Electronic Catalog User Manual
Contents
1. Interior Therma Tru Moulding INTERIOR lum Woop Doors 7THERMA DOORS THERMA TRU P STORM WINDOWS Patio Door CUT Coming Soon W A Pa http www mdi oshkosh STORM DOORS APEX NL LI Smith Wis iif URETHANE Stir Sys tems Quote No 217 ee ee L J Smith Stairs Mouldings configurator configurator Configurator access through access through access through eMDI eMDI eMDI Pella Storm Door configurator access through eMDI Anytime and anywhere within the eMDI program you can return to the File Edit Customers Quotes Help home screen pointing and clicking m here Home Catalogs Look here to verify which catalog you are currently in Preparing a Quotation File Edit Customers Quotes Help BON Home Catalogs Interior Door Configurator 4 Quote Information Please enter the quote heading information below Quote Information Required fields to complete a quote Shortcut to Customer Maintenance screen to add a new customer Quote No 217 MDI Network Online Interior door configurator features Use the checkbox on first assembly to insure easier navigation through larger selection listings ie jamb choices Turn Basic Prehung Description thi2. 5 Savequote VewmQue Quote Information By Quote No By Search 218 Assemblies By Catalog All Assemblies Verify that Quotes your current Ordered Date Quote No P O Ne CustomerID Description quote is 10 12 2010 218 Joe Smith Jab highlighted E wwaem 1 rs s Lo Catalon Assembly No Quantity um Right click in gray box Add Assembly choose a catalog Interior 1 1 Joe Smith Job Master Bedroom Go to Catalog Tab Add Assembly Interior ThermaTru Moulding Apex Star Pella HBG LiSmith Features of Quote Maintenance Here you can search for previous quotes by catalog or all quotes Add Edit Copy or Delete quotes and assemblies view print quotes and submit quotes as orders to MDI Edit Quote Print Preview PU Header Quote Delete Old Copies the le Send Order Delete Save All Quotes Selected Quote to Quote 10 11 2010 619 WAUROT Anthony Ba e E sam M OOOO LL mme gn o i 82129 Quote Maintenance Quote Information Assemblies By Catalog will only show the quotes that contain that product Click on the tab of the catalog you want to search through Quote Maintenance eX Quote Information Assemblies By Catalog Searching for a Quote By Quote Ma Search 218 i All Assemblies Quotes Thema Mudira Pea LI S
3. Export a Paperless photocopy for e mailing Print and Export Print quote aJ eMDI Quote Generate Options of3 MH e 2 Go to page number Change view of quote Options Generate Quote Buote E 28 Print bate 20 72 72000 3 Dl 17 PA Quote Number P O Number Quote Quote 218 nau v Customer Information 7 that was entered in Customer POS Point of Sale Customer Maintenance UserName Your Name Date 10 12 2010 2 42 08 PR Description Joe Smith Job i Information from the Notez notes here WILL print on quote Quote Information page Shows that you Shows that you are selected Use Discount using a Sales Tax and which one Use Discount Sales Tax Sheboygan Cty 5 Options 4 2 of 3 gt pi Current Page dute Jii Notes Joe Job Conti guration amp lab Species Slab Size Slab Thickness Jamb Stop Hinge Handing Additional Items any item you want to add user to input their own All positive numbers will be discounted if selected to All negative numbers will be reduced as the whole number Note that additional items allow the amp amp 18800 g Print Pate Assembly Quantity 1 Master Fedroor Single WOODPORT DESIGNER OAK 6 PNL SLAB 67TH 13 5 49 16 x6 8 OAK Colonial Sto OAK veneered Jamb WholePage Find Next
4. Converted To Order Changin uantities or Descriptions in Quote Maintenance This can only be done under the Assemblies by Catalog tab Click in the box containing the quantity and type in the number you want Click in the Description and make any changes you want Quote No P O No 10 12 2010 218 10 12 2010 218 E _ vam m Check to see if you placed an order with MDI Mum Maintenance By Quote Mo Search 218 There will be a v in the Ordered Box if a quote was O No electronically ow 218 submitted to MDI 197 Assemblies Quantity and Description can be edited directly in the g Features of the Therma Tru Configurator THERMA TRU DOORS i Using Custom Defaults Use shortcut on bottom to enter the Model Numbers of the door and sidelite Therma Tru Entry System Configurator Version 4 0 0 0 ory Type Selection Select the desired type of inventory item below Selection Description Quote Information Joe Smith Job Inventory Type Sidelite ID Door ID FC6O 3 0 6 8 lt Back Net gt Use Prehung Standards Quote No 218 MDI Network Online LLL Door ID _ Sidelite ID FCO 3 0x6 8 1101 E Use Prehung Standards Quote No 218 1010151 12 X 6 8 FC101015L 14 x6 8 FC10195L 12 x 6 8 FCLOLOS
