User Manual Version 15.1

Transcription

1 Users Manual Version 15.1

2 Table of Contents 1. Getting Started Ordering Copies of the iq software Installing the iq software Getting Support Contact the iq Help Line iq Web Site Accessing the iq Web Site Hardware and Software Requirements Installing the iq software On Your Computer Load the iq Software Using the Installation CD Getting to Know the iq software Start the iq software Introduction to the Main Window Introduction to the Item Window Administrator Setup Network Setup User Setup Enter a Dealer Number into the iq Software Add Local Settings Delete Local Settings Edit (change) Existing Local Settings Add Sales Reps Edit Information for a Sales Rep Delete a Sales Rep Add Customers Edit Customer Information Create a Standard List of Adjustments Edit an Adjustment in the Standard Adjustment List Delete an Adjustment from the Standard Adjustment List Exporting a Standard Adjustment List Importing a Standard Adjustment List Setting Up Projects Creating Projects Create a New Project Set Global Price Adjustments for a Project Locating and Opening Existing Projects Open an Existing Project Defining Preferences for a Project Set Preferences for a Project Edit Preferences for a Project Save Preference Sets Apply a Saved Preference Set to a New Project Using Standard Answers, Preferred Answers and Auto Answer Select Standard Answers, Preferred Answers (On/Off) and Auto Answer Quoting Andersen Products Adding Items to a Quick Spec Use Quick Spec to Price an Item Copy a Quick Spec Item to a Project Adding Items to a Project Add Single Units and Predefined Combinations Add a Custom Sized Patio Door ii Version 15.1

3 Add a Custom Combination to a Project Add a Flexiframe Unit to a Project Copy Type 1 or Type 2 Flexiframe /Arch Units in a Project Add a Flexiframe/Arch Combination Unit to a Project Add an Architectural Specialty Window to a Project Add a Multi-wide Architectural Specialty Window to a Project Add a Custom Grille for a Unit to a Project Add Andersen Art Glass Panels to a Project Add an Accessory Item to a Project Add a Part-Numbered Item to a Project Add Items Using a Part Number Copy an Item from Another Project Add Item-Specific Additional Charges Add Generic Additional Items to a Quote Add Comments to a Line Item Adjusting Prices for Items in a Project Set a Price Multiplier for a Customer Set a Price Multiplier for a Project Set Line Item Adjustments for a Project Add Item-Specific Price Adjustments Editing Projects Updating Projects Making Changes to a Project Add an Item to an Existing Project Edit an Item Edit a Custom Combination Edit A Flexiframe or Custom Arch Combination Delete an Item from a Project Delete a Project Search and Replace Item Attributes within a Project Add a Price Adjustment to a Project Viewing and Printing Reports Viewing, Printing and Editing Quote Reports View and Print a Quote Modify Tax, Dealer or Project Information on the Quote Add Your Logo to Your Printed Quotes Change the Print Order for a Quote Viewing and Printing Project Reports View and Print Project Reports View and Print a Margin Analysis Report Exporting and Importing Projects Exporting and Importing Projects Export a Project to Another Computer with the iq Program Import a Project from another iq software User Create an Export File for Other Systems to Use Placing Orders with Andersen Windows Distributor Considerations for Using iq Files Create and Submit an Export File to an Andersen Order System iii Version 15.1

4 8. Performing Administrative Functions Administrative Functions View Projects by Sales Rep View Projects by Customer Create a Duplicate Project Create a Backup Copy of Your Database Restore Your iq software Database Recover Locked Projects Remove Andersen Graphics Database Maintenance Reassign Projects to Another Sales Rep Archive (and Unarchive) a Project Hints and Tips Get Connected to the Internet Create a Shortcut to the iq software on Your Desktop Move, Resize and Sort Sub Window Columns Using the Save and New Copy Feature Software Sublicense Agreement Andersen, the AW Logo and Flexiframe are registered trademarks of Andersen Corporation Andersen Corporation. All Rights Reserved. iv Version 15.1

5 1. Getting Started Ordering Copies of the iq software Copies of the Intelligent Quote (iq) software may be ordered through your local Andersen Windows distributor. Request Andersen part # Installing the iq software The iq software can be installed onto your computer using the CD ROM that was provided. In the future, updates to the software will be available via the internet. You will receive more information about internet updates, as they become available. For more information on getting connected to the internet, refer to the procedure Get Connected to the Internet in the Hints and Tips section of this manual. If you are upgrading an existing copy of the iq software on your computer, complete the same steps as if you were installing for the first time. All of your existing projects will be saved and will be accessible in the new version you have installed. Getting Support Contact the iq Help Line The iq help line is available to all licensed users of the iq software. Trained support representatives are available during regular business hours to answer your questions regarding the installation or use of the iq software. (888) Monday - Friday 7:30 AM to 5:30 PM (Central time) iq Web Site Accessing the iq Web Site The iq web site can be accessed on the internet at where you can find the latest iq news, download training materials, send an to our iq help line or use the Suggestion Box to register improvements for the iq software. In the Subscribe section, you can register your address to receive updated communications regarding the iq software. These communications include general release information, notification of update patches to the software, or other pertinent ordering information. 1-1 Version 15.1

