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MasterQ - From Call to Quote in 30 Seconds
How To...
Create a New Quote
Selecting a Customer for the New Quote
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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
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
Customers in the Same Zip Code
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
Viewing Authorized Users
Edit Authorized Users
The Competitor Database
Creating a New Competitor
Competitor Cross Reference Listing
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
Customizing Displayed Information
Notes
Adding a Note window
Note Options
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
MIR Features
Drip Marketing
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
Custom Fonts
Enabling & Disabling Custom Fonts
Changing 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
How To...
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
Prep Work
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?
Steps Required
Importing Customer Orders
Importing Part Data
What is Required?
Steps Required
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
Selecting a Customer for the New Quote
When you press the New Quote button, you will first select
who
the quote is being issued to.
Need to add a
new
customer or prospect? Click
here
.