5. 61TH Traditional Square Designer Raised Panel Oak WOODPORT DESIGNER amp PNL SLAB 6TH Yes single Basic Prehung unit consists of one piece 4 3 16 Oak Veneered Jamb ass OAK 49 16 x 69 Veneered Jamb OAK Colonial Stop irass ZD 2D STANDARD Bearing Hinges pair 3 1 2 x Any item in the assembly recipe can be changed in this screen Click on the option you want to make a change to it will go directly to that screen Standard defaults Using the additional item screen Additional Items Add addtional Assembly items to the list below Description UnitPrice Quantity any item you want to add ex Satin Brass Handle Set 12 50 1 0 MDI Netw c rk Online Z This section allows the user to input their own ite that they want tagged to the assembly Please note that it is necessary to apply the proper quantity In the report screen you can choose whether or NOTE If you enter information into the Additional not to apply a discount to this pricing Items it will remain in additional assemblies If you want to remove from the next assembly hit Clear List Check mark will transfer information you entered in the Notes section in the Quote Information screen IT 177 288 Pon 22S eS UE Eme This information will print on unit tags Home
6. Quote No P O No Ordered Customer ID Description 496 7 24 2008 100 E DIV Roger UBCMIN FRED 98 cash Stephanie I MENEAU ATTN GARY KOL TEST 7 11 2008 95 TEST Do NOT LA T Maximum number of quotes allowed 500 click OK Step 2 You will then be asked for verification that you want to delete all the quotes entered before the date you selected Click Yes Cancel Step 3 This will take a few moments It will then go to Row 1 Now you can click on OK Delete Quotes c De There are too many quotes in the system The masimum number of quotes allowed is shown below remove all quates orders before a specific date select the date below and click Delete 11 32010 Ge How Ma Date Quote No P O Ma Ordered Customer ID Description 101222010 620 MENEALFR Jeff Maver 101122010 513 WAUROT Anthony 10 5 2010 618 WAUROT Pete 3 30 2010 61 WAUROT Attn Pete g 23 2010 616 MTHORE CURT aximum number of quotes allowed 500 Exporting Data Files Exporting files allow the eMDI user to copy jobs from the program to a format that can be attached to an e mail and shared amongst other eMDI users Select this command File Edit Customers Quotes Help Backup Data Restore Data Export Import send ta Tray Exit 5 5 To select multiple orders hold down the CTRL key while clicking the corresponding row To select consecu
7. 1kB 1kB 241 142 KB XML Document XML Document SOL Server Databa Shortcut AccuTerm Session Application 10 11 2010 3 36 PM 10 11 2010 7 45 AM 6 3 2010 2 18 PM 6 28 2010 11 04 AM 5 11 2010 3 48 PM 71 9 2010 3 04 PM Click the File you want to attach and then click Insert Company Settings and Discounts This command will give the user access to the screens that will allow personalized company information and logo to be added to the cover sheet of all quotes Select this re command to access ap e coversheet Company Settings information and IM discounts Click on tabs on top MDI account this is the same Customer ID MDI ID on your MDI Invoices Ack Into Ctrl Enter for Coversheet new line information about your company D r MTLLWORK dd you STRIBUTORS company logo Setting discounts This screen will allow the eMDI user the ability to set an unlimited number of discounts that will be reflected on quotations from MDI list pricing Your MDI Territory Manager can assist you in setting this up Click on tabs on top Discount aS a off of list price Therma Tru Cost Description of ThermaTru Retailer s discount Therma Tru Dealer A _ _ Interior Doors Cost Internal code as it will appear on quotations Setting Tax Rates This screen will allow the eMDI user the a
