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MANUAL.DOC
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PC QUOTE (TM) USER MANUAL
VERSION 1.1
(C) COPYRIGHT 1989 BY
GARY GEE
POWER USER SOFTWARE
CONTENTS
1. INTRODUCTION
A. Overview . . . . . . . . . . . . . . . . . . . . . . . . . . 1
B. System Requirements . . . . . . . . . . . . . . . . . . . . 1
C. Getting Started . . . . . . . . . . . . . . . . . . . . . . 1
D. Installation . . . . . . . . . . . . . . . . . . . . . . . . 2
E. Executing PC Quote . . . . . . . . . . . . . . . . . . . . . 4
F. General Information . . . . . . . . . . . . . . . . . . . . 4
2. HOW TO USE THE PC QUOTE MAIN MENU . . . . . . . . . . . . . . . 5
3. HOW TO PRODUCE A QUOTE/INVOICE . . . . . . . . . . . . . . . . . 6
4. HOW TO USE THE CUSTOMER SCREEN . . . . . . . . . . . . . . . . . 9
5. HOW TO USE THE ITEM SCREEN . . . . . . . . . . . . . . . . . . . 11
6. HOW TO BROWSE A REPORT ONLINE . . . . . . . . . . . . . . . . . 13
7. HOW TO USE THE SYSTEM EDITOR . . . . . . . . . . . . . . . . . . 14
8. HOW TO CUSTOMIZE/CREATE TEMPLATES . . . . . . . . . . . . . . . 22
9. WARRANTY . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
10. CUSTOMIZATION . . . . . . . . . . . . . . . . . . . . . . . . . 25
11. REGISTRATION . . . . . . . . . . . . . . . . . . . . . . . . . . 25
12. ORDER FORM . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
PC QUOTE USER MANUAL Page 1
OVERVIEW:
PC Quote is an easy to use online menu-driven quotation/invoice system. You
enter customers and items into a database using online screens. The system
automatically creates an index for the customers and items entered. This index
can be used to search for customers and items. You specify the prices and can
specify quantity and customer unique discounts. The system produces quotations
and invoices using the customer and items that you select. The document produced
can be viewed and edited before it's printed out. The system includes a complete
editor. The quote/invoice can be saved and retrieved and modified at a later
date. The templates used to create quotations and invoices can be customized to
your unique format requirements.
SYSTEM REQUIREMENTS:
o IBM PC or true compatible
o Hard Disk
o 384K RAM
o DOS 2.0 or greater
o Microsoft mouse or compatible (optional - can also be keyboard driven)
GETTING STARTED:
(1) Install the system. Refer to the installation instructions below.
(2) The system comes with a test database. After you have read the user manual
and are familiar with the system, feel free to generate quotes/invoices
using the test data and the sample quote/invoice templates. You can also
run reports and view and change the test data. When you are ready to enter
your own data, you can erase the test database by typing:
ERASE \sub-dir\*.DTA
ERASE \sub-dir\*.KEY
where sub-dir is name of the sub-directory where you told the Installation
program to put your database into.
(3) Customize the quotation and invoice templates. You can use the editor that
comes with the package or any word processor as long as the file is saved
in ascii format. Refer to the instructions on customizing the quotation and
invoice templates.
(4) Build the customer database. Refer to the Customer screen instructions.
(5) Build the item database. Refer to the Item screen instructions.
(6) Set the last quote/invoice # using the Set Last Quote/Invoice # selection
on the main menu.
(7) At this point, you're ready to create quotations. Refer to the Quotation
screen instructions.
PC QUOTE USER MANUAL Page 2
INSTALLATION:
PC Quote must be installed before it can be used. To install the system:
1. Place PC Quote diskette in floppy disk drive.
2. Switch current drive to the floppy disk drive containing the PC Quote
diskette. For example, if you placed the diskette in drive A, type: 'A:'
and press Enter.
3. Type 'INSTALL' and press Enter.
4. When the system asks you a question, an answer displayed by the system in
brackets such as [Y] is the default if you press the Enter key.
5. The system will prompt you for the drive and sub-directory where you want
the system installed into. Enter the drive and sub-directory as one string
with no embedded spaces. For example to install the system onto drive C: and
sub-directory \PCQUOTE, type: C:\PCQUOTE and press Enter. If the sub-
directory does not exist, the system will create it for you.
6. The system will prompt you for the drive and sub-directory where you want
to keep the database. Enter the drive and sub-directory as one string with
no embedded spaces as in (5) above. This sub-directory must be different
from the sub-directory in (5) above. If the sub-directory does not exist,
the system will create it for you.
7. The system will prompt you for the drive and sub-directory where you want
to keep the quotes. Enter the drive and sub-directory as one string with
no embedded spaces as in (5) above. This sub-directory must be different
from the sub-directory in (5) above. If the sub-directory does not exist,
the system will create it for you.
8. PC Quote can take advantage of a RAM disk if one is present. If you have a
RAM disk, answer 'Y' when the system asks you if one is present and enter
the drive letter of the RAM disk when the system prompts you for it.
