QuoteMaster Quick User`s Guide - R&M Materials Handling equipment
Contents
1. Point your mouse and question mark at the window header name or the window background to open Help from the beginning of the chapter to get information pertaining to the function of the whole window for example Technical Calculation window R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 7 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc EAT SPACEMASTER Hoist amp Crane Products 2 4501 Gateway Boulevard opringfield Ohio 45502 T 937 328 5100 Master FAX 937 325 5319 Point your mouse and question mark at the name of the tab in the window of the tab background to get information pertaining to the function of the tab for example General tab HANDLING Point your mouse and question mark at the name of the section in the tab or section background to get information pertaining to the function of the section for example Crane basic data section Point your mouse and question mark at the name of the field in the section to get information pertaining to the function or needed input value of the field for example Type field Once the On line Help opens you can use it like any Windows program Help By clicking Contents button you can view all available Help topics By clicking the bookmark you view the next index levels of the Help By selecting any subject and by clicking the mouse the explanatio2. The as edited data can be edited as many times as necessary Reason Normally after sales and during clarification of dimensions etc the crane specification and cost will change The as edited calculation will show what will actually be delivered and the as sold calculation what was sold There might be a cost difference INC After making the copy of the calculation Technical Calculation window is shown This window is exactly the same as in the beginning when the crane technical calculation was made You can edit the information give new dimensions and recalculate the crane as many times as you like After finalizing the crane specification data and dimensions click the Component order button Component Order window will be shown You must fill in all fields of both tabs General tab and Shipments and Addresses tab If you want to have more than one shipment change the value in the Number of shipments field in the General tab From the Shipments and Addresses tab you can select which components belong to which shipment by highlighting the shipment number and clicking the desired items in the Contents of Shipment section After filling the order information click the Order is ready button to save all the data To print the component order click the Print button Print Manager window is shown You can also print the component order by selecting the as edited calculation from Work Folder Tree window and cli
3. You can nclude the main power supply system of the crane in your quotation Complete runway structure crane installation crane transport erection and commissioning can also be included in your quotation QuoteMaster will produce a complete crane quotation letter including all crane technical information and commercial terms for the specific crane quotation automatically The offer text can be edited with MS Word if necessary Management Most powerful tool for sales follow up of market situation analyses All information is saved to database in QuoteMaster From this database you can run an unlimited number of reports and statistics of any kind For example you can run Received orders Lost orders Profit margin per offer Hot offers etc reports whenever you want and it only takes a few minutes You can also retrieve edit and print any saved quotation at any time Customer Handy and comprehensive customer register QuoteMaster helps to manage your customer base You can keep record of your customers customer addresses etc and insert an unlimited number of new customers when making a new crane quotation You can also retrieve past customer data without re typing it when making a new crane quotation QuoteMaster keeps all your customer data together with the crane technical data in one place and you can retrieve it any time Component Ordering Quick and correct since all your quotations are saved in a database
4. button you can limit the selection of available hoists for easier selection If necessary normally not you can change the calculation parameters for this particular calculation in Calculation Parameters window which will open by clicking Parameters button Make sure you know what you are doing before changing parameters Click the Crane calculation button and wait until calculation is finished while Calculation Status window is shown If your input parameters are such that the crane is technically impossible or components not found calculation shows error code and calculation will not be finished Click the Close button after calculation is completed or error code shown to return to Technical Calculation window It is important to read the notes from the Calculation Notes field at the Documents and Notes tab when returning back to technical calculation window This field gives valuable information for the user of the technical selection and of decisions made during calculation You can now view the selected components girder and notes after calculation by clicking each tab If you change any information you must recalculate the crane to activate the changes When recalculating you must reselect the hoist and after clicking Crane calculation button you must start the calculation manually by clicking Start button from Calculation Status window If necessary you can add additional features component or local to the crane by click