8. Catalogs Intdrior Door Configurator You can also add specific information for this particular assembly Ex for the Master Bedroom Completion Options Assembly Options Quantity Assembly Tally 1 P Assembly Description Notes Joe Smith Job Master Bedroom gt Use Quote description for Assembly description To view and or print Quote Options the quote J nenas Mifit Adding another assembly in the ithe iethelast interior same Configurator ex another Door Assembly you are ra Door E er Assembly entering Save Quote It will automatically save quote Combining catalog sections on a quotation By switching to a new catalog section through the home screen will not allow the user to combine MDI products on one quote In fact it will begin a new quotation under that catalog section To add products from different catalogs to the _ File Edit Customers Quotes Help current quote first Save Quote then go to Sa gs Quotes Maintenance Intge f Door Configurator Fa Enter through quote maintenance to allow combined Completion Options Assembly Options product quotes m 1 HH No Assembly Description Notes Joe Smith Job Master Bedroom n Click on tab for All Assemblies m Use Quote description for Assembly description Quote Yee Quote Options
9. Home Customers command will give the eMDI user their own personalized file cabinet with all of their client information File Edit Customers Quotes Help 8 i Maintenance Home Catalogs Quotes command will give the eMDI user access to all of their stored quotations through quote maintenance Also this is one of three areas that you can begin a new quotation mE Bhi File Edit Customers Quotes Help e LI Maintenance Home Catalogs New Interior Door Quote Therma Tru Door Quote Home Moulding Quote Apex Quote star Quote Pella Quote Eus Ae Help command contains the Frequently Asked Questions which will bring up this help document File Edit Customers Quotes Help 8 w Frequently Asked Questions Catalog 5 About Home Why Back up and Restore Backing up your data on eMDI or any other software package for that matter is a Smart way to protect your work It is recommended to backup your data to an alternate drive or device on a regular basis It is also a requirement that users back up their data files prior to the download of a software update version change NOTE currently eMDI can maintain a MAXIMUM of 500 quotes Click File Edit Customers Quotes Heln here to Backup Data backup Restore Data Export Import send to Tray Exit You will be presented with this screen Backup Data Oz ip Computer OS Ci Users k
10. 07127 20140 3 44 4 Quantity P Satin Brass ZD 2D Ball Brg Hag 3 1 2 x 3 1 2 pair Hinge Lett Item Subtota Quantity 1 Extended Subtotal Quantity amp Price 1 0 2 12 50 Satin Brass Handle Set Additional tems Subtotal includes applicable discount Assembly Total information Prices subject to change Page2 of 3 Use Discount Sales Tax Sheboygan Cty 5 5304611 304 11 Extended 12 50 12 50 Discount Code that was entered when setting up discounts in Customer Maintenance aMDpI War 4 0 0 0 Data war 10 guote 21s Print Date 071272040 35 RH Description entered at end of each assembly prints here Notes Joe Seith Job Front Door Conti guration Single Door 1 Side ltte amp labs FCBbO Fiber Classic Solid Panel Slab Size 3 Ux6 8 Side lite FCLOTSLD Fiber Classic Sidelite with Sedona Glass and Black Nickel Ca Sidelite Size 14 x 6 s Sidelite Side Strike side Inswing lett handed viewed trom inside Handing Inswing lett handed viewed trom inside Janb 4 9 16 Primed DuraFrame Jamb sill Comostte Mill Adjustable Standard Brickmou Id Primed Erickmou id Hinges Satin Brass Ball Bearing Hinges Standard Item Subtotal 520 48 Quantity 1 Extended Subtotal 820 45 Assembly Total Prices subject to change Sales Tax is added at the end noting the 9o used Prices subject to change dili Wea d n Page3of
