Toshiba Strata Dk Dkquote User Guide
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May 1999 726+,%$Telecommunication Systems Division Digital Business Telephone Systems DKQuote Release 4.x User Guide
Publication Information Toshiba America Information Systems, Inc., Telecommunication Systems Division, reserves the right, without prior notice, to revise this information publication for any reason, including, but not limited to, utilization of new advances in the state of technical arts or to simply change the design of this document. Further, Toshiba America Information Systems, Inc., Telecommunication Systems Division, also reserves the right, without prior notice, to make such changes in equipment design or components as engineering or manufacturing methods may warrant. DKA-UG-QUOTE-VA 4016143 Version A1, May 1999 Version A, November 1998 © Copyright 1999 Toshiba America Information Systems, Inc. Telecommunication Systems Division All rights reserved. No part of this manual, covered by the copyrights hereon, may be reproduced in any form or by any means—graphic, electronic, or mechanical, including recording, taping, photocopying, or information retrieval systems—without express written permission of the publisher of this material. Strata is a registered trademark of Toshiba Corporation. Stratagy is a registered trademark of Toshiba America Information Systems, Inc. Strata AirLink, Call Center Viewer, Insight DK and Insight DK Plus are trademarks of Toshiba America Information Systems, Inc. Trademarks, registered trademarks, and service marks are the property of their respective owners. Limited Warranty This software program and the User Guide are provided “as is,” without warranty of any kind, either expressed or implied, including, but not limited to the implied warranties of merchantability and fitness for a particular purpose. The entire risk as to the results, quality and performance of this program is assumed by you.
Contentsi Contents Introduction Organization ........................................................................................................................................... iii Conventions............................................................................................................................................ iii Related Documents ................................................................................................................................. v Chapter 1 – The Grand Tour User Levels, IDs, & Passwords ............................................................................................................... 7 Basic Operation ....................................................................................................................................... 9 Task Messages and Online Help ...................................................................................................... 9 Existing Parts .................................................................................................................................. 10 Future Parts ..................................................................................................................................... 10 Additional Parts .............................................................................................................................. 10 Installation Charges ........................................................................................................................ 10 Final Quotation ............................................................................................................................... 10 Main Menu ............................................................................................................................................ 11 Screen Variations............................................................................................................................ 12 Toolbar .................................................................................................................................................. 12 Status Bar .............................................................................................................................................. 12 Keyboard Navigation ............................................................................................................................ 13 Mouse Navigation ................................................................................................................................. 13 Online Help ........................................................................................................................................... 14 Quote Screen ......................................................................................................................................... 14 Screen Messages ................................................................................................................................... 15 Configuration Conflict Message..................................................................................................... 15 Warning Message ........................................................................................................................... 16 Chapter 2 – Installation Step 1: Before You Begin ................................................................................................................. 17 Step 2: Getting Started ...................................................................................................................... 17 Non-Autorun Operation.................................................................................................................. 18 Speeding Up Operation .................................................................................................................. 19 Uninstalling Acrobat Reader .......................................................................................................... 19 Chapter 3 – Using DKQuote Log On .................................................................................................................................................. 21 Log Off .................................................................................................................................................. 22 Generating Quotes................................................................................................................................. 22 Existing Parts .................................................................................................................................. 24
iiStrata DKQuote 5/99 Additional Parts .............................................................................................................................. 24 Equipment Selection ....................................................................................................................... 24 Final Quote Worksheet ................................................................................................................... 24 New Quotes .................................................................................................................................... 24 Modifying Existing Quotes ............................................................................................................ 28 Making Equipment Selections .............................................................................................................. 28 Using Existing Parts .............................................................................................................................. 29 Ordering Additional Parts ..................................................................................................................... 30 Transfer In ............................................................................................................................................. 32 Transfer Out .......................................................................................................................................... 