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Instant
Quote Professional Version 6 - Screen Pictures
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Choose
a screen to view
New
Launching Menu / MS Office Button and Setup Screen Access
Powerful Searching in Instant
Quote Pro v6
New Customer Search
Screen
Customer Screen
Supplier Screen
Parts Screen
Quotes
Screen
Invoice
Screen / Search Serial Numbers
Payments
Screen
Service
Screen
Purchase
Screen
Reports Screen
Instant
Billing (Recurring Billing) Add-In Screens
New
Launching Menu
Notice the Invoices
button in the ribbon toolbar below. This is a new Access 2007 split
button (pictured in 1st picture above). Clicking the top portion
of the button will open the Invoices screen. Clicking the bottom
portion of the button will open the menu allowing you to access
the Invoices screen, or brand new Invoice searching screens. Each
major screen button below (except Reports), has a search screen
in the lower half of the dropdown button.
For those wondering
where all the "File" - or "Tools"
commands have went in the new version, notice
the office button pictured below (the round, top-left
button). Clicking this button, with no screens opened, will open
the options shown below, including access to the Setup options screen,
for adding your logo, setting your markup preference, tax rates,
etc. With a screen open, the Office button will reveal display printing
options.
Clicking
the Office Button will open the menu shown above. Here you can access
Setup options, enter your key, etc.
Powerful
Search Features
Instant Quote
Professional version 6 now offers a vast improvement in searching
your database over past versions. There are many search screens
throughout the program. On each major screen, you will find full-screen
search facilities, as pictured below:
Click
the lower-half of the split menu button shown above to reveal search
options (or search button in each screen)
Just open the
search, then click the dropdown carrot arrow on ANY column heading.
Then you can use Text Filters option, and the search text "Contains"
option to search for any text.
Click
the down arrow circled above, in ANY column heading to reveal powerful
searching options
Search
/ View All Customers
The screen below is a brand
new screen allowing you to browse and search your entire customer
database. It is accessed using the split button menu above for Searching
Customers. Notice the bottom of the screen has a built in search.
Typing in a search phrase will automatically search all the columns
for the text entered. Double-clicking a record in the company name
or address fields will open the customer screen shown in the next
section.
Customer
Screen
Below is the
customer screen, with the refreshed Office Access 2007 look. Notice
that the customer screen has it's own ribbon / menu bar at the top
of the screen. The notes section will now support rich text, and
will have a memo notes history. Many functions have been moved up
to the menu bar area, and the main contact / billing address has
moved to the main page. Notice the buttons in the menu ribbon for
"Shipping / Additional addresses", "Call Log",
"Customer Options", and "Customer Files Manager".
These have been moved to their own screen, so you only need to open
them when needed. As you open more screens, other screens that are
already open will be added to the tabbed interface (Search / view
customers, and Customers screen are both open - shown below).
Supplier
Screen
Below
is the Supplier screen. Notice that the Supplier screen has it's
own ribbon / menu bar at the top of the screen. The notes section
will now support rich text, and will have a memo notes history.
Many functions have been moved up to the menu bar area. Notice
the buttons in the menu ribbon for "RMA Address / Additional
addresses", "Search Suppliers", etc. These have
been moved to their own screen, so you only need to open them
when needed. As you open more screens, other screens that are
already open will be added to the tabbed interface (Ex: Search
/ view Suppliers, Suppliers screen and RMA Address are all open
- shown below). A brand new Search Suppliers screen (similar to
the search / view all customers screen above) will allow you to
search for your suppliers and quickly pull up the supplier's record).
Below
is the Parts database screen, with the refreshed Office Access
2007 look. Notice that the Parts screen has it's own ribbon /
menu bar at the top of the screen. Most functions have been moved
up to the menu bar area. For example, the "Default Datasheet
View" and the "Hide Inactive Parts" new toggle
button are now in the ribbon toolbar, and the status of these
options will be remembered when you exit the program. The parts
screen has been redesigned to automatically re-size to fill your
screen based on your screen resolution. For higher screen settings,
you will automatically see more columns of data. A powerful, new
built-in search will allow you to search on any column (pictured
below). To search the part number column, for example, you would
click the small down-arrow carrot that is in the column heading
for the part number. A menu will then appear allowing you to sort,
or search using a text filter. For the 2007 version of MS Access,
each screen is being redesigned to be completely self-contained
(In prior versions, all main screens were loaded / unloaded into
a sub form container that was below the main menu customer selection
area). This means that you can keep the parts screen open, then
travel to the Quotes screen, then easily switch back and forth
using the tabs (pictured below).
Below
is the Quotes screen, with the refreshed Office Access 2007 look.
Notice that the Quotes screen has it's own ribbon / menu bar at
the top of the screen (Samples of the Quotes ribbon dropdown menu's
will be below the main screen below). Most functions have been
moved up to the menu bar area. Now it will be much easier to find
common functions, such as editing a quote, ordering a purchase
order from a quote, starting a new revision of a quote, etc. For
example, editing the standard quote layout, and the excel based
layout will now be directly on the preview button menu in the
top ribbon (shown in menu samples below). The Quotes screen has
been redesigned to automatically re-size to fill your screen based
on your screen resolution. For higher screen settings, you will
automatically see more Rows and Columns of quote line-item data.
