Toshiba Strata Dk Dkquote User Guide

							––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––––Pricing Menu
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 changes.
Apply all changes and make calculations in the Special Pricing 
Section of the screen. All of the modifications remain in memory.
Reset all current changes in the Special Pricing Section of the 
screen.
Display Cat07~Cat10 profit margins.
Cancel any changes and close.
Discard all changes.
Edit all data fields in a pop-up dialog box (shown below).
1. Click at the top of the 
column that you want to sort 
(shown below)A “>” symbol or “
						

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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 the screen 
and have not saved them. The changes are 
lost.
1. Click the category field 
(Cat07~Cat10) to be 
customized.
NoteThe default calculation base is the Dealer cost.
2. Click a calculation base 
(other than Dealer) from the 
drop-down menu.
3. Click Leave existing 
markupsThe word Existing is placed in the Markup column.
...or Compute markups 
using existing pricesThe word Compute is placed in the Markup column.
...or Set a new markup and 
enter a markup price.The price is placed in the Markup column.
4. Click OK. You are returned to the prior screen.
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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 by default.  5. Click Reset  All of your markups are erased.
...or Apply.  All of your markups are included in the appropriate 
screen columns (Cat07~10 Markup).
6. Click Show Profit Column. Additional columns labeled Cat07 Profit, etc., appear 
next to each of the four columns (Cat07~Cat10).
7. Click Save
...or Discard All Changes.The changes are saved and screen closes.
The changes are discarded and the price screen is still 
displayed. To close the screen, select Cancel.
1. Click Pricing from the Main 
Menu and Price Category 
Setup from the drop-down 
menu.
2. Click in the Hide column next 
to the names that you want 
hidden.A check mark (3
) displays next to the name in the 
Hide column.
3. Click Save The changes are saved and the names are hidden from 
the price lists.
...or Cancel. All changes are canceled, and you are returned to the 
prior screen.
1. Highlight the name or 
description
...or enter a new name or 
description.The name can have up to 9 alphanumeric characters 
and the Category Description can have up to 34 
alphanumeric characters.
2. Click Save The entries are saved and the screen closes.
...or Cancel. All changes are canceled, and you are returned to the 
prior screen.
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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 category markups, prices and Dealer profits.
A check mark (3
) in the Hide column indicates that the part is not available to users when 
preparing quotes. Items can be hidden when customizing prices.
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To change the parts/price setup
1. Click Pricing from the Main 
Menu and Parts/Price Setup 
from the drop-down menu.
2. Change the Part Number, if 
needed.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 Digital PCB instead of 
PDKU2 on the final Quote sheet, but configures 
PDKU2 PCBs in the DK424 cabinets.
NoteThe part number is not normally changed. 
However, when it is changed, it is changed in 
all related areas of DKQuote, including all price 
schedules.
3. Change the Description, if 
needed.Valid entries: up to 22 alphanumeric characters.
NoteWhen a part description is changed, it is 
changed in all related areas of the program, 
including the price schedules.
4. Hide an item, if desired. The hidden item is not displayed in the General Price 
List, Price List, Parts List, or Existing Parts. They are 
shown in cabinet drawings and configured parts lists, 
if they are needed for a particular configuration.
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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 change is reflected in the Dealer Discount and 
Dealer Price columns.
8. Change the Dealer Markup 
(%), if needed.The change is reflected in the Dealer Price column.
9. Change the Dealer Price ($), 
if needed.The change is reflected in the Dealer Markup column.
10. Change Cat07~Cat10 Markup 
(%), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Price and Profit columns.
11. Change Cat07~Cat10 Price 
($), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Markup and Profit columns.
12. Change Cat07~Cat10 Profit 
(%), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Price and Markup columns.
13. Change MFG, if needed. These prices are not normally changed. Any changes 
are reflected on the Parts and Price Lists.
14. Change National Account, 
Sch.A~C, if needed.These prices are not normally changed. Any changes 
are reflected on the Parts and Price Lists.
15. Change GSA, if needed. These prices are not normally changed. Any changes 
are reflected on the Parts and Price Lists.
16. Click Save all Changes. The changes are saved and the screen closes. 
						

