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USER MANUAL for the SOLPRINT BROKING MODULE

1. A SomPrint Main Menu Sy elas 11 46 a 2 Prices Screen Quick Quote The last Estimating screen is the Prices Screen this will not show any prices until you have selected which ones to use You may use the values from your price lists to produce an initial quick quote and then later when you have received tenders from your suppliers you may use these firm prices instead Estimate Price Pricing Note 4 Artwork 3 contribution margin zf 1000 0 00 0 00 10 00 0 00 Repro contribution margin Photography contribution margin 1000 i z Print 0 00 contribution margin z 10 00 0 00 Coll Del l 0 00 contribution margin J 1000 0 00 J 0 09 cece K 1000 0 00 on ema Price per 1000 0 00 pe 1000 0 00 Runon Extras Value Added Contribution Project Sections VA Graph Price Graph Ate Break Description Contacts Outwork Pricing Paper ii First select the suppliers to whom you want to send a Price Request Form You do this by clicking the Outwork button which will show a list of all suppliers associated with the Product category selected when you create the quote see section Broking Master Files for the setup of the supplier list Then click on Print Quote Requests button which allows you to select which suppliers to send a price request form Put Y against each required supplier and tab off the
2. via the Outwork button First select the supplier then click the Edit button and choose the Additional Process You may then enter a production and a run on price for each quantity plus if required a second main and run on price perhaps for paper costs Design Studio Cast Runon Cost Runon Cost Runon Cost Runon Runon Makeready fo oS PE Eras Froduntion h2 120 pe Value Added zj a aoe po b Contribution O E Project Sections S J View Estimate Form 7 These firm prices are then available for inclusion in the Price Totals for the quote You may deselect the Price List values and use these firm prices instead You could then send a quotation letter showing your firm price for the job i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Estimate Price 4 4 Suggested Suppliers STUDIO Design Studio 020 8561 2974 Estimate Selected Outwork Prices al fi 00000 2 00000 Cost Runon Cost Runon Cost Runon Cost fille ofelemen xs Eo fo oe e fo fo Select O Pewa far PE pP pP P P fo fo s OO TOO o b b P pP b pP P _ seel Estimate Supplier Selection al po a m m ast Runon Cost Runon Cost Runon Cost Runon title of ele et ee o m ju a _ SS a a os oe ee SS a SS 8 SS 9 a SF SI SS a PFO J PP SS SEZ Sy Sg eS Ss SS SS SS SS SS Pye V V V
3. IDENTIAL The Delivery Schedule allows entry of planned scheduled deliveries for this job YOK IIC f ES He fea Demonstration Custar If you click the Edit button a window appears which allows entry of details for each planned delivery These are picked up later when you create delivery dockets B Delivery ne Demonstration Customer O e ef The Job Notes and Customer Notes tabs allow entry of multiple short notes associated either with the Job or in the case of Customer Notes with the Customer ie they will show on all jobs for that customer i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL The Additional Charges tab allows entry of additional costs against a job enter a date and ID the actual and chargeable cost link to an activity code plus internal and external notes You may then chain into a crystal report designed to advise the customer of additional charges as they occur Work Ticket Details To review or amend an existing Work Ticket use the Job Status Review option from the drop down menu in the Production module i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL 5 Purchase Orders From the PO module choose the Job Purchase Requirements option Piel Es Pu
4. S V S V S Ra v OK Cancel Views EstimateForm a On the Pricing Screen you can view the prices subtotalled by 5 departments user definable in this illustration Artwork Repro Print Photography Collation Delivery You can apply a markup to each department and to the quote as a whole These profit margins can be set automatically there are up to l0 sets of markups that can be setup in the master files and each customer can be linked of one of these Estimate Price oo Note 4 ait Q N 17 _ Artwork S contribution margin A 10 00 0 10 S 10 00 r z Repro 120 00 120 00 contribution margin 4 10 00 12 00 f xf 10 00 12 00 x 0 00 000 Photography on contribution margin J 10 00 000 faf woof oOo e Print 0 00 contribution margin 10 00 0 00 Coll Del j 0 00 contribution margin J 1000 0 00 Z TOTAL COSTS 133 10 y 133 Sac 10 00 1331 f 10 00 13 31 gee Fix ie T4641 Fix i p en Price perf 1000 148 per 1000 a Runon per 1000 144 per 1000 re Extras ooo ooo Value Added 173 241 pel ze aaa Contribution 7 17 36 a4 af ze 241 You may also view the costs included in a quote by element click the Sections button Prices selected for Part Processes will appear totaled by each element Job Processes will not be included You can override the calculated price by entering a value into the Quoted Price column i teba creat
