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See
Instant Quote Professional - Access 2007 edition in Action!
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Version
7 Tour - Version
7.
See a Tour of the new Version 7! This shows the key new
features of V7, including: Price Levels by Qty, Create Invoice
from un-billed call logs, create job charge from the work needed
section, track serial numbers on Jobs, create one summary invoice
from multiple jobs, Report Favorites, Customer Equipment tracking,
Sales Commissions by Category, Configurations and Auto-Add Part
Rules.  |
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Configurations
- New
to Version 7.
See how you can create configurations, then use a configurator
to begin a new Quote. Configuations allow you to improve the
accuracy of quotes by setting which parts or categories are
required. Config's also allow you to get new sales staff quoting
with minimal training. |
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Part
Rules / Auto-Additions - New
to Version 7.
See how you use Part Rules to set base parts and relate
them to other parts. You then set a rule to suggest the related
part, automatically add the related part, or require the related
part for a valid configuration. Using Part Rules can Increase
your Sales Revenue by suggesting, or adding, parts that might
otherwise be missed!! |
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Take
a Tour - Take the grand tour of the new program interface!
See how to navigate the screens, and tour the main menus, tools,
and functions all without installing the program!! |
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Starting
from Scratch - New User Setup Tutorial. See how to
run through the Setup Wizard, add your logo, enter parts, customers,
and suppliers. Then see how to begin a new quote, order an invoice,
and create an auto purchase order. |
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Begin
a New Quote - View how to begin a Quote, Add Parts, Preview,
and Adjust the Markup! |
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Searching
Your Database - View how to search using the 18+ search
facilities! The New search features in Instant Quote Professional
are very powerful! See, in action, Searching for Invoices, Purchases
containing certain parts, Invoice Serial Numbers search,
and searching for internal note text. |
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Ordering
a Quote / Creating a New Invoice - See how easy it is to
Create a new Invoice from an Existing Quote, then see
how to accept a Payment from your customer for the new Invoice! |
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Printing
Dymo Address and Part Labels - See how easy it is to Print
a Customer Address Label or Part Labels for parts or purchases!!
Label screens support the most common varieties of Dymo and
Avery labels. |
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Adding
/ Saving Contacts using MS Outlook - See how easy it is
to add Customers from MS Outlook or Save the selected Customer
or Supplier to Outlook!! Both the Customer and Supplier
screens have menu buttons for adding from outlook, or saving
the currently selected customer or supplier to Outlook. Perfect
for moving contacts from IQ Pro to Outlook to your PDA or
other portable device. |
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E-Mailing
your Past Due Customers - See how easy it is to keep
up with Past Due Accounts by quickly e-mailing all past due
customers!! With the new Past Due Accounts screen, you can
easily see which customers have fallen past due, and need e-mail
reminders, thus saving you time and earning you more money!
This screen can even be set to automatically open when launching
Instant Quote Pro. |
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Instant
Billing Add-In Tutorial - Instant Billing Add-In Overview
/ Tutorial. See how to to setup the Instant Billing Add-In
Module. This demonstration will show how to add recurring charges,
setup billing records, run the Batch Billing Process, and demonstrate
other functions of Instant Billing. Note: This add-in
requires a separate unlock key, and is intended for those
who need repeating / recurring billing. |
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Inventory
Control - Inventory Control Demonstration. This demonstrates
how the Inventory Control System works in Instant Quote Professional,
including on-hand and on-order tracking, creating
auto purchase orders based on on-hand values, and entering
serial numbers on the Purchase side that become selectable
on the Invoice side. |
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See "How To" Demonstrations
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How
to Customize your Quote and Invoice Layout - See how to
edit the standard Quote and Invoice layouts. In this
demonstration, you will see how to add preset fields, remove
fields, reposition fields, set fonts and colors, change label
text, and add your own custom text field. |
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How
to Create an Excel ® based Quote, Invoice or Purchase
- See how easy it is to create an excel based quote, invoice
or purchase. Instant Quote Pro includes template.xls files
for each. Simply edit them to add your logo, and you're set! |
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How
to add a Signature Line to the Quote Form - Shows how to
add a signature line to the quote layout form. Note: to add
a signature line to the invoice, the instructions would be the
same, but you would use the customize invoice layout function.
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How
to Select / Lock / Revise a Quote - See how you can easily
select a Quote by the Customer Quote History selection,
then Lock the quote to prevent changes to the original.
Finally, see how to begin a new Quote revision based
on the original Quote. |
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How
to Create and Use Quote Templates - See how to create
new Quote Templates, then quickly begin a new Quote or
Invoice from an existing Quote Template. |
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How
to Send Shipment Tracking text to your Customer - See how
easy it is to set default tracking text for your shipping providers,
then quickly begin a new e-mail that sends the Invoice and
tracking text to your Customer. |
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How
to Add Calculated Shipping Charges - New to Version 6
- Calculated Shipping Charges! See how you can setup your
parts with default weight (or optionally add total package weight
manually), then use Add / Update Shipping Charges to add calculated
shipping to your Quote, Invoice or Job. |
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How
to Add Calculated Labor Charges - New to Version 6 -
Calculated Labor Charges! See how you can setup your parts
with default labor hours or flat charges, then use Add / Update
labor Charges to add calculated labor to your Quote, Invoice
or Job. |
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See Troubleshooting"How To" Demonstrations
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How
to fix incorrect subtotaling into the Labor / Shipping field
- This demonstration will show you how to fix non-labor or shipping
parts from incorrectly subtotaling into the "Labor / Shipping"
total box on the Quote or Invoice. |