5. you can retrieve them at any time QuoteMaster allows you to convert any crane quotation to a crane and component order automatically When using QuoteMaster to make the component order you do not need to re type the technical and commercial information and you can be absolutely sure that your component supplier R amp M always receives all necessary component information and prices without typing errors Production Crane manufacturing drawings automatically When converting your crane quotation to a crane purchase order you can fill out all necessary information of the crane production You can write necessary notes and special instruction and QuoteMaster will save this data and print a production report any time R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 4 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc CAT SPACEMASTER Hoist amp Crane Products ma 1501 Gateway Boulevard opringfield Ohio 45502 T 43 937 328 5100 i FAX 937 325 5319 Erection and Invoicing helps the information flow during the whole project When converting your crane quotation to a crane order you can fill out all necessary information of the crane erection and commercial information such as payment terms etc QuoteMaster will save this data and print an erection and invoicing report for the controller any time HANDLING When de
6. establish a separate numbering system for all your documents so that you do not accidentally use the same calculation offer or order number in different computers This will not only disturb your own company s document recording system but also disturb the QuoteMaster Import Export and Reporting For instance if you imported all information from different QuoteMaster M computers into one computer to produce a complete report some data might be lost if the same calculation offer or order codes have been used in different computers In the QuoteMaster program you can give following information numbers codes descriptions etc Folder e Name The name of your work folder where all your calculations offers and orders to one customer or region are located Typically a customer s name is a good Folder name e Description Free written description what the Folder includes the kind of customer from which period the information is from etc Calculation e Calculation code The code for the individual crane calculation that you make This calculation code is shown automatically in all technical prints the offer and order documents and drawings It is advisable to establish a running number for all the individual cranes that you offer R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 8 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc CAT
7. 2 T 43 937 328 5100 How to get started to use the program How to use the tutorial This chapter describes the main operating principle of QuoteMaster M and it is very important to fully understand These steps guide you through the QuoteMaster screens to make a complete crane calculation offer Customer order and component order It is advisable to run QuoteMaster with the help of this tutorial in order to understand the whole path and logic of QuoteMaster This is the getting started point of QuoteMaster operation If you do not understand the whole logic you might get lost in the various program screens and not be able to complete your offer properly HANDLING The following basic work steps of QuoteMaster do not include every possible option Only after reading the detailed instructions of each window tab section field and button will you gain a full understanding of the full path and logic of the program If you read this tutorial from the QuoteMaster On line Help leave the Help window open at the same time with QuoteMaster You can read the Help and operate QuoteMaster at the same time The other option is to print these step by step instructions When making calculations offers and orders with QuoteMaster M there is a basic sequence that must be followed The basic working sequence is explained in the following steps You can do some of the steps in different order and still have the same en
8. 6 SECURITY IPSI JR WU C IRCTc 6 INFORMING OF PROGRAM ERRORS 2 2 etsendivediai autas cunseasdaachalacseasudisesiannadinebaswatvancuadendeveddecsamncadaatilatessanoenaedenvseandiacadtuaniacncsaacsecaudeveaicenente 7 PURPOSE OF THISIN STRUCTION RH e a M 7 ON LINE HELP HOW TO USE ennienni a eaei ia a Scan eles a eed ceed eaa aaa Ea 7 NUMBERING SYSTEM OF CALCULATIONS OFFERS AND ORDERG cccsscccsssseceessecessseeecesseeceseceesceeccssnseceeseeesseaeeecesaseceeseeesecaeeceesueeeseaeeees 8 HOW TO GET STARTED TO USE THE PROGRAM ttt ttt ttt 10 Ie TOU OM REID BN EGIT 10 SUBE EQ Se ise 10 R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 2 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc CAT SPACEMASTER Hoist amp Crane Products ma 1501 Gateway Boulevard opringfield Ohio 45502 T 43 937 328 5100 FAX 937 325 5319 HANDLING Introduction Overview QuoteMaster is a tailored made software for crane applications It automates the time consuming crane component selection and makes the information handling fast and reliable QuoteMaster is our approach to utilize modern information technology to increase competitiveness in the inquiry quoting ohase QuoteMaster enables us to
9. 8 26 2003 QMStepGuide08 2003 doc PEAY ME SPACEMASTER Hoist amp Crane Products want 4001 Gateway Boulevard HANDLING R amp M Materials Handling Inc Springfield Ohio 45502 23 937 328 5100 INC in FAX 937 325 5319 M 49 50 51 52 53 54 55 56 57 58 59 60 61 Input the Order code and check that the Client s reference SMA and Description information is correct in the Order Information window and click OK button Order window is opened First the Order Data tab is shown The information Order Data tab Customer data tab Order and Terms times and status tab Order are the same as your input in the offering stage You can change the information if necessary Click the Calculation data tab Order From the Selected Calculation section fill in the Work number field and click the OK button If you have more than 1 crane in your order you must give different work numbers for each crane Highlight each crane one by one and fill in the work numbers This is a must To the Erection Ready section fill in the dates This is a must Also this information must be given separately for each crane Click the Edit scope button Pricing window at Order stage is opened and Pricing summary tab Order of Order window is shown You can now edit the final costs In the Pricing summary tab Order of Order window fill in the Sales Price field This is
