Toshiba Strata Dk Dkquote User Guide

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Screen Messages
Installation19
Speeding Up Operation
You may wish to speed up Acrobat Reader by installing and running it from your hard drive. 
Follow these steps:
Uninstalling Acrobat Reader
Important!The Dealer Discounts and Markups, passwords, Dealer custom “add-on” parts 
and installation items should have been added to the Installation Disk #4 by the 
Administrator. If these have not been added, you must obtain an Update Price/
Parts floppy disk from the Administrator to update these items before generating 
quotes. To install the disk, use the Restore Dealer Price/Parts option under the 
Update Menu (see “Update Menu” on Page 43 for instructions). 1. Insert this CD-ROM into your 
CD-ROM drive, Acrobat 
Reader automatically runs off 
the CD-ROM and loads the 
Home Page. 
1. Click the Install Acrobat 
Reader button. Follow the 
prompts to install the 
program.
NoteIf Autorun is not enabled on your PC, click 
Start, Run, the Browse. Select your CD-ROM 
drive from the Look in: pull-down list. Locate 
and double-click the AcroRd32 folder, then 
locate and double-click Setup32.exe and follow 
the prompts.
2. After installation, click Quit 
to Desktop and exit the Home 
Page.
3. Click Start, Programs, then 
Adobe Acrobat group.
4. Click Acrobat Reader 3.01. Acrobat Reader opens from your hard drive instead of 
the CD-ROM.
5. Click File, then Open.
6. Select your CD-ROM drive 
from the Look in: pull-down 
list.
7. Locate and double-click 
homepage.pdf.The Home Page loads. See “Getting Started” on Page 
17 for available selections.
1. Click Start, Settings, then the 
Adobe Acrobat group.
2. Click Uninstall Acrobat 
Reader 3.01.This message displays: “Are you sure you want to 
completely remove the selected application and all of 
its components?”
3. Click Yes. The program and all of its components are removed. 
						

							Screen Messages–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
20Strata DKQuote 5/99 
						

							Using DKQuote21
Using DKQuote3
This chapter describes how to use DKQuote including logging on and off, generating quotes, 
and available features of the menus.
Log On
Once you have installed the DKQuote program, you must log on, using your password. See 
your System Administrator for additional information.
1. From the Windows desktop, 
double-click DKQuote.
2. Enter your User ID and 
password.
NoteThe default log on User ID and 
Password is “master.”
If you are the first person to log on after a new 
installation, the Company General 
Information screen displays. If you do not 
want to complete this screen at this time, you 
can access it anytime from the Setup Menu.
3110
3107 
						

							Log Off–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
22Strata DKQuote 5/99
Log Off
When you have completed your DKQuote session, you must log off.
Generating Quotes
DKQuote configures systems quickly and efficiently. It determines what hardware is required 
to meet your customer’s needs from the information that you have input into various dialog 
boxes and screens. It prepares a configuration and quote based on as much or as little 
information as you supply.
The quote process begins with the Quote Setup dialog box that has data fields for the 
following:
©Customer ID
©For a new customer, enter the name before going to the next field. DKQuote retains 
the name when you click OK.
©For an existing customer, highlight the name in the drop-down menu.
©Quote Number – automatically assigned by DKQuote
©Basic Configuration (with new parts and/or)
©Use Existing Parts
©Order Additional Parts
©Order Additional Parts Only
©Account Category 1. Highlight Quote from the 
Main Menu bar.
2. Click Exit. You are returned to Windows.
3111 
						

							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Generating Quotes
Using DKQuote23
The figure below illustrates the stages of the quote process.
At any time during the quote process, you can click Previous to return to the prior screen to 
modify your prior selections. Once you have selected the parts for your system configuration, 
click View Diagrams to view the cabinet and PCB configuration diagrams.
When you are finished, you can save the quote to the DKQuote local directory, save it to a file 
(with *.fqt extension) to use with another program (e.g., Excel), or print it. If you decide to 
print, you can select:
©All (includes Final Quote Worksheet, Configured Parts List, and the PCB Placement 
Guide).
©Parts/installation information only
©Cabinets/diagram information
©Questions list
©Don’t Print Items with 0 Quantities
New Parts
If an existing customer,
select the customer ID. Click Quote on the Main Menu.
Use Existing Parts
&
Order Additional Parts Order Additional
PartsConfigure System
with Parts
3573
If a new customer,
enter new customer
information.
Equipment Selection displays;
enter all required equipment.
Click Process.
Configured Parts List displays.
Click Process.
Final Quote Worksheet displays.
Click Save or Print.Existing Parts displays.
Click process.
Use Existing
Parts
Order Parts Only
Final Quote Worksheet displays.
Click Save or Print.
Equipment Selection displays;
enter all required equipment.
Click Process.
Configured Parts List displays.
Click Process.
Final Quote Worksheet displays.
Click Save or Print.
Equipment Selection displays;
enter all required equipment.
Click Process.
Configured Parts List displays.
Click Process.
Final Quote Worksheet displays.
Click Save or Print. 
						

