Toshiba Strata Dk Dkquote User Guide

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Using Existing Parts
Using DKQuote29
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To select the equipment
Using Existing Parts
To DKQuote, existing parts are discontinued parts and include DK280 cabinets and older 
RCTU processors, current parts at a modified price, customer-owned parts at no charge for 
DK424 upgrades, and future parts at no charge to prepare for future growth. They are selected 
from the Existing Parts screen.
PCBs and system cabinets are used only if they are needed in the system configuration. This is 
determined by the selections you make during the quote process. For example, CO line PCBs 
are used only if the CO lines require them.
When telephones are selected, DKQuote configures the appropriate interface PCBs. The PCBs 
are considered as new parts unless they are selected from the existing parts list.1. Click on a tab in the 
Equipment Selection screen.
2. Input the quantities and prices 
that you want
...or toggle Yes/No.Each field has a unique number and a default listed 
next to it (usually NO or 0). If the default is 
appropriate, leave it.
Change your entry by moving the mouse to the answer 
column and inputting the change. You can change the 
YES/NO fields by pressing the Spacebar to toggle 
between YES and NO.
DKQuote can prompt you for additional information  
with a pop-up window.
3. Click Process. There are two types of messages that you could see:
©Missing part – If a part is required for the 
configuration but you did not select it, DKQuote 
prompts you to include the it.
©Configuration conflict – If you exceed a 
maximum number of items (e.g., the maximum 
number of CO lines is 200), DKQuote displays a 
configuration conflict message.
If there are no conflicts or other messages, the 
Configured Parts List screen displays.
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							Ordering Additional Parts–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
30Strata DKQuote 5/99
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To use existing parts
Ordering Additional Parts
This function enables you to select parts that are needed, but are not configured in Strata DK 
cabinets (for example, batteries). You select these parts after processing the cabinet 
configuration.
NoteIf you selected Configure System with Parts and Order Additional Parts, the View 
Diagram (PCB Placement Guide) button is active on all subsequent screens once you 
choose your parts. If your quote is for Order Parts Only, you cannot view the 
placement guides. 1. In the Existing Parts screen, 
enter the equipment quantities 
in each tab.A brief description of the part appears at the bottom of 
the screen.
2. Enter the price in the Price 
column.
NoteAll prices are initially set to 0.00.
3. Click Process. The Equipment Selection screen displays.
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							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Ordering Additional Parts
Using DKQuote31
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To select order parts 
1. From the Parts Selection 
screen, enter the number of 
parts in the quantity columnA brief description of the highlighted part appears at 
the bottom of the screen. 
...or search for a part number, 
by clicking Find.As you enter the part number, the screen highlighter 
jumps to the first match.
2. Click Process. If this quote is for more than parts only, Installation 
Charges displays (see “Installation Charges” on Page 
33).
If you selected Order Parts Only, this displays 
(viewing only): 
NoteThe spare parts selections are not included in 
the configuration.
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							Transfer In–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
32Strata DKQuote 5/99
Transfer In
This function copies your quotes from a floppy disk or another directory on the hard disk 
drive/network into the DKQuote directory. Your quote is not deleted from its current drive/
path.
Important!You must generate the quotes from the DKQuote Transfer Out option and not 
from the 280Quote program.
Transfer Out
This function copies your quotes to a floppy disk or another directory on the hard disk drive/
network. Your quote is not deleted from the current drive/path.1. Click Quote from the Main 
Menu and Transfer In from 
the drop-down menu.
2. Type in the drive, directory, 
and file name. 
NoteDo not enter a file extension. DKQuote adds the 
appropriate extension for you. The default is 
a:\dkquote.
3. Click Start. DKQuote checks the drive/path you entered in the 
dialog box for three quote files, *.hdr, *.pri, and *.qes. 
The files are copied to the default directory unless you 
changed it. The asterisk (*) is the entered file name.
NoteTo transfer in more than one quote at a time, the 
quotes must have been transferred out of the 
original DKQuote database using the same file 
name.
1. Click Quote from the Main 
Menu and Transfer Out from 
the drop-down menu.
2. Highlight the quote from the 
dialog box.
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							–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Installation Charges
Using DKQuote33
Installation Charges
Installation charges display only if you selected one of the National Account categories as a 
price basis for your quote. If you did not select National Accounts, your dealer must include 
the installation description/charges, using the Dealer Installation Setup option (Pricing Menu).
You must also 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) 3. Click OK.
4. Type in the drive, directory, 
and file name.
NoteDo not enter a file extension because DKQuote 
adds the appropriate extension for you. The 
default is a:\dkquote.
It is recommended you give the quote a file name that 
is easily identifiable, for example, customer name or 
quote number.
5. Click Start. Whether you select one quote or several quotes to 
transfer, only three files are created on the drive/path 
you chose: *.hdr, *.pri, *.qes. The asterisk (*) is the 
file name entered in the Transfer Quotes Out dialog 
box.
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							Installation Charges–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
34Strata DKQuote 5/99
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To enter installation charges
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To enter cable installation charges1. Enter the number of required 
installations.
 
The Extension (total) price changes as the quantity 
changes.
2. Click Process. If you selected National Accounts in the Quote Setup 
screen, Cable Installation displays. Otherwise, the 
Final Quote Worksheet displays.
1. Enter the quantity of 
installations (deinstalling 
stations, installing software, 
running cable, etc.).
 