10. Handling Inc CAT SPACEMASTER Hoist amp Crane Products ma 1501 Gateway Boulevard opringfield Ohio 45502 T 43 937 328 5100 FAX 937 325 5319 M Component and crane prices Always accurate QuoteMaster includes the prices of all standard components You can update QuoteMaster regularly with our update packages to maintain correct technical data and prices at all times You can include component s shipping and customs charges automatically to your component prices to get accurate crane quotations automatically HANDLING With QuoteMaster the pricing of the complete crane is priced out manually during the offer stage Components are priced from standard price lists and include your standard discounts automatically You can adjust the final crane price for the quotation by setting your profit level manually for every quotation you make without changing the default values Output Comprehensive commercial and technical output QuoteMaster will calculate and select all components including the hoist end trucks travelling machinery crane electrical components pendant etc and calculate and select the proper main girder for the crane After completing the technical crane design you can print various technical calculations and reports of the crane QuoteMaster will make a complete clearance drawing of the crane with all dimensions You can edit the drawing if necessary with the Micro Vertex CAD program
11. Print button Print Manager window will be shown These steps to print the order documents are the same as printing the offer documents Once you convert the offer to an order you cannot edit the offer data anymore Offer data will disappear from the Work Folder Tree window However you can edit the order data and prices and print revised order confirmation letters and documents as many times as you like by selecting the order from the Work Folder Tree window clicking the Edit button and following above instructions Step 10 Making component order 62 From the Work Folder Tree window select the previously completed order and the calculation that you want to order components for and click Edit button QuoteMaster will ask if you want to R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 15 of 16 8 26 2003 QMStepGuide08 2003 doc PEAY ME SPACEMASTER Hoist amp Crane Products a M E E a DR MS T6 4501 Gateway Boulevard HANDLING 63 64 65 66 67 68 69 R amp M Materials Handling Inc Springfield Ohio 45502 23 937 328 5100 FAX 937 325 5319 make a copy of the calculation Click the Yes button This means that QuoteMaster will now make a copy of your crane calculation and price One copy will be marked as sold and the other as edited Once you select yes the as sold data cannot be edited but can be printed
12. QuoteMaster includes more than 5000 pages of program code and thousands of different parameters It is human nature that some errors may yet exist HANDLING Your input is vital in correcting all the bugs from the program When using QuoteMaster please observe the different functions closely If some system error disrupts the program make a record of the sequence what were your input values and what button did you click that caused the condition and inform the QuoteMaster support group for correction In order to ease the debugging QuoteMaster will create a LastCalc log file which includes all input and output parameters calculation results and other necessary information for debugging The LastCalc log file is saved automatically to the C QuoteMaster V og directory The LastCalc log file includes the information of the last made crane component calculation Every time you click the Calculate button the information in the LastCalc log file will be replaced If QuoteMaster jams or does not calculate something correctly and you need some assistance from the QuoteMaster support group send the LastCalc log file to your support contact Remember to copy the file before making any new calculations with QuoteMaster In addition to the notification of real system errors other suggestions and recommendations will be appreciated to develop the system further Purpose of this instruction It would be great if every new
13. R amp M Materials Handling Inc CAT SPACEMASTER Hoist amp Crane Products ma 1501 Gateway Boulevard opringfield Ohio 45502 43 937 328 5100 HANDLING FAX 937 325 5319 mmm QuoteMaster Quick User s Guide These are basic instructions and guidelines on how to navigate through the QuoteMaster Program and how to start working with the program The program includes numerous small details and features which are not explained in this step by step instruction H amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 1 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc EAT SPACEMASTER Hoist amp Crane Products MATERIALS 4501 Gateway Boulevard Springfield Ohio 45502 43 937 328 5100 HANDLING m FAX 937 325 5319 Contents CONTENTS cece E cee eae eee eee UMEN T eeeemee 2 INTRODUGOTHON ene cadum die Hte mM eens MM EI ene ee 3 OVER IE c HM 3 MANTEATURE RE RR D DERE 3 CEO TE MASTER MEEATEURES MR ER c 5 INCLUDED COMPONENTS gcse pcre c nets cea nace ec tse r ds MIR S ERA DOR n een cenesacness a e a r T EAA E 5 MECHAN AL ALCULATION 99 es eeereeeee em ee nmr Tn ne fete eee eo ee ro ee ern em ne PO ree ee 6 Be FoR oes E X R A M
14. SPACEMASTER Hoist amp Crane Products T6 4501 Gateway Boulevard opringfield Ohio 45502 T S 937 328 5100 i FAX 937 325 5319 e Client s reference The client s reference for the crane It can be an item number on customer s request etc This reference is also automatically shown on all prints HANDLING e Description Free written description of the type of crane that was calculated An example would be Wet End Crane of PM9 It is not necessary to fill in this field if the description of the crane is the same as the Client s reference Offer e Offer code The code for the offer Offer quotation number This offer code is shown in the offer documenis It is advisable to establish a running number for all offers that you make e Client s reference The client s reference for offer a quotation request number etc This reference is also automatically shown in offer prints e Description Free written description of the type of offer you are making For example PM9 Paper Mill Cranes It is not necessary to fill in this field if the description of the offer is the same as the Client s reference Order e Order code The code for the order Order confirmation number job number etc This order code is shown in the order documents order confirmation This number is different from Offer number It is advisable to establish a running number for all orders that you get e Clients reference The clients