6 Hardware and Software Requirements Operating Systems Windows 7 Minimum Recommended Best Processor Speed 4800 Mhz Ghz 1.7 Ghz or greater RAM 256 MB MB 512 MB or Greater Video 1024 x MB, 1280 x MB 1280 x MB 16-bit (65536) colors 24-bit (16.8 million) colors 24-bit (16.8 million) colors Hard Drive Space MB Free 500 MB 1 Gigabyte Free > 1 Gigabyte Free Input Device Pointing Device Pointing Device Pointing Device Floppy Drive 1.44 MB 3.5" 1.44 MB MB 3.5 Connectivity for transfer of quote information 56K FAX Modem or Internet service 56K FAX Modem or Internet service 56K FAX Modem or Internet service CD-ROM 16x For Multi Media 32x CD-ROM 32x CD-ROM Internet Method for patch updates & quote transfer Method for patch updates & quote transfer Method for patch updates & quote transfer Printer** A high quality color printer. A high quality color printer. A high quality color printer. It is recommended that new computers should not be purchased with less than the "recommended" configuration. Better hardware will result in improved performance. Minimum hardware configurations may not result in satisfactory performance for active users. *Windows Millennium Edition operating system is no longer supported by Microsoft effective June 30, Windows 98 and Windows NT 4.xx operating systems are no longer supported by Microsoft effective June 30, 2003 Windows XP (Home Edition) and Windows Vista are not certified for use with iq. Microsoft has recommended to software development companies to develop applications compatible with Windows XP (Professional). The customer assumes the business risk if problems develop and they are not on a certified operating system. **Hewlett Packard K Series multi-function printers are not compatible with iq software. Andersen will provide free technical support for the iq software as long as it is operated on an approved hardware/software configuration as described above. Our technical support is limited to the PC configurations that have been certified by our software supplier. The user assumes all risks that may arise from operating on non-certified configurations. 1-2 Version 15.1

7 Installing the iq Software On Your Computer Load the iq software Using the Installation CD The CD-ROM can be used to install the iq software on multiple machines. 1. Insert the CD into the CD ROM drive, with the printed side up (shiny side down). 2. Double-click on your My Computer icon on your desktop. 3. Double-click on the CD ROM drive. 4. Double-click on the Setup.msi icon. (Your computer may just list it as Setup. It is the icon containing the computer monitor and CD). 5. Follow the on-screen instructions. The iq software can be installed anywhere on the computer s hard drive. If you choose to install the iq software is a location other than the default C:\Program Files\Andersen iq path, you must create a destination folder named iq on that drive or path before installing the software. This will avoid the files being scattered in the directory during installation. Getting to Know the iq Software The iq software is unlike any other electronic quoting and ordering tool that Andersen has ever supported. This software allows for tremendous flexibility for you the user and for Andersen as a manufacturer. The following sections will explain how to start the software and introduce you to two of the main windows you will see when using the iq software. The terms introduced below will be used throughout the manual when referring to these windows. Start the iq software 1. From your Windows desktop, click on the Start button. 2. Click on Programs. 3. Click on Intelligent Quote. 4. Click on Intelligent Quote. 5. The iq software application will now display on your computer monitor. When the Intelligent Quote software is installed, a shortcut to the application will automatically be created on your computer desktop. For instructions on how to manually create a shortcut on your desktop, refer to the procedure Creating a Shortcut to the iq software on Your Desktop in the Hints and Tips section of this manual. 1-3 Version 15.1

8 Introduction to the Main Window The iq Main Window is the home window in the iq software. It is always open whenever the iq software is opened on your computer. The illustration below identifies the major components of the iq Main Window. Menu Bar Toolbar Item Grid Sub-windows - All Projects - Projects by Sales Reps - Projects by Customers - Click here to Search Projects Menu Bar Contains menu options, each containing pull-down action options. Toolbar Contains buttons that can be used to start various program functions. Tabs Control whether you view Current or Archived projects (The process for archiving information will be discussed later). Sub-windows Three sub-windows are available to view your projects, either Current or Archived, and are activated by clicking on the appropriate button within the sub-window: - All Projects: lists all projects that you have access to view. - Project by Sales Rep: lists all Sales Reps on the system and their associated projects. - Projects by Customer: lists all customers and can be expanded to list projects for that customer Item Grid Displays line items contained in a project whenever a project is highlighted in any of the subwindows. When no project is highlighted, this grid is blank. 1-4 Version 15.1