New searching options have been added that allow you to open a
screen where you can search ALL line-items contained on ALL quotes!
(Shown below) Additionally, 2 more full-screen search's have been
added for searching all Quotes, and searching the Quote History
for the currently selected customer.
The
Quotes Screen - The Heart of Instant Quote Professional
Here's
a view of the Create New Quote menu opened, notice options
are now easier to find than in previous designs.
The
new Preview Current Quote menu.
Added
New menu options for searching quotes
All
major screens in Instant Quote Pro now have built in search
screens, which allow you to search on any column. To search
all quote line-items, you would click the selection shown above.
Searching is now a snap in IQ Pro 2007: double-clicking the
search entries will call up the quote on the quotes screen.
(See Below)
Below
is the Invoice screen. Notice that the Invoice screen has it's
own ribbon / menu bar at the top of the screen, similar to the
Quote screen menu's shown above. Most functions have been moved
up to the menu bar area. Now it will be much easier to find common
functions, such as making a payment, ordering a purchase order
from an invoice, searching invoice serial numbers, etc. The Invoice
screen has been redesigned to automatically re-size to fill your
screen based on your screen resolution. For higher screen settings,
you will automatically see more Rows and Columns of quote line-item
data. New searching options have been added that allow you to
open a screen where you can search ALL line-items contained on
ALL Invoices! Additionally, 3 more full-screen search's have been
added for searching all Invoices, searching the Invoice History
for the currently selected customer, and searching ALL serial
numbers.
The
Invoices Screen
Added
New Search Menu options for searching
Invoices, Invoice line-items and current customer Invoice
History and Invoice Serial Numbers. Searching is now a snap in
2007, and double-clicking the search entries will call up the
Invoice on the Invoice screen.
The new Search
Invoice Serial Numbers screen (pictured below) will
make finding serial numbers a breeze.
Simply
double-click on a line above to open the screen shown below.
Payments
Screen
Below is the
Payments screen. Most functions have been moved up to the menu bar
area. Now it will be much easier to find common functions, such
as making a payment, previewing a report, or searching all payments.
A new search option for Searching the current Customer's payments
is now included, thus giving 2 search options for payments. Additionally,
from the Customer screen, you can easily search Payments, Quote
History and Invoice History, all from one location. Payment Notes
will now support rich text, allowing you to draw attention to important
notes for your customer.
The
Payments Screen - View all Customer Invoice and Payment history
Service
Screen (Job
Order Tracking)
Below is the
Service screen. Most functions have been moved up to the menu bar
area. Now it will be much easier to find common functions, such
as creating a job, job check-in tasks, previewing various job forms,
or searching all jobs. New search options for Searching the current
Customer's service history, searching all job line-items / parts,
and searching all work needed items are now included. Additionally,
from the Service screen, you can easily find and view the quote
the job was created from, as well as the invoice that was created
from the job. Job check-in information has now been moved to the
top-left of the service screen.
The
Service Screen
Track
detailed information regarding your Job Order by clicking the "Work
Needed / Hour Tracking" button on the service screen. You can
enter all tasks required for the job, as well as the time required
to complete, and total mileage, if traveling on-site. Reports are
available in the Reports screen for total hours by employee, and
total mileage.
The
Service Screen - Work Needed / Hours Tracking
Purchase
Screen
Below is the
Purchases screen. Most functions have been moved up to the menu
bar area. Now it will be much easier to find common functions, such
as creating a new purchase, auto-purchases, checking on serial numbers,
viewing payments, and RMA's. New search options for Searching All
P/O's, searching the current Supplier's service history, searching
all line-items, Serial Numbers and searching all payments and RMA's
have now been included. Additionally, from the Service screen menu,
you can quickly see if you have pending items you wish to add to
a new purchase by looking at the P/O Scratch Pad button in the toolbar
ribbon (shown below).
The
Purchases Screen - Create Purchase Orders to your Supplier's
Reports
Screen
Below is the
Reports screen. This is where you will go when you want to run any
available report for Customers, Quotes, Parts, Invoices, Financial
/ Tax Reports, Inventory Stock, etc. Most reports support entering
date or other criteria. Leaving most criteria blank will show all
records.
The
Reports Screen - Over 90 reports available!!
Instant
Billing Add-In Screen
Below is the
new Instant Billing screen. Instant Billing will still be an add-in
that requires the purchase of an additional key, however, Instant
Billing will now be contained within the Instant Quote Pro program
file. Additionally, the existing data from Instant Billing will
be imported into the main database. New features have also been
added with two new search options to allow searching of all billing
records, and all detail line-items contained within the billing
records. Microsoft's new .PDF writer will be supported when e-mailing
batches of invoices, so you will be able to e-mail as .pdf invoices.
Instant
Billing Add-In - Setup Billing Records / Run Batch Recurring Billing
After
you setup all your customer billing records, clicking the "Create
Batch Invoices Now!" button, pictured above, will open a preview
of all invoices that would be created. You can accept all, or selected
invoices.
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