11. 2 25PM Filefolder that your E Recent Places 1 eMDL Main 4 0 0 18 9 16 20104 00 PM File folder eMDLMain 4 0 0 20 9 23 2010217 PM Filefolder back up is Libraries SQLEXPRWT x86 7 9 20102 55 File folder stored on Documents eMDIDataBackup10112010 xml 10 11 2010 7 45 AM XML Document 855 KB Music a Kathy Ironside 28 2010 11 04 AM Shortcut 1 KB Pictures B Videos Lh j Computer amp 05 C HP RECOVERY I Locate amp DVD RW Drive E the file Cx Kathy Ironside V eMDI Backup Files xml Filename eMDIDataBackup10112010 xml 4 NOTE If you have more than 500 quotes please refer to the Purge Delete section below Purge Delete Old Quotes NOTE If you have more than 500 quotes you will have the following box appear when you try to restore your backed up data Delete Quotes There are too many quotes in the system The maximum number of quotes allowed is shown below To remove all quotes orders before a specific date select the date below and click Delete 7 2 2008 7 Quote No P O No Ordered Customer ID 100 DIV Roger UBCMIN FRED Stephanie MENEAU ATTN GARY Maximum number of quotes allowed 500 The new version of eMDI has had core components updated which as of now only allows 500 quotes to be saved The box that comes up for you to delete quotes will only give you the date at w
12. 3 Date Ver 100 Use Discount Discount Additional Items Sales Tax Sheboygan Cty 5 Summary and Vision Our vision for eMDI is to make this program a complete tool that makes it more efficient for the user to present options navigate effectively through all of the choices present the absolute best in quotation format and accurately convert the quotations to orders to be electronically submitted to Millwork Distributors Inc for our complete product offering This program is a perpetual project that will continue to evolve in the years to come For this program to remain the leader in distributor software we have committed the capital and resources to insure its effectiveness into the future Here is a snapshot of our current priorities for this tool e Completion of all catalog sections on program no need to use the printed catalog e More efficient and consistent way to handle major program downloads Improve upon MDI Connect e Interface capabilities with the MDI operating system allowing a seamless transfer of your order to processing e Additional features added to current configurators including but not limited to rough opening information detailed pricing component pricing etc e Interface capabilities with our dealer operating system to allow seamless transfer to your paperwork In closing this list will evolve through your input Do not hesitate in sharing how we can develop eMDI to be an even more effective
13. L 14 x 6 8 101511 12 x 6 8 101511 14 x 6 8 FC1015L1D 12 x 6 8 101511 14 10151 10 12 x 8 10151 10 14 x 6 8 wr Use Prehung Standards FC60 2 10 amp E 2 10x7 0 FC60 2 6x6 8 FC60 2 6x7 0 FC60 2 8x6 8 FC60 2 8x7 0 FC60 3 0x6 8 FC60 3 0x7 0 Use the shortcuts on the bottom to enter the Style Number of the door and sidelite Make sure to click inside the box then start typing the model number the options will start come up then click on the one you want Then click on Use Prehung Standards After selecting Use Prehung Standards it will build the system using defaults If you want to go with the defaults and everything in the box on the left looks correct you can click on the bottom option Accessories and Additional Items to go directly to the end of the quote Or if you want to make any changes simply click on the first option you want to change then click Next to go through the remainder of the questions HDI eMDI File Edit Customers Quotes Help OB Home Catalogs Therma Tru Entry System Configurator Quote Information Input Please enter the quote heading information below Quote Information Quote Information Joe Smith Job All Stocked and Non Stocked Inventory Door System User Name lo Check if everything 3 0x6 8 PO i Fiber Class