32 Installation Charges............................................................................................................................... 33 Final Quote Worksheet ......................................................................................................................... 35 Saving/Printing a Quote ........................................................................................................................ 36 Configured Parts List ............................................................................................................................ 37 PCB Placement Guide .................................................................................................................... 37 Pricing Menu ......................................................................................................................................... 38 Price List ......................................................................................................................................... 38 Report Menu.......................................................................................................................................... 39 Update Menu ......................................................................................................................................... 43 Setup Menu ........................................................................................................................................... 44 Chapter 4 – Customizing DKQuote Pricing Menu ......................................................................................................................................... 47 Category Pricing ............................................................................................................................. 47 Price Definitions ............................................................................................................................. 48 Parts/Price Setup Screens ............................................................................................................... 48 Hiding Price Categories .................................................................................................................. 51 Creating/Changing Names and Descriptions.................................................................................. 51 Parts/Price Setup ............................................................................................................................. 52 Required Add-on Parts Setup ......................................................................................................... 55 Optional Add-on Parts Setup .......................................................................................................... 56 Hiding Obsolete Parts ..................................................................................................................... 59 Changing National Accounts Description and Price ...................................................................... 59 Dealer Installation Setup ................................................................................................................ 60 Question File Setup ........................................................................................................................ 61 Update Menu ......................................................................................................................................... 61 User Password Level ............................................................................................................................. 62 Customized Splash Screen .................................................................................................................... 64 Appendix – Final Quote Printout Cover Sheet ........................................................................................................................................... 65 Parts List (Quote Number: Example).................................................................................................... 66 Installation Charges............................................................................................................................... 67 PCB Placement Guide ........................................................................................................................... 67 Selection List (Quote Number: Example) ............................................................................................. 69 Index.......................................................................................................................................................... 73
Introductioniii Introduction This guide provides installation and operating instructions for the DKQuote software application. It is written for dealers and their sales/technical staff. Organization This guide is divided into the following chapters: ©Chapter 1 – The Grand Tour gives a general description of the capabilities, screen conventions, and basic operations of the DKQuote software. ©Chapter 2 – Installation provides step-by-step installation instructions for the DKQuote software onto your PC and/or network. ©Chapter 3 – Using DKQuote provides instructions on how to prepare and print a quote and outlines available menu options. ©Chapter 3 – Using DKQuote describes instructions for customizing quotes; using price and parts lists; adding/changing/deleting user IDs and passwords; and preparing installation disks with the customized information for sales/technical staff. ©Appendix – Final Quote Printout provides a copy of a sample printout after the final quote is completed. Conventions This guide uses these conventions: äDenotes a procedure 1.Actions you perform appear in this column. They can consist of either a single step or a series of numbered steps.The immediate response to the action performed appears in this column. Addtional notes and comments are also included.
Conventions––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– ivStrata DKQuote 5/99 NoteElaborates specific items or references other information. Within some tables, unnumbered notes apply to the entire table and numbered notes apply to specific items. Important!Calls attention to important instructions or information. CAUTION!Advises you that hardware, software applications or data could be damaged if the instructions are not followed closely. 2. When the action you perform results in a screen, menu, dialog box, etc., the example to the right displays. Couriershows a computer keyboard entry or screen display. “Type” indicates entry of a string of text. “Press” indicates entry of a single key. Example: Type prog then press Enter. Times Roman words that are capitalized represent a specific dialog box button. For example: Transfer button. “Click” means to press and then release the mouse button without moving the mouse. + shows a multiple PC keyboard or phone button entry. Entries without spaces between them show a simultaneous entry. Example: Delete+Enter. Entries with spaces between them show a sequential entry. Example: + . ~ means “through”. ädenotes the step in a one-step procedure. represents an icon button on a feature toolbar. When you click on this icon, it achieves the same result as the step that it appears next to. see Figure 12Grey words within the printed text denote cross-references. In the electronic version of this manual (Strata DK Library CD-ROM or FYI Internet download), cross-references appear in blue hypertext. 2765
–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Related Documents/Media Introductionv Related Documents/Media Refer to the following documents for more information. ©Strata DK Price Lists includes Authorized Toshiba Dealer, National Accounts, Authorized Communications Schedule – GSA. ©Strata DK Programming Manual provides all instructions necessary to program the system and system record sheets. ©Strata DK Installation & Maintenance Manual provides installation instructions for configuring and installing Strata DK systems. ©Strata DK Library CD-ROM enables you to view, print, navigate and search publications for Strata DK14, DK40 and DK424 digital business telephone systems.