9. An EGA adapter is capable of displaying 25 or 43 lines on the screen. A
VGA adapter is capable of displaying 25 or 50 lines on the screen. If you
have an EGA or VGA adapter, the system will ask you whether you wish to
have reports displayed in 43 or 50 line mode. In 43 or 50 line mode, there
are more lines per screen but the characters in each line are smaller.
10. The system will ask you if you have a color monitor. Answer with 'Y' if you
have a color monitor attached to your PC otherwise answer with 'N'.
11. The system will ask you for the number of lines your printer can print on
one page. If you are using portrait type paper (8.5 X 11) and your printer
is printing 6 lines per inch, answer with 54. If you are using portrait
type paper and your printer is printing 8 lines per inch, answer with 72.
PC QUOTE USER MANUAL Page 3
If you are using some other type of paper:
(1) Measure the number of inches vertically on one sheet of paper
(2) Subtract 2 from the above figure (this will allow for a one inch margin
on the top and bottom)
(3) Multiply the figure in (2) by the number of lines your printer prints
per inch
This system uses the number of lines entered here to determine when to start
a new page on the Customer, Note and Item reports. The system determines
when to start a new page on quotes and invoices by the number of lines in
the quote/invoice template.
12. The system will prompt you for the drive letter of the disk that was used
to boot up DOS. It needs this information so it can check your 'CONFIG.SYS'
file. The following statements must be in this file:
FILES = 20
BUFFERS = 25
If the file 'CONFIG.SYS' does not exist, the system will automatically
create one for you with the two statements above. If the file 'CONFIG.SYS'
exists but these statements do not exist, the system will add these
statements to the file. If these statements exist but the numbers are less
than the numbers above, the numbers will be adjusted by the system. If the
system has to modify your 'CONFIG.SYS' file, it will first create a backup
by copying your current 'CONFIG.SYS' file to 'CONFIG.BAK'.
13. If the system had to create a 'CONFIG.SYS' file or modify it, it will reboot
the system for you.
14. To change any of the above parameters, simply install the system again.
PC QUOTE USER MANUAL Page 4
EXECUTING PC QUOTE:
To run PC Quote:
(1) Change the current sub-directory to the sub-directory where PC Quote is
installed (example: CD \PCQUOTE).
(2) Type: QUOTE and press Enter
GENERAL INFORMATION:
In screens, pressing the Tab key will advance the cursor to the next field.
Holding down the Shift key and pressing the Tab key will move the cursor to the
previous field. When a field is completely filled with data, the cursor advances
automatically to the next field. When the cursor is within a field, pressing the
insert and delete keys will insert and delete characters. Whenever a window pops
up, pressing the Esc key will delete the window. White colored fields on screens
are required fields. Light blue colored fields are optional fields. Pick lists
can be displayed for fields which have astericks next to them by pressing the F8
key. Once you are in a pick list, you can select items by pressing the Enter
key or the space bar.
PC Quote is designed to work with a Microsoft or compatible mouse. Moving the
mouse up is the same as the UpArrow key. Moving the mouse down is the same as
the DownArrow key. Pressing the left mouse button is the same as the Enter key.
Pressing the right mouse button is the same as the Esc key.
When entering data in numeric fields, leading and trailing zeros are not
required. The system will automatically add the proper leading and trailing
zeros and perform the proper left and right justification.
When the system asks you a question, the default answer will be displayed. You
can: (1) Press Enter to accept the answer (2) Press the Backspace key to
edit the displayed answer (3) Press any other key to retype the answer. The
system always saves the response to a question and displays that response when
it asks the same question again.
The following files comprise the PC Quote database:
CUST.DTA & CUST.KEY -----> Customer Database
PART.DTA & PART1.KEY & PART2.KEY -----> Item Database
These files are located in the sub-directory where you told the system to keep
the database. To transfer the database to another computer, simply copy these
files to a diskette and restore them onto the target computer into the proper
sub-directory.
PC QUOTE USER MANUAL Page 5
HOW TO USE THE PC QUOTE MAIN MENU
This is the main menu for the PC Quote system. To make a selection, use the
UpArrow and DownArrow keys to move the highlight up and down. Press the Enter
key when the highlight is at the proper selection. You can also make a
selection by pressing the 'A' thru 'G' keys.
The following is a summary of each selection:
A -> Produce Quote/Invoice
This selection is used to specify a customer and the items that a customer
wishes a quotation/invoice on. This selection will produce quotations and
invoices.
B -> Customers
This selection is used to build and update the customer database.
C -> Items
This selection is used to build and update the item database.
D -> Reports
This selection prints the customer and item reports.
E -> Set Last Quote/Invoice #
This selection allows you to set the last quote/invoice #. The system
will add 1 to the last quote/invoice # to create the next number.
F -> Editor
This is a full-screen editor that can be used to edit the quotation and
invoice templates and the quotations/invoices produced by the system. It
can also be used to edit any other ASCII file. The quotation/invoice
templates and the system-created quotations/invoices don't have to be
edited by this editor. They are ASCII files and can be edited by any editor
as long as the result is saved in ASCII format.