14. YOUR S OURCE Fo ORK C Qu IT L Y WIN 7 s amp M Millwork Distributors Inc Electronic Catalog User Manual It all starts at Home The eMDI home screen provides all of the navigational tools to allow you to efficiently navigate our product catalog Toolbar Active Navigation Version catalogs ke screen on diee pm Edit e ES Quotes Help Home Catalogs ETRU THERMA Patio Door CT http www mdi oshkosh com XTERIOR Woop Doors ot 42 72 URETHANEJ LLWORK L J Smith Access the MDI Website on line Quote No 218 MDI Network Online Utilizing the tools File command allows access to a number of commands including Backing up your quotes Restoring your quotes from back up folders drives Exporting a job to be shared with other eMDI users Importing a job into your eMDI program from another Keeping the program active during your session send to tray Exiting the program File Edit Customers Quotes Help Backup Data Restore Data Export Im port send ta Tray Exit Edit command gives the user access to establish the appearance of their personalized cover sheet for the proposals Also this command will allow access to the ability to set dealer specific discounting from MDI list pricing for quotations File Edit Customers Quotes Help A ompany Settings Ho Catalogs
15. athy ironside Desktop Organize v New folder Hes sir Favorites i Date modified Type EE Desktop n eMDLMain_4_0_0_0 a 2 1 2010 3 41 Ph File falder Downloads i eMDL Main 4 0 U 7 3 1 2010 12 25 PM File falder ij Recent Places eMDLMain_4_0_0_18 3 16 2010 400 File folder m eMDLMain 4 0_0_20 9 23 2010 2 17 PM File falder Libraries n SQLEXPRW T EMLI 1 9 2010 2 55 PM File falder ES Documents a eMDIDataBackupi0l112010 xrnl 10 11 2010 75 45 Ah4 XML Document Music s Kathy Ironside 8 28 2010 11 04 AMI Shortcut Pictures BE Videos iL Computer amp osc cow HP RECOVERY iE File name Save as type eMDI Backup Files xml The default file name for backup will be eMDIDataBackup with today s date The default location to save the file will be your Desktop You can save this file to any location you desire though Restoring from backup folders Select this Edit Customers Quotes Hel comman d Backup Data Restore Data Export Import send ta Tray Exit Demo Tl Restor bt 10 gt gt e gt Computer gt OS C Users gt kathy ironside Desktop gt v Search Desktop Organize New folder A Located Ronde Date modified Type Size BE Desktop J eMDLMain 4 0 0 0 8 27 2010 3 41 File folder the drive Jj Downloads Jk eMDLMain 4 0 0 7 9 7 2010 1
16. bility to set an unlimited number of tax rates per county in your surrounding areas Sheboygan Cty 5 __ NN Customer Maintenance To establish a listing of your regular customers you will access this section of the eMDI program All information that you would like included on your quotation coversheets about specific customers you will input their information through this set of screens Create Customers Quotes Help A Maintenance customer Home Catalogs listing through this command Add to or delete from customer list Customer Maintenance E Customer GOOGLE 7 aa Search by Mame Joe Blow Construction IL Address Mame JOEBLO 123 Anywhere Ave Joe Blow Construction LAKALG SSS LAKEVIEW LER Account meg JI AAIAA X mui Customer ID JOEBLO Contact oe Blew Blow M ame Blow Constuction 000 Blow Construction Address i3 mwhereAve 00000000 219 i3 mwhereAve 00000000 Ave City Anywhere State wisconsin Safe Postal Code 54444 Country USA area for Phone 5208868888 5208888888 info that will not Notes Area transfer to cover Active sections on eMDI Star storm Access to PTQ Interior door Therma Tru Access to windows software for configurator Configurator Therma Tru patio access Windsor Clients access through access through doors through through eMDI eMDI eMDI internet Customers Quotes Help
17. en right click in the Assemblies box below for options to Add Assembly Edit Assembly Copy Assembly or Delete Assembly Assemblies By Catalog Al Assemblies Quotes y Ordered Date Quote No Mo Customer ID Description oonze 28 POS doe Smith Job 10 11 2010 216 POS a 213 POS 7 21 2010 197 Joe 777 Joe User Test Description E Highlight the quote Rian Kika ad Hessen con he sites Deci in abe oed icio in the Quotes box Assembly Mo Quantity Description b 1 1 Joe Smith Job Master Bedroom then right click in the Assemblies Box Add Assembly Edit Assembly Copy Assembly Delete Assembly NOTE if you Add an assembly from the Assemblies By Catalog Tab you can only add product from that same catalog Ex if you are adding to an existing quote under the Interior tab you can only add Interior doors to that quote To Add from different catalogs go to the All Assemblies tab Quote Header changes You can make the following changes within the Quote Maintenance screen Quotes Add a P O No or Change Description Double click in the box you want to make a change the Quote Header Edit box will pop up You can then make the changes here r gt 5 Maintenance e 9 Quote er Edit x ICACASA Blei ood PAR t Date Monday October 11 2010 Converted To Order Date Monday January 01 1900 fr
