Menu

Index

Search

← Previous page

Table of Contents

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

Selecting an Installation Location

Setting Up or Changing a User Record

Browsing Payment Terms

Creating or Changing Payment Terms

The Customer Database

Setting Customer Options

Adding Customer Records

Importing Customer Data

Creating Customer Records Directly

Creating a New Customer Record

Look Up Pricing

Customers in the Same Zip Code

Changing an Existing Customer Record

The Part / Item Database

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

Viewing Authorized Users

Edit Authorized Users

The Competitor Database

Creating a New Competitor

Competitor Cross Reference Listing

Program Features

Horizontal Scrolling

Resizing Columns

Finding an Item in the List

Changing or Viewing an Item

Deleting an Item

Sorting the Displayed List

Filtering a List

Exporting to Excel

Customizing Displayed Information

Adding a Note window

Creating Multiple Notes

Applying Multiple Customer Notes

Applying Multiple People Notes

Linking Documents to Items

Assigning Buttons

Personal Shortcut Menus

Quote Templates

Customizing Quote Templates

Quote Template Substitutions

Setting a Default Quote Template for All Users

Setting the Quote Template for a Single User

Creating a Drip Plan

Creating a Drip Step

Quick Start Drip Templates

MIR Token Substitutions

Quote Token Substitutions

Envelope Token Substitutions

Applying a Drip Plan

Checking the Drip Stream

Printing Addressed Evelopes

Specifying the Default Envelope

Choosing a Unique Envelope

Modifying the Envelope Template

Fries: Up-Selling System

Setting Up Related Items

Being Reminded to Offer "Fries"

Adding Fries to the Quote

Enabling & Disabling Custom Fonts

Resetting Fonts

12 Months Sales Dollars

Sum 12 Month Sales for All Customers

Exporting Information From MasterQ

Exporting Customer Data

Exporting People Data

Exporting a Browse Table

Deleting Old Quotes

Deleting One Quote

Deleting Multiple Quotes

Create a New Salesman

Create a New Part/Item

Adding a Part Record (New) window

Creating a New Customer Record

Look Up Pricing

Customers in the Same Zip Code

Create 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

Create a Summary Quote

Reviewing Items for Summary Quote

How to Create a Master Price Schedule

Create Multiple Notes

Applying Multiple Customer Notes

Applying Multiple People Notes

Periodic Maintenance

Compress Shipment History

Combining Customers

Deleting Old Quotes

Importing Shipment History

Preliminary Set Up Options

Steps Required to Import Shipment History

Handling Unknown Items & Customers

Importing Inventories

What is Required?

Importing Customer Orders

Importing Part Data

What is Required?

BackUp and Restore Data Files

Backing up Data Files

Restoring Data Files

Logging in Manually

Logging in Automatically

Changing the User's Password

FAQ's - Frequently Asked Questions

Specifying the Default Envelopes

This feature is part of Agenda Development's MIR module. MIR stands for "Make It Rain", a group of tools included in the MasterQ-ENT version that automates customer contact and follow up.

After setting up your envelope quick-start template, you need to tell MasterQ where this template is located. Use the TOOLS | SYSTEM SET UP command from the main menu and select the MIR Module tab.

Choosing a unique envelope template for one user

Customizing the envelope template