							Generating Quotes––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
24Strata DKQuote 5/99 ©
Don’t Print Questions Answered with No or 0 Quantities
©Portrait or Landscape printing
DKQuote also enables you to link all quotes created for a customer to a single customer ID 
code. This simplifies tracking and retrieval, as well as quote maintenance.
Existing Parts
Existing parts include all current and many discontinued Toshiba parts that can be configured 
in Strata DK systems. See “Using Existing Parts” on Page 29 for step-by-step configuration 
instructions when processing a new quote.
Additional Parts
Additional parts are parts that are needed as spares for system maintenance and any Toshiba or 
Dealer custom parts that are not configured in Strata DK cabinets (for example, batteries). See 
“Using Existing Parts” on Page 29 for more information.
Equipment Selection
DKQuote determines what hardware is required and calculates the cost based upon the 
equipment you select. There are ten categories from which you configure the basic system. 
See “Making Equipment Selections” on Page 28 for step-by-step instructions on selecting 
equipment for your specific configuration.
Final Quote Worksheet
DKQuote calculates the number of cabinets, slots, processors, and the prices for each and 
displays the Final Quote Worksheet. You can input additional charges as appropriate. For more 
information, see “To enter charges” on Page 35.
New Quotes
A new quote starts by double-clicking 
New Quote in the Quote drop-down menu 
(shown at right). You can use new parts, 
existing parts, and/or additional parts. All 
user levels can access this menu. 
If there are conflicts with the equipment 
and parts selection, the program prompts 
you with a message. You may be prompted 
to choose a larger processor, if you selected this as an option during the quote process.
You can also choose the account category that you want to use for pricing or create a new one. 
Some of the DKQuote default categories are:
©Dealer, Regular Account
©National Account (MFG, schedule A/B or C)
©General Service Administration (GSA)
3113 
						

							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Generating Quotes
Using DKQuote25
ä
To create a new quote using new parts
1. Click New Quote on 
the Toolbar
...or Quote on the 
Main Menu and New 
Quote.
2. Enter a new customer 
ID
NoteThe name is the only requirement to creating a 
new record. Valid entries can be up to 34 
alphanumeric characters. No spaces are 
allowed. 
...or select an existing 
ID.
3. Select the DKQuote 
assigned quote 
number
...or enter a different, 
unique number.Valid entries are up to 15 alphanumeric characters. No 
spaces are allowed.
3112
3114 
						

							Generating Quotes––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
26Strata DKQuote 5/99
4. Click Configure 
System with Parts.NoteIf you do not click any other options, the 
Existing Parts screen displays.
5. Select an Account 
Category from the 
drop-down menu.There can be up to 11 available Account Categories 
(price schedules),  depending on how your 
Administrator set up the application.
6. Click OK.
Important!Once you select OK, your selections 
cannot be changed for the current quote.
7. Enter the equipment 
quantities in each tab 
(11).
8. Click Process
...or Discard All.
NoteIf you click Discard All, all of your input is 
deleted.
9. Click OK.
3121
3574 
						

							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Generating Quotes
Using DKQuote27
10. Click Process
...or View Diagram.
11. Click Save Quote
...or Print Quote.The Quote is saved to the DKQuote default directory.
2303
3115
3572 
						

							Making Equipment Selections–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
28Strata DKQuote 5/99
Modifying Existing Quotes
Making Equipment Selections
There are 10 categories of equipment in the Equipment Selection screen that you use to 
configure the basic system:
©Digital telephones
©Electronic telephones
©Standard telephones
©Attendant Consoles
©CO lines
©DTMF receivers
©Auto Attendant
©Stratagy DK
©Feature option
You also have configuration (guarantee spare slots, PESUs, RDSUs, etc.) and feature options 
(headsets, SMDI, HMIS, OAI, etc.).
You can print a list of the categories from the Final Quote Worksheet screen, or you can print a 
copy of the DKQuote Question File, using the Report Menu.1. Click Existing Quote 
from the Toolbar
...or click Quote from 
the Main Menu and 
Existing Quote from 
the drop-down menu.
2. Highlight the Quote 
Number.
3. Select OK. The quote displays at the Quote Setup screen. You can 
modify the selected quote or change the quote number 
to create a new one.
NoteThe original quote remains intact with its 
original quote number.
3124