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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 Digital PCB instead of 
PDKU2 on the final Quote sheet, but configures 
PDKU2 PCBs in the DK424 cabinets.
NoteThe part number is not normally changed. 
However, when it is changed, it is changed in 
all related areas of DKQuote, including all price 
schedules.
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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 doing a quote manually. These parts are 
not supplied by Toshiba, but are supplied by individual Dealer vendors.
The prices that can be changed are Dealer List Price, Dealer Discount, Dealer Cost, Dealer 
Markup, Dealer Price, National Accounts MFG and Schedule A-C, GSA and four Dealer 
custom category markups, prices, and Dealer profits.
NoteUnlike other pricing screens, the items on the Required Add-on Parts screen cannot be 
hidden.
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To change the required add-on parts setup3. Change the Description, if 
needed.Valid entries: up to 22 alphanumeric characters.
NoteWhen a part description is changed, it is 
changed in all related areas of the program, 
including the price schedules.
4. Click OK. You are returned to the previous screen.
1. Click Pricing from the Main 
Menu and Required Add on 
Parts Setup from the 
drop-down menu.
2. Change the Part Number, if 
needed.
NoteThe part number is not normally changed. 
However, when it is changed, it is changed in 
all related areas of DKQuote, including all price 
schedules.
3. Change the Description, if 
needed.Valid entries are up to 22 alphanumeric characters.
NoteWhen a part description is changed, it is 
changed in all related areas of the program, 
including the price schedules.
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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 configured. They can be added to the quote by selecting the Additional Parts 
option in the Quote Setup screen.
You can change Dealer List Price, Dealer Discount, Dealer Cost, Dealer Markup, Dealer Price, 
National Accounts MFG and Schedule A-C, GSA and four Dealer custom category markups, 
prices and Dealer profits.4. Change the List Price ($), if 
needed.The list price can be set to any amount. If it is, the 
change is reflected in the Dealer Cost and Dealer Price 
columns.
5. Change the Dealer Discount 
(%), if needed.The change is reflected in the Dealer Cost and Dealer 
Price columns.
6. Change the Dealer Cost ($, if 
needed.)The change is reflected in the Dealer Discount and 
Dealer Price columns.
7. Change the Dealer Markup 
(%), if needed.The change is reflected in the Dealer Price column.
8. Change the Dealer Price ($), 
if needed.The change is reflected in the Dealer Markup column.
9. Change Cat07~Cat10 Markup 
(%), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Price and Profit columns.
10. Change Cat07~Cat10 Price 
($), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Markup and Profit columns.
11. Change Cat07~Cat10 Profit 
(%), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Price and Markup columns.
12. Change MFG, if needed. Default prices are 0.00. Prices should be entered for 
any part not hidden. Changes are reflected on the Parts 
and Price Lists.
13. Change National Account, 
Sch.A~C, if needed.Default prices are 0.00. Prices should be entered for 
any part not hidden. Changes are reflected on the Parts 
and Price Lists.
14. Change GSA, if needed. Default prices are 0.00. Prices should be entered for 
any part not hidden. Changes are reflected on the Parts 
and Price Lists.
15. Click Save all Changes. The changes are saved and the screen closes. 
						

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Customizing DKQuote57
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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 alphanumeric characters.
When a part description is changed, it is changed in all 
related areas of the program, including the price 
schedules.
4. Change the Hide Item, if 
desired.Item is not displayed on the Price List, Spare Parts List 
and Existing Parts screen in the quote.
5. Change the List Price ($), if 
needed.The list price can be set to any amount. If it is, the 
change is reflected in the Dealer Cost and Dealer Price 
columns.
6. Change the Dealer Discount 
(%), if needed.The change is reflected in the Dealer Cost and Dealer 
Price columns.
7. Change the Dealer Cost ($), if 
needed.The change is reflected in the Dealer Discount and 
Dealer Price columns.
8. Change the Dealer Markup 
(%), if needed.The change is reflected in the Dealer Price column.
9. Change the Dealer Price ($), 
if needed.The change is reflected in the Dealer Markup column.
10. Change the Cat07~Cat10 
Markup (%), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Price and Profit columns.
11. Change the Cat07~Cat10 
Price ($), if needed.The change is reflected in the corresponding 
Cat07~Cat10 Markup and Profit columns.
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To add an optional add-on part
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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 changes are reflected on 
the Parts and Price Lists.
15. Change GSA, if needed. Default prices are 0.00. Any changes are reflected on 
the Parts and Price Lists.
1. Click Add from the Optional 
Add-on Parts screen.
2. Enter the applicable 
information.
NoteThe required fields are Part No., Description, 
List Price, MFG price, and Sch A~C prices.
3. Click OK.
1. Highlight the part and click 
Delete.A pop-up dialog box displays asking you to confirm 
the deletion.
2. Click Save all Changes. The changes are saved and the screen closes.
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