TREQSO Release Notes
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TEQuote Release Notes
Report Router Notes
TEQsoft Tracker Notes
TEQuote Release Notes
Major Enhancements for TEQuote v4.0.0
The re-designed user interface incorporates a new tool bar that increases the usable screen area. Labels on the tools make it easier to identify each available option. Grid settings for the Part, Model, Quote and Finder forms can be saved for each User.
Simplified Model creation process allows more flexibility in Model design. On templates, a single sequence can include multiple parts using Part Category, Part Sub-Category, Manufacturer. A new option 'Pick Many', added to the Choice Codes, allows selecting multiple Parts from within a Sequence. Unlimited numbers of Configurations for Required, Excluded and Optional Sequences are now available. A default, minimum and maximum quantity can be entered for each Sequence. An Edit box has been added that when checked will prompt the user for a valid quantity when a Part for a Sequence is added to a Quote.
User defined Attributes have been added to the Part, Model and Quote forms to eliminate Parts from Models and Quotes that do not fit. For each Model and Part, you can specify different Attributes to help properly match the Models and Parts to the Customer requirements. When creating Quotes, you can have the Salesperson specify the Attributes they require; or allow vehicle and equipment choices to define attributes that filter for subsequent choices. Then Models and Parts with Attributes that don't match will be excluded from the quoting process.
Template functionality has been extended to include Parts. All the features of Model Templates have been incorporated to the Parts form. By defining Templates for Parts, you can create an association between related Parts. For example, a "Ladder Rack" Part may include Template items for "Ladder Rack Accessories". When quoting, and you select a Ladder Rack, you will automatically be prompted to select Ladder Rack Accessories as well.
A Vehicle Database has been added to TEQuote to help the user set Attributes for a Customer's vehicle. If the Product Type you are quoting includes the special "VEHICLE" attribute, you will be prompted to enter Make, Model, and Year/Cab Type/Chassis Type info. The Vehicle Attributes Cab Type, Cab To Axle, Cab to Tandem, Wheelbase, Cab Height and Single or Dual Rear Wheel will be automatically set for the selected Vehicle. TEQuote comes with most vehicle manufacturers pre-defined in this database.
TEQuote now calculates Sales Tax on Quotes. Enter your Sales Tax codes and rates in the Sales Tax table. Labor components may be configured to be tax exempt. Assign a Sales Tax code to a new Quote or accept a default Sales Tax code for the Customer. Sales Tax codes may be overridden on a detail line basis.
The Outlook style tool bar has been replaced with a conventional tool bar positioned at the top of the Main form.
A new option allows displaying larger icons on the Main form's toolbar.
The Menu bar dynamically changes content based on the active form.
Grid settings may be saved by user for all major forms.
Keyboard shortcuts have been added to the Menu bar.
Text labels have been added to all icons on all form tool bars.
The Preferences form interface has been changed from a tabbed dialog to a control panel style dialog utilizing separate forms for each option.
A new option has been added to the General Preferences form for 'Auto Close Exported Quotes'. If enabled, the Quote status is automatically set to 'Closed - Accepted' when the Quote is exported.
A new TEQuote Image Viewer has been designed to display JPEG and GIF images attached to Parts, Product Types and Quotes. Images are automatically sized to Fit the Screen or may be displayed 25%, 50%, 75% or Actual Size.
The default Image Objects Path has been changed from the path of the TEQuote program to be the path of the TEQuote data file. If an Image Object Path has been set, only the filename of objects in the path are stored in the database. This allows moving the Image Object folder without changing individual object names.
A new option has been added to the General Preferences form to identify the Back Office Accounting system used. This setting is used to set defaults when importing and exporting data.
The Description field of the Custom Fields form is validated to prevent using standard Parts Master field names as Custom field descriptions.
A new option 'Decimals' has been added to the Price Types form. This allows rounding Quote prices to the value entered.
Standard G/L Cost [GC] is now accepted as a valid Parts Field for a Price Type.
The Vehicle Fields tab of the Preferences form has been replaced with the Attributes tab of the Misc. Codes form. Attributes are user definable and have options for attribute type, validation and accepted values.
A new option has been added to the Product Type tab of the Misc. Codes form to maintain a Full Description and an Image File for the Product Type. This information is displayed when selecting a Product Type for a Model added to a Quote.
The Category 1 and Category 2 tabs of the Preferences form have been replaced with the Parts Category tab of the Misc. Codes form. A relationship now exits between the Part Category and the Part Sub-Category. This prevents entering invalid Category, Sub-Category combinations on the Parts and Models forms.
A new form 'Sales Tax', added to the Preferences section, allows you to maintain your Sales Tax Codes and rates.
A new Vehicle Information form has been added to the Preferences section. You may edit the Vehicle Make and Model information in this form. TEQuote comes with most vehicle manufacturers pre-defined in this database.
A new setting 'Modify Exported/Closed Quotes' has been added to the Quote section of the Group Permissions form. If left unchecked, Users who are members of the Group will not be allowed to edit Exported or Closed Quotes.
Additional settings for 'Labor', 'Sales Tax' and 'Vehicle Info' have been added to the Preferences section of the Group Permissions form.
A Sales Tax field added to the Customer form allows you to maintain the default Sales Tax code used on Quotes for the Customer.
A new tab has been added to the Parts form to maintain Part Templates. Part Templates allow building associations between related parts.
A new tab has been added to the Parts form to maintain Part Attributes. Attributes defined for the selected Product Type may be added to the Part.
The Product Type field on the Parts form has been moved to the new Attribute tab.