18. hich point you need to delete quotes to leave you with 500 quotes You will want to delete more quotes than this Once you have your old quotes restored and start adding new quotes you still will only be able to have a total of 500 quotes You can delete additional quotes at this point or after you have eMDI installed you may go to Quote Maintenance to delete more quotes You can also access the Purge Delete Quotes through Quote Maintenance This will allow you to delete many quotes at one time Select a date that you wish to delete ALL the quotes from before that date Quote Maintenance ele OI Quote Information Purge Delete Old Quotes Step 1 Scroll through your quotes and go to the most recent date that you would want to keep deleting all the quotes before that date As you click on the Row No it will change the date in the box above to the date of that quote Or you can type in a date directly in the date box Once you have selected the oldest date you want to keep hit Delete Do not hit OK If you enter a date and just hit OK it will NOT delete any quotes and you will get this screen again This will delete ALL the quotes entered before that date Delete Quotes There are too many quotes in the system The maximum number of quotes allowed is shown below To remove all quotes orders before a specific date select the date below and click Delete 7 21 2008 B
19. ic Custome ID Point of Sae looks correct here Oak Collection NoGlass TE ivi If not click where Single Door 1 Sidelite uM you want to make a Fiber Classic Solid Panel Stocked vmm e chan ge Inswing left handed viewed from inside 9 Strike side Inswing left handed viewed fram jf 49 16 Primed DuraFrame Jamb None Composite Mill Adjustable Standard Standard No None Satin Brass Ball Bearing Hades No None No Accessories and Additional tems Quote No 218 Features of the Apex Configurator 9 AE A pex URETHANE Sr m If you do not have the Apex or comparable ID click on Use Apex Wizard Mode to search by the different Types offered If you already know the Apex ID or have a comparable Fypon ID you can enter the quote by using those ID s Click on Enter Apex or Comparable ID so eee File Edit Customers Quotes Help e W Home Catalogs Apex Configurator Apex Catalog Navigation Method Select the desired Apex Navigation method below Apex Catalog Navigation Enter Apex or Comparable ID Use Apex Wizard Mode Enter Apex or Comparable ID Search by Apex ID Fypon ID or Old Apex Item Fypon ID Search By Apex ID Comparable ID Comparable Old ID 01 101 1 8 1 1 176 x 1 1 16 x 8 Mag e 101 ML 127 Base M 09800 2 1 4 x 5 8 x 16 Casi MONH Ta Features of the L J Smi
20. k on the quote for options to Edit Quote Copy Quote Delete Quote Print Quote or Send to MDI You can do this from either the Assemblies By Catalog or All Assemblies tab Quote Maintenance To Delete a quote you can also highlight the Quote Information quote then click on the By Quote No Red X in the header Search 218 In the Quotes box Quotes right click on the Ordered Date Quote Ma 0 Ma Customer ID Defi quote for options EM M 12 2010 218 Joe Sm Vm 247 Edit Quote Information E 10711 2010 216 E 101122010 215 Copy Quote Delete Quote Print Quote bli Send to MDI Catalog Assembly m gt Assemblies within a Quote From All Assemblies tab Highlight the quote then right click in the Assemblies box below for options to Add Assembly from any catalog NOTE you can ONLY Add from the All Assemblies tab To Edit Copy or Delete an assembly or to change the quantity or description go to Assemblies by Catalog tab Ordered Date Quote Ma P O No Customer ID Description 2 ee Joe Smith Jab E FOS a 10 11 2010 215 PIS a 10 11 2010 215 POS a Highlight the quote am in the Quotes box Catalog Assembly Mo Luarntity Description then right click In MN the Assemblies Box Go to Catalog Tab Moulding Add a new asse Apex star Palla Assemblies within a Quote From Assemblies By Catalog tab Highlight the quote th
