Select preferences to set up PrintQuote Pro's preference settings.
Enter your company details here this will then be used on the printed quote.

Enter your companies details here. These will appear in parts of your printed quote. The fields 'Reg 1' and 'Reg 2' are for any business registration numbers that must appear on the quote.

To backup your data file prior to upgrading PrintQuote Pro just click on the 'Backup Data File' button. Once the backup is complete a dialog will appear giving you the path to the folder containing the data files. It will be next to the 'Program Files' called 'PQPUpdate'+the day and month of the backup.

Here you can enter the next Quote, Job and Invoice numbers. If you have a number of sales people it is advisable to start these numbers in a different range. e.g. for one sales person the Quote, Job and Invoice numbers could begin with 100000, another 200000 etc. The 'Get' button gets the last number used for Quote, Job and Invoice numbers in PrinQuote Pro.

Installation Code - If you are using more than one copy of PrintQuote Pro, this feature provides a way to identify which copy of PrintQuote Pro was used to create records. The letter chosen here will be the second character of any IDs created in PrintQuote Pro. You can use this feature if you have a number of salespeople using PrintQuote Pro. The default is 'A'. The Quote Code will have the 'A' as the second character in the Quote ID. e.g. QAFUTU0002

Selecting 'Item Title Keywords' will create keywords from the print and finishing item titles if you wish. This will enable you to find them quickly by doing a keywords search of quotes, clients or jobs.

Costings - Automatically recalculate totals - The program can be set to automatically recalculate totals each time you modify a value. PrintQuote Pro will notify you if you type in a value less than the actual total.

Same Values for all quantities - PrintQuote Pro can be set to use the same 'Discount' and 'Markup' for each quantity on the costings tab of the 'Costings' screen when quoting. The value of 'OutSideWork' has to be entered for each quantity independently.

Round Subtotal to Dollar value - You can choose to round the subtotals to nearest dollar in your Jobs and Quotes automatically if you wish.

Freight Added after Tax - If selected the Freight is added after the tax is calculated otherwise the Freight is taxed.

All the above Costing's options can be changed in a Quote or Job if required.

Quote Form Layout - There are three options for the layout of the Quote Form;

1.) With the header information (company details) and the logo set in the preferences;

2.) A header with 4cms of space at the top of the quote form, and;

3.) A header with 5.5cms of space at the top of the quote form.

Invoice Form Layout - There are three options for the layout of the Job Invoice;

1.) With the header information (company details) and the logo set in the preferences;

2.) A header with 4cms of space at the top of the quote form, and;

3.) The details of the job, this option prints a complete breakdown of the job and is ideal if you are using MYOB or Quickbooks to process the financials.

Phone Format - Choose the phone format. The United States is of the form (XXX) XXXX XXXX and the Australian is of the form (XX) XXXX XXXX.

If you wish to use the 'Dashboard' to navigate around the program you can choose to have the dashboard automatically open on startup by selecting the 'Open Dashboard on Startup' check box.

Delete Quote on Creating Job - With this option set PrintQuote Pro will delete a quote as soon asit is converted to a Job. You however, will be asked if you wish to continue with the deletion.

Click on the 'N' button to create a new tax rate; a new record will be created, just type in the code, Tax Name and Tax Rate. Click on the check box to select the default tax rate you wish to be automatically selected when you create a new quote or job. To delete a tax rate click in the record and the 'D' button will become activated, click and the rate will be deleted.

Type in the title you wish to appear on the top of your quotes and invoices.

The default sales person can be selected here. If you are using the Sales version of PrintQuote Pro this name will automatically appear when a new quote is created.

Set Saved Quotes for Synchronization on Opening - sets a flag in the saving program to let the opening program has to reset the Quote numbers to coincide with the opening program.

You can load the header for your quote here. Just select a Jpeg file from the disk and it will automatically be placed at the top of your quotes. If you choose to use your own letter head you have a number of options on the 'Preferences 2' tab.

This is where you type in the text that will appear at the bottom of each quote. This can be details of your obligation to your clients and/or you business terms. The checkbox 'Include Job Description in quote text' sets the default for the printing of the Job Description found in the 'Job Details' tab of the quote input layout at the top of the quote text.