Category 1 and Category 2 have been renamed Category and Sub-Category on the Parts form. Invalid Category, Sub-Category combinations are no longer allowed.
New fields 'Status', 'Date' and 'Group' have been added to the Parts form and Part Reports.
The Find Part form has been replaced with the user configurable Part Record Finder. The Finder's option to display information for individual Parts on the list now includes Part Attribute and Part Template information.
The 'Total Cost' field and the 'Update Template costs' icon have been removed from the Model form. Model costs are now determined by the choices for Template Sequences and cannot be calculated until a Model is added to a Quote.
The Template tabs on the Model and Part forms have combined the Sequence descriptive and configuration information into single grids. Controls for expanding and collapsing Sequences and adding new Sequences and Categories have also been added.
Model Template Sequences are now grouped by Part Category, Part Sub-Category, Manufacturer and Part Number. This eliminates adding all valid Parts as separate choices for a Sequence.
A new button 'Display' has been added to the Template grid on the Model and Parts forms. When clicked, a list of Parts satisfying the configurations of a Sequence or Category is displayed. Optionally, information for individual Parts on the list may be displayed.
A new Choice Code option 'Pick Many' has been added to the Template tab on the Model and Part form. This allows selecting multiple Parts from within a Sequence on a Quote.
The Sequence Description icon on the Model form has been replaced with the 'Configure' button on the Template grid. Unlimited numbers of Configurations for Required, Excluded and Optional Sequences are now available.
New fields for a default, minimum and maximum quantity have been added to the Template grid on the Model and Part forms. An Edit box has also been added that when checked will prompt the user for a valid quantity when a Part for a Sequence is added to a Quote.
The Vehicle Info tab on the Model form has been replaced by the Attributes tab. Use defined Attribute values can be assigned to a Model to help properly match Models to Customer requirements when creating Quotes.
Sales tax controls have been added to the Quote form and the Quoted Items grid. Select a Sales Tax code or accept the default Sales Tax for the Customer. The Sales Tax code selected on the Quote form will be applied to new items added to the Quote. The Sales Tax codes on the Quoted Items may be changed line by line.
The Vehicle Info tab on the Quote form has been replaced by the Attributes tab. User defined Attribute values can be assigned to a Quote to help properly match Models and Parts to Customer requirements when creating Quotes.
A new field 'Internal Notes' has been added to the Quote Notes tab of the Quote form and the Quote Reports. This field is not available to print on the Quote document.
New total fields 'Net Due', 'Taxable Total' and 'Sales Tax' have been added to the Quote Totals tab on the Quote form.
A new icon 'More' has been added to the Quote toolbar. When clicked, a floating toolbar with additional Quote options will display.
A new option 'Titles & Totals' has been added to the Quote form. The user may now insert a detail line for a Title or a Total anywhere on the Quote. Optionally, detail line pricing may be rolled up to a Title line and Total lines may be hidden on the Quote document.
When exporting Quotes to FACS or QuickBooks, an new option controls how the Job Order or Invoice Numbers will be created. You may elect to let FACS or QuickBooks automatically assign the next Job Order or Invoice Number, use the TEQuote Prefix and Quote ID as the Job Order or Invoice Number or manually assign the Job Order or Invoice Number.
The Workstation Utilities - Import Information from Master Database has been re-designed to allow selecting the information to import. You may now include Part, Model, Pricing, Customer, Contact, Vehicle, and/or Quote Information. You may also import all Quotes, limit the Quote information imported to all Quotes for the current user or just import an individual Quote.
The Workstation Utilities - Export Quote Information to Master Database has been re-designed to allow selecting the Quote information to export. You may now export all Quotes, limit the Quote information exported to all Quotes for the current user or just export an individual Quote.
New tabs have been added to the Report form for 'Vehicle' and 'Attribute' reports. Information in the Vehicle database and Attribute values assigned to Parts, Models and Quotes are available for output.
New totals and extended totals have been added to the Quote reports for Custom and Standard: Freight In, Labor, Labor Hours, Material, and Total Cost.
Custom Field Formulas based on Category, Sub-Category and Group Code are now fully supported. This feature, eliminated from version 3.1 has been restored to version 4.0.
The 'Select Vehicle' form displays 'Select a Make...', 'Select a Model...', 'Select a Vehicle...' as the selection for the Make, Model, Vehicle before a Vehicle is selected. Once a Vehicle is selected, all attribute values assigned to the selected Vehicle display on the bottom of the form.
When importing data from 'Delimited Text Files' to TEQuote a new option 'Update Only' has been added. Selecting this option will update the existing records in TEQuote without adding new records found in the text file.
When importing Quotes from the Master Database, the user profile for the Next Available Quote ID is updated on the Workstation. When exporting Quotes to the Master Database, the user profile for the Next Available Quote ID is updated on the Master Database.
The four user defined text fields on the 'Quote Notes' tab of the Quote form have been added to the Quote Finder.
New options have been added to the 'Copy Quote' option of the Quote form. You can selectively update Material and Custom costs, Standard Labor costs and Hours, and Standard Freight costs when copying a Quote.
When adding a Model to a Quote with existing Models you may specify where to place the new Model on the Quote. A form 'Insert New Model On Quote' displays, prompting for the new Models position on the Quote.
When adding Parts and Unknown Parts to a Quote with existing Models you may choose the Model and the position in the Model where the new items will be placed. A form 'Attach Part/Unknown Part to Model' displays, prompting for the Model. Then you are prompted for the Sequence Number for the new item on the 'Part Sequence Number' form.
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