G -> DOS Commands
This selection can be used to exit to DOS to execute DOS commands or run
other programs. To return to PC Quote from DOS, type 'EXIT' and press
Enter.
PC QUOTE USER MANUAL Page 6
HOW TO PRODUCE A QUOTE/INVOICE
This screen is used to produce quotations and invoices. You select the customer
from a pick list or enter the customer information manually. You select the
items from a pick list and enter the quantities requested by the customer. The
system produces a quotation or invoice using the appropriate template. It
automatically extends quantities by unit prices and applies discounts and sales
tax. After the quotation/invoice has been produced, the system takes it into the
system editor. From here you can edit the document and print it out.
The first step in creating a quotation/invoice is to enter the customer. This
can be accomplished by pressing the F8 key when the cursor is at the Name field.
This will bring up a pick list of available customers. Use the UpArrow,
DownArrow, PgUp and PgDn keys to move the highlight to the proper customer. When
the highlight is at the proper customer, press Enter to select the customer. The
system will fill in all the customer fields from the customer database. You can
override the values that are brought up by re-typing a field. If a customer is
not in the database and you do not wish to add this customer to the database,
simply enter the customer information manually. Please read the instructions for
the Customer screen on how the Disc Sched fields work.
After the customer information has been entered, item information needs to be
entered. To select items, position the cursor in one of the quantity (Qty)
fields and press F8.
This will bring up a pick list of major categories of items. Use the UpArrow,
DownArrow, PgUp and PgDn keys to move the highlight to the proper major
category. When the highlight is at the proper major category, press Enter to
select the major category.
After a major category has been selected, a pick list of sub categories for the
major category selected will be displayed. A selection is made from this pick
list in the same manner as selecting a major category.
After a sub category has been selected, a pick list of item descriptions for the
sub category selected will be displayed. You can select the proper items from
this pick list. When the highlight is at a certain item and Enter is pressed, a
checkmark will be displayed indicating that the item has been selected. Pressing
Enter when the highlight is at an item where there is already a checkmark will
cause the checkmark to disappear and the item to be un-selected.
After you have selected all of the proper items from the item pick list, press
Esc to delete the pick list. At this point, the sub category pick list will be
displayed. You can select another sub category or press Esc again. If you press
Esc again, the major category pick list will be displayed and you can select
another major category. Pressing Esc will always take you back to the previous
pick list. When you have finished selecting items, press Esc to delete the major
category pick list. The items that were selected will be displayed in the bottom
half of the screen.
PC QUOTE USER MANUAL Page 7
At this point, it's time to enter the quantities. Enter the quantities by
tabbing to the proper quantity field and filling in the quantity. If there are
more items on the next page, the PgDn=Next label at the bottom of the screen
will be highlighted. If this label is highlighted, pressing the PgDn key will
bring up the next page of items. Similarly, if there are items on a previous
page, the PgUp=Prev label will be highlighed. Lines where the quantity field
is left blank or is filled in with zero will not be printed on the document
produced by the system.
When all the customer, item and quantity information has been entered, press the
F5 key to produce the quote/invoice. If your template includes the parameter
@FREIGHT, the system will prompt you for the freight charges. Freight charges
are not subject to sales tax. If your template includes the parameter @I#, the
system will ask you if you wish to increment the last quote/invoice number. The
system will take the produced quote/invoice into the system editor. From here
you can edit and print the document. Please refer to the instructions for the
System Editor on its operation. In the System Editor, form feed characters show
up as uppercase L's in column 1. If you have a color monitor, the form feed
characters show up as white colored L's while the rest of the text is yellow
colored. Form feed characters are used to tell a printer to skip to the top of a
new page.
Pressing the F3 key will toggle the cursor between the Name and the first Qty
field. If the cursor is in any of the customer fields, pressing the F3 key will
advance the cursor to the first customer field. If the cursor is in any of the
Qty fields, pressing the F3 key will advance the cursor to the Name field.
Pressing the F6 key will display a menu.
The first selection is used to save a quote. The system will ask you for the
name of the file to save the quote into. Enter a filename up to 8 characters.
The system will automatically append the file extension .SAV to the filename.
If you have previously retrieved a quote, the system will display the name of
the last quote you retrieved. You can press the Enter key to accept this name
or press the Backspace key to edit the name.
The system will also ask you for a comment line. Enter comments for the quote
you are saving up to 40 characters. If you have previously retrieved a quote,
the system will display the comments from the last quote you retrieved. You
can press the Enter key to accept these comments or press the Backspace key to
edit the comments.
The system will save everything that appears on the screen. It will also save
the editor file (DOCUMEN.PRT) containing the quote produced by the system.
The second selection is used to retrieve previously saved quotes. The system
will restore to the screen everything that was on the screen when the quote was
saved including the Shipping & Handling charges. It will also restore the editor
file (DOCUMEN.PRT) that existed at the time the quote was saved. Once a quote
has been restored, you can modify the data on the screen and produce the quote
PC QUOTE USER MANUAL Page 8
again or use the fifth selection to edit and/or printout the quote as it exists.