9 Introduction to the Item Window Menu Bar The Item Window is used to select and configure an item. A blank Item Window displays when you click on the New Item button on the iq Main Window toolbar, or when you select Item and New from the Menu Bar. The Item Window also displays with all configuration options selected when you double click on a line item in the Item Grid on the Main Window. The illustration below identifies the major components of the Item Window. These terms will be used throughout the manual when referring to the sections of the window. Toolbar Configuration Question Item Information Item Detail Selection Grid Item Description Product Code Item Graphic Item Description Tabs Menu Bar Contains menu items, each containing pull-down action options. Toolbar Contains shortcut icons that can be used to start various program functions. Item Information Allows you to enter detailed information about the item, such as location and quantity. Item Detail Displays Question and Answer pairs as selections are made (You can click on these to edit your selections). Item Description Displays product and pricing information for the item or combination you are configuring. Item Description Tabs (Combinations only) Allows you to view product and price detail for a combination component (Unit tabs) or the combined unit (Composite tabs). 1-5 Version 15.1

10 Configuration Question Displays the question you will answer in the selection grid. Selection Grid Displays the configuration options. To select an option, single-click on the desired option graphic. Product Code Displays the product code, using Andersen part numbers. If there is not a corresponding Andersen part number, the product code will display as Item Graphic Displays a graphic of the item you are configuring. The graphic will display as orange until all of the option questions have been answered. When complete, the graphic color will turn black. Administrator Setup This feature is currently being developed and instructions will be added when available. Network Setup The iq program can operate in different networked environment, using copies of the iq program loaded on individual computers connecting to a networked MS Access or SQL Server database or running on a Citrix or Windows terminal server environment. If you are interested in setting up the iq software in a networked environment, please contact the iq Help Line at (888) for additional technical documentation. If you plan to store your projects and other information locally on your PC, continue with the User Setup section. User Setup Once you have loaded the iq software, you can set up the following information to help you create and maintain your projects. Dealer Number - This is required for the iq software to operate correctly and is set up through the Local Settings. If you do not know your dealer number, please contact your Andersen supplier or the iq help line at (888) Local Settings a variety of optional settings that you may use to help organize and identify your projects. Sales Reps a list of people who will be creating projects. Customers a list of people or businesses that you will be creating projects for. You may choose to enter your customer list into the iq software, so you do not have to add this information when you start a project for that customer. For more information, refer to the procedures listed below. Enter Your Dealer (or Distributor) Number Add Local Settings Delete Local Settings Edit (Change) Local Settings Edit Information for a Sales Rep Delete a Sales Rep Add Customers 1-6 Version 15.1

11 Enter a Dealer Number into the iq Software In order for the iq software to operate properly, you must enter a 5-digit Andersen dealer number or a 3- digit Andersen Distributor number. To add your dealer or distributor number to your copy of the iq software, complete the following: 1. Click on File on the Menu Bar. 2. Select Local Settings from the pull-down menu. The Local Settings window displays. 3. Locate and select System in the pull-down menu at the end of the Section field. 4. Highlight Dealer Number = in the Entries field. 5. Click on the Change button. 6. Replace the existing number with your dealer or distributor number. 7. Click the OK button to return to the Edit Local Settings window. 8. Click the OK button on the Edit Local Settings window to save your entry. 9. Close and restart the iq software for the new setting to take effect. Add Local Settings Local settings can be used throughout the iq software to determine available options for certain fields. The iq software already has some local settings defined. You may choose to use, change, add or delete any of the local settings. The local settings are divided into the following sections to make the list of settings easier to manage. If you choose to use Local Settings, you will need to determine which sections you will use and the required entries (values for the local settings) for each section listed below: The procedure steps for adding local settings follows the list below System Holds the 5 digit Andersen dealer or 3 digit distributor number for product access. Customer Types - Defines various types of customers (e.g. Homeowner, Contractor, Volume Builder, etc.). Terms Payment terms set up between you and your customer. Territories Sales territories. Countries List of countries for which you may quote Andersen products. Cnstr Types Defines a market segment or construction type (i.e. Residential New Construction, Residential Remodeling, Commercial, etc.). Freight Terms Terms for freight. Contact Source Who provided the contact between the dealer and the customer. 1-7 Version 15.1

12 Customer Status Identifies the status of a customer (e.g. Active, Inactive, Established Credit, No Credit, etc.). Created By Identifies the name of the person who created the project. Sales Tax Allows you to set a default tax rate to be applied to all projects. Status Types Status options for projects (e.g. quoted, sold, lost, hold, etc.). Dealer Hints Turns on or off any Dealer Hint messages in the software. To add local settings to your copy of the iq software, complete the following: 1. From the iq Main window, click on File on the Menu Bar. 2. Select Local Settings from the pull-down menu. 3. Click on the pull-down menu at the end of the Section field. 4. Highlight the section in which you want to add local settings. 5. Click on the Add button. 6. Click in the Enter Description field. 7. Type your entry and click on the OK button (or click CANCEL to erase your entry without saving it). 8. Repeat these steps for all local settings you want to add. 9. Click on the OK button in the Edit Local Settings window to save your changes. Delete Local Settings 1. From the iq Main window, click on File on the Menu Bar. 2. Select Local Settings from the pull-down menu. 3. Click on the pull-down menu at the end of the Section field. 4. Highlight the section containing the settings you want to delete. 5. Highlight the setting you want to delete. 6. Click on the Delete button. 7. Repeat these steps for all entries that you want to delete. 8. Click on the OK button in the Edit Local Settings window to save your changes. 1-8 Version 15.1

