Toshiba Strata Dk Dkquote User Guide

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Basic Operation
The Grand Tour9
Basic Operation
DKQuote configures customized quotes by using the information supplied by you in the setup 
process. The quotes can be viewed, printed, and saved.
The process of configuration and generation of a quote starts by reviewing the following basic 
questions, even if existing parts are used.
©How many digital telephones and CO lines do you require?
©Are there any customer-owned parts (existing parts) that you want to use on a no-charge 
basis?
©What account category do you want to use for pricing?
©Are there any used parts (in your stock) that you want to use for a specified price?
©Who will supply the cable—the customer or dealer?
Once you have reviewed these questions, you are ready to begin the configuration of the 
required cabinets and PCBs.
Task Messages and Online Help
DKQuote displays task and help messages during the quote process. It prepares your quote by 
presenting a series of screens. Each screen must have a specific number of selections even 
when existing parts are used. When you are finished, DKQuote automatically configures the 
cabinet and PCBs that are required based on your selections. Some fields required a numeric 
value input, while others require a “yes” or “no” answer (toggled by using the space bar).
Online Help is available in each screen by either clicking the Help button or pressing F1. The 
appropriate topic displays giving you information about the screen. There is also Help 
available from the Main Menu. When selected, all of the Help topics all displayed in a list that 
you can easily access by clicking on the topic you want to view. You can search the list by 
using the Find feature or the Index.
View Menu
Toolbar
333
Status Bar333
Help Menu
Help Topics
333
About DKQuote333
Table 1 Levels and Main Menu Options (continued)
Main Menu BarMaster
(Level 1)Sales
(Level 2)Te c h
(Level 3) 
						

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10Strata DKQuote 5/99
Existing Parts
If you are going to use existing parts (used parts in stock), they are selected from the Existing 
Parts list. Existing telephones and consoles are always included in the configuration. Existing 
PCBs are only configured if they support the telephone and CO line requirements of the 
configuration.
Release 2.0 and 3.0 RCTU processors are used in place of equivalent size Release 4.0 
processors if the appropriate RCTU PCBs are selected in Existing Parts.
NoteToshiba published list prices can be updated while maintaining current Dealer 
Discounts and Markups.
Future Parts
Future parts (added for future growth) should be considered and added as existing parts. 
Telephones, PCBs, and cabinets, selected from the Existing Parts list, are added at no charge 
because the selected price for each item is set to $0.00. They are also configured into the Strata 
DK system cabinets.
Additional Parts
Once the configuration is complete, you can enter additional parts that are not included in the 
basic configuration (spare parts, voice mail equipment, and documentation). These parts are 
not configured in the cabinets, but are added to the final quote parts lists.
Installation Charges
You can also enter itemized installation charges, including taxes and appropriate quantities 
that are applied to the across-the-board cost of all parts (see Page 33). If National or GSA 
Accounts is selected in the Quote Setup screen, you must indicate who supplies the cable— 
the dealer or the customer. If the cable is customer supplied (see levels below), the installation 
price is reduced by $25.00 per cable run.
Levels of cable for Voice/data, shielded, and Plenum are:
©Level III - duplex jacks (4 pair)
©Level IV - quad jacks (4 or 6 pair)
©Level V - quad jacks (4 or 6 pair)
Final Quotation
Once your system configuration is complete, you can view, save, and/or print the:
©Quote
©Summary sheet
©Itemized installation and parts prices
©Diagram of the configured cabinets
©PCB placement guide
Individual or group quotes are transferred from one PC to another by storing and retrieving the 
quotes from a floppy disk, hard-disk or network drive. The final quote parts lists and a cover 
sheet can be saved to a file and re-opened in a spreadsheet application, such as Microsoft 
Excel® for editing and formatting of the data. 
						