The system will automatically change the current template to the template that
was used to create the retrieved quote.
The third selection is Delete Quote. This is used to delete quotes that are no
longer needed. The system displays the name of the quote, the date it was last
modified and the comments associated with it in a window. When the highlight is
at a quote, pressing the Enter key will select/unselect the quote. Pressing the
Esc key will exit you from the window and delete all the selected quotes.
The fourth selection is Chg Template. Normally, the default template used is
QUOTE.TPL. This selection allows you to change the default template to the one
that you specify. This change will remain effective as long as you are in this
screen. If you exit the screen and return to the screen, the default template
QUOTE.TPL will again be used. Templates must be stored in the same sub-directory
as the PC Quote database and must have the file extension .TPL. The name of the
current template is displayed in the upper right hand corner of the screen.
The fifth selection is Edit Last Quote. This allows you to bring up whatever is
in the editor file DOCUMEN.PRT and re-edit or print it out.
To clear the screen, press F9. When the system returns from the System Editor,
the customer, item and quantity information is exactly the same as it was
before. You can modify the customer information and quantities and produce
another quote/invoice if that is desired. To start fresh with new item
information, you have to press the F9 key to clear the screen.
To exit the screen, press Esc.
PC QUOTE USER MANUAL Page 9
HOW TO USE THE CUSTOMER SCREEN
This screen is used to create and update the customer database. The customer
database maintains information on customer addresses, phone numbers, sales
tax rates and discount schedules.
The five discount schedule fields are tied to the discount schedule field on the
Item screen. If an item is coded with a discount schedule number, then the
discount percentage in the customer's corresponding schedule number is applied.
For example, suppose an item has the number 3 in the discount schedule field.
The discount percentage in discount schedule 3 for a particular customer will be
applied. The discount schedule allows the application of different discount
percentages to different classes of items. For example, a company may want to
apply one discount percentage against computer hardware items and another
discount percentage against computer software items. This company could code all
the computer hardware items with the number 1 in the discount schedule field on
the Item screen. They could code the number 2 in the discount schedule field on
computer software items. They would then for each customer enter the discount
percentages for hardware and software in discount schedules 1 and 2. The
discount schedule fields can be left blank if there is no discount to be
applied.
To add a customer record:
(1) Enter 'A' in the process code field
(2) Fill in the fields
(3) Press Enter
The field Name is the key field and duplicates are not allowed.
To inquire on a customer record:
(1) Enter 'I' in the process code field
(2) Fill in the Name field
or
Position the cursor in the Name field and press the F8 key. This will bring
up a pick list of available customers. Use the UpArrow, DownArrow, PgUp and
PgDn keys to move the highlight to the proper customer. When the highlight
is at the proper customer, press Enter to select the customer.
(3) Press Enter
To update a customer record:
(1) Inquire on the customer record that you wish to update
(2) Enter 'U' in the process code field
(3) Update the fields as needed. It is not necessary to re-enter fields where
there are no changes.
(4) Press Enter
The field Name can be changed even though it's a key field. The only
PC QUOTE USER MANUAL Page 10
restriction is that the new value can't already exist in the database.
To delete a customer record:
(1) Inquire on the customer record that you wish to delete
(2) Enter 'D' in the process code field
(3) Press Enter
To clear the screen, press F9.
To exit the screen, press Esc.
PC QUOTE USER MANUAL Page 11
HOW TO USE THE ITEM SCREEN
This screen is used to create and update the item database. The item database
maintains information on item descriptions, classifications, discount schedules,
and unit prices.
The discount schedule field is tied to the five discount schedule fields on the
Customer screen. If an item is coded with a discount schedule number, then the
discount percentage in the customer's corresponding schedule number is applied.
For example, suppose an item has the number 3 in the discount schedule field.
The discount percentage in discount schedule 3 for a particular customer will be
applied. The discount schedule allows the application of different discount
percentages to different classes of items. For example, a company may want to
apply one discount percentage against computer hardware items and another
discount percentage against computer software items. This company could code all
the computer hardware items with the number 1 in the discount schedule field on
the Item screen. They could code the number 2 in the discount schedule field on
computer software items. They would then for each customer enter the discount
percentages for hardware and software in discount schedules 1 and 2. The
discount schedule field on this screen can be left blank if there is no discount
to be applied.
The system creates an index on the fields Major Category and Sub Category. This
index can be used to search for an item. Spelling is critical for these two
fields. For an item to come under the same Major Category and Sub Category, the
spelling for these fields for a subsequent item must be the same as the spelling
for a previous item. For example if an item is a Compaq computer and the value
entered for an item in the Major Category field is COMPUTER and the value
entered for the Sub Category field is COMPAQ, then subsequent items which are
Compaq computers should be coded with the same Major Category and Sub Category
field values.
The 10 price fields at the bottom of the screen allow you to enter different
prices when different quantities are purchased. It allows you to enter quantity
discount prices. If quantity discounts don't apply, simply enter one price. If
the From Qty And To Qty fields are left blank, they default to 1 and 999,999
respectively.