13 Edit (change) Existing Local Settings 1. From the iq Main window, click on File on the Menu Bar. 2. Select Local Settings from the pull-down menu. 3. Click on the pull-down menu in the Section field. 4. Highlight the section in which you want to edit local settings. 5. Highlight the entry you want to change in the Entries field. 6. Click on the Change button. 7. Highlight the existing description and type in your description. 8. Click on the OK button. 9. Repeat these steps for all entries you want to edit. 10. Click on the OK button in the Edit Local Settings window to save your changes. Add Sales Reps This activity allows you to set up each person who will create projects using this copy of the iq software. This will allow each person to view a list of their own projects, as well as the projects for other Sales Reps on the system. There will be an Administrator sales rep that defaults in the system. Please DO NOT delete this listing as the software requires this sales rep to launch the application. 1. From the iq Main window, click on Sales Rep on the Menu Bar. 2. Select New from the pull-down menu. The Edit Sales Rep window displays. 3. (Optional) Highlight the default ID # and type in the desired Sales Rep ID number. 4. Highlight the default name in the Name field and type in the Sales Rep name. 5. (Optional) Select the sales rep s territory from the pull-down menu. ( Territories can be added to the selection list through in the Local Settings section.) 6. (Optional) Enter the sales rep s phone, fax, cell phone numbers and address in the appropriate fields. 7. Click on the OK button to save your information. Set password is used only with the Administrator Set up procedure. For more information about this feature, please contact the iq help line at Version 15.1

14 Edit Information for a Sales Rep 1. Click on the Projects by Sales Reps bar at the bottom of the sub-window on the left side of the iq Main window. 2. Highlight the name of the sales rep whose information you want to edit. 3. Click on Sales Rep on the Menu Bar and select Edit from the pull down menu list. The Edit Sales Rep window will display. 4. Make the desired changes to the sales rep information. 5. Click on the OK button to save your changes. You can also open the Edit Sales Rep window by double clicking on the Sales Rep you wish to edit from the sales rep list. Delete a Sales Rep 1. Click on the Projects by Sales Reps bar at the bottom of the sub-window on the left side of the iq Main window. 2. Highlight the name of the Sales Rep you want to delete. 3. Click on Sales Rep on the Menu Bar and select Delete from the pull down menu list. There will be an Administrator sales rep that defaults in the system. Please DO NOT delete this listing as the software requires this sales rep to launch the application. Deleting a sales rep will not delete the projects assigned to that sales rep, however only someone with Administrative rights will have visibility to the project if the password or security feature is activated. Add Customers 1. From the iq Main window, click on Customer on the Menu Bar. 2. Click on New. The Edit Customer window displays. There are five tabs that contain information pertinent to a customer. You may complete as many or as few of the customer information fields as desired. 3. General tab a. External ID Enter your ID number for this customer (optional). b. Name Enter the customer s name. c. Customer Type - Select the type of customer this is from the pull down menu list. (Note additional customer types can be created in the Local Settings section of the software). d. Trade ID If this customer has been assigned an Andersen trade ID number, you can enter it in this field. e. Sales Rep - If this customer has a designated sales person, you can select that person from the drop down list Version 15.1

15 f. Cell Enter the cellular phone number for this customer. g. Enter the customer address if available. h. Terms The payment terms for this customer. You can select from the pre-defined list or add your own terms in the Local Settings section. 4. Pricing tab a. Price Multiplier The default price multiplier value for the customer. The software will automatically adjust the Discount (%) field to reflect the multiplier amount. (This value can be overridden at the project level). b. Discount (%) You can define a percent discount for this customer. The software will automatically adjust the price multiplier field to reflect the percentage discount entered. (This value can be overridden at the project level). c. Total Tax - The tax rate that is charged for this customer. This should be used only if the tax rate differs from the default tax rate set in the Local Settings section. Refer to Add Local Settings for information on setting the default tax rate. d. Price Adjustments Allows you to select a pre-defined pricing template. The default price adjustment template will be assigned unless another template is selected. 5. Billing Address tab. a. Contact The person you work with for this customer. b. Phone The phone number for the customer. c. Fax The fax number for the customer. d. Address 1 The main mailing address that you would send invoices or communications to. e. Address 2 A secondary mailing address. f. City The mailing address city. g. Country The mailing address country. You can enter text into this field or select from the predefined list. h. Zip/Postal Code The mailing address zip or postal code. i. State/Province The mailing address state or province. You can enter text into this field or select from a pre-defined list if a Country is selected from system defined list. You can also add entries in the Local Settings section of the software. 6. Shipping tab a. Contact The person you work with for this customer. b. Phone The phone number for the customer. c. Fax The fax number for the customer. d. Address 1 The address you will deliver the quoted product to typically the job site Version 15.1