15. You can add the customer details there When adding details of a new customer you must add the information to Customer Company section Correspondence section and Invoicing Contact section one by one 35 Click the Terms Times and Status tab Offer and check and change the commercial terms of your offer if necessary Fill in the Inquiry field date when you received the inquiry and Estimated order field This is a must 36 Click the Calculation data tab Offer and fill the Delivery Address section details This is a must The logic is the same as for other addresses R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 13 of 16 8 26 2003 QMStepGuide08 2003 doc R amp M Materials Handling Inc CAT SPACEMASTER Hoist amp Crane Products want 4501 Gateway Boulevard Springfield Ohio 45502 T 937 328 5100 viMaster un FAX 937 325 5319 3 You can edit the crane pricing by highlighting the selected crane calculation from the list and clicking the Edit pricing button In the Pricing summary tab Offer you can view the total price of your offer total for 1 to 9 cranes To edit the price you must edit each calculation one by one 38 After filling in all necessary information click the Offer is ready button which will save the entries and changes you have made If you click only Close button your offer data is saved but offer is not completed and of
16. a must This is the actual sales price of the crane and it does not necessary have to be the same as the offered price Click the Calculate button to calculate the other values after your manual input or change From the Crane Erection Transport tab Commissioning tab Runway tab Power Supply tab Others items tab check the Responsibility and Costs section to confirm that the scope of supply you sold is correct Click the Close button after editing If you have more than one crane in your order you must select each crane one by one and Edit the scope and give sales price of crane In the Pricing summary tab Order you can view not change the total costs and sales price of the order including all cranes Click the Order lost tab and fill the Purchase decision of customer by field Use the small arrow box to select from previously filled in Contact Manager date base Also fill in the other customer and competitor evaluation information for your own information and later use After filling in all information click the Order is ready button If you click only Close button your order data is saved but order is not completed and order documents cannot be printed After clicking Order is ready button click the Close button to close the window and return to Work Folder Tree window To print the order confirmation and other order documents from the Work Folder Tree window select the previously completed order and click
17. cking Print button The order information does not have the component order data After clicking Order is ready button click Close button to return to Technical Calculation window Click Save Close button and after it Yes button to return to Work Folder Tree window Click Close button to exit QuoteMaster Fields marked with red X All fields marked with red X are fields that are necessary to fill in If you do not fil in the information to these fields you cannot proceed to the next step R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 16 of 16 8 26 2003 QMStepGuide08 2003 doc
18. d result but for some steps there is only one sequence For example printing of the documents can be done from many various different steps than described here The Summary and sequence of the basic work steps show these work steps in order After the summary all work steps are explained in more detailed steps Step to step tutorial summary and sequence of the basic work steps Step 1 Creating work folders otep 2 Making crane technical calculation Step 3 Giving the crane costs manually Step 4 Pricing the crane Step 5 Closing the crane technical calculation Step 6 Including multiple cranes in one offer Step 7 Making crane offer otep 8 Printing offer documents and drawing Step 9 Converting offer to order otep 10 Making component order Step 1 Creating work folders 1 Start QuoteMaster by giving your user name and password Work Folder Tree window is shown 2 Click the New button to start New window highlight Work folder and click OK button R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 10 of 16 8 26 2003 QMStepGuide08 2003 doc PEAY ME SPACEMASTER Hoist amp Crane Products want 4001 Gateway Boulevard HANDLING R amp M Materials Handling Inc Springfield Ohio 45502 23 937 328 5100 INC FAX 937 325 5319 E 3 Input the Work folder name and Description to Folder Information window and click OK button New wor
19. er program and then extracted for the printed price books R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 5 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc EAT SPACEMASTER Hoist amp Crane Products 2 4501 Gateway Boulevard opringfield Ohio 45502 937 328 5100 Master FAX 937 325 5319 In addition to the components in the printed price list QuoteMaster M includes some limited heavy crane components such as end trucks and traveling machinery that are not in the standard component price list These heavy components were designed for high capacity and heavy duty cranes which are not included in the parameters of the QuoteMaster program These components are available for standard crane use typically at the higher capacity ranges through QuoteMaster only Mechanical calculation limits The mechanical limits maximum span load speeds girder types etc of crane calculations depend on the local parameters and maximum limits that are input to the localized version of QuoteMaster depending on locally available materials local standards and manufacturing practice The user will be prompted if these values are exceeded HANDLING Due to technical limitations all possible crane applications may not be possible i e QuoteMaster can not find suitable components If suitable components cannot be found the crane ca