To convert PrintQuote Pro to the full version all you have to do is purchase the USB HASP and plug it into a USB port. When PrintQUote Pro is relauched it will be in 'Full' version mode. Click on the Print Order Form to print out an order, fill it out and send it by snail mail and we will mai you out the USB HASP. To trial the 'Full' version of PrintQuote Pro click on the 'Activate Full TRial Version' and the 'Full' version will be activated for 150 quotes. If you type in the User Name and Password you received when you downloaded PrintQuote Pro, you can access our support site without having to login. Just click on 'PrintQuote Pro Web Sites' and you will be automatically logged in to our support site.

Choose whether or not you wish to use the 'End Rate' used when loading stock information, together with a percentage stock markup if required. Choose whether you wish to include the cost of the overs in the stock costs.

Minimum press run sets the costing to use the minimum press run that is set in the press preferences by default.

The de-collating rate is the cost per book to decollate it if it is necessary to prepare the book for binding.

If you were for example wrapping reams of letterheads and then placing them into cartons. The packaging rate is the cost of wrapping the reams and the cost of a carton. In the Quote or Job you can enter how many reams fit into the carton and PrintQuote Pro will calculate the cost of packaging automatically. 'Set Other Details Button Title' enable you to set the title on an information details box on the Job's input screen. This can be used for additonal information that is to be printed on the Job sheets.

Choose the preferences for costing paper, this can be modified in the 'Guillotining' tab of the quote input screen if required. It is optional to add a percentage markup to your paper prices.

There is an option to input three different Guillotining rates together with the cut off quantity and weight depending on the weight of the stock being cut. The guillotining is calculated by factoring the number of pieces of stock in a lift. Above this weight or quantity the number per lift is divided by the factor. This results in taking into consideration three different weights of stock. If you only want to use two rates for example, say under 250gsm and over then make the other two rates the same. Choose whether you wish to include the cost of the overs in the guillotining costs. A minimum charge can also be applied to guillotining This will apply to all guillotining charges below this amount.

Enter the ink mixing cost and the average time to mix inks. If you click on the checkbox 'Choose number of Spot Colours to mix, two popups will be added to the 'Printing' tab of both Quotes and Jobs so you can choose how many colours you wish to charge a above mixing rate. If this is not chose then very Spot Colour will be charged for mixing automatically.

Enter the default dollar cost of cartons used in packing finished goods. This can be over ridden in a quote if required.

This option is for entering the costings for Finishing equipment and Stock prices. The first and second Finishing items and the third and fourth finishing items are optional. Choose the radio button to select the default of Finishing item that will be available when you open a new Quote/Job.

The 'Horizon' has its costings based on both the page rate and the book rate as it is a collating and binding machine. You can use this choice for any piece of equipment that is costed by both the number of pages and number of books. Finishing item number two uses two x book rate costing. Finishing item number three is for Wiro-Plastic Binding and uses a punching page rate/lift with or without cover and a plastic/wire coil rate. whereas Finishing item number four uses two x book rate costing. There are five different ways to cost finishing equipment. Select the one that best characterises the equipment you are using.

The help button beside each item has a detailed description of the calculations used for that particular item of equipment. To add or modify the details of a piece of Finishing equipment click on the appropriate popup.

To Add a Die Cutting Item select Add Die Cutting Item. The following dialog box will open.

Type in the details of the piece of equipment and then click on 'Save'. When entering new pieces of equipment first check which type of item has the required details necessary to cost the equipment.

To modify Finishing items select 'Modify-Delete Die Cutting Items..."

Click on the arrows to move from one record to another if you wish to delete one click on the 'Delete' button and the current record will be deleted. You can also modify any information you wish.

To modify the Finishing Equipment titles, select the last menu item, 'Change Item Title'. The following dialog will give you the opportunity to change the heading that appears in the Finishing section of PrintQuote Pro.

To modify, import and delete items from the Stock list select the 'Stock' tab. The following screen will open.

To add a new stock item click on 'Add Stock' and following dialog will open. Enter the Stock details and click 'Save'.

Select an item and click on 'Edit Stock' to modify details of a particular stock item. To delete an item select it and click on the 'Delete' button. To import stock into PrintQuote Pro click on 'Import' the following dialog box will open.

Click on 'Select File' to open the particular file you wish to import. The first row of data in the file will be displayed in the 'File Fields' list. Move the items from the 'Available Fields' list to match those being imported then click 'OK'. You will be returned to the list of Stock with the new items added.

Common sheet sizes can be added to the program so that the popups next to the sheet sizes in Quotes and Jobs can be selected rather than typed in. Select 'Add Size' to add a new sheet size.

