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July 7, 2008

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QwikQuote Contact Information as of June 25, 2008

QwikQuote Contact Information as of June 25, 2008

QwikQuote Development
a business unit of

Acending Technologies Corp
Post Office Box 486
Crosswicks, NJ 08505-4818

Sales: :609-291-9276

Support: 609-587-1618

Fax: 609-291-9276

sales@qwikquote.com

support@qwikquote.com

http://www.qwikquote.com/

Check the QwikQuote Web Site for the latest QwikQuote Contact Information

Relationship between Layouts and Quote Order (Columns)

Selecting and saving the columns with the desired layouts.

You can develop an unlimited number of different QwikQuote templates. You can select from these previously created templates when writing a quote.

You can also associate a customized quote order with the layout:

The association between the desired layout and the desired quote order makes up a quote. All quotes can be saved with your chosen relationship. When a previously saved quote (.qte) is opened, it will load with the previously saved layout/quote-order relationship. You can keep the layout and/or the quote-order. Or you can change it Here are your options to change and save the currently loaded quote or a new quote.

RESET COLUMNS

In the QUOTE view, you can select “Reset Columns” to restore the quote-order to the factory set default. This option changes the quote order but does not save it.

LOAD COLUMNS FROM LAYOUT

If the desired quote-order is already saved with a particular layout, select the layout, then select the menu choice “Load Columns from Layout”. This does not save anything. It prints the desired formatting on the screen but does not save it.

SAVE COLUMNS TO LAYOUT

When you wish to preserve the new association between layout and quote –order, you can connect the two together by selecting the “Save Columns to Layout” option. This is only temporary and does not save it to your computer.

FINAL SAVE TO DISK

When you are finished selecting the desired layout and quote-order, you can save this combination to disk using the FILE/SAVE menu selection. You can save as soon you select the desired layout/columns relationship and enter a new quote number, or you can complete the quote before saving everything together.

Pricing - Automatically Convert Inches to Feet

QwikQuote allows you to create flexible pricing in the form of user-defined templates. The following screen shots illustrate a template that measures glass pricing by the linear foot. The user enters the glass size in inches. QwikQuote automatically converts it to feet. Finally, costs are automatically calculated in feet.

PART A - - How it Works

A1. The glass size is posted in column-X and column-Y. In this example, the glass size is measured in inches; the 2-inch by 3-inch glass size is manually entered.

A2. After the glass size is entered, QwikQuote automatically converts it into feet. In this example, 2 inches times 3 inches (which equals 6 inches) automatically converts into .5 feet.

A3. The price per foot can be manually entered or automatically posted from the price list. QwikQuote will automatically calculate the total by multiplying .5 feet times the price.

PART B - How to set up the template in Qwikquote

B4. In the Options View, select the tab titled “quote order”. Then select the field order (columns) as follows. Note that the internal name of “Unit K” in column 8 will be called “Conversion Factor” when the quote view is finished being set up.

B5 - In the Advanced Tab, select the “Enable Setting Up Options Type”.

B6A - In the Quote View, the headings will not be correct. For example, QwikQuote stores the Conversion Factor internally as “Unit K”, but the heading should read “Conversion Factor” for user clarity:

B6B - To change the header name, (1) move your cursor in the “Unit K” header area and double-click. A text box (2) will pop up where you can change the name of the header to “Conversion Factor”:

B6C - The conversion factor to convert inches to feet is .0833333333 (12 divided by 1). You will notice that there are not enough default decimal places in the conversion factor column of QwikQuote to provide an accurate conversion result:

B6D - To correct the decimal size, hold the cursor in the white part of the conversion column and right-click. A pop up box will appear. Choose “number” and hit :enter”.

B6E - When the Format Cells box appears, you can manually type in the format 0.00000000. Then “enter”.

B6F - In the Quote View, the headings will now appear as follows when the headings are properly names and formatted:

Part C - Setting Up Automated Pricing

Each part number can hold it’s own pricing, sizing, and conversion information. When the part number is entered in the quote view, the quote will automatically populate all the information.

C1- Select the Catalog view. Choose the parts list item that you wish to price. Then select the “Pricing” tab. This is where you can enter Size X, Size Y, and the conversion factor (Size K). If you wish, you can also select Size Z and set it up QwikQuote to cost the thickness. This can be done by starting with step one in this tutorial and adjusting the process accordingly. You are also welcome to contact QwikQuote support if you have any questions on this.

