Toshiba Strata Dk Dkquote User Guide

––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Report Menu
Using DKQuote39
ä
To view the price list
Report Menu
The Report drop-down menu (shown 
at right) enables you to print and 
save:
©Customized quotes
©Parts list
©Question file
©Customer list
If you select Save to File from the Print/Save Quote option, a pop-up dialog box displays. You 
can save the file to a floppy-disk drive, hard disk drive, or network drive.1. Click Price List from 
the Toolbar
...or click...

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40Strata DKQuote 5/99
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To print the parts list or save to file
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To print the question file or save to file1. Click Report from the Main 
Menu and Parts List.
2. Click Print Your file is sent to the printer.
...or Save to File.
Enter the file destination. The default file extension 
is.pqt.
3. Click Close. You are returned to the DKQuote opening window.
1. Click Report from the Main 
Menu and Question File.
2....

––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Report Menu
Using DKQuote41
Notes
lThe Question File input fields display in the Equipment Selection screens. Because 
DKQuote continually provides you with the most current system components available, 
the input fields and selection choices change with different versions of the software.
lIt is recommended that you make a printout of the Question file for review and to become 
familiar with the inputs and selection...

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42Strata DKQuote 5/99
...or Report from the 
Main Menu and 
Print/Save Quote.
2. Highlight an existing 
quote.
3. Click Delete A pop-up box asks you to confirm the deletion. If you 
click Yes, the quote is deleted.
...or print/save.
4. Click All These items are printed:
©Final Quote Worksheet
©Quote Total Parts List
©Installation Items
©PCB Placement Guide
...or Parts/Installation All selected parts and...

––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Update Menu
Using DKQuote43
Update Menu
The Update Menu (shown at right) 
enables you to backup and restore 
Dealer Price/Parts and Toshiba List 
Prices.
NoteBackup to Installation Disk is only available to Level 1 (Administrator) and is 
described in “Customizing DKQuote” on Page 47.
Backup Dealer Price/Parts saves the current Dealer Price setup to a floppy disk, hard disk 
drive, or network drive. All custom parts,...

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44Strata DKQuote 5/99
ä
To restore dealer price/parts
ä
To restore Toshiba list prices
Setup Menu
The Setup menu (shown at right) 
enables you to setup:
©Customers
©Company general information
©User password levels
©Customized splash screen
The Customer record includes the customer name, address, phone number, contact name, and 
shipping name/address. The Company General Information screen includes the company...

Using DKQuote45
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To add, modify or delete a customer record
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To enter/modify company general information
 
1. Click Setup from the Main 
Menu and Customer from the 
drop-down menu.
1. Highlight the customer.
2. Click Add and enter the 
information The Customer record screen displays.
...or Delete A pop-up screen asks you to confirm the deletion.
...or Modify. The Customer record screen displays.
3. Enter the changed 
information and click OK.The modified information is retained and you are 
returned to...

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46Strata DKQuote 5/99 

Customizing DKQuote47
Customizing DKQuote4
This chapter describes the DKQuote features available to Level 1 password users only (usually 
assigned only to the System Administrator). Features available to Level 2 and 3 users are 
described in Chapters 1~3 of this guide. The features described in this chapter are:
©Pricing Menu
©Price Category Setup
©Parts/price Setup
©Required Add-on Parts Setup
©Optional Add-on Parts Setup
©Obsolete Parts Setup
©National Accounts Installation Setup
©Dealer Installation...

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48Strata DKQuote 5/99
NoteThe number of price schedules available (from 1 to 10) depends on how you 
customize the schedule structure. There are four standard schedules (shown above) 
and up to four categories that you can use to customize your Dealership.
Price Definitions
The following definitions apply to all price schedules:
©List Price – authorized Toshiba Dealer Price List.
©Dealer Cost – Initially the...