20. fer documents cannot be printed HANDLING 39 After clicking Offer is ready button click the Close button to close the window and return to Work Folder Tree window 40 You can edit the offer data and prices and print revised offer letters and documents as many times as you like selecting the offer from the Work Folder Tree window clicking the Edit button and following above instructions step 8 Printing offer documents and drawing 41 From the Work Folder Tree window select the offer that includes the previous calculations and click Print button Print Manager window is opened 42 From the Print types section you can view what prints are available You can print all documents concerning the selected offer from Print Manager 43 For example to print the offer drawing from Print types section select Drawings with cursor and click once The available drawings will be shown in the Available prints section Click the Offer Drawing item You see a tick appearing to the box which means that this item will be printed next Click the Print in Word Vertex button to print the drawing or Edit in Word Vertex button to first edit it If you edit the drawing and choose to save tt it will be automatically saved under Own drawings in the Print types section and can be opened for further editing if necessary 44 To print the crane offer from Print types section select Offer letters with cursor and click once The available Offe
21. ing the Additionals button and selecting the necessary additional features If you select the additional features before clicking Crane calculation button you cannot view the price when selecting the items If you select the additional features after clicking Crane calculation button you must recalculate the crane after selecting them After recalculation you can see the price of the additional features R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 11 of 16 8 26 2003 QMStepGuide08 2003 doc l R amp M Materials Handling Inc PEAJE SPACEMASTER Hoist amp Crane Products MATERIALS 4501 Gateway Boulevard Springfield Ohio 45502 T 43 937 328 5100 FAX 937 325 5319 Step 3 Giving crane costs manually 13 After crane calculation is completed click the Pricing button Pricing window is opened HANDLING 14 Click the Manual costing button and select the costs Crane design Crane ex Works Delivery items that you want to give manually in Manual costing for tab After putting the tick to small box click OK button 15 You can now give the crane design costs manually in the Summary tab and crane manufacturing and assembly costs and hours in Steel structure tab Assembly tab 16 Give the Delivery items Crane erection transportation and commissioning crane runway and power supply costs and hours in Crane Erection Transport tab Commiss
22. ioning tab Runway tab Power Supply tab and Other items tab In order to enter the cost or hours you must tick the Included box of the item The items that have the tick are included in your scope of supply 17 After giving the costs click Calculate button to activate the price entry and or changes 18 See next step Pricing the crane for how to adjust the crane prices and Click Close button to save the changes and return to Technical Calculation window Step 4 Pricing the crane 19 After you input the crane costs manually the Pricing window is already opened in the previous step 20 The Summary tab shows all costs and sales prices of the crane In this tab you can only change the discount and profit margin exception crane design Component supplier sets up the cost of the components and it includes the standard discounts The girder and assembly price is shown as given in the Steel structure tab and Assembly tab The cost money value of Delivery items is given manually in Crane Erection Transport tab Commissioning tab Runway tab Power Supply tab and Other items tab The summary tab will summarize these costs 21 To give additional discount on top of standard discount to any item move your cursor to the Discount field of the selected item e g Components and fill in the discount value 10 means 1096 additional discount from the cost Final costs field shows the costs after additional disco
23. k folder will appear to the Tree view Step 2 Making crane technical calculation 4 10 11 12 From the Work Folder Tree window highlight the previously created work folder and click New button Select Calculation and click OK button Input the Calculation code Clients reference and Description to Calculation Information window and click OK button Technical Calculation window is opened Fill in and or change the crane technical information on General tab and Building tab The tabs already have default crane information so normally you must change the data The other tabs Steel Structure tab End Carriage and Drives tab Electrical Components tab and Documents and Notes tab include mainly information after calculation is completed Normally it is not necessary to fill in any information to these tabs before calculation unless you want to select some components manually or change some of your local default values Runway power supply is selected from Electrical Components tab For US units ex feet inches follow exactly the number entry format shown in the bottom right of the window Click the Hoists tab A table of suitable hoists for the basic technical data is shown Move the cursor to the position of desired hoist in the table and then click it blue row is your selection and then click Select button By giving more detailed technical information to the Hoist Browsing Criteria section and clicking Search