To add an item record:
(1) Enter 'A' in the process code field
(2) Fill in the fields
(3) Press Enter
The field Stock No is the key field and duplicates are not allowed.
Credit amounts should be entered with a leading minus ('-') sign.
If the unit price has 1 or more positions after the decimal point, then the
decimal point should be entered as part of the field. For example, 789.12
should be entered as 789.12
PC QUOTE USER MANUAL Page 12
To inquire on an item record:
(1) Enter 'I' in the process code field
(2) Fill in the Stock No field
or
Position the cursor in the Stock No field and press the F8 key. This will
bring up a pick list of major categories of items. Use the UpArrow,
DownArrow, PgUp and PgDn keys to move the highlight to the proper major
category. When the highlight is at the proper major category, press Enter
to select the major category. After a major category has been selected, a
pick list of sub categories for the major category selected will be
displayed. A selection is made from this pick list in the same manner as
selecting a major category. After a sub category has been selected, a pick
list of item descriptions for the sub category selected will be displayed.
You can select the proper item from this pick list. After the proper item
has been selected, the system will delete all the pick lists from the
screen and leave the corresponding Stock No in the Stock No field. If you
press Esc while in the item pick list, the sub category pick list will be
displayed. You can select another sub category or press Esc again. If you
press Esc again, the major category pick list will be displayed and you can
select another major category. Pressing Esc will always take you back to
the previous pick list.
(3) Press Enter
To update an item record:
(1) Inquire on the item record that you wish to update
(2) Enter 'U' in the process code field
(3) Update the fields as needed. It is not necessary to re-enter fields where
there are no changes.
(4) Press Enter
The field Stock No can be changed even though it's a key field. The only
restriction is that the new value can't already exist in the database. The
fields Major Category and Sub Category can also be changed even though
they are index fields.
To delete an item record:
(1) Inquire on the item record that you wish to delete
(2) Enter 'D' in the process code field
(3) Press Enter
To clear the screen, press F9.
To exit the screen, press Esc.
PC QUOTE USER MANUAL Page 13
HOW TO BROWSE A REPORT ONLINE
To go forward one page, press the PgDn key. To go backward one page, press the
PgUp key.
To print the report to the printer, press F2. The system will pop up a window
and ask you for the starting and ending page numbers. If the starting page
number is left blank it will default to page 1. If the ending page number is
left blank it will default to the last page. Since each screen can only contain
23, 41 or 48 lines, it is possible for a physical report page to take up more
than one screen. For example, it is possible that report page 1 may take 3
screen pages. When the system prompts you for the staring and ending page
numbers to print, it is looking for the physical report page numbers.
To go to the top of the report, press the Home key. To go to the end of the
report, press the End key. To exit from the online report browser, press Esc.
PC QUOTE USER MANUAL Page 14
HOW TO USE THE SYSTEM EDITOR
Entering And Editing Text:
--------------------------
You enter text in the System Editor in much the same way as you enter text on
a typewriter, and most of the keys on the keyboard behave in the same fashion
(pressing Enter terminates a text line, for example). But there are many
important differences.
The cursor always indicates where new text will be entered, and you can move
the cursor in a number of ways (the commands to do so are described later).
You can correct mistakes quickly and easily using the delete commands. You can
locate a particular string of text with the Find command and optionally replace
it with another string using the Find-and-replace command.
Quick Command Reference:
------------------------
Function Keystrokes
-------------------------------------------------------------------------------
Character left Left Arrow
Character right Right Arrow
Line up Up Arrow
Line down Down Arrow
Scroll up Ctrl-W
Scroll down Ctrl-Z
Page up PgUp
Page down PgDn
Beginning of file Ctrl-PgUp
End of file Ctrl-PgDn
Beginning of line Home
End of line End
New line Enter
Insert line Ctrl-N
Delete current character Del
Delete character left Backspace
Delete to end of line Ctrl-QY
Delete line Ctrl-Y
Find Ctrl-QF
Find-and-replace Ctrl-QA
Find next Ctrl-L
Begin block F7
End block F8
Copy block Ctrl-KC
Move block Ctrl-KV
Delete block Ctrl-KY
Hide block Ctrl-KH
PC QUOTE USER MANUAL Page 15
Read block from file Ctrl-KR
Write block to file Ctrl-KW
Print block Ctrl-KP
Toggle insert mode Ins
Toggle autoindent mode Ctrl-QI
Save changes and print current file F2
Exit editor without saving changes Esc
Exit editor saving changes F10
Note: When the notation Ctrl precedes another key, it means that you hold
down the Ctrl key and press the second key. In the case of commands using Ctrl
and two keystrokes (for example, Ctrl-QF), you hold Ctrl down only while you
press the first key, not the second.
The Editing Screen:
-------------------
The top line of any editing screen is always a status line providing the
following information:
Command Echo
When the first key of a command assigned to two keystrokes is pressed, the
keystroke is echoed at the left edge of the status line. For example, if you
start to enter a command that begins with Ctrl-Q (such as Ctrl-QF), ^Q will
appear until the second keystroke has been entered.