5. SER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL SolPrint Main Menu OF Xx File Estimating Notes Window Help deb Qe EX 28 Estimate Form Ac No MARKETIN a Company Name Marketing Divison 00 Contact Alison Finch O Salutation lison Tel fofficetel Fax office fas Salestep name or code Estimator RICHARD Quote No ug Estimate No 5 Version Hl Date josazo Product Safeways Gener 0000 H Title Tite ofJo iR title of element description of element _Ouartiies element 2 element 2 description New Contact New Prospect z Description Price Close Help ji View Estimate Form Mh Then choose a Product Category see section above and input a Title for this new quote The estimator field will show the name of the logged on SolPrint user The quote number will be generated automatically as will the estimate and version number the quote number is a unique number each quote must have a new number The estimate and version numbers however are not unique and are used to link different versions of an enquiry For example quote could be the first quote of a particular enquiry and we could call that estimate 44 version I This quote could be copied new number quote 165 but we want to associate it with the first quote so we call this estimate 44 version 2 Then enter details for each element of the quote enter a title and short de
6. T Job 0 LwTDate twroyf 0 Oty Status Confimed a Proofs Checklist Parts Subcontract Processes Finishing Del Schedule Stock Items File Copies Job Notes Customer Notes 4 gt No Proof Type gt gt Quantiy DateRlequred Date Sert DateRetwned ApprovedBy i o y mi Add Chrg Tech Note New Cont Order Conf T Print Work Ticket OK The first Tab Proofs allows entry of details of proofs required and the history of each proof You can enter number of copies and date required but also date sent date returned etc Proof No k Proof Type o M Proof Oty 0 Date Required i Time Required e i Date Sent tid Time Sent Eoo o Date Returned sis Time Returned z Approved By Po Note a j OK Cancel The Checklist tab shows 16 user definable prompts against each of which you can enter a tick i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL E E G E u Egi E E E u U u ui The Parts tab shows each element of the quote click on the Description tab and your have access to a copy of the I5 paragraphs entered against that element in the quote You can amend these paragraphs here they later copy into the Purchase Orders raised against that element i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONF
7. USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL USER MANUAL for the SOLPRINT BROKING MODULE Issue One October 2001 GNL SOL 006 i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Scope This document describes the initial design for the SolPrint Broking Module NAME SIGNATURE DATE Are ven e Maureen Kilgannon QA e AUTHORISED Paul Masse BY Director y AUTHORISED BY Client name Amendment Record DATE REF REASON _ XxxYYInnn Initial Release Copyright subsists in all iteba documentation Except as permitted under the Copyright Designs and Patents Act 1988 no extract may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic photocopying recording or otherwise without prior written permission from i teba i teba i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Contents Estimating Form 2 Prices Screen Quick Quote 3 Entering Outwork Tender Prices Firm Quote 4Work Ticket 5 Purchase Orders 6 Invoicing 7 Crystal Reports 8 Broking Master Files i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Estimating Form When you select the Estimating Form option from the drop down menu in the Broking Estimating modu
8. b 8 0 00 E p E d d x d r I jr J ja l DEMOSUPP STUDIO A i The titles of the I5 paragraphs associated in the quote with each element are set up in the Estimating Defaults option Ten default Profit Margins with which each customer can be linked are set up in the Profit Margin Default option SolPrint Adminstrator Menu r oF z Q iy ce Profit Margins Entry aad iR Li 0 008 A itteba creative e software GNL SOL 006 23 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Standard Sentences are set up in the master files SolPrint Adminstrator Menu File Estimating Master Files Print Estimating Master Files Job Costing Master Files Print Jab Costing Master Files Navigate Window Help Mad QX HX s2 Quotation Description Master File itteba creative e software GNL SOL 006 24