16 e. Address 2 A secondary delivery address. f. City The delivery address city. g. Country The delivery address country. You can enter text into this field or select from the predefined list. h. Zip/Postal Code The delivery address zip or postal code. i. State/Province The delivery address state or province. You can enter text into this field or select from a pre-defined list if a Country is selected from system defined list. You can also add entries in the Local Settings section of the software. If the shipping and billing addresses are the same, click on the Copy to Shipping button on the Billing Address tab to transfer the address information to the Shipping tab. 7. Delivery tab a. Delivery Type Select how the product will ship from the drop down list. b. Delivery ID If you are adding this job to an existing shipment you can enter that shipment ID here. c. Submit Receipt Address If you want to send an order acknowledgement to someone other than the default contact on file, you can enter that address in this field. d. Order PO# - Enter the purchase order number for Andersen in this field. e. Same as PO# - If the purchase order number for this order is the same as what is listed on the General tab, you can select this radio button and have that purchase order number assigned. f. Kit Order Select Yes from the drop down list if you want your like accessories kitted together in one box or No if you do not want them kitted. 8. Comments tab a. This allows you to enter free form text comments about this customer. Edit Customer Information 1. From the iq Main window, click on the Customer bar in the sub-window to display the customer list. 2. Highlight the customer for whom you want to edit information. 3. From the menu bar, click on Customer and select Edit. The Edit Customer window will appear. 4. Make necessary changes to the customer information. 5. Click on OK to save your changes. You can also open the Edit Customer window by double clicking on the customer name you wish to edit from the list of customers displayed in the Customer sub-window 1-12 Version 15.1

17 Create a Standard List of Adjustments The iq software allows you to create a pre-defined list of price adjustments to use at the project level or for individual line items. To create a pre-defined list of adjustments for use at the Project level: 1. From the iq Main window, go to Edit in the menu bar and select Manage add-on. 2. The Manage Add-On window will appear. 3. Pull down on the arrow at the end of the Option Level field and select Project. 4. Click on the New button on the right side of the Manage Add-On window. 5. The Edit Add-On window will appear. 6. Enter the description of your project adjustment in the Description field. 7. Select the Type of adjustment this is; Percent or Amount (the system will default to Amount). 8. Tab to the Value field and enter the amount of the adjustment. If you are entering a discount amount or percentage, you will need to add a negative (-) sign to the value (example: or -2%). 9. If the adjustment should not have tax applied click in the Non-taxable field. 10. If the project multiplier should be applied to the adjustment, click in the Apply Price Multiplier field. (The default will be that the project price multiplier is not applied.) 11. Once all of the fields have been completed, click on the OK button to return to the Manage Add-On window. 12. You should now see your project price adjustment displayed. 13. Repeat steps 4 12 to add any additional project adjustments. 14. When all of the project adjustments have been added, click on Close to return to the iq Main window. To define a list of adjustments for use at the Line Item level: 1. From the iq Main window, go to Edit in the menu bar and select Manage Add-ons. 2. The Manage Add-On window will appear. 3. Verify that the Option Level field is set to Line Item (this will be the default). If it is not set to Line Item, pull down on the arrow at the end of the Option Level field and select Item. 4. Click on the New button on the right side of the Manage Add-On window. 5. The Edit Add-On window will appear. 6. Enter the description of your item adjustment in the Description field. 7. Select the Type of adjustment this is; Percent or Amount (the system will default to Amount). 8. Tab to the Value field and enter the amount of the adjustment. If you are entering a discount amount or percentage, you will need to add a negative (-) sign to the value (example: or -2%). 9. If the adjustment should not have tax applied click in the Non-taxable field. 10. If the project multiplier should be applied to the adjustment, click in the Apply Price Multiplier field. (The default will be that the project price multiplier is not applied.) 11. Once all of the fields have been completed, click on the OK button to return to the Manage Add-On window. 12. You should now see your line item price adjustment displayed. 13. Repeat steps 4 12 to add any additional line item adjustments Version 15.1

