http://wiki.sunbelt-reps.com/ 2009-03-12T07:24:07-05:00 http://wiki.sunbelt-reps.com/ http://wiki.sunbelt-reps.com/lib/images/favicon.ico text/html 2008-05-08T12:25:49-05:00 dave http://wiki.sunbelt-reps.com/doku.php/adding_items_to_quote?rev=1210267549&do=diff To start adding items to the quote you'll need to create your first “tank” by clicking the button. A tank can be any group of items. * A tank and it's accessories * Optional tank items like straps and deadmen * Freight * Additional Notes text/html 2008-05-08T12:24:42-05:00 dave http://wiki.sunbelt-reps.com/doku.php/changing_prices_discount_and_creating_unique_items?rev=1210267482&do=diff With the items added we need to apply the discounts. Simply click in the factor box of each item and type in the factor you'd like to use. You can also modify the items description and quantity from this screen. TIP: To use the “maximum factor” simply type 1 in the factor box and it will default to the maximum. This also prevents you form going over the maximum on items like deadmen and turnbuckles. text/html 2008-05-08T12:02:04-05:00 dave http://wiki.sunbelt-reps.com/doku.php/xerxes_quoting_guide?rev=1210266124&do=diff Welcome to the Xerxes Quoting guide. Opening FileMaker database Creating a new quote Creating a quote from Favorites Adding items to quote Changing prices, discount, and creating unique items Modifying a quote Coying a quote Finding a quote text/html 2008-05-07T15:53:29-05:00 dave http://wiki.sunbelt-reps.com/doku.php/creating_a_new_quote?rev=1210193609&do=diff With the FileMaker DB open you'll be greeted by the Welcome screen. Click on the button You'll be prompted to locate you customers name (they'll need to be added to the customer database before you can select them here) Simply start typing and you should end up on or close to the name you want. You may need to arrow up or down a few people. *Typing too slow will result in it looking for names starting with other letters. text/html 2008-05-07T15:30:24-05:00 dave http://wiki.sunbelt-reps.com/doku.php/opening_filemaker_database?rev=1210192224&do=diff The first step will be to open FileMaker. Next you'll need to open the Database, which is kept on a server. Add fm22.888.net as a “favorite server” Select “xerxes_quotes” and choose open. You may be prompted for your password. text/html 2008-05-07T15:08:08-05:00 dave http://wiki.sunbelt-reps.com/doku.php/start?rev=1210190888&do=diff Xerxes Quoting Guide