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Get Started

CompanyInput.jpgGetting Started with Desk Quote Professional. 

To trial our Software click on the Try or Run button.

To register the software click on the registration tab and email us the registration number we will then e mail you a Unlock Code.

Desk-Quote-Start-Screen.jpg

 

Activation of Software.

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

You must enter these details exactly as supplied.,

If you have downloaded the trial version you will be allowed 15 days to trial the software before Activation is required.

 

 

 

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 Pro cannot automatically locate the back end data tables it will open a  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 the back end tables please point to C:\Program Files\Desk Quote Proffesional \ Desk Quote Pro\Desk Quote Professional_be and click Open.

If you have the 64 bit version of Desk Quote Professional please point to C:\Program Files (86)\Desk Quote Proffesional \ Desk Quote Pro\Desk Quote Professional_be 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 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) .

PLEASE NOTE:

Changing this colour option will change all Microsoft Office Colours.

  

 

             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 your 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.)

 

 

Database_Software005.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