24. lculation and design cannot be completed Prices Components The Component Supplier R amp M inputs all technical details and prices of the hoist and components to QuoteMaster and keeps the files updated whenever there are technical changes or new products The printed copy of the price lists and dimensional drawings are based on the same prices and dimensions in the QuoteMaster program Therefore you should always receive the same price and or dimensions for components from QuoteMaster and from the manual price lists or product drawings If the result is different please inform the customer service department immediately The Component Supplier R amp M also inputs the discount factors for each User Company Main girder amp other prices The basic technical calculation parameters program defaults and local standards are confirmed by the User Company and incorporated to your company s version of QuoteMaster but no local material default manufacturing or labor costs are provided When using QuoteMaster all the local costs Girder Crane assembly Transportation Erection Power supply Runway etc are manually given for each crane to be offered The program prices out the crane based on these input costs Security and updating Within your company each authorized QuoteMaster user has a personal login user code and password The login user code is shown on every calculation and offer document so you can alway
25. ly need to give the minimum basic technical crane input data such as Span capacity height of lift and building dimensions Based on your technical input data QuoteMaster can offer various hoists to select from You may also fill in commercial data for the quotation such as payment terms delivery terms etc and customer details such as names addresses telephone numbers etc Design Optimized and error free design QuoteMaster makes the complete crane design including automatic girder and crane component selection quickly and error free QuoteMaster includes all the technical details of our standard components and of standard profile and box girder connections Every time you design a new crane QuoteMaster M checks all dimensions and properties of every component and girder and it eliminates the possibility to select undersized girders or components You can adjust some technical crane design parameters such as the allowable deflection etc manually before designing the crane When using QuoteMaster for your crane designs you can always be sure that the crane design is the optimum solution not oversized not undersized but a perfect match to the requirements at a competitive price Making technical design variations is also possible in just minutes R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 3 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials
26. n of the selected topic will be shown The Back button will get you back to previously displayed window With the lt lt and gt gt buttons you can move one window backwards or forwards By clicking Index button you can browse the Help topics You can browse by subject Index tab or by word Find tab After selecting a topic the explanation is displayed The words that are displayed with different color are either glossary entries or hypertext links If you click the hypertext link coded word or coded sentence the On line Help will automatically search and jump to the particular part of the Help document that the word or sentence pertained to Back button will get you back to the window you jumped from For more information on how to use the Windows On line Help please refer to the Windows Owners Manual Numbering system of calculations offers and orders While using QuoteMaster M you will discover that there are many different types of numbers codes references descriptions etc at various steps Before starting to use QuoteMaster M within your company itis advisable to set up unless you already have a numerical system to track offers and orders as well as to choose specific fields within QuoteMaster for this information This is very important if you want the ability to create and to track records and reports produced by QuoteMaster If your company has many computers and users for QuoteMaster it is advisable to
27. ne Products T8 1501 Gateway Boulevard opringfield Ohio 45502 T 43 937 328 5100 Vylaster _ FAX 937 325 5319 step 5 Closing the crane technical calculation 26 After crane technical calculation delivery items and pricing you must save the Calculation by clicking Save Close button and after it Yes button to return to Work Folder Tree window HANDLING 2 f you change the technical input parameters and recalculate the crane or click Undo calculation button or Reset fields button check the crane pricing again before saving 28 After saving the calculation the Calculation code of the calculation will appear in the work folder tree as an item of the folder you created in the first step Step 6 Including multiple cranes in one offer 29 f you want to offer more than one technically different crane select the previously created folder and click the New button and make a completely new crane calculation following the previous steps 2 through 5 The maximum quantity of cranes similar or different is 9 It is important to save all different crane calculations under same work folder name if you want to combine the different crane types into one offer If you want to offer more than one technically similar crane copy the previously made crane calculation in the Work Folder Tree to the same work folder with Copy button and Paste button Click the Edit button and select calculation do not change values if crane is simila