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Main Menu
The Grand Tour11
Main Menu
DKQuote is “menu driven” and very 
easy to use. All basic operations are 
executed from the Main Menu bar 
(shown at right) that displays across the 
top of your screen. 
When you select one of the Main Menu 
submenus, a drop-down menu displays 
all of the available options (shown at 
right).
The figure below lists all of the drop-down menus that are accessed from the Main Menu bar.
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Quote
Pricing
View
New Quote
Existing Quote
Transfer In
Transfer Out
Exit
Price List
Price Category Setup
Parts/Price Setup
Required Add on Parts Setup
Optional Add on Parts Setup
Obsolete Parts Setup
Natl Accounts Installation Setup
Dealer Installation Setup
Question File Setup
Toolbar
Status Bar
Report
Update
Setup
Help
Parts List
Question File
Customer List
Print/Save Quote
Backup Dealer Price/Parts
Restore Dealer Price/Parts
Restore Toshiba List Prices
Backup to Installation Disk
Customer
Company General Information
User Password Level
Select Customized Splash Screen
Printer Setup
Help Topics
About DKQuote
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							To o l b a r–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
12Strata DKQuote 5/99
Screen Variations
DKQuote screens may vary from those shown in this document because changes are made 
frequently.
Toolbar
The DKQuote Toolbar™ (shown at right) 
displays just below the Main Menu bar. It 
provides shortcuts to the most frequently used 
commands.
You can click and drag the Toolbar to any 
position in your window. When you exit DKQuote, the Toolbar returns to its original position.
ä
To display or hide the Toolbar
ä
Click Toolbar (toggles) from the View menu.
Each Toolbar icon is explained below.
Status Bar
The Status Bar displays at the bottom of the DKQuote window (shown below). The left area of 
the Status Bar shows the menu items that you point to using your mouse. The right side of the 
Status Bar shows the date and time.
äTo display or hide the Status Bar
äClick Status Bar from the View drop-down menu.
CLICKTO
Open a new quote.
Open an existing quote. An Open dialog box displays, in which you can locate and open 
the desired quote.
Open the Price List screen that lists all parts and prices.
Display the print/save dialog box. You can select Save to File to save existing quotes to a 
file (i.e., Final Quotes Parts List and quote cover sheet) or Print to printer.
Display program information on DKQuote (e.g., version number).
Display pop-up Help topics – often called “What’s This?”.
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							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Keyboard Navigation
The Grand Tour13
Keyboard Navigation
The following describes how to navigate within the DKQuote program using your keyboard.
Mouse Navigation
When you use the mouse, an on-screen arrow or cursor moves as you move the mouse. The 
resulting actions are described below.
KEYBOARD KEYSDESCRIPTION
Alt + [Letter]Selects Main Menu items. Moves directly to the item with the underscore 
mark. For example, pressing 
Alt + r in the Main Screen displays Report 
options.
[Letter]Selects pull-down menu items. Pressing the underscored letter of an item on 
your keyboard, opens that item.
TabMoves forward from section to section, or button to button in screens and 
dialog boxes.
Shift + Tab Moves backwards from section to section or button to button in the screens 
and dialog boxes.
Alt + TabMoves between open application windows (Windows feature).
¨Moves the highlight left/right.
­¯Moves the highlight up/down in most instances. In some screens, these keys 
are not functional. The 
Tab and Shift + Tab keys are also used to 
move the highlight up/down.
EnterMoves the highlight to the next field in most instances. In some screens, it 
closes the screen.
Page Up/Page 
DownScrolls up/down through a list.
EscReturns to the previous dialog box.
SpacebarToggles between Yes/No in the parts configuration dialog box. Toggles check 
mark ON/OFF in the Hide column of specific screens.
MOUSEDESCRIPTION
Move the cursor to an item in the Main 
Menu, then click the mouse button. If 
there is more than one button, click the 
left button.Highlights Main Menu item before you click. When you 
click the mouse button, the selection opens. When you 
select on-screen buttons, you do not have to press the 
Enter key, just double-click the mouse button.
Double-click the mouse button. If there is 
more than one button, double-check the 
left button.Highlights and opens the item. 
						

							Online Help––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
14Strata DKQuote 5/99
NoteFor more information on adjusting Windows controls for the DKQuote program, such 
as keyboard and mouse speed and colors, see your Windows 98, 95 User Guide or 
Help in the Windows 98, 95 Start button.
Online Help
DKQuote Online Help is built into the software and provides help from both the Main Menu 
and individual screens. The functions are described below.
Quote Screen
The following buttons display at the bottom of the quote screens during the quote process.
Scrolls up or down.
Resizes the column width. Place the double-headed 
cursor on the line between two columns. Click and hold 
the left mouse button. Drag the line left or right to change 
the column width.
HELP FUNCTIONDESCRIPTION
Accesses What’s This? Help. When the cursor changes to a question 
mark, click the topic, a menu option or any other area, that you want help 
on. The topic displays.
F1Opens the specific topic you have highlighted by pressing F1.
Accesses Online Help from the Main Menu that contains:
lContents – lists main topics (e.g., Quote Menu, Update Menu, etc.).
lIndex – lists all topics in alphabetically order.
lFind – searches for available topic.
Displays specific information about the dialog box currently open.
CLICK TO
Process all data and saves to memory. The next screen in the 
quote generation process displays.
Return to the previous screen. Current selections are saved in 
memory before the screen returns to the previous one.
MOUSEDESCRIPTION
Scroll arrow
Scroll bar
Scroll arrow 
						