Line n
Shows the number of the line containing the cursor, counted from the start
of the file.
Col n
Shows the column number containing the cursor.
Insert
Indicates that Insert mode is in effect.
Indent
Indicates that Autoindent mode is in effect. Ctrl-QI toggles autoindent on
and off; refer to the Toggle autoindent command.
X:FILENAME.EXT
The drive, name, and extension of the file being edited. Although the editor
accepts path designations--for example, C:\DOS\SAMPLE.DOC--the path name
will not be displayed on the status line.
PC QUOTE USER MANUAL Page 16
Basic Movement Commands:
------------------------
Character left Left arrow
Moves the cursor one character to the left. When the cursor reaches column 1,
it stops.
Character right Right arrow
Moves the cursor one character to the right. When the cursor reaches the
right-hand edge of the screen, the text starts scrolling horizontally until it
reaches the extreme right edge of the line (column 248), where it stops.
Line up Up arrow
Moves the cursor to the line above. If the cursor is on the top line of the
screen, the screen scrolls down one line.
Line down Down arrow
Moves the cursor to the line below. If the cursor is on the next-to-last line
of the screen, the screen scrolls up one line.
Scroll up Ctrl-W
Scrolls up toward the beginning of the file, one line at a time. The cursor
remains on its line until it reaches the bottom of the screen.
Scroll down Ctrl-Z
Scrolls down toward the end of the file, one line at a time. The cursor
remains on its line until it reaches the top of the screen.
Page up PgUp
Moves the cursor one page up with an overlap of one line.
Page down PgDn
Moves the cursor one page down with an overlap of one line.
Beginning of file Ctrl-PgUp
Moves the cursor to the first character in the file.
End of file Ctrl-PgDn
Moves the cursor just beyond the last character in the file.
PC QUOTE USER MANUAL Page 17
Beginning of line Home
Moves the cursor to column 1 of the current line.
End of line End
Moves the cursor to the end of the current line (the position following the
last nonblank character on the line). Trailing blanks are always removed from
all lines to preserve space.
Insert And Delete Commands:
---------------------------
New line Enter
In Insert mode, this command inserts a line break at the cursor's position. If
Autoindent mode is in effect, the cursor moves to the next line and to the
same column as the first nonblank character in the previous line; otherwise,
it moves to column 1 of the new line.
In Overwrite mode, this command moves the cursor to column 1 of the next line
without inserting a new line, whether Autoindent mode is in effect or not.
Insert line Ctrl-N
Inserts a new line break at the cursor's position. The cursor does not move.
Delete current character Del
Deletes the character over the cursor and moves any characters to the right of
the cursor one position to the left.
Delete character left Backspace
Moves the cursor one character to the left and deletes the character
positioned there. Any characters to the right of the cursor are moved one
position to the left. If the cursor is at column 1 at the time the command is
given, the invisible end-of-line marker for the previous line is deleted
instead, and the two lines are joined.
Delete to the end of the line Ctrl-QY
Deletes all text from the position of the cursor to the end of line.
Delete Line Ctrl-Y
Deletes the line containing the cursor and moves any line below it up one
line. The cursor moves to column 1 of the next line.
PC QUOTE USER MANUAL Page 18
Block Commands:
---------------
A block is any arbitrarily defined, contiguous unit of text; a block can be as
small as a single character or as large as an entire file. Mark a block by
placing a begin-block marker at the first character in the desired block and an
end-block marker just beyond the last character. Once marked, the block can be
copied, moved, deleted, or written to a file.
Although marked blocks are normally hilighted, the block may be "hidden" (or
made visible) with the Hide block command. Many of the block-manipulation
commands described here work only when the block is being displayed.
Begin block F7
Marks the beginning of a block. The marker itself is not visible on the screen,
and the block becomes visible only when the end-block marker is set.
End block F8
Marks the end of a block. Like the begin-block marker, the end-block marker is
invisible, and the block itself will not be displayed unless both markers are
set.
Copy block Ctrl-KC
Creates a copy of a marked and displayed block at the current cursor position.
The original block is left unchanged, and the markers are placed around the new
copy of the block.
Move block Ctrl-KV
Moves a marked and displayed block from its current position to the cursor's
position. The markers remain around the block at its new position.
Delete block Ctrl-KY
Deletes a marked and displayed block.
Hide block
Toggles off and on the visual marking of a block. Block-manipulation commands
work only when the block is being displayed.
Read block from file Ctrl-KR
Reads a file into the text at the cursor's current position exactly as if it
were copied from another part of the text. The file read in is marked as a
block. When you use this command, you are prompted for the name of the file to
read. If you have used this command earlier in the editing session, the last
PC QUOTE USER MANUAL Page 19
file name entered will be displayed. You may enter a new file name, make minor
changes to the one displayed using the BackSpace key, or accept it by pressing
Enter. The file specified may be any legal file name, including a drive and /
or path identifier. Cancel the command by pressing Ctrl-U.