Related Documents––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– viStrata DKQuote 5/99
The Grand Tour7 The Grand Tour1 DKQuote Release 4.x is a powerful interactive software application, compatible with Microsoft® Windows® 98, 95 or Windows NT® 4.0. The software guides you through the configuration of a Strata DK system and prepares a dealer worksheet and Printed Circuit Board (PCB) placement diagram. It offers many advantages and provides your customers with quick, accurate, and up-to-date component and pricing information for all Strata DK configurations. DKQuote for DK Release 4.x configures Strata DK14, DK40, DK40i, and DK424 systems with the proper processors depending upon the options that you choose during the quote process. You do not have to know what kind of system you want when you begin the quote process, only the station equipment, CO line types, and feature options. Important!When DK424 system quotes are generated, DKQuote configures Release 4.x RCTU processors unless equivalent Release 2.0 or 3.0 RCTU processors are selected from the Existing Parts menu. Your generated quotes can be viewed and printed, saved in a database, and transferred to and from the hard/floppy disk drives, network drive, and/or other users. Dealers can provide sales/ technical staff with customized information from DKQuote for the quote process. DKQuote enables you to completely customize quotations to suit your exact needs. New parts are added, existing parts hidden (so they do not display in your quotes), multiple pricing schedules created, and part names changed. If you have used 424Quote Release 1.0, you will find the basic operation for processing quotes in DKQuote Release 4.x is the same. NoteQuotes generated by 424Quote Release 1.0 are compatible with DKQuote Release 4.x. 424Quote Release 1.0 is not overwritten by DKQuote Release 4.x, so existing quotes are not erased and you can still access your existing 424Quotes. This version of DKQuote configures new DK features, such as ISDN PRI, BRI (S/T or U interfaces), E911 CAMA lines, HMIS, Call Center Viewer, and the DKT2001 Digital telephone. It does not configure Strata AirLink™ Wireless systems or handsets, but these parts can be selected from the DKQuote Additional Parts list and added to your quote. User Levels, IDs, & Passwords User levels, IDs, and passwords are assigned by the System Administrator and enables access to various menu options. The IDs and passwords are assigned to Level 1, 2, or 3. For example, technicians and sales personnel cannot set up the passwords, change parts pricing (except to print cabinet diagrams) or Dealer discount functions. Ta b l e 1 lists the available options from the Main Menu. The check mark (3) indicates the menu option that each level can access. For example, all levels can access the New Quote menu options.
User Levels, IDs, & Passwords–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––– 8Strata DKQuote 5/99 Table 1 Levels and Main Menu Options Main Menu BarMaster (Level 1)Sales (Level 2)Te c h (Level 3) Quote Menu New Quote 333 Existing Quote 333 Transfer In333 Transfer Out 333 Exit 333 Pricing Menu Pricing List 33 Price Category Setup 3 Parts/Price Setup 3 Required Add On Parts Setup 3 Optional Add On Parts Setup 3 Obsolete Parts Setup 3 Nat’l Accounts Installation Setup3 Dealer Installation Setup3 Question File Setup3 Report Menu Parts List 33 Question File333 Customer List 333 Print/Save Quote 333 Update Menu Backup Dealer Price/Parts 333 Restore Dealer Price/Parts 333 Restore Toshiba List Prices333 Backup to Installation Disk3 Setup Menu Customer 333 Company General Info33 User Password Level3 Customized Splash Screen3