21. mith Ordered Quote Mo PO Ma Custom 1071272010 218 Pos E fewew ze Jes E fme zs Ef m Jes DE A Fase By Quote No You may sort the quotes by any of the every quote When a quote headers Just click is highlighted down in the on the header to sort Assemblies box it will show ascending or click again for descending that quote and which Choose first to search Assemblies By Catalog or All Assemblies Quote Maintenance Quote Information By Quote Ma Search 219 Assemblies By Catalog Quotes Ordered Date Quote Ma 10 12 2010 218 fc ros NEU P Ho Customer ID Descr Pos Joe Sri 5 man P 1 Assembles Assembly Ma Luantity Description Inter or 1 1 Jae Smith Jab Mast All Assemblies will show which assemblies are in Catalog they are from You can also search for quotes by the Quote No or by P O No by typing Search All Assemblies in the number in the Quotes 215 Ordered Date Quote No P O ay 10 12 2010 218 search boxes here 7 10 11 2010 217 7 10 11 2010 216 10 11 2010 215 Assemblies 204 Catalog Assembly No Quar E Add Edit Copy or Delete Entire Quotes While you have the Quote highlighted right clic
22. ounts A check mark will be added after selecting Interior No Discount Therma Tru ThermaTru Cost Moulding ThermaTru Retailer Apex ThermaTru Dealer Star Interior Cost Pella Interior Retailer l 1 Smith b Interior Mesler A Applying Sales Tax Click on Sales Tax to select which sales tax you want to use on this quote Then click on Apply Sales Tax 2 Quote Generar MM RN NN Catalog Discounts gom i Sheboygan Cty 5 Use Discount Washington Cty 5 696 Sales Tax Use Discount Discount Additional Items Apply Sales Tax Auto Generate Save as Default Discount Additional Items Waukesha Cty 5 155 Buffalo Cty 5 5 Apply Sales Tax Auto Generate Save as Default Options IMPORTANT When you have finished applying discounts and sales tax click on Generate Quote This will apply all your options to the quote OR Options Catalog Discounts Sales Tax Auto Generate Any selections you make discounts or sales tax will automatically Generate your quote Use Discount Discount Additional Items Apply Sales Tax Auto Generate Save as Default Save as Default Catalog Discounts After you have your Discounts set and Sales Tax set you can select Save as Default This will hold on to your selections for future quotes Sales Tax Use Discount Discount Additional Items Apply Sales Tax Auto Generate Save as Default
23. r ease ES Documents eMDIDataBackup10112010 xml 10 11 2010 7 45 AM XML Document 855 KB of Music Kathy Ironside 6 28 2010 11 04 AM Shortcut 1 KB E Pictures identity BE Videos E Computer amp os C HP RECOVERY I File name eMDExportData 101110xm 47 Save as type eMDI Import Export Files xml Attaching an Exported Data File to an e mail c co oe Untitled Message HTML y File Message Insert Options Format Text Review Cut ec V Follow Up F 11 T A A aiy 53 Copy High Importance Paste ab A zz orm Address Check Attach Attach Signature oom Format Painter IU epe Hs Book PERSON SEES Low Importance Clipboard Basic Text Names Include Tags Zoom E Organize New folder Date modified 8 27 2010 3 41 PM 9 7 2010 12 25 PM 9 16 2010 4 00 PM 9 23 2010 2 17 PM 7 9 2010 2 55 PM Item type File folder File folder JLMain 4 0 0 18 File folder 4 0 0 20 File falder File folder Microsoft Outlook Favorites Desktop dg Downloads 5 Recent Places Libraries E Documents a Music i Pictures BE videns eMDIdb mdf Kathy Ironside IBI MDI Inventory atcf SQLEXPRWT x86 ENU exe File name eMDExportData 101110 xml Click the Paperclip to attach the Export File Ei eMDIDataBackup10112010 xml 855 KB 377 472 KB
24. s off on second assembly to hold defaults set on first assembly you entered Prehung Info ucts of one piace 4 575 vanaaragd jane assamblag win Hound Coge Siop spacias af gaor Hung an 3 3 ET x d LE Bal fearing Sain Brass US Dich hingas coors barag e 3 0 backsat 2 pO face bora eng i ava v Use basic prehung standards listed above Door Design Mate Images shown emphasize door design only and not intended to represent the species or grain of the Find by Description Panel Contemporary Flat CF 3 Panel Contemporary Flak 3 Panel Contemporary Mission 30M 3 Panel Knotty Pine Groove 3 Panel Rev Flat 3TFR V 3 Panel Reverse Mission STMRY 3 Panel Traditional Flat 3TF 3 Panel Traditional Mission 3TIM E Series MOF Primed 1 Panel Arch ked P Prefinished Expedite search for door styles by leading with number of panels being typed into description box Ele Edit Customers Quotes a Home Catalogs Interior Door Configurator Additional tems Selection Add any additional Assembly items to the list below Bi Fold Door Size Door Type Door Design Prehung Info Stop Option Casing Option Hinge Option Handing Transom Width Trim Quote Information Joe Smith Job Jescnptic All Stocked and Non Stocked Door No Panel Solid Core MDI Hardwood Stile and Rail Raised Designer 1 3 8 6 Panel
