Company Site and Configuration Records

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Many of your program defaults and company records are located in the Office/Site Configuration. To access, navigate to the Office/Site Config from the menu bar. Once there you will then find two tabs, Office Locations & Site Configuration.

Office Locations Tab

Company office information is located here. To add a new office, select > New from the screen and complete the office information found on this page.

Information located in the Footer, Header & Email Body are the statements that will be displayed on the printed quote and in the email body when you send out a quote. Be sure to click >Save if you modify this record.

Approval Information found here contains the verbiage that will be found on the Approval Letters and Approval Header.

Site Configuration Tab

Note: Please contact ISQuote Support for modifications to this record other than those fields that are mentioned below. Making modifications to any other data on this screen will effect data storage and fax/email capabilities.

Please do not modify the settings in the fields below without the assistance of customer support.
Do not modify these fields

Company Logo Section

To import your company logo click the browse button to locate the file you wish to use as your logo then click the Upload button.
You will now see the file name in the panel: Uploaded Logo Files

To change the logo, replace the image filename with a filename from the uploaded files that you see in the box above. Be sure to ONLY replace the filename at the end of the string:

G:|Quote|Quote\Images\yourfilename.jpg

Quote Options - Preferences

Default Approval Code: Enter the default Approval Code you wish to use, Default is set to NA.
Expiration Date From Bid: You can check this box if you want the expiration date to be set from the bid due date. If left unchecked the quote expiration date will be set from the date the quote was entered.
Quote Expiration Days: Enter the number of days that the quote will be valid. (This will be based on either the date the quote was entered or the bid due date.)
Copy Quote Pricing: When copying a quote from one customer to another you have the option to copy the quote pricing. If this box is check, by default the pricing will always copy over to the copied quote.
Search Description: When entering items on a quote you may want to search on description or just on part number. By default, if you want to search on description check this box. Quote Entry Page Size: Enter the number of lines you would like to be displayed while entering a quote by default. This will reflect when you are entering a quote as to the number of lines the quote will show while entering. Note: We do not recommend that you display more than 10 lines while entering a quote. This will slow the refresh rate. If you find the page refresh is too long, please change the page size to a lower number.

Fax Settings

Note: Do not modify the fax settings! Doing so will eliminate your ability to fax out of ISQuote.

Print Quote Options

Set the defaults for printing a quote. Note these can be modified at the time you are printing a quote.

Define the print default options. Changes made here can be overridden when generating a quote.

Default that can be set here are:

Default Decimal Places (Enter the number of decimal places you want your quotes to be.)
Default Spec Sheet and Info Sheet Labels (This can be overridden on the Edit Item page.)
Max Item Image Size: We recommend no larger than 100 x 100 pixels.
Item Image Placement - Choose from Below the item description or to the Right of the item description.

If your company logo includes your company name, you may not want this information to repeat itself on the printed quote. To eliminate your company name from printing on the quote, uncheck "Print Company Title." See example below:

Terminology:

Within the site record, you can define the terminology throughout the system for the reference to "Job" or "Project" . Enter the word of your choice in the space provided and click Save.

NOTE: Terminology 2 - 9 are not currently in use at this time.