The Price and Extension (total) columns change as the 
quantity changes.
2. Click Process. The Final Quote Worksheet displays.
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							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Final Quote Worksheet
Using DKQuote35
Final Quote Worksheet
When you are finished with your quote, the Final Quote Worksheet displays. In this screen, 
you can enter additional charges:
©Other installation charges
©Database preparation
©Training
©First-year Warranty
©Maintenance agreement
©Other hardware and software
©Taxes (Parts/Labor)
Taxes, if selected, are not calculated for fees for database preparation, first-year warranty, or 
the maintenance agreement. Labor tax, if applicable, is calculated using installation charges. 
The first five items in the worksheet are calculated by the program and cannot be changed in 
this screen.
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To enter charges
1. Click Other Installation 
Charges and enter an amount
...and/or Database 
Preparation and enter an 
amount
...and/or Training and enter 
an amount
...and/or First Year Warranty 
and enter an amount
...and/or Maintenance 
Agreement and enter an 
amount
...and/or Other Hardware 
(Taxable) and enter an 
amount
...and/or Other Software 
(Taxable) and enter an 
amount
...and/or Parts Tax at 
Percentage Rate and enter the 
rateThe correct taxable amount is calculated and displays 
in the right-hand column.
...and/or Labor Tax at 
Percentage Rate and enter the 
rateThe correct taxable amount is calculated and displays 
in the right-hand column.
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							Saving/Printing a Quote––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
36Strata DKQuote 5/99
Saving/Printing a Quote
You can save and/or print your quote from the Final Quote Worksheet or the Report 
drop-down menu (see “To print/save to file/delete a quote” on Page 41 for information on 
using print/save a quote from the Report drop-down menu).
Important!Since DKQuote saves each quote in three files, you cannot use copy/paste 
commands to copy quotes from one directory to another. You must use the 
Transfer Out and Transfer In options from the Quote Menu. 2. Click Save Quote The quote is saved.
...or Print Quote. Print/Save to File dialog box displays.
3. Click Close. You are returned to DKQuote’s opening window.
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Click Save Quote The quote is saved and can be selected from the 
Existing Quote list.
...or Print Quote.
You can print All, Parts/Installation, Cabinets 
Diagram, or the Questions List. You can also select:
©Don’t Print Items with “0” Quantities
©Don’t Print Questions Answered with “No” or “0” 
Quantities
©Save To File
©Orientation For Parts List – Portrait or Landscape
After your quote is printed, you are returned to the 
Final Quote Worksheet.
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							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Configured Parts List
Using DKQuote37
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To save to file
Configured Parts List
After all of the necessary information is entered and the configuration conflicts are corrected, 
the Configured Parts List displays. It lists all required parts in alphabetical order by part 
number along with quantities, prices, and total prices. As you select parts, a brief description 
appears at the bottom of the screen.
The Configured Parts List can only be viewed. If you need to make modifications to the parts 
and pricing, select Previous to return to the Equipment Selection screen.
NoteTechnical personnel (level 3) cannot see the price column in this screen.
PCB Placement Guide
The PCB Placement Guide is viewable from the Configured Parts screen by clicking View 
Diagram. At the top of the System Capacity Summary/PCB Placement Guide, DKQuote lists 
what ports, lines, and cabinet slots are configured and the maximum future growth allowed 
with your particular processor. The guide and capacity summary print when the quote is 
printed.
For example, in a Strata DK424 with 24 station ports, 48 lines, and 23 cabinet slots already 
configured, the maximum allowable future growth is 183 station ports, 96 lines, and 23 cabinet 
slots. DKQuote also notes that the station ports and lines are not to exceed 288 with the 
configured processor.1. Click Save to File from the 
Print/Save Quote dialog box.
2. Enter a file/path name.
NoteThe program defaults to dkquote.fqt and places 
the file in the DKQuote directory.
3. Click Start. The file, consisting of the final parts list and cover 
sheet, is saved to the destination file/path name. The 
file can be modified in Excel.
4. Click Close.You are returned to DKQuote’s opening window.
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							Pricing Menu–––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––
38Strata DKQuote 5/99
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To view the PCB placement guide
Pricing Menu
Pricing and description options are available 
from the Main Menu by clicking Pricing. The 
drop-down menu (shown at right) displays all of 
the available options. The Price List is available 
to Level 1 (Administrators) and 2 (Sales). All 
other options on the Pricing Menu are available 
only to the Administrator and are described in 
“Customizing DKQuote” on Page 47.
Price List
The Price List displays:
©All parts (the entire parts list)
©Cabinets/power supplies
©Digital and lectronic telephone equipment
©Telephone options
©Attendant Console equipment
©KSU and plug-ins
©PCB and Piggyback components
©Floor-mounted, miscellaneous, and battery backup equipment
As you highlight the part that you want to view, the price displays at the bottom of the screen.1. ClickView Diagram from the 
Configured Parts List.
NoteTable 3 (which is not shown, but is referenced 
at the bottom of this screen) displays the 
placement and function of interface PCBs (for 
example, RSIU and PIOU).
2. Click Close. The Configured Parts List screen displays again.
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