Contents
 Welcome
 About ISQuote
 Company/Office Site Settings
    Site Maintenance & Settings
    Office Locations
    Add Company Logo
    Salesperson/Territory
    Users
 Getting Started
    System Requirements
    Optional Software Hosting
    Set-up Guide
    ISQuote FAQ's
    Navigation
    Menu Selections
    Dashboard and Home Page
 Documents
    Document Storage
 Jobs, Quotes and Approvals
    Jobs
       Job Tracking / Tracking Reports
       Add a New Job
       Add Notes to Job
       Bid Due Dates
       Calendar View
       Close or Reopen a Job
    Quotes
       Add New Quote
       Add a Customer on the Fly
       Copy Quote
       Add Line Items and Notes to Quote
       Add Item on the Fly
       Override Quote Default Pricing
       Renumbering Line Items
       Generate & Send Quote
       Export Quote to Excel Format
       Quote Formatting
       Print, Email & Faxing
       Quote Distribution Records
       Broadcast Quote
       Calendar View
       Footnotes
    Approval Letters
       Approvals
 Items
    Add Item Images
    Active / Inactive Records
    Maintain Item Pricing
    Adding Item Series
    Kits and Options
       Kit Types
    Delete Items
    Maintain Competitive Items
    Importing Items & Pricing Changes
       Importing New Items
       Importing Pricing Changes
       Importing Item Changes
       Importing Competitive Items
    Item Expiration Date
 Pricing
    Item Specific Pricing / Tier Pricng
    General Pricing / Tier Pricing
    Pricing Flags
 Customers & Contacts
    Adding Customers & Contacts
    Importing New Customers & Contacts
       Importing New Customers
       Importing New Contacts
 Mfgs & Competitive Mfgs
    Maintain Manufacturers
    Maintain Competitive Manufacturers
 Reports
    Popular Reports
       Quote Detail Manufacturer Report
       Quote Detail Salesman Report
       Manufacturer Job Summary Report
       Job Tracking Report
       Job Summary Report
       Price Book
       Quoted Item Report
 FAQ & Customer Support
    Customer Support
    Tips & Shortcuts
    General FAQ
  
Index

Home > Getting Started > Navigation

Navigation

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Job & Quote Screens Navigation



Navigation icons found on the Job & Quote screen header.

Icon

Name

Description

  Expand/ Collapse   Click to collapse frame allowing for additional work space.
 Calendar  Calendar View     Selecting this icon allows users to view quotes and jobs in a calendar view.  Select again to close.
    Pagination  Page back to first page / page back one page.  Page forward to next page / page forward to last page.
  Page Size Most pages default to 10 records.  To increase or decrease page size, enter number and select "Go".  Total Items equals the total number of records.
 Filters  Search Filters  Filters allow you to further define your search by making a selection from the drop downs.


Job & Quote screen body


Navigation icons found on the Job & Quote screen body.

Icon Name Description
   Job & Quote Report  Show information on record.  Shift click opens the information in a printable screen.
 Track Job   Track Job  Track job, add information pertaining to the job.
 Edit  Edit  Edit record
   Notes  Note record - The small number next to note icon indicates the number of notes added to the record.
   Print  Print record
   Selection Box  Select record
Hyperlink Hyperlink Underlined text is a hyperlink navigating to record
Approvals Generate an approval letter


Quote details body


Navigation icons found on the Add & Edit screens.

 Icon  Name  Description

Note  Add a note line to the quote.
 Add Part  Add New Part    Add a new part to your item master on the fly.  Using this function allows you to quickly add contacts and customers without having to leave your current screen. 
 Delete  Delete  Delete record.
 Save Save  Save record.
   Sort  Sort quote line items by first to last entry or last to first entry.
 Fn  Footnotes  Click this hyperlink to view all available footnotes. 
Edit Item         Click to edit the item - Note any changes made to the item will reflect on the quote.
Price Code Click to view the price code details
Item Info Click to view the item information




See also

  
HelpConsole 2007 - Standard

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