25. se the up a and down toggles Send Electronic Order to It is time to present a quotation At the end of entering a quote click on View Print Quote Joe Smith Job Master Bedroom Use Quote description for Assembly description Or from the Quote Maintenance screen right click on the quote and select Print Quote EE ELE EM Edit Quote Information Copy Quote Delete Quote Send to MDI Interior 1 1 Joe Smith Job Master Bedroom LT NEN CNN lo Sth a Font Door sve J ox Catalog Discounts Sales Tax 0 1 Use Discount Discount Additional Items Apply Sales Tax Auto Generate Save as Default Applying Discounts Click on Options in upper left hand corner Click on Catalog Discounts then the Catalog you want to apply discount to then select the correct Discount Note discounts are set up in Customer Maintenance refer to page 11 2 eMDI Quote Generator Options Sales Tax Therma Tru ThermaTru Cost Mouldin ee T ib Dec g ThermaTru Retailer A k ThermaTru Dealer Discount Additiom adl ThermaTru Dealer A Star Interior Cost Apply Sales Tax Pella L J Smith HB amp G Interior Retailer Interior Dealer A Auto Generate Save as Default xxx Make sure to click on Use Discount after setting up disc
26. th Configurator L J Smith Stair Systems If you already know the L J Smith Model Number you can use the shortcut on the bottom of the first screen eMDI File Edit Customers Quotes Help O LI Home Catalogs LJ Smith Configurator Select the Inventory Type Select Inventory Type below Select the Inventory Type Stocked Stocked Inventory Only All Stocked and Non Stocked Inventory 1X1016S3SM Quote No 218 MDI Network Online 1 10 gH Click in the box and start ge typing the ID number 1X1016535P Selections will pop up for you to pick from Click on the 1X1085350 PEN correct one it will go into the box then click Search You will be shown the item that you picked in the box on the left If everything looks correct you can click on the last item Accessories and Additional Item to go directly to the last screen then hit Next to finish Ail eMDI File Edit Customers Quotes Help LI Home Catalogs L J Smith Configurator Quote Information Input Please enter the quote heading information below Version 4 0 0 0 10 13 2010 gv Joe Smith Job notes here WILL print on quote id Quote No 218 MDI Network Online 2 L J Smith Configurator You can change the Quantity of any item by either highlighting the quantity and typing in the Use Quote description for Assembly description new quantity or u
27. tive orders click the first row corresponding to the first order to select and then while holding down the SHIFT key click the last order to select EE ID amp P Number CustomerlD Date Description 26 MIRE TEST FORCHA 10 177 MIRE TEST rike huszar a he rone PIORDER miele m mA mw 7 m N Mem Ww m A mu faz yhen m var mo naf em _ Ned smsan ee eee E By clicking on headers throughout eMDI will re sort lists by ascending or descending order Once jobs are selected simply export by clicking this button Once the exported file s has been selected the eMDI user will be presented with the following screen asking where the exported file should be saved Desktop iS a e s common WB Export Orders File mcum a9 storage d Computer OS C Users kathy ironside Desktop Search Desktop P spot Organize New folder Hz 7 at i Favorites i Name Date modified Type Size EE Desktop J eMDLMain 4 0 0 0 8 27 2010 3 41 PM File folder Jf Downloads jo eMDLMain 4 0 0 7 9 7 2010 12 25 PM File folder Recent Places eMDLMain 4 0 0 18 9 16 2010 4 00 File folder J eMDLMain 4 0 0 20 9 23 2010 2 17 PM File folder Rename ee e SQLEXPRWT 86 ENU 7 8 2010 2 55PM File folder fo
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