9. d a list of crystal reports usually quote breakdowns or quotation letters which you can run from this screen These letters are user definable section 7 crystal reports Additionally by clicking on the Contacts button you can choose a crystal report AND select a contact at your customer SolPrint will keep a history of which reports you have selected for each contact Click on the Descriptions button and you have access to 10 more paragraphs associated with the quote as a whole not with each element You can enter text manually or choose to have information previously entered into the quote automatically brought into these paragraphs This is controlled by settings in the Estimating Master Files see section and include text associated with each Additional Process Quote Desc ription Entry Colours 7 E No of Pages x A Finished Size E Material Finishing Artwork Details Prey Job No g Number of Images Pe H Disk or ISDN supplied Pe g Photography required Pe g Despatchto Pe g VAT Rule pooo I Zero Rated B y Generate Description Descriptions Print Selection Quote Break Info OK Cancel i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL 3 Entering Outwork Tender Prices Firm Quote When your suppliers have returned their firm tenders for the work requested you will then input all the prices into the quote
10. e List Additional Processes Estimate Price 4 ee Suggested Suppliers STUDIO Design Studio 020 8561 2974 0 00 0 00 z A elected Outwork Prices B frooooa 200000 ost Runon Cost Runon Cost Runon Cost Runon R E sae JE Runon Runon m Runon ae L E IMM o a S Sf a Sf E 9 8 aS SS Saas SS SS eS oo EE E E SJ RS v OK Cancel o View EstimateFom a The Pricing Screen will now include the prices you have selected i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL QAN 11 Artwork 1 00 Pricing Note al m a j 1 00 contribution margin z 10 00 010 f 10 00 0 10 Repro 120 00 120 00 contribution margin 1000 12 00 xf 10 00 12 00 0 00 l 0 00 Photography contribution margin 10 00 0 00 a 10 00 0 00 M Print l 0 00 l 0 00 contribution margin x 10 00 0 00 x 10 00 0 00 2 Coll Del i 0 00 l 0 00 contribution margin 1000 000 dxf 10 00 0 00 2 TOTAL COSTS hae 133 10 La 133 10 Tice 100 1331 ff 10 00 1331 2 Est 5 1 SELLING PRICE pili T4641 Fix 14641 Price Runon Extras pel 1000 1 46 R 1000 0 73 pare 1000 l 1 44 pel 1000 0 72 l 0 00 0 00 Value Added 173 f 25 41 xf 17 36 25 41 Contribution 17 36 25 41 x 17 36 25 41 By clicking on the Qte Break button you will be offere
11. for element 2 etc SolPrint Main Menu OF x File Estimating Notes Window Help 4dr mb Qe HXi Finishing Part Ac No Quote No Part No Title Side No MARKETIN fn fi fite of element fi kil gt al s eA NANE Include Fix 300000 200000 0 0 0 0 fi Barker weve e CO M ie 2 Banner Back Aisle np E jo fo jo jo jo jo a Process Baker gt No D escription Include 100000 200000 0 0 0 0 e pesa rl T b p fo fo w po eero S o S o p p p hw p hemma o r f e p p p m e e O oo oo o o m x Note ok _ cma 7 You are finally offered a list of processes which apply to the quote as a whole These may be Generic Processes such as Artwork Print Delivery for which you have not set up price list values but which will be used as headings under which to send Price Request Forms to selected suppliers i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL SolPrint Main Menu OF Xx File Estimating Notes Window Help 4dr rm Qe Bx 28 Finishing Job Ac No Quote No 4 glial Process Name Include Fix 100000 200000 0 0 atwo Se SF FF Fr Repro Progen ropes fatwa a Print No nestor Include 100000 200000 O Q 0 Eotn two ff fo fo fo prey ff rp p iP ff fo a o o o o o O ef fof fo a aa a r a ll 2 Note Ok Start ae A BH 7 SyCAWINDOWS Desk iA Main Menu of Progra