18 14. When all of the project adjustments have been added, click on Close to return to the iq Main window. Edit an Adjustment in the Standard Adjustment List You can edit the description, pricing, or tax and multiplier attributes to any adjustment within the predefined list of adjustments. 1. From the iq Main window, go to Edit in the menu bar and select Manage Add-On. The Manage Add- On window will appear. 2. Select the Option Level (Project or Line Item). 3. Select the adjustment that is to be edited by clicking on it once to highlight it. 4. Click on the Edit button on the right hand side of the Manage Add-On window. The Edit Add-On window will now display. 5. Highlight or tab to the field of information that is to be changed (Description, Value, etc) and enter the new information. 6. Click on the OK button to return to the Manage Add-On window and review the list to verify the proper changes were made to the adjustment. 7. Click on the Close button to exit the Manage Add-On window and return to the iq Main window. If an adjustment is locked (identified with a red padlock) the only information that can be edited is the Non-taxable and Apply Price Adjustments fields in the Options section. Delete an Adjustment from the Standard Adjustment List A project or line item adjustment can be deleted from the list of pre-defined adjustments. 1. From the iq Main window, go to Edit in the menu bar and select Manage Add-On. The Manage Add- On window will appear. 2. Select the Option Level (Project or Line Item). 3. Select the adjustment to be deleted by clicking on it once to highlight it. 4. Click on the Delete button on the right side of the Manage Add-On window. 5. A Confirm Delete message will appear asking if you are sure you want to delete the adjustment. a. Click on OK to continue with the delete process. b. Select Cancel if you do not want to delete the adjustment. 6. Review the list to verify that the selected adjustment has been removed. 7. Click on the Close button to exit the Manage Add-On window and return to the iq Main window. Exporting a Standard Adjustment List Once an adjustment list has been created, it can be exported from one iq system to another to be used by multiple users. If desired, you can lock the adjustment values on export so that individual users cannot change the description or pricing. 1. From the iq Main window, go to Edit in the menu bar and select Manage Add-On. The Manage Add- On window will appear. 2. In the Option Level field, select the type of adjustment you are exporting (Project or Line Item) Version 15.1

19 3. Select the items within the list that are to be exported by clicking on them once to highlight them. a. To export multiple adjustments at one time, hold down the Ctrl key on your keyboard and select the items. The selected items should now be highlighted. b. To export a range of adjustments, select the first item in the range, hold down the Shift key on your keyboard and select the last adjustment in the range. All of the items between the first and last adjustment should be highlighted. 4. Once all of the desired adjustments have been selected, click on the Export button on the right side of the Manage Add-On window. 5. An Export Add-On message will appear asking if you want to lock the adjustment for editing. a. If you want to lock the exported adjustments so that other users cannot edit the description or price of the adjustments, answer Yes to this message. b. If other users can edit the exported adjustments, answer No to this question. 6. In the Export Add-On window, you will need to determine a Save location and file name. a. The default Save location will be C:/Program Files/Andersen iq, however you may select any destination that you like. b. Type a name for this file in the File name field. 7. Once you have specified a Save location and file name, click on the Save button to return to the Manage Add-On window. 8. Click on the Close button to exit the Manage Add-On window and return to the iq Main window. 9. The file is now ready to be imported to another iq system. You can send this file to other uses as an attachment or copy it to a CD. Importing a Standard Adjustment List Pre-defined adjustment lists can be imported from another iq system for use by multiple users. 1. From the iq Main window, go to Edit in the menu bar and select Mange Add-On. The Manage Add- On window will appear. 2. Click on the Import button on the right side of the Manage Add-On window. The Import Add-On window will appear. 3. Navigate on your PC to the location of the file to be imported. 4. Click once on the file to be imported to highlight it. 5. Click on the Open button in the Import Add-On window to add the file to your adjustment list. 6. An Import Successful window should appear. Click the OK button to continue. 7. Review your adjustment list to verify the new files have been added. 8. Click on the Close button to exit the Manage Add-On window and return to the iq Main window Version 15.1

20 2. Setting Up Projects Creating Projects Create a New Project The iq software allows you to create projects (quotes) for a customer. You are able to print, save, edit, and send electronic copies of accepted quotes to your distributor as orders. 1. Click on the New Project button located on the toolbar. The Edit Project window displays. This window is made up of five section tabs: General, Pricing, Billing, Shipping, and Comment information. 2. Complete the General tab in the Edit Project window. Note how some of the fields on the screen can be used: a. Project ID - This number will automatically be populated with the next available number in increments of 1. This number is system generated and cannot be changed. b. External ID This is an alpha numeric field that is user defined. Possible uses for this field may be to tie this project to an internal point of sale system number. It will not display on any of the reports. c. Name Enter the name of this project or quote. d. PO # The purchase order number. You do not need to enter a purchase order number when you are creating the project, but you may want to enter it before converting a project to an order. e. Job # - This field is alpha numeric that can be user defined. f. Terms Select the terms of payment from the pull-down list. This will auto populate if you have selected a customer from the pull-down list. g. Project Type Select the type of construction from the drop down menu list. This field is a required field. h. Promotion Code This field can be used to link the project to any promotional pricing programs, such as a PST or rebates. This is a text field only and will not automatically apply the special pricing. i. Created by Select the name of the person creating the project or quote. You can enter a name directly into this field or maintain a list of names for selection in the Local Settings section of the software. This information will print on the quote reports. j. Sales Rep - This would be the sales person that is attached to this project/quote. A new sales rep can be added by clicking on the Add Sales Rep button next to the Sales Rep field. This will open the Edit Sales Rep window. Add the information for the new rep and click on the OK button to return to the Edit Project window. The name of the new rep will now be populated in the Sales Rep field. 2-1 Version 15.1

