|
It is recommended that you read through this entire help document before using this software. Select the help option that corresponds with the appropriate software option. |
 Installation First Time Use Using This Software Previewing and / or Printing Quotes and Orders Enter/View Products Unit Price |
During the installation of this software you will be prompted during each step to select the "Do It Now" option. You must click on the option "Do It Now" before continuing to the next step! Due to a bug in Microsoft Access that will not allow the runtime version of MS Access (included with this software) to be installed if you have the full version already installed. If you have a full version of MS Access installed on your computer, you will need to uninstall it before installing this software. After you have installed this software, you can then reinstall your full version of MS Access. Main Help Menu
The first time you start the DMC Quote Software you will be prompted to enter your company information. This can later be changed by selecting the menu option "Enter/View Other Information" from the main menu and then selecting the option"Enter/View My Company Information. This software opens a toolbox that has options for maintaining this software. Some of these options are to check for current versions as well as back-up, restore and upgrade this software. The first option "Quote Tools" will open the quote module which is the main part of this software you will use. After the quote module starts you are ready to start entering the information for your business. From the main menu select the option"Enter/View Employees" and add your employee information. If you do not have any employees, you can use the employee Sale House that will appear as House Sale when creating a quote or order. Next, edit and create the products for your business by selecting the menu option "Enter/View Other Information" from the main menu and then selecting the option "Enter/View Products". See the help topic  "Enter/View Products" for details on setting this option up.Next, you need to set up the payment methods you accept by selecting the menu option "Enter/View Other Information" from the main menu and then selecting the option "Enter/View Payment Methods". By default this software already has the payment methods "Check" and "Cash" created for you. Last, you need to enter the shipping methods you use by selecting the menu option "Enter/View Other Information" from the main menu and then selecting the option "Enter/View Shipping Methods". Congratulations! Your software is now setup and ready to use. Main Help Menu
After starting this software by double clicking on your desktop icon "DMC Quote Software" select the first option "Quote Tools" from the main tool box menu. This will open the quote module. From the main menu in the quote module select the option" Enter/View Quotes and Orders by Customer". You must enter your customers’ information or go to an existing customer by selecting "Go To Customer ID" located at the bottom of the window. Next select the "Orders" option which will open a new window for you to create a quote / order. Next select the appropriate employee from the "Employee" drop down menu. If you do not have any employees you must select the option "House, Sale"! Next click on the white box under "Item" a small drop down arrow will appear in the right side of this box. Select the drop down arrow and select the item you want to add. You can now click on the white Quantity / Size field and enter the quantity or size of the item you are adding. See the help topic "Enter/View Products" for details on setting up and using this option.You can add multiple items to your quote / order by repeating the above steps. Complete the rest of the quote / order form and then select the option "Add" and then "Close". You are now ready to preview and / or print your quote and / or order. Main Help Menu
From the main menu in the quote module select the option" Enter/View Quotes and Orders by Customer". Select a quote or order by selecting "Go To Customer ID" located at the bottom of the window and then highlight the quote or order you want to preview or print. Next select either option "Preview Quote" or "Preview Invoice" from the available options. A new window will open that will allow you to change and / or add some information. Next select the option "OK". To print the open quote or order from the top menu select the "File" option and then "Print". You can also change the page setup by selecting the option "Page Setup" from the drop down menu under the option "File" Below the "Total Amount Due" on both the quotes and the orders the customers ID number is encoded in Code 3 of 9 bar code for bar code use. It also appears in the "Customers Listing" report. Main Help Menu
This option has 3 fields: "Product ID", "Product Name" and "Unit Price". The first field "Product ID" is automatically entered by the software. The second field "Product Name" is the name or description of the item you are adding. The third field "Unit Price" is the unit price of the item you are adding. IMPORTANT! - See the help topic "Unit Price" for more details!This software has some sample products already entered. These samples can be removed, changed and added to. Main Help Menu
Unit price is a very simple but important part of this software that makes this software very flexible. For example If you are adding an item that will be sold by a measurement such as inch or centimetre or square inch or square centimetre you will need to calculate the cost per this unit and enter it in this field. Later when you are creating a quote or order all you will need to do is select the product from the drop down menu and enter the units such as square inches and the price will automatically be calculated for you. Main Help Menu
|