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MASTER QUOTE…..MASTER QUOTE…..

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MASTER QUOTEMASTER QUOTE

Welcome to the

Master QuoteMaster Quote

OVERVIEWOVERVIEW

Option 1Option 1. Sit back and enjoy as the program takes you through each segment step by step, advancing automatically as it goes. You don’t have to do anything!

You have 2 options of running this program.

Simply Press “Page Down” now on your keyboard to begin...

Option 2Option 2. If this is too slow for you, simply click “Page Down” - Which moves you through more quickly, or“Page Up” - Which moves you back one item at a time

Auto run approx.: 8 mins

WHAT THE PRODUCT ACHIEVESWHAT THE PRODUCT ACHIEVES

• Quote by item yet print by description, eg the quote may be made up of multiple items to complete a bathroom renovation, but the actual quote can just read…. “Bathroom Renovation”

MASTER QUOTEMASTER QUOTE

• Capable of grouping separate items to form a “Kit” eg “Toilet Renovation”. Use items from different suppliers or even include your own items such

as “labour”.

• Imports Price List’s from Suppliers in full detail including costs

• Allows easy search facility, eg Tradelink >29000 items, facilitates the search

by Group, by Item number or Item description or even by Supplier if multiple suppliers are used.

BUILDING KITSBUILDING KITSThis area allows you to build your own Kits. That is, group materials and labour used continually for the same process. When entering a new quote you will just need to select the Kit not the individual items each time.

You can also Duplicate a Kit if the tasks are similar and change it as necessary.You can show them on the Quote as a kit or expand to show as individual items.

MASTER QUOTEMASTER QUOTE

Use the Search tab to locate items easily. When added to the kit, the Total Trade Price and

Retail Price will be calculated. These prices will automatically update when a new price file is

imported.

Save yourself time by clicking on the Copy button to duplicate a kit if

similar to one already created. Modify items and quantities as

necessary.

NEW QUOTESNEW QUOTES

This area allows you to create new Quotes.

MASTER QUOTEMASTER QUOTE

1st Tab - Setup & Line Search

Click on “Clear Job Address” to clear existing address &

enter a new address for each individual jobThe facility also exists

to Add headings and sub totals, insert blank lines or text and even

move items up or down in the Quote.

Select your Quoter’s Name for reporting

purposes

Set a Default Markup %

Select Customer from dropdown list

NEW QUOTES - SearchingNEW QUOTES - Searching

This page shows the various methods that can be used to locate an item quickly and efficiently.

MASTER QUOTEMASTER QUOTE

2nd Tab - Search

Enter the quantity of the item required and alter the markup % per individual item if necessary,

otherwise leave as default

Use the lightning bolt button to narrow down searches

quickly and easily.

Search by Item Group, Supplier, Item Number or Description to locate the items you require quickly and easily

NEW QUOTES - NotesNEW QUOTES - Notes

This page shows you how to enter details about the job in the “Notes” field.

This is where you would enteryour job description. This can be as long as you need but only the

first 255 characters will be exported to MYOB/QuickBooks . Also, this is the only information that will appear on a compact quote along with the quote total.

MASTER QUOTEMASTER QUOTE

3rd Tab - Insert Job Description

MODIFY QUOTESMODIFY QUOTES

This area allows you to either modify the quote, accept it or even duplicate it to save you writing up a similar one. You can very simply add or remove items as well ! Please Note: This is only the

top part of the Quote. The bottom section is the same as in “New Quotes”Click if accepted, and today’s date is the default.

It will now be ready to export to MYOB/QuickBooks.

If your quote is rejected enter the reason for this. You can print a

report to show you the main reasons your quotes are rejected

MASTER QUOTEMASTER QUOTE

MASTER QUOTEMASTER QUOTE

MODIFY/ACCEPT QUOTES - Competitive QuoteMODIFY/ACCEPT QUOTES - Competitive Quote

Change any white fields to match your

competitor’s price, and see what it does for your

profit.

MASTER QUOTEMASTER QUOTE

MODIFY JOB SHEETMODIFY JOB SHEETDid your job take longer/shorter than first quoted? Did you use more/less items, or different items than you

quoted? You can now modify your job sheet and find out exactly how much the job ended up costing/saving your business.

These are the figures from the original quote.

These are the modified figures after the job has been completed. You can now see how the unexpected changes to the original quote effected your Gross Profit ($), Gross Profit (%) and Markup (%).

Once you have modified and/or added your items from the original quote through the Line Items tab,

click on the Summary tab

OTHER FEATURES & BENEFITS:OTHER FEATURES & BENEFITS:MASTER QUOTEMASTER QUOTE

1. Importing Supplier Price Files…is as simple as 1,2,3

2. Setting Up Your own Suppliers…is also as simple as GST, sorry 1,2,3

3. Set up Groups - to group your own items

4. Import or Set up your card file, again also simple

6. This program can be used entirely on its own

5. Match a Competitor’s Quote and review your new margins

Tradesmen have been involved in the design of this program

from its earliest stages of development…

that’s why it’s easy to use…….

SOFTWARE REQUIREMENTS:SOFTWARE REQUIREMENTS: MASTER QUOTEMASTER QUOTE

• Windows 95, 97, 2000 Or ME

• PC Anywhere for remote support (optional)

AVAILABILITYAVAILABILITY

• Serendipity Consulting Pty Ltd

13 Johnston Crt, Dandenong, Vic 3175

Ph: 03 9791 2756 Fax: 03 9791 2723

or Alternatively,

Download the order form from our website

www.dipity.com.au

This has just been a brief overview of Master Quote and its many features. There is a longer presentation that we can forward to you if you wish to learn more about the program. Give our friendly staff a call on (03) 9791-2756 if you have any queries or if you require any further information sent to you.

Thank you once again for your time, we hope you found it informative.

To obtain MASTER QUOTEMASTER QUOTE, please refer to the contact details on the previous slide and we will be happy to forward it to you.

The Serendipity Team

THE END

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A.C.N. 08 0 8 93 812 A.B.N.30 080 893 812