12. g on the Desc button gives access to the I5 paragraphs copied from the quote into the work ticket and now copied again into this order associated with this element of the job i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL You are also offered five extra paragraphs which can contain standard text previously setup in the master files When you Ok from the main PO screen you will be asked if you want to Print the Purchase Order If you say Yes the program chains into the crystal report for Purchase Orders supplied as standard but User Definable i teba creative e software GNL SOL 006 20 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL If you subsequently wish to amend the PO you can access it from the Purchase Order option from the main PO screen 6 Invoicing See SolPrint Windows Job Costing and Invoicing Manual 7 Crystal Reports All printouts within this module are produced by Crystal Reports a database reporting program We supply various reports as standard but these can all be tailored to individual site requirements Bespoke reports can also be written The main Broking reports are Price Request Form Quotation Letter Quote Breakdown Work Ticket Order Confirmation Additional Charges Purchase Order and Delivery Note 8 Broking Master Files Two areas of Estimating Master Files need special attenti
13. illustration below SolPrint Adminstrator Menu ioj x File Estimating Master Files Print Estimating Master Files Job Costing Master Files Print Job Costing Master Files Navigate Window Help M1 QXNHX se Template Waster File tel x Template Name JEEE a Description Safeways General 0 i FlatOpenSie saf o n Finish Siz 0o af o0 Product fi Tax Code fi Padding Yn _ Sales Disection Code st mi P Silkscreen Yn r Possible Suppliers Suppler cNo gt gt CompanyName gt gt sd Telephone ABBALITH ABBA Litho Sales Ltd 0208 553 5100 i APPLESCA Applescan 01582 456082 AYLESFOR Aylesford Print Services 01622 791555 BASINGST Basingstoke Press 75 Limited 01256 467771 BUSCARDS Business Cards 0206 443 2610 CARTERLI Carter Litho 01628 604611 Colourgraphic Leicester Ltd 0116 288 1000 x OK Close Help Template unique identifier This is used for sales analysis View Template Master File 7 Broking Estimating uses the Additional Process master file in a special way You can associate suppliers with each process with the effect that after you have sent out price request forms for a particular additional process you can only enter prices from approved suppliers i teba creative e software GNL SOL 006 22 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL SolPrint Adminstrator Menu 7 oy ha ai Additinal Processes Artwork Finishing Jo
14. itteba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Purchasing Main Menu File View Navigate Window Help 4dr r QXN Ex E Job Purchase Requirements iol x Cost Centre Desc ReqDate JobNo Sect AcNo Status JobQty Title DueDate Note sd 0000 es DEMOC DEMOC DEMOC DEMOC DEMOC DEMOC 3 TITLE 1 MARKE 10000 ST Barker 12 x 4 4 col 3 TITLE 1 MARKE nooo ST Banner Back Aisle Banr 3 a F5 DIE DONO Ee Backing Card M 10 Backir 3 onfirm 3 i OK Close J View Job Purchase Requirements Z A screen will now appear where you can enter order instructions price and delivery details as for a standard Purchase Order It is important to have a valid Activity Code Dissection Code and Tax Code though these will normally come through by default The price will copy through from the quote and can be amended if required Freetype Purchase Order Line No 5 JobNo 3 Job Title TEST Description Backing Card M 10 Backing Card M Oty Hrs 10 00 Oty Measure F Rate 1 00 Price Measure Per 1 00 Discount O Discounted Rate 1 00 Order Value w0 Quote No Moo Due Date OoOo Due Time i Ac No DEMOSUPP Due To Supplier aa Due Time a P O No 1 Activiy 101001 a o RefNo m RaisedBy RICHARD 2 DissectionCode A S Tax Code 1750 Desc OK Cancel Clickin
15. ive e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Quote Section Pricing Quote Header Quote No 11 Estimate No 5 Version 1 Date 95 12 01 Ac No MARKETIN m Sections Quantity PartNo Section Cost Contribution Profit Sect Profit Sect Price Quoted Price Runon Price Per __ Quoted Runon p000 1 120 00 12 00 10 00 13 20 145 20 1 45 1000 i 2 0 00 0 00 0 00 0 00 0 00 0 00 0 00 1000 0 00 200000 1 120 00 12 00 10 00 13 20 145 20 0 00 0 73 1000 0 00 2 0 00 0 00 0 00 0 00 0 00 0 00 1000 It is also possible to add two extra profit margins to the total selling price per quantity and then also to manually override this final price Pricing 0 tions Quote No fn Title Title of Job Ac No MARKETIN Names Marketing Division n0000 1 0 0 0 o0000 146 41 200000 146 41 0 0 0 0 4Work Ticket The Work Ticket is an area beyond the estimate where works instructions and notes can be entered and actual job costs and Purchase Orders can be brought together The last stage of the process is of course the Invoice see section 6 You cannot have a work ticket without an estimate though there is an option to create a Simple Work Ticket with a dummy estimate behind it which can be updated later To create a work ticket select the Job Creation option from the Production module You are offered a list of es
