MasterQ - From Call to Quote in 30 Seconds
Consider this first...
Microsoft Security Essentials & Anti-Virus Software
MasterQ Requirements
Choosing a Location to Install the Program
Assigning item numbers
Assigning customer numbers
Program Setup
Selecting an Installation Location
System Record
Company Tab
Quotes Tab
Users Tab
Setting Up or Changing a User Record
Customers Tab
Parts Tab
Payment Terms
Browsing Payment Terms
Creating or Changing Payment Terms
Notes Tab
The Customer Database
Setting Customer Options
Adding Customer Records
Importing Customer Data
Creating Customer Records Directly
Creating a New Customer Record
Look Up Pricing
Changing an Existing Customer Record
The Part / Item Database
CSV Files
Adding One Part Record Manually
Adding a Part Record (New) window
Creating Part Records by Importing
The Salesman Database
The Payment Terms Database
The Users Database
The Competitor Database
Program Features
Browsing Tips
Horizontal Scrolling
Resizing Columns
Finding an Item in the List
Changing or Viewing an Item
Adding an Item
Deleting an Item
Sorting the Displayed List
Filtering a List
Exporting to Excel
Notes
Adding a Note window
Linked Documents
Personal Shortcut Menus
Exporting a Browse Table
Custom Fonts
Enabling & Disabling Custom Fonts
Changing Fonts
Resetting Fonts
Periodic Maintenance
Compress Shipment History
Combining Customers
Deleting Old Quotes
Importing Shipment History
Importing Inventories
Importing Customer Orders
Importing Part Data
BackUp and Restore Data Files
Backing up Data Files
Restoring Data Files
Security
Logging In
Logging in Manually
Logging in Automatically
Changing the User's Password
FAQ's - Frequently Asked Questions
Quote Templates
Modifying Quote Templates
Quote Template Substitutions
Setting a Default Quote Template for All Users
Setting the Quote Template for a Single User
Fries: Up-Selling System
Setting Up Related Items
Being Reminded to Offer "Fries"
Adding Fries to the Quote
12 Months Sales Dollars
Sum 12 Month Sales for All Customers
Creating a Summary Quote
Selecting What Should Be Quoted
Reviewing Items for Summary Quote
Creating a New Quote
Selecting a Customer for the New Quote
Adding and Editing Customer Information
Reviewing the Items that will be Quoted
Adding an Item to the Quote
Review and Create Quote
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Company Tab
The Your Company tab contains general information such as your address, serial number and current version.
Next:
Quotes Tab