Layout - Moving Variables Inside a Text Box

In some versions of QwikQuote, it is not possible to move fields that are located inside a text box. The following screen shots offer a solution.

Cannot Find PDF Files After Printing to PDF

Problem: Cannot locate PDF files after selecting the button to write a quote to PDF

Solution: In QwikQuote versions 6.3.008 and newer, the default PDF location can be defined in OPTIONS/FILE LOCATIONS.

Other Considerations:  If you leave the PDF field blank, the PDF file will be saved in the same location as the “save as” location for the quote (.qte file). Some versions of QQ 6.3.008 may not allow a blank PDF field.  If you do not need a blank field, then you will be OK.  Otherwise, the only solution is to contact QwikQuote technical support for an update.   

Terminal Server and Workstation Hybrid Installation - QwikQuote

 

1. It is best for QwikQuote to be installed on the terminal server before proceeding with the workstations. Follow the instructions for Installing or Updating QwikQuote on a Terminal Server located in this knowledge base.   
2. Each XP client should have it’s own copy of QwikQuote installed. QwikQuote is installed using the setup.exe full install file.  See instructions for installing QwikQuote on a workstation for more information. 
3.  In the Setup Wizard, configure QwikQuote as a network client.  Using the dropdown box, point to the shared QQ6 Server Location that was established on the terminal server. If working properly, QwikQuote will read the serial number information from the server after you run “config”.    

Terminal Server - Running the QwikQuote Update Program

1. The QwikQuote update program is not a full install file. You can only update a working version of QwikQuote. Do not run the update program unless you have QwikQuote installed and working.
2. If you are running the 6.3.008 update on a terminal server, it must run MSI during installation. The file needed is msiexec.exe and it is located in the c:\windows\system32 directory. The terminal server might not be able to see this file.  Before you try to troubleshoot the reason, it is important that you initiate the setup program through ADD/REMOVE PROGRAMS.  If you still have the problem, then check the following:
   1. Give the user rights to access the C:\Windows\System32 directory while running the update.
   2. Copy the msiexec.exe to the c:\windows\system32 directory so that the update program can find it.
3. You will need a current 40-character serial number below to run the update. You can enter it in the Setup Wizard. If you try to run the update and it refuses to run without a current serial number, you must go into the SETUP WIZARD and enter a current one.
4. After you run the 6.3.008 update, unzip the 6.3.008 Terminal Server .exe file into the main program directory of QwikQuote.
5. Go into the QwikQuote Setup Wizard and run “config”.
6. After you install the update, run “config” in the SETUP WIZARD (see instructions).
7. QwikQuote should now operate properly as a Terminal Server. Test it on different terminals to see if it operates properly as a terminal server.

Terminal Server Installation From QwikQuote Full Setup File

1. You must have Terminal Server Service on your Windows Server.
2. The latest setup program is available from QwikQuote Sales or Tech Support. The QwikQuote setup program MUST be installed though ADD/REMOVE programs.  This is important and is the only way that files can be shared on a terminal server.  
3. The installed copy of QwikQuote on the Windows Server should be configured as a network client.   
4.  To configure the shared license location, go into the QwikQuote SETUP WIZARD. The QQ6 Server Location that you enter should be shared. Most terminal server installations will point to a location that is on the same server as the QwikQuote program. This file must be a shared and must be available for access by the terminals and/or workstations.  
5. In the QwikQuote program files main location, replace the QQuote6.exe with the Citrix/Terminal server Program.

Extended Price is incorrect

PROBLEM:

Extended Price is not correct.

EXPLANATION:

The Extended Price does not seem correct because of a selection in OPTIONS/PRICE LIST called Base Price.. Base Price adds the sum of the Base Price field to each item in the quote and reflects the sum in the Extended Column.

SOLUTION:

In the Base Price drop down list, select a blank field and and nothing extra will be added to Extend column.

HERE IS AN EXAMPLE OF HOW THE BASE PRICE WORKS:

ABC-1000: Total price = $10 + (.23 x 1000) = $33.

In the above example, $10 is the Base Price.

In the Base Price drop down menu, you can choose any price field on the price list as a basis for your base price. It can also be blank if no base price is selected. .