28. nline help which will guide operators through every step of operation 6 Theuser can combine many cranes into one offer QuoteMaster offers good visual understanding of the complete system for the user QuoteMaster operates in a similar manner as all other Windows based programs by clicking the icons and opening different windows and tabs For basic crane quotations the amount of obligatory input parameters and different windows is minimized in order to ease the use of QuoteMaster On the other hand for experienced users QuoteMaster offers more options to search for the right solution Due to globalization QuoteMaster may include some features that are used only in certain areas countries or regions Therefore each QuoteMaster User Company should not try to use each and every possible feature provided by QuoteMaster M and should use only the necessary features When starting to use QuoteMaster please be patient and concentrate on the features that have been activated for your use Please do not spend your time attempting to access those parameters that are not activated Included components In principle QuoteMaster includes the entire Spacemaster SX hoist range that you can find in the printed price book The printed price lists for the Spacemaster SX hoists and tubular style end trucks are derived from the QuoteMaster program database New products are added and price changes are managed by the QuoteMast
29. offer our customers the most competitive products An extremely wide range of standard products and components are included in the program QuoteMaster always selects the best crane component solution and calculates with exact pricing The biggest potential of QuoteMaster is to utilize its capabilities and features to support and integrate crane business processes so that the end user gets a custom crane and or crane components fast and punctually with minimum resource requirement from the crane seller This means increased profitability to every company utilizing QuoteMaster Information and knowledge management is key to our success We are among the first companies to offer computerized systems in the standard crane business QuoteMaster takes us one step further in gaining a competitive advantage by maximizing the use of modern information technology for our business processes Main features Quotations Custom quotations in minutes QuoteMaster M provides a complete crane quotation with exact offer pricing in just minutes You can submit your customer a high quality quotation that manually would take days to prepare If you utilize QuoteMaster on a laptop PC you can even run various crane design options and quotations from your customer s site Information input Your input values are easy to give QuoteMaster is easy to use To design a crane and to produce a complete crane quotation with a crane clearance drawing you on
30. r recalculate the crane and save the calculation Only calculations with Status field value Ready can be selected for the offer Step 7 Making crane offer 30 From the Work Folder Tree window select the work folder that includes the previously done calculations and click the New button 31 Select Offer and click OK button 32 Input the Offer code Client s reference SMA and Description to Offer Information window and click OK button After confirming Clicking OK a message is displayed indicating that all fields containing a red X must be fill in 33 First the Offer Data tab is shown The calculations one or many depending on how many you made that were saved to this work folder are displayed in the Available Calculations section Only calculations with Status Ready are shown Select the calculation you want to include to your offer and click Select button The selected calculation will move to the Selected calculations section If you have more than one calculation highlight and select them one by one 34 Click the Customer data tab Offer and fill in the customer contact details By clicking the small arrow in the end of Company name field you can select a customer from your existing database If you select an existing customer all the other contact details will be displayed automatically If you need to enter the details of a new customer click the New button which will start the Contact Manager window
31. r letter types will be shown in the Available prints section Click the Crane Offer Letter item You see a tick appearing to the box which means that this item will be printed next Click the Print in Word Vertex button to print the drawing or Edit in Word Vertex button to first edit it When you choose to edit the offer QuoteMaster will open Microsoft Word and create the complete offer text automatically based on the input data you had given Remember to enable the macros if MS Word asks this when starting This is a standard Microsoft Word document and you can edit and save it as you like using complete Microsoft Word tools If you edit the offer text and choose to save it it will be automatically saved under the Own documents and can be opened for further editing if necessary 45 The logic to print and edit other documents is the same Before printing and editing you can also preview the documents Not Drawings by selecting the desired document and clicking Preview button You cannot print or edit from preview stage 46 After printing all necessary documents click the Close button to return to Work Folder Tree window Step 9 Converting offer to order 47 From the Work Folder Tree window select the offer that you want to convert to order and click New button 48 Select Order and click OK button R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 14 of 16
32. reference for order 2Customers purchase order number This reference is also automatically shown in order prints e Description Free written description what kinds of order are you making For example PM9 Paper Mill Cranes It is not necessary to fill in this field if the description of the offer is the same as the Client s reference e Work number Each individual crane needs a work number If the Order code is your job number the work number could be one item of the job number If you give separate job numbers for each individual crane the work number can be your job number Normally the crane data plate has this crane number printed in it Component order e Order code The code for the component order Component purchase order number This component order code is shown in the component order documents This number is different from the Order number It is advisable to establish a running number for all component orders that you make e Client s reference The client s reference for component order different reference for different cranes of one order 2shipping mark etc This reference is also automatically shown in component order prints R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 9 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc CAT SPACEMASTER Hoist amp Crane Products ma 1501 Gateway Boulevard opringfield Ohio 4550