16. le you can then search for an existing quote or create a new one To create a new quote first select the customer in the normal way click on the index button by the Ac No field to select from the list of existing customers or use the New Prospect button to create a new customer record SolPrint Main Menu OF Xx File Estimating Notes Window Help Marr Qe N EX 4B Estimate Form Ac No MARKETIN Be Company Name Marketing Divison 00 Contact Alison Finch al Rae CO ao Tet foficetl F sia Jnamecrcode H Estimator RICHARD af Quote No aj Estimate No Version 1 Date 05 12 01 Product al Title PartNo Tites gt Eren ooo O Quantities sad Fn vi New Contact ri a New Prospect System i Description Price Close Help View Estimate Form f Then select a contact from those available at this customer or create a new contact by using the New Contact button Contact Notes Contact Alison Finch NE Office Tel office tel Position M arketing Executive Fax office fax Salutation lison Home Tel EO o y Email pO L Mobilet Address 1 o O Address 2 PO Address 3 BY Town DC County Ce OOOO CY Post Code ss Cost Centre PO Interests Actions Mail to Send Mail History New customers and new contacts would normally be set up via the Sales Ledger module i teba creative e software GNL SOL 006 U
17. line i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Clicking Close will chain into a Price Request crystal report see Section 7 Crystal Reports This will show the supplier name and address the contents of the I5 paragraphs you have previously input for each element and user definable wording requesting tenders by a particular date This letter can be previewed on screen printed or exported to network email or fax programs Design Studio BD BBL 29 TOTAL COSTS 0 00 cam 00 5 0 00 ama a per 1000 i 0 00 DEMOSUPF De tration Supplier 11 STUDIO Design Studio N Extras 0 00 ValueAdded 000 0 00 El Contribution 0 00 0 00 Close Project Sections VA Graph Price Graph Ote Break Description Contacts Outwork Pricing Paper OK TY Astar E E Ap y SIC WINDOWS Desk i Main Menu of Progra A SolPrint Main Menu telat D 11 49 You are then able to select prices to include in the Quick Quote Pricing Screen Click on the Select Prices button and you see a list of additional processes for which the suppliers you have just selected are enabled see section Broking Master Files for how to enable a supplier for a particular Additional Process Select a process then choose which price to include in the quote totals To produce a Quick Quote you will choose prices from the Pric
18. on when the Broking Module is used They are the Template Master File and the Additional Process Master File When you create an estimate you must select a Product Type This is a category chosen from a list pre setup in the Master Files see illustration i teba creative e software GNL SOL 006 2 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL File Estimating Master Files Print Estimating Master Files Job Costing Master Files Print Job Costing Master Files Navigate Window Help 4dr rm Qe HXI Template Master File Si ex Template Name LE Description Biho FlatOpenSzef sP Finish Size 297 x 210 Product fi oe Tax Code fi Padding Yn Sales Disection Code st 2 P Silkscreen Yn r Possible Suppliers Company Name gt gt Telephone dAl Demonstration Supplier mi OK Close Help W a View Template Master File WZ As well as being used for end of period reporting in Broking Estimating the Product Type is also used to restrict which suppliers you are allowed to send price request forms to see Section 4 If you are quoting for BI printing work for example you will not want to send a price request to a repro house or to a B2 printer Thus you can set up categories for each type of work you produce and associate only relevant suppliers with each You may also wish to set up an overall category with which all your suppliers are associated see
19. rchasing Main Menu File View Navigate Window Help I4 Job Purchase Requirements Ctrl 1 Paper Stock Purchase Requirements Ctrl 2 Raw Material Stock Purchase Requirements Ctrl 3 Finished Good Stock Purchase Requirement Ctrl 4 Purchase Order Cti 5 Purchase Order Receipts Ctrl 6 Purchase Order Invoices No Link Ctrl Purchase Order Invoices Linked Ctri 8 Supplier Invoice Log a aa i 3 s P Pe The Ultimate Management Information System a 5 Available Views You are then offered a prompting list showing for each job and for each element part the Additional Processed included in the final Price Totals of the Quote The last column shows the Process name and the option chosen within that Process Purchasing Main Menu of x File View Navigate Window Help Md rm QXN HAX RB Job Purchase Requirements 2ipat 1 DEMOC 2jpat1 DEMOC 2 pat1 DEMOC 2 pat1 DEMOC 2 pat1 DEMOC 0000 2 DEMOC 10000 est 1 Artwork 1 Artwork 3 TITLE 1 MARKE 10000 ST Barker 1 12 x 4 4 col 3TITLE 1 MARKE 10000 ST Banner Back isle 1 Banr 3 TITLE 1 MARKE 10000 ST Backing Card M 10 Backir 3 MARKE 10000 ST 3 MARKE Qo aa eae eee View Job Purchase Requirements yy You will then be asked if you want to accept the default supplier for that process or choose another supplier and also if you want to add another line to the current order for that supplier or to use a new order number
