with a Yes in the labels field. The program will print the
customer name first (blank lines after the address). Align the forms
accordingly.
Use the quote names listing to maintain the quotes needed and
and those needing to be deleted.
Use the product, customer and company data listings as needed.
Main Menu option D Quote Names
Use this option to establish a new quote name record. The name
or description used will be used to identify the quote. It will also
be printed on the quote. The number used could also be useful for
identifying the quote. You will also be prompted for a date, customer
number and company number. If you would like to print a single quote
to be used for multiple customers, see customer file option F below.
Deletion of a quote name record will also delete all quoted
records as well. Use the delete option only for this purpose. Do
not change the number if you have quote items or they will be left
in the file with the old number assigned to them.
Main Menu option E Product File
This file is the most important one of course. It will be used
to establish your quote items. Good maintained costs and prices will
really make it easy for you to establish your quotes. You can use
letters as well as numbers to establish your product numbers. Use
the keyboard keys as described above for entries.
You will be prompted for the descriptions of the product and
unit, unit cost and unit price.
Main Menu option F Customer File
If you do not need a customer file, simply enter a dummy record
for this purpose. You do not have to enter any names and addresses.
Keep in mind however, the program does provide for labels which could
be very useful otherwise. Consider creating a blank record to use
when needed. You could then use the labels for multiple copies if
desired.
Customer numbers can be a mixture of letters and numbers. You
can also tag the customers you want to use for labels by choosing
Yes for labels and No otherwise.
Main Menu option G Company File
You may need to spend a little time creating a few records for
this file. Multiple records can be useful in several ways:
Multiple company quotes
Different sales tax percentages (or none)
Different overhead cost percentages
Different comment lines with different terms, etc.
Different comment lines to use quote for invoice purposes
Use of pre-printed customized forms by leaving blanks
As you can see, the program can be very versatile. The sample
files included should be helpful in establishing your own. Use them
to print sample quotes and check their layout in their respective
records. Simply change the company number in the quote name record
for different uses.
If you do not need the sales taxes added, leave the description
blank and the percentage as zero.
Two overhead cost factors are provided. The factor on costs is
based on the total costs. It should be used for fixed overhead costs.
The factor on prices should be used for commissions, bond premiums,
insurance or other factors based on sales volume.
CONFIG.SYS file
As stated above, the program will not work without a proper
CONFIG.SYS file in your root directory. It should contain lines of
code such as:
files=24
buffers=16
You can use your editor to check for these lines of code. The
numbers are not critical and can be less. What's important is that
you have this file. You can check for it's existence by simply
entering TYPE CONFIG.SYS at the prompt of your root directory. If
DOS returns a file not found message, you can copy the CONFIG.DTA
file included with this application. After it has been copied into
your root directory, rename it CONFIG.SYS. You must restart your
system for this file to take effect.
This file can be sent to your printer by typing the following
at the DOS prompt:
COPY EASYQTE.DOC LPT1:
================================================================
DISCLAIMER
----------------------------------------------------------------
USER ASSUMES ALL LIABILITIES IN THE USE OF THIS APPLICATION. DUE
TO THE NATURE OF THIS PROGRAM AND THE MANY VARIOUS COMPUTERS AND
OPERATING SYSTEMS BEING USED, IT IS THE USER'S RESPONSIBILITY TO
INSURE THE FITNESS OF THE PROGRAM FOR IT'S INTENDED PURPOSE. THE
APPLICATION HAS BEEN TESTED. HOWEVER, IT IS STILL THE USER'S
RESPONSIBILITY TO UNDERSTAND AND USE IT PROPERLY. NO WARRANTIES
ARE EXPRESSED OR IMPLIED. AS WITH ALL COMPUTERS, BACKUPS OF ALL
IMPORTANT DATA FILES SHOULD BE MADE PERIODICALLY.
================================================================
Some other programs by this author you may want to look at also:
PC-BID PLUS & BID-BIZ Contractor's Estimating
programs
EIMS Equipment Inventory and
Maintenance Scheduling
SPC-INVENTORY PLUS Purchases, Sales and
Inventory
SALES-BIZ Sales Tracking
WYS-AR Accounts Receivable
COST-BIZ Job Cost
NOTE: If you have a color system and this program does not come up
in color, try entering MODE CO80 just prior to executing
the program. If this problem is consistent with this program
or others on your system, you may consider running them from
BAT files with this line of code in it.
FILE1812.TXT
Disk No: 1812
Disk Title: Easy Quote
PC-SIG Version: S1
Program Title: Easy Quote
Author Version: 1.0
Author Registration: $35.00
Special Requirements: 512K RAM, Hard Drive Recommended.
Do you need an easy-to-use price quoting program and only need to keep
track of products with a single unit cost and price? Easy Quote will
make your price quoting easier and faster. The program is designed to
allow the printed quote to be used as a billing invoice. Automatic
search tables and scrolling windows give you instant access to your
products and prices.
The program provides a customer name and address file, product file,
multiple company file and quote files. These files are maintained by
the system giving you a built-in record keeping system. You won't have
to fumble through documents trying to find a quote you prepared last
week, you can simply go into the system and retrieve the quote. EASY
QUOTE offers virtually unlimited record capacities. It will even blank
your monitor screen after 10 minutes of inactivity to protect it from
burn in.
Well maintained costs and prices will make it easy for you to provide
accurate quotes.
PC-SIG
1030D East Duane Avenue
Sunnyvale Ca. 94086
(408) 730-9291
(c) Copyright 1989 PC-SIG, Inc.
GO.TXT
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║ <<<< Disk #1812 EASY QUOTE >>>> ║
╠═════════════════════════════════════════════════════════════════════════╣
║ Must have PKXARC to install program. ║
║ ║
║ To start program, type: EASYQTE ║
║ ║
║ To print documentation, type: COPY EASYQTE.DOC PRN ║
╚═════════════════════════════════════════════════════════════════════════╝
Directory of PC-SIG Library Disk #1812
Volume in drive A has no label
Directory of A:\
EASYQT ARC 215306 8-19-89 2:13a
FILE1812 TXT 2443 12-20-89 4:26p
GO BAT 38 1-01-80 1:37a
GO TXT 694 1-01-80 8:25a
4 file(s) 218481 bytes
101376 bytes free