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Desk Quote Help Files

Welcome to Desk Quote Professional Help Files.

Desk Quote Professional is more than just a quotation package or Data Handling software.It will offer step by step processes in efficiently controlling and guiding you how a professional organization should run.It will control all your documents and offer complete tractability to satisfy all the demands now required in a moder company.

Getting Started with Desk Quote Professional. 

Activation of Software.

To activate Desk Quote Professional please enter the User Name and Product Key supplied with the software and click the register button.

You must enter these details exactly as supplied.,

If you have downloaded the trial version you will be allowed a certain number of views and will be allowed 15 days to trial the software.

The trial version will not work after the trial period is exceeded or the number of views has been exceeded.

  

Table Linking.

After successful activation of Desk Quote Professional,  the first form you encounter will be the Start Link

Tables form as shown below click on the Link Tables Button to proceed to the next step.

Desk Quote Professional will then attempt to link your bank end tables.

  

 

 During the Table Linking process a progress form is displayed as as shown in Figure (1) below.

 

 

                                                    Figure (1)

 If Desk Quote cannot automatically locate the back end data tables it will open a Windows form as illustrated below in Figure (2) and ask you to point to the location of the back end data tables.

 

If Desk Quote Pro fails to automatically locate these tables please point to C:\Program Files\Desk Quote Pro\\Desk Quote Back End Data Files and click Open.

 

 

 

                                                             Figure (2)

 After successfully locating the back end tables the Welcome Form will pop up and then fade to the Main Start Up form  as illustrated in Fig (3)

 Welcome Screen

 

 

 

 

Main Start Up Switch board Form

StartUp.jpg

                                                                                                  Figure (3)

 

You are now provided with two main options the Company Button and the Continue button , you also have a option to change the colour appearance of the back forms by clicking on the Change Colour Option if required Fig (4) .

  

 

             Fig (4)

Click on the Company button to start entering your company details and also to upload your company logo.

It is important do carry out this procedure first because all the Details we enter here will

appear in all our Reports i.e.: Quotation Delivery Note Invoice, Purchase Order. See Fig (5) below.

The Company Form: 

( Notice how the Company Buttons appearance has changed { see Fig (5) below }, this informs you what form is currently open.)

 

CompanyInput.jpg

                                                                                                  Fig (5)           

 

After entering your company details you are now ready to start entering your Customers and Supplier details.

Before starting a quotation Desk Quote Professional needs to establish who the quotation is for,

the same applies to the Purchasing Form with reference the Suppliers Form, who will you be purchasing from what Supplier!

 

  • After entering in your Customer you can then begin to produce a Quotation.

  • After entering in a Supplier you are ready to start making Purchases.

  • Developer: Desk Quote Professional Latest Version: 5.5 (Build 2010-Aug-10)
     

Platform: Windows 95/98/ME/NT/2000/XP/2003/Vista/Windows 7.

Version available 32 bit and 64 bit

Desk Quote Professional enables easy access to all your business data easily and produces great looking professional documents with ease.