Write block to file Ctrl-KW
Writes the currently marked block to a file. The block is left unchanged, and
the block markers remain in place. You are first prompted for a file name. The
file specified can be any legal file name, including a drive and / or path
identifier. You should avoid using file names with the extension .BAK, because
this extension is used by the editor when creating backup files. If the file
specified already exists, you are asked if you want to overwrite it. If you
press N (for No), you can enter a new file name, make minor changes to the
current one using the BackSpace key, or cancel the command by pressing Ctrl-U.
If no block is marked, this command is ignored.
Print Ctrl-KP
Prints the currently marked (and displayed) block on the default printer. If no
block is marked or if the marked block is hidden, the entire file is printed.
Miscellaneous Commands:
-----------------------
Toggle insert mode Ins
Selects Insert or Overwrite mode. In Insert mode, text to the right of the
cursor is moved to the right as new text is entered. In Overwrite mode, any
text above the cursor is overwritten when new text is entered.
Toggle autoindent Ctrl-QI
When Autoindent mode is in effect, the New line command (Enter) will move the
cursor to the next row and to the same column as the first nonblank character
on the previous line.
Find Ctrl-QF
Lets you search for a string of up to 30 characters. When you enter this
command, the status line is cleared and you will be asked for a search string.
The last search string entered (if any) will be displayed. You can select it
again by pressing Enter, edit it, or enter a new search string. When editing
strings, Backspace deletes the previous character, Ctrl-R restores the
previous string, Ctrl-S moves the cursor to the left, and Ctrl-D moves the
cursor to the right. Esc will cancel a search command.
After the search string is entered, you must specify your search options. The
options you used last, if any, are displayed. You can enter new options
(canceling the old ones), edit the current options, or select them again by
PC QUOTE USER MANUAL Page 20
pressing Enter. The following options are available:
B Searches backwards from the current cursor position toward the beginning of
the file.
n n may be any number. Find the nth occurrence of the search string, counted
from the current position of the cursor.
U Ignore case; treats all alphabetic characters as if they were uppercase.
W Searches for whole words only; skips matching patterns embedded in other
words.
If the text contains a target match the search string, the cursor is
positioned at the end of the target.
Find and replace CtrlQA
This operation works the same as the Find command, except that you can replace
the "found" string with any other string up to 30 characters. After entering
the search string, you are asked to enter the replacement string. The last
replacement string, if any, will be displayed; you can accept it, edit it, or
enter a new string.
Finally, you are prompted for options. The options you used last are displayed
at first. You can enter new options (canceling the old ones), edit the current
options with the Backspace key, or select the same options by pressing Enter.
The options available are the same as those for the Find command with the
exception of th following:
G Searches globally. The entire file is scanned for the search string,
regardless of the current position of the cursor. The search starts at the
beginning of the file if searching forwards; at the end if searching
backwards.
N Replaces without asking. Does not prompt for confirmation at each
occurrence of the search string.
If the text contains a target matching the search string, the cursor is
positioned at the end of the target. You are then asked if you wish to replace
it. Press Y to replace it, or N to ignore it. Yo can abort the operation by
pressing Ctrl-U. If you selected the N (no prompting) option, this question
will not be asked.
Find next Ctrl-L
Repeats the last search operation. If the last search command called for a Find
operation, the same search string and options will be repeated; for a
Find-and-replace operation, the replacement string will be reused as well.
Saves changes and print file F2
PC QUOTE USER MANUAL Page 21
Saves changes made to the file, prints the file to the printer and exits the
editor.
Exit editor without saving changes F9
If changes have been made to the file, you are prompted as to whether you wish
to save these changes. Press Y to save the changes and exit the editor. Press
N to exit the editor with saving the changes.
Save changes and exit editor F10
Saves changes made to the file and exits the editor.
PC QUOTE USER MANUAL Page 22
HOW TO CUSTOMIZE/CREATE TEMPLATES
The system uses the template QUOTE.TPL to produce quotations. You can customize
this template and create other templates. Templates must be stored in the same
sub-directory as the PC Quote database and must have the file extension .TPL.
The system by default uses the template QUOTE.TPL. You can change the default
template temporarily by using the Chg Template option in the Produce Quote
screen. To modify a template or to create a new one, you can use the editor
supplied with this system or any word processor as long as the output is saved
in ascii format. Refer to the instructions for the System Editor on its
operation.
The sample templates that come with the system contain text and symbolic
parameters. Parameters start with the character '@' and are filled in by the
system. The text is user defined and is printed as is. You will probably want to
change the company name and address, salesperson and other relevant information.
The text and parameters on the template can be moved around, deleted, added and
customized however you wish.
Symbolic parameters are replaced with data by the system. The replacement starts
in the column where the parameter starts (i.e. in the column where the '@' is).
The parameter is deleted from where it's found and replaced with data for the
length of the data value. Some data value lengths are fixed by the system and
others are variable and depend upon the actual number of characters present.
For example, the length for the parameter @Description is variable and depends
upon the number of characters in the actual item description. The length for the
parameter @Qty on the other hand is fixed by the system at 7 positions.
The first line of any template file is a comment line. The comment line is
limited to 40 characters. The comment line is displayed when the user chooses
the Chg Template option in the Produce Quote screen.