21 To edit information about an existing sales rep, click on the Edit Sales Rep button next to the Sales Rep field. Change the appropriate information and click on OK to return to the Edit Project window. k. Customer Select the customer from the pull-down list. Once you have selected a customer, you will receive an Override Project-level Tax? message box stating Customer is changed. Do you want to override project level tax? If you have set a default tax rate for your system and want this tax rate to apply to this project, answer the question with a No. If you have assigned a tax rate at the customer level that is different than your default rate and wish to use that rate, answer the dialog question with a Yes. A new customer can be added by clicking on the New Customer button below the Name field. This will open the Edit Customer window. Add the information for the new customer and click on the OK button to return to the Edit Project window. The name of the new customer will now be populated in the Name field. To edit information about an existing customer, click on the Edit Customer button below the Name field. Change the appropriate information and click on OK to return to the Edit Project window. 3. The Pricing tab allows you to assign pricing templates or structures and sales tax for this particular project. a. PRICE Adjustments Select a pre-defined pricing template from the drop down menu list or accept the default price template. The default price template will have all product multipliers set to None, which would calculate the prices at suggested list price. If a pricing template has been assigned at the Customer level, that template will auto-populate when the customer is assigned to the project. b. Line Item Adjustments Select this button to access the Project Price Line Item Adjustments window and apply product line pricing for this specific project. c. Price Multiplier - Select this button to access the Project Price Line Item Adjustments window and apply product line pricing for this specific project. d. Taxes - This is the tax rate that will calculate for the project. This should be completed only if the tax rate differs from the default tax rate set in the Local Settings section, which will appear in the Total field. Refer to Add Local Settings for information on setting the default tax rate. 4. The Billing tab contains contact, billing, and mailing information about a particular project a. If a customer has been selected for this project on the General Tab, the billing information for that customer will automatically populate the fields on this tab. b. If a customer has not been identified for this project, billing information can be entered directly into the fields. 5. The Shipping tab contains delivery method, contact, and location information about a particular project. a. Method Select whether the product shipment method will Delivery or Pick Up. 2-2 Version 15.1

22 b. If a customer has been selected for this project on the General Tab, any shipping information for that customer will automatically populate the fields on this tab. c. If a customer was assigned on the General Tab but shipping information was not completed at the customer level, the project delivery information can be entered directly into the pertinent fields. d. If a customer has not been identified for this project, shipping information can be entered directly into the fields. 6. The Delivery tab allows you to add order information for Andersen regarding shipment type, purchase order number, etc. This information transfers in the.cip or.xml file when the order is placed to Andersen. a. Delivery Type Allows you to select from a drop down list the type of shipment from Andersen. b. Delivery ID Enter a shipment ID if one has already been created with Andersen or if known. c. Submit Receipt Address Enter the address you would like the order acknowledgement sent to if different than the andersenaccess default recipient. d. Order PO # - Enter the purchase order for Andersen. e. Same as PO# - Select this box if the purchase order number is the same as the PO# field entered on the General tab. f. Kit Order Select Yes or No from the drop down options to specify whether you would like the accessories on your order kitted. 7. The Comments tab is a free form text field that allows you to enter any additional information that may pertain to the project. This information will appear on the Long, Quote Summary, Order Summary, Window Schedule and Abbreviated Quote Reports. 8. When all of the information for this project has been entered, click on the OK button to return to the iq Main window. Changes can be made to the Billing and Shipping information from the Project window by changing the fields on the appropriate tabs and selecting the Write to Customer button on the Billing or Shipping tab. Set Global Price Adjustments for a Project For information on adjusting prices, refer to the procedure labeled Creating Pricing in section 3.0 Quoting Andersen Products of this manual. 2-3 Version 15.1

23 Locating and Opening Existing Projects Open an Existing Project 1. From the iq Main Window, highlight the project you would like to open in the sub-window on the left side of your screen. All of the items contained in the project are listed in the Item Grid on the right side of your screen, and all menu and toolbar options are available for this project. 2. Click on the Edit Project icon in the toolbar. The Edit Projects window will open. 3. Make the desired changes to the project. 4. Click on OK to return to the Main window. If you cannot locate a project, you may want sort the projects in the sub-window by one of the column headings. For more information, refer to the procedure Move, Resize and Sort Sub Window Columns in the Hints and Tips section of this manual. If the project was created in a prior version of the iq software, you should update the project to apply the most current configuration options and pricing. Refer to the Updating Projects procedure in section 4.0 Editing Projects for more information. Defining Preferences for a Project Set Preferences for a Project using the Preference Function To save time in the quoting process, the iq software allows you to pre-set answers to questions asked in the configuration interview. You can set as many or as few preferences as you want, depending on the number of common attributes in your project. You can define a preference set for an individual project, or you can save the preference set and recall it for use in other projects. Because Andersen Architectural and EMCO storm door products are located in a different system catalogs within the software, if you are going to quote both Andersen standard products and Andersen Architectural or EMCO products on the same project you will need to set your preferences for the appropriate catalogs. 1. From the iq Main window, highlight the project for which you want to select preferences and click on the New Item button on the toolbar. The Item window displays. 2. Click on the Preferences icon in the toolbar. The Preferences window displays. 3. The Manufacturer field should default to Andersen Windows and Patio Doors. If the project you are setting preferences for only contains standard Andersen products, you can leave this field as is and continue to the next step. a. If the project contains Andersen Architectural and/or EMCO products, click on the pull-down arrow at the end of the Manufacturer field and select Andersen Architectural Windows and Patio Doors or EMCO. Proceed with the next steps to define preferences for these product catalogs. 2-4 Version 15.1