Select the sheet type radio button, whether it is a running sheet (Sheet 1) or a finished sheet size (Sheet 2). Type in a recognizable name together with the sheet sizes and click 'OK'. Now this sheet size will be available in the sheet size popup in a Quote or Job on the Guillotining tab.

To backup your data file prior to installing a new version of PrintQuote Pro choose this selection. You will be presented with a dialog box to choose where you wish to save the data file. A new folder 'PQPBackup10-01_001' which includes the day month and folder number will be created. After the data is backed up a dialog box will be displayed with the path to the folder.

This allows the user to install passwords for users of the software.

The Designer has higher priority that the Administrator. The Designer can change the Administrator's password but not the converse. Double click on the name to change the name and password.

Once a number of user names and passwords have been added to the database the access to the software can be changed without having to quit the application and restart it. Just select 'Access' and the current user can log off and another user can log on.

PrintQuote Pro has a built-in report generator. Select this menu item and the main report building screen will be displayed.

To create a report double click or drag the required fields into the report header area.

To change the sort order drag a field into the 'Sort order' area. Then click on the small triangle at the right of the field name to change the sort direction.

PrintQuote Pro has a sophisticated label designer. Select 'Labels' to open the label designer screen.

Even though any field can be dragged onto the label it is preferential to use the concactinated 'PO Address' field. There is an item on the selection menu that creates the PO Address labels for the current selection of Company records. Once you have done this you can select the 'PO Address' in the label designer and place it on the label layout. Expand the field by dragging its corner (as shown below) so that it is large enough to show the complete address. In this screen you can choose the font type and size. You can also paste graphics into your labels, ideal for logos etc.

Click on the layout tag to change screen to the label page editor.

Choose the label print order, change the number of labels per page, number of columns and all the page parameters. Once you have designed your label layout to match the label sheet you are using you can save the layout for use at a later date.

By clicking on a label you can designate which position you wish to start printing the labels on the first page. This is ideal if you have half a page of labels and want to use the rest of the sheet.

Choose 'Print' to print labels for the current selection of company records.

Keywords can be linked to any group of company records so groups of records can be retrieved at a later date using an extremely fast indexed search. Select 'Manage Keywords' to display the Keyword Manager.

Click the 'New Master Keyword' button to add a new keyword to the 'Keyword Manger'.

Type in the keyword into the input field and click 'Add'. Your new keyword will be added to the list on the left. If you click on the item in the list it will say the keyword you have entered, 'is currently not in use.' . Click Done to return to the 'Keyword Manger'

When you select a keyword and it has been attached to some records the button 'Display Records' will close the window and display the records.

When you select a keyword and it has been attached to some records the button clicking 'Delete Keyword', deleted the selected keyword from the master list as well as its reference to the records to which it has been attached.

When you choose 'Apply Keywords' on the menu the following dialog will be displayed.

Select the keyword and click on the button between the lists to transfer the keyword to the apply list. Then the 'Apply Keywords' button will be enabled. Click on this to apply the keyword to the current selection of records. When you have finished click 'Done'.

Return to the 'Master Keyword' dialog and select the keyword you applied. You can now see how many records the keyword has been attached to. If you wish to view these records, click 'Display Records. and you will be returned to the Company output list of these records.

PrintQuote Pro saves records in its own format. You will be presented with the following dialog box. Select the file you wish to export and click 'OK' you will be presented with a Save file dialog box, type in the name and save the records. This feature is used to transfer information you have already entered into the office version of PrintQuote Pro and open it into the Sales version of PrintQuote Pro.

PrintQuote Pro opens records that have been saved with the previous command in PrintQuote Pro's own internal format. Choose the file you wish to open into PrintQuote Pro and all the saved records will be loaded into the appropriate file. This feature is used to transfer records from the office version of PrintQuote Pro to the Sales version of PrintQuote Pro.

This selection displays a confirm dialog to check if you are currently online.

You will need to be connected to the internet prior to clicking 'Yes, I am online'.

You will then be asked for your login name and password, these will be provided to you when you purchase PrintQuote Pro. If you have a subscription to the upgrade and support service he application will log onto our server and download any updates of the 'PrintQuote Pro' demonstration software and save them into a folder called 'Updates' followed by the day and month next to your PrintQuote Pro program folder. You can then quit and select and copy the updated program files and paste them into your PrintQuote Pro folder replacing the old version.