A listing of general parameters and their lengths when substituted by the
system follows:
GENERAL PARAMETERS
Parameter Name Length Comments
--------------------------------------------------------------------------------
@EXPDnnn fixed - 8 pos Returns a date in the format mm/dd/yy
that is the current date plus nnn days.
nnn must be right justified and zero
filled (i.e. 30 days is entered as 030).
This parm is useful for stating when a
quote expires.
@COMPANYNAME variable Returns company name of the customer
PC QUOTE USER MANUAL Page 23
@ADDRESSLINE1 variable Returns the first address line of the
customer
@ADDRESSLINE2 variable Returns the second address line of the
customer
@ATTENTION variable Returns the attention line of the
customer
@PHONENO fixed - 14 pos Returns the phone number of the customer
@DATE fixed - 8 pos Returns current date. Format is:
mm/dd/yy
@TIME fixed - 5 pos Returns current time. Format is: hh:mm
hh is based on a 24 hour clock
@PN fixed - 3 pos Returns the page number
@INV# variable Returns the quote/invoice number
The following is a listing of item parameters. These parameters are for each of
the detail item lines and should be repeated for as many lines of detail item
information as you wish to print on one page. When the system detects any of the
parameters below on a line, it substitutes the information for the first item
into that line. When it encounters any of these parameters on another line, it
substitutes the information for the second item and so on.
ITEM PARAMETERS
Parameter Name Length Comments
--------------------------------------------------------------------------------
@IT# fixed - 4 pos Returns the item number. Items are
numbered sequentially from 1.
@STOCK# variable Returns the item stock number
@Qn variable Returns the item quantity
n is the field length for the quantity
field
The field length must be large enough to
hold the largest quantity number.
@DESCRIPTION variable Returns the item description
PC QUOTE USER MANUAL Page 24
@MAJORCAT&DESCRIP variable Returns the major category and
description separated by a comma
@UPRCf:n variable Returns the item unit price
f is the total field length
If the number of decimal positions is
not zero then the total field length
must include room for a decimal point.
The total field length must also include
room for a negative sign if the unit
price can be a negative number. Finally,
the total field length must include room
for a dollar sign.
n is the number of decimal positions to
print (0 to 9)
@EPRICE fixed - 10 pos Returns the extended price for the item
(quantity multiplied by unit price)
The following is a listing of total parameters. These parameters are for the
section of the quotation where the totals are printed. These parameters must
appear after the item parameters.
TOTAL PARAMETERS
Parameter Name Length Comments
--------------------------------------------------------------------------------
@ETOTAL fixed - 11 pos Returns the total of the extended item
prices
@DISC fixed - 10 pos Returns the discount in dollars and
cents
@SUBTOTAL fixed - 11 pos Returns the extended item prices less
the discount
@TAX$ fixed - 10 pos Returns the sales tax in dollars and
cents
@TAX% fixed - 5 pos Returns the sales tax in percent form
@FREIGHT fixed - 10 pos Returns the shipping and handling
charges
@GTOTAL fixed - 11 pos Returns the grand total of the quote
PC QUOTE USER MANUAL Page 25
WARRANTY:
Power User Software makes no warranties, expressed or implied, including, but
not limited to, merchantability or fitness for any particular purpose. In no
event shall Power User Software be liable for indirect or consequential damages
arising from the use of the software programs.
CUSTOMIZATION & SITE LICENSES:
Custom versions and site licenses are available. Please call (714) 974-2569 for
more information.
REGISTRATION:
You may make copies of PC Quote and share it with others. If you find PC QUOTE
fast, easy and convenient to use, a donation of $50 would be appreciated. If you
send a contribution of $50, you will receive a printed manual, a disk with the
latest version of the software, notice of updates to the software and phone
support. Please use the invoice on the next page.
PC QUOTE USER MANUAL Page 26
I N V O I C E
REMIT TO: FROM:
POWER USER SOFTWARE Name: __________________________________
211 S. State College Blvd
Suite 236 (Company): __________________________________
Anaheim, CA 92816
(714) 974-2569 (Title): __________________________________
Address: __________________________________
Today's
date: ___________ City, State: __________________________________
Zip Code
Version No: __________ Phone Number: _________________________
Qty Total
PC QUOTE
Current diskette and printed manual . . . . . . . . . $50 ______ ______
Please add $3.50 for shipping and handling ______
California residents add appropriate sales tax ______
Total enclosed ______
Diskette format (choose one) 5.25" disk ____ 3.5" disk ____
Terms: Check or money order drawn on a U.S. bank in U.S. funds.
How did you obtain this copy of PC Quote? ____________________________________
Note that PC Quote has been delivered and accepted by the customer. Upon receipt
of this paid invoice, a printed manual and current disk will be sent.
Suggestions for enhancements or bugs discovered (attach additional sheet if
necessary).
_______________________________________________________________________________
_______________________________________________________________________________
Software you would like to see developed. If your suggestion is accepted, we
will send you a free copy of the software developed (attach additional sheet if
necessary).
_______________________________________________________________________________
_______________________________________________________________________________