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Screen Messages
The Grand Tour15
Screen Messages
There are two displayed messages that can occur when you  adding or modifying a quote – 
configuration conflict and warning. Both appear after you click Process.
Configuration Conflict Message
If you have entered an item that 
creates a conflict, you are 
prompted with a configuration 
conflict message (shown at right).
Click OK to return to the screen 
where you must correct the 
conflict. Once the correction is 
made, click Process to proceed 
with the quote.
Important!Since the information is critical to the completion of the quote, you cannot 
continue until the conflict is resolved.
Discard the changes in the current screen.
Discard all of the selection changes in all the pages for the 
session.
Display configured cabinet drawings.
Display the Parts Selection screen at the end of the 
configuration process for ordering additional parts that were 
not configured.
Search for a part number by entering all or part of the number.
Save and add the current quote to the Existing Quote list.
Print or save a quote to a file. Save to File creates a file 
containing the Configured Parts List and Final Quote cover 
sheet. This file can be modified in MS Excel.
Close current quote session.
Start the saving or transferring of files.
Cancel an operation or any changes made and closes the 
screen.
CLICK TO
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							Screen Messages–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
16Strata DKQuote 5/99
Warning Message
A warning message (shown at 
right) occurs when you have not 
completed all the requirements in 
the previous screen.
The messages display when the 
information is needed, but not 
critical to the completion of the 
quote.
If you click Yes in this screen, DKQuote returns to the screen where you can correct the 
problem. If you click No, DKQuote continues to process the quote without the information.
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							Installation17
Installation2
This chapter provides installation steps for DKQuote, Release 4.x. DKQuote has one 
installation CD-ROM.
Step 1: Before You Begin
The following minimum specifications are required for optimum performance of DKQuote:
©Pentium® PC
©110MB hard disk space (100MB free disk space for DKQuote operation and 10MB for 
DKQuote files)
©16MB RAM
©CD-ROM drive (4x speed or better)
©640 x 480 resolution, 256 colors, VGA monitor (1024 x 768, 65K + colors recommended)
©Microsoft Windows 98, 95, or Windows NT 4.0
©Adobe™ PostScript® or PCL printer (for printing documents)
©Adobe Acrobat® Reader program (included for viewing documents)
Step 2: Getting Started
Important!Exit all Windows programs before inserting the CD-ROM for installation.
1. Insert this CD-ROM into your 
CD-ROM drive.Acrobat Reader automatically runs and loads the 
Home Page. This may take awhile on some systems. 
You can perform all the functions on this CD-ROM 
from the Home Page.
Notes
lFor security purposes, Acrobat Reader may 
confirm certain selections after you make them. 
When prompted, click Yes, or, if you do not want 
to be prompted again. click All.
lAutorun may not be enabled on your PC and may 
not load the Home Page after you insert the CD-
ROM. If this happens, see “Non-Autorun 
Operation” on Page 18. 
						

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18Strata DKQuote 5/99
Non-Autorun Operation
If the Home Page did not load after you inserted the CD-ROM into your CD-ROM drive, 
follow these steps:2. From the Home Page, make a 
selection:
Click “Install DKQuote” to 
install the program from the 
CD-ROM to your hard drive.
Click “Make Floppy Disks” 
to copy DKQuote to floppies.
Click “View DKQuote User 
Guide” to view the user 
guide.
Click “Install Acrobat 
Reader” to install Acrobat 
Reader on your hard drive.
Click “Quit to Desktop” to 
leave the Home Page and exit 
the Acrobat Reader program.
1. Click Start, Run, then 
Browse.
2. Select your CD-ROM drive 
from the Look in: pull-down 
list.
3. Locate and double-click the 
AcroRd32 folder.
4. Double-click the 
AcroRd32.exe file.Acrobat Reader opens.
5. From Acrobat Reader, click 
File, then Open.
6. Click the Up One Level 
folder (just to the right of the 
Look in: pull-down list).
7. Locate and double-click 
homepage.pdf.The Home Page loads. See “Getting Started” on Page 
17 and make a selection.