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Toshiba Strata Dk Dkquote User Guide

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Page 51

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Customizing DKQuote49
The buttons at the bottom of the Setup screen perform the following:
Column Sorting
You can sort a column in an ascending or descending order depending upon the type of column 
it is. If it is a price column, the prices are sorted in ascending order. If it is a alphanumeric 
column (for example, Part Number or Description), it is sorted in numeric/alphabetic order.
CLICK TO
Save all...

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50Strata DKQuote 5/99
Special Pricing Section
Special Pricing customizes the price lists (Cat07~Cat10) for your Dealership.2. Click Sort Ascending
...or Sort Descending.The column sorts.
3. Click again on the same 
column.The column sorts in the opposite direction 
4. Click Discard All Changes 
to return the column to its 
default.
Important!Do not Click Discard All Changes if you 
have made other changes to...

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Customizing DKQuote51
Hiding Price Categories
A check mark (3
) in the Hide column indicates that the price categories are not available to 
users when preparing quotes. They can be selected as required for custom pricing purposes.
Creating/Changing Names and Descriptions
The Price Category Setup screen enables you to create names and descriptions for up to 10 
price schedules. The 10 price categories display...

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52Strata DKQuote 5/99
Parts/Price Setup
In Parts/Price Setup, you can change a part number, description, and the associated prices. The 
parts include all parts on the current published Authorized Toshiba Dealer Price List.
The prices which can be changed are: Dealer List price, Dealer Discount rate, Dealer Cost, 
Dealer Markup, Dealer price, National Accounts MFG and Schedule A-C, GSA and four 
Dealer custom...

Page 55

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Customizing DKQuote53
5. Change the List Price ($), if 
needed.The list price is not normally changed. If it is, the 
change is reflected in the Dealer Cost and Dealer Price 
columns.
The price is taken from the Authorized Toshiba Dealer 
Price List.
6. Change the Dealer Discount 
(%), if needed.The change is reflected in the Dealer Cost and Dealer 
Price columns.
7. Change the Dealer Cost ($), if 
needed.The...

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54Strata DKQuote 5/99
ä
To edit an individual item
1. Click Pricing from the Main 
Menu and Parts/Price Setup 
from the drop-down menu.
2. Highlight a part that you want 
to change and click Edit Item.
Since each part is identified by a marker in the Quote 
software, a changed part number is still configured 
like the original part.
For example, if you change Part Number PDKU2 to 
Digital PCB, DKQuote lists...

Page 57

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Customizing DKQuote55
Required Add-on Parts Setup
The Required Add-on Parts Setup option enables you to change a part number, description, 
and the associated prices. When they are required, the add-on parts are configured 
automatically by DKQuote during the quote generation.
Required add-on parts include items, such as secondary protectors for DID lines or 
off-premise extensions which are easy to forget when...

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56Strata DKQuote 5/99
Optional Add-on Parts Setup
The Optional Add-on Parts Setup enables you to add, delete, or change a part number, 
description, and the associated prices for optional add on parts. A check mark (3) in the Hide 
column indicates that the part is not available to users when preparing quotes. 
The parts, such as batteries and page amplifiers, not supplied by Toshiba and are not 
automatically...

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Customizing DKQuote57
ä
To change the optional add-on parts setup
1. Click Pricing from the Main 
Menu and Optional Add-on 
Parts Setup from the drop-
down menu.
NoteAll prices in this screen are initially set to 0.00.
2. Change the Part Number. When a part number is changed, it is changed in all 
related areas of DKQuote, including all price 
schedules. 
3. Change the Description. Valid entries: up to 22...

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ä
To add an optional add-on part
ä
To delete an optional add-on part12. Change the Cat07~Cat10 
Profit (%), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Price and Markup columns.
13. Change MFG, if needed. Default prices are 0.00. Any changes are reflected on 
the Parts and Price Lists.
14. Change National Account, 
Sch.A~C, if needed.Default prices are 0.00. Any...
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