24 4. Expand the option category (Art glass, Color, etc.) by clicking on the + sign to the left of the category. 5. Highlight the question for which you want to set the preference. The list of available answers will appear on the right side of the Preferences window. 6. Double-click on the desired answer. The answer column on the right side of the Preferences window will be populated. 7. Repeat steps 3-6 to set all of the preferences for this project. 8. (Optional) If you want to add a preference setting for a question that is not displayed on the Preference window, complete the following steps to add the question: a. Click on the Add button in the Questions section. b. Locate and highlight the desired question, then click the OK button. The question is added to the list of questions in the Preferences window. c. Highlight the question that was just added to the list in alphabetical order and select the desired answer. 9. When all preferences have been set, click on the OK button to return to the Item window. Edit Preferences for a Project After a set of preferences has been defined for a project, you can change them by returning to the Preferences window. 1. From the iq Main window, highlight the project for which you want to edit preferences and click on the New Item button on the toolbar. The Item window will display. 2. From the Item window, click on the Preferences icon in the toolbar. The Preferences window will display. 3. Make the desired changes by highlighting the question you want to change the attribute for. 4. Double-click on the new option in the Answer section on the right side of the Preferences window. 5. When you have completed all of your changes, click on the OK button on the Preferences window to save them. This will return you to the Item window and your new preferences will be in effect. Editing the preferences will NOT make any changes to items that have already been added to the project. The new preference settings will only be applied to new items added to the project. Save Preference Sets If you have a preference set that can be used in more than one project, you can save time by saving that set to the Default Library. You can then load the saved preference set from the library to a new project. 1. Create a preference set by selecting questions and assigning the answers as described in the Set Preferences for a Project procedure. 2-5 Version 15.1

25 2. Once a preference set has been defined, click on the Save To button in the lower left section of the Preferences window. The Save As window will appear. 3. Select a destination path for the preference set (the Default Library in the Andersen iq folder is designed to store Preference sets and Default settings). 4. Enter a name for this Preference set in the File Name field and select the Save button. You will return to the Preferences window. 5. Click on the OK button to close the Preferences window and return to the Item window. Apply a Saved Preference Set to a New Project If you have saved a preference set and want to apply that set to a new project, you can recall the preference set and assign it to your current project. 1. From the iq Main window, highlight the project for which you want to apply a saved preferences set. 2. Open the Item window by either clicking on the New Item button or double-clicking on an existing item in the project. The Item window displays. 3. Click on the Preferences icon on the toolbar to display the Preferences window. 4. Click on the Load From button. 5. An Import Confirmation Dialog box will appear asking if you want to clear the current preference setting for this project and import another. a. To import a new preference setting, click on the Yes button. b. To retain the existing preference settings, click on the No button to return to the Preferences window. 6. Find and select the preference file to be loaded and click on the Open button. The previously defined values will now be listed in the Preferences window. 7. (Optional) Make any revisions to the selected preference file following the steps listed in the Edit Preferences section. 8. Click on OK to continue with product selection. 2-6 Version 15.1

26 Using Standard Answers, Preferred Answers and Auto Answer Select Standard Answers, Preferred Answers (On/Off) and Auto Answer As you go through the configuration interview questions, the iq software has a series of features that expedite the quoting process: Standard answers have been defined for questions. You can turn the Standard Answers feature on and off to indicate whether or not you want the iq software to automatically select the standard answers for you as you configure an item. Preferred answers can be turned on or off, once they have been set for a project. Auto answer can be set to automatically answer a question when there is only one choice available as an answer. If standard or preferred answers were applied, they can be changed for an item by clicking on the question/answer pair in the Item Detail section of the Item Window and selecting a new answer to the question prior to saving the item. 1. To turn answering options on or off, open the Item window for a project. 2. In the menu bar click on Options and select Standard Answers from the menu list. (A check mark next to Standard Answers indicates that they are on ). When this feature is turned on, the iq software will select all answers that are listed as standard and display them in the Item Detail section of the window. 3. From the same Options menu, select Preferred Answers. (A check mark next to Preferred Answers indicates that they are on ). When this feature is turned on, the iq software will select all answers that have been set as your preferences and display them in the Item Detail section of the window. 4. From the same Options menu, select Auto Answer. A series of options displays. Click the appropriate option (a check mark displays next to the active selection): All Single Value Non Custom Single Value 5. To turn Standard or Preferred Answers off, click on Options in the menu bar of Item window. Select Standard Answers or Preferred Answers to remove the check mark. We suggest that you set the Auto Answer to All Single Value so that questions with only one answer will be answered automatically. 2-7 Version 15.1