20. scription for each element of the quote This could be Cover Text sig Text sig 2 Mailing Or perhaps Poster Poster 2 Leaflet Collation While an element title is highlighted click on the Description button and you gain access to I5 paragraphs for entry of details about that element each element has its own I5 paragraphs The paragraph titles are set up in the Estimating Master Files see above The text is input for each element You can select whether each paragraph is to print on the quote request form or quotation to the customer by ticking the Print box i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL Brokering Section Description Description Page 1 Description Page 2 Colours M Print SI lt I lt I maj p 2 lt I il Desc Lookup You can also pick up standard sentences for pasting into this section by clicking the Desc Lookup button These are set up in the Estimating master files SolPrint Main Menu OF Xx File Estimating Notes Window Help 4dr riQenx Bx 428 M Brokering Section Description Description Page 1 Description Page 2 Despacho Distribution Detals Catalogue Details item Code 2 Desc Lookup Click OK to return to the main estimate screen Next click on the Quantities button to input the quantities for which you want to quote You may also override the q
21. timates Choose one and choose a quantity if more than one has been quoted and click OK Production Menu ol x File View Navigate Window Help drm Qe Bx 28 E AcNo _ Company Quote No Estimate No Version Quote Date Contact Product Tite JA trat 22 1 05 01 01 Fred Jones a 9 10 1 05 09 01 11 5 1 05 12 01 on Fine Marketing Divi 89 1 05 09 01 Safewa eting Divi 718 1 05 09 01 Zebi Jackson Marketing Divi 67 1 05 09 01 mi Quantity Total Cost Profit Amount Sell Price 5000 110 0 110 ad 7000 1710 0 110 xl OK Cancel p A j View Job Creation 2 e i teba creative e software USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL This takes you to the Work Ticket entry screens which will be different for each site The illustration shows one particular company s entry screens You will notice that the header details include Start and Due Dates Title Product Category and Contact copied from the Estimate but amendable here Order Number Job Status Below there are a number of Tabs we will look at some of these individually Work Ticket Details Job Number eS Company Demonstration Customer Ac No DEMOcUST Start Date 25712 2001 Raised By g Quote No pmo Delivery Date 26571272001 Sup Format y Quote Date E Title test quick job rs Job Qty i Project Title RF Revision No E Contact Fred Jones O Revision Date tt _ Order No fmm LW
22. uantities for a particular element of a job perhaps you want to produce more of one element than of another i teba creative e software GNL SOL 006 USER MANUAL for the SOLPRINT BROKING MODULE COMMERCIALLY CONFIDENTIAL SolPrint Main Menu OF Xx File Estimating Notes Window Help drm Qe Bx s 28 Estimate Form PiE x Ac No MARKETIN af Company Name Marketing Divison 0 Contact Alison Finch Al Sakasi a Tet fofficetel OOOO o E Salesrep name orcos Quote No 11 Estimat Quote No 11 Product Sateways General Title Title of Job Date fos 2 01 100000 200000 lal Quantities amie New Contact New Prospect title of element element 2 Description Calculate 00000 0 1 000 00 150000 a Now by clicking on the Calculate button you will select your requirements for each element of the quote You are offered the list of Additional Processes coded as Part in the master files which you have set up from your suppliers standard price lists and which you will use to prepare a Quick Price see next section Choose a process and you will then be offered a list of choices within that option Tick the ones you want You may also input Notes and you may adjust the Runon element of the price When you have selected all relevant processes for element click OK and you are offered the same list

USER MANUAL for the SOLPRINT BROKING MODULE

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