33. s identify who has done the calculation or offer with QuoteMaster Every time you start QuoteMaster you must enter your user code and password assigned to you by the QuoteMaster support group QuoteMaster cannot be installed or copied without a special authorization code The authorization code is always different for every installation and it must be obtained from the QuoteMaster support group at the time of the installation QuoteMaster has a time limit Time extensions are provided through the QuoteMaster updates If not updated within the given time limit QuoteMaster will become unusable If this happens please contact the QuoteMaster support group immediately R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 6 of 16 8 26 2003 e QMStepGuide08 2003 doc R amp M Materials Handling Inc EAT SPACEMASTER Hoist amp Crane Products 2 4501 Gateway Boulevard opringfield Ohio 45502 T 937 328 5100 Master FAX 937 325 5319 You cannot change the clock of your computer to lengthen the predetermined time limit QuoteMaster will detect this activity and destroy Itself Informing of program errors Unfortunately there is no computer program in the market today that is void of programming bugs When developing QuoteMaster we have attempted to minimize such bugs through comprehensive testing but there may be some left undetected
34. software package were intuitive and self explanatory so that anyone could learn how to use it without training or reviewing the manual Unfortunately very few software packages fall into this category Indeed the acceptance of QuoteMaster is contingent upon the user s ability to use it effectively and learning to use it effectively without special training or relying on telephone support depends on a good user manual and good On line Help The purpose of this instruction is to give the user pertinent information regarding how QuoteMaster operates by explaining the basic operating steps The On line Help which is included in the program includes more detailed information of each window and button in the program This instruction does not cover any Windows Environment help or basic Computer operation knowledge Please refer to the Windows instruction manual and other relevant instructions for more information By presenting this instruction it is assumed that the user has basic Windows environment knowledge On line Help how to use The On line Help can be started in QuoteMaster by clicking the Help button which is located in every window When clicking the Help button a question mark will appear next to the mouse cursor You can now move the cursor over any topic Window tab section or field and click the mouse again On line Help will automatically open from that particular point you have chosen and provide an explanation
35. unt 22 To change the profit margin move your cursor to the Cmll field margin given in money value or Cmil field margin given in percentage of the sales price of the selected item e g Components and fill in the margin value in Cm II 20 means that Final cost 0 8 Offer price Offer price field shows the Offer price including margin Use Adjust field to round the offered price to a desired figure Final offer price field shows the offer price after rounding This price is printed to the offer print 23 After giving the additional discounts and contribution margins click the Calculate button to activate the changes and to calculate the total prices 24 The other tabs Components tab Addit Features tab Steel Structure tab Assembly tab Crane Erection Transport tab Commissioning tab Runway tab Power Supply tab Others items tab show the costing of each item row in Summary tab in more detail You can also change the Discount of each detailed item in these tabs After clicking Calculate button the additional discounts will be calculated automatically and Summary tab is updated 25 Click Close button to save the changes in pricing and to return to Technical Calculation window R amp M Materials Handling Inc reserves the right to alter or amend the above information without notice Page 12 of 16 8 26 2003 QMStepGuide08 2003 doc R amp M Materials Handling Inc EAT SPACEMASTER Hoist amp Cra
36. veloping the QuoteMaster program a lot of consideration was given to create a system that is easy for an inexperienced user to operate and easy for the component supplier R amp M to maintain while including all local needs and variations in easily created and updateable form The latest and most suitable system tools available on the market today have been used QuoteMaster also offers better and easier capabilities for upgrading the program to include new products into same crane component management system QuoteMaster features 1 QuoteMaster is operated in the Windows environment It will make the links and use of other Windows based programs easier 2 The drawing system in QuoteMaster M is Micro Vertex Windows version which is already included in the QuoteMaster without the need of a separate license From Micro Vertex the drawings can be changed easily to other file formats such as AutoCAD There is no need for a separate CAD computer since all the drawings can be created edited or read within QuoteMaster 3 Microsoft Word not included in QuoteMaster is linked to QuoteMaster and will be used for all text creation Component offers technical calculations etc This will provide easy text editing 4 The calculation procedure of all components is carefully analyzed and incorporated in the program to obtain the optimum crane design with minimum costs 5 QuoteMaster M has a comprehensive and easy to use o
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