SBW For Windows TM
Version 12.0
Advanced Quoter Guide
Module 7.6: Complete Guide
Updated June 2005
SBW for Windows™ 12.0
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June 2005
©Copyright 2004 Hewlett-Packard Development Company, L.P.
The information contained herein is subject to change without notice. The only warranties for HP
products and services are set forth in the express warranty statements accompanying such products and
services. Nothing herein should be construed as constituting an additional warranty.
HP shall not be liable for technical or editorial errors or omissions contained herein.
This is an HP copyrighted work that may not be reproduced without the written permission of HP. You
may not use these materials to deliver training to any person outside of your organization without the
written permission of HP.
Acrobat ® and PostScript ® are trademarks of Adobe Systems Incorporated.
Microsoft ® is a U.S. registered trademarks of Microsoft Corporation.
Printed in the U.S.A
HP SBW For Windows TM Advanced Quoter Guide—Module 7.6: Complete Guide
June 2005
SBW for Windows™ 12.0
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Table of Contents
Table of Contents..................................................................................................................3
Quoter Keyboard Shortcuts & Menus ....................................................................................5
Module Objectives ...............................................................................................................................5
Keyboard Shortcut Commands ...............................................................................................................5
Shortcut Command............................................................................................................................5
Menu Options ......................................................................................................................................6
File Menu Options ............................................................................................................................6
Edit Menu Options ............................................................................................................................6
View Menu Options ..........................................................................................................................7
Insert Menu Options ..........................................................................................................................8
Tools Menu Options ..........................................................................................................................8
Window Menu Options .....................................................................................................................8
Help Menu Options...........................................................................................................................8
Shortcut Menus.....................................................................................................................................9
Field Shortcut Menu...........................................................................................................................9
Row Shortcut Menu ...........................................................................................................................9
Column Shortcut Menu ....................................................................................................................10
Quote Worksheet Shortcut Menu ......................................................................................................10
Region Shortcut Menu .....................................................................................................................10
Summary ...........................................................................................................................................11
Pricing................................................................................................................................12
Module Objectives .............................................................................................................................12
Pricing a Quote ..................................................................................................................................12
Entering Pricing Specifics.....................................................................................................................12
Calculating Taxes ...............................................................................................................................13
Adding Price Adjustments to Entire Quote..............................................................................................13
Making Price Adjustments to Line Items .................................................................................................14
Summary ...........................................................................................................................................15
Applying Discounts to Quotes .............................................................................................16
Module Objectives .............................................................................................................................16
Quotation Discounts ........................................................................................................................16
Purchase Agreement Discounts .............................................................................................................16
Select Purchase Agreement ..............................................................................................................16
Special Discounts or Charges...............................................................................................................17
Header Discounts or Charges ...........................................................................................................18
Line Item Adjustments (Discount or Charge) ........................................................................................19
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Discounts & Charges to Marked Rows ...............................................................................................21
Miscellaneous Charges (MCC) .........................................................................................................21
Purchase Agreement (PA).................................................................................................................23
Summary ...........................................................................................................................................23
Printing Quoter Reports ......................................................................................................24
Module Objectives .............................................................................................................................24
Formatting the Layout of Your Quote .....................................................................................................24
Product Part Numbers......................................................................................................................24
Customized Layout ..........................................................................................................................24
Full Explosion of Line Items (default print layout)..................................................................................24
Main Product Level (with lower level descriptions) ...............................................................................25
Top Level .......................................................................................................................................25
WYSIWYG ....................................................................................................................................25
To Insert a New Row .......................................................................................................................25
To Delete a Row .............................................................................................................................26
To Add Comments Above a Row ......................................................................................................27
To Insert a Page Break.....................................................................................................................28
To Delete a Page Break ...................................................................................................................29
To Insert Sub-Total for Multiple Rows .................................................................................................31
Moving Rows Up or Down ...............................................................................................................32
Hiding/Un-hiding/Moving Columns within a Quote Worksheet ...........................................................34
To Show a Hidden Column ..............................................................................................................34
To Hide a Column:..........................................................................................................................35
To Move Columns Left or Right .........................................................................................................36
Crystal Reports Formats ...................................................................................................................36
Printing Quotes ..................................................................................................................................37
Previewing Before Printing ...............................................................................................................37
Printing from Watson Quoter Window ..............................................................................................38
Summary ...........................................................................................................................................38
Exporting to Microsoft Excel™ .............................................................................................39
Module Objectives .............................................................................................................................39
Exporting Files from Quoter .................................................................................................................39
Export View to Excel ...........................................................................................................................40
Summary ...........................................................................................................................................40
Technical Assistance ...........................................................................................................41
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Quoter Keyboard Shortcuts & Menus
Module Objectives
Upon completion of this module, you will be able to:
1. Use the keyboard shortcut commands to navigate through the Quoter
2. Understand how to use the Quoter menus
3. Understand how to use the shortcut menus
Keyboard Shortcut Commands
To use a Keyboard Shortcut, select the desired field(s), row(s), column(s), or cell(s) and press the
following key combinations. When using the ‘Ctrl+’ Keyboard Shortcuts, hold down the Ctrl key, and
then press the corresponding key to activate the shortcut.
Notice that all the menus and many commands have one underlined character. Click Alt+underlined
character in the menu caption to open the menu. A menu command can then be selected by pressing
the underlined character for the desired command in the list. For instance, click ALT+F+S to save a
quote.
Shortcut Command
ƒ Ctrl+C:
Copy
ƒ Ctrl+V:
Paste
ƒ Ctrl+N:
New Quote
ƒ Ctrl+O:
Open Quote
ƒ Ctrl+S:
Save
ƒ Ctrl+B:
Bold
ƒ Ctrl+I:
Italic
ƒ Ctrl+U:
Underline
ƒ F2
Edit a field or cell
ƒ F3
Right mouse button
ƒ Ctrl+Tab, Ctrl+F6
Move between open quotes
ƒ Ctrl+right arrow
• If a row is selected: Indent row (and make this row a sub-product of the row
above it).
• If a column is selected: Move column to the right in the view.
ƒ Ctrl+left arrow
• If a row is selected: Outdent row (and move this row up one level).
• If a column is selected: Move column to the left in the view.
ƒ Ctrl+up arrow
Move the row(s) up
ƒ Ctrl+down arrow
Move the row(s) down
ƒ Ctrl+spacebar
Selects the entire column
ƒ Shift+spacebar
Selects the entire row
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Shift+up arrow
Shift+down arrow
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Extends the row selection up
Extends the row selection down
Menu Options
File Menu
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Edit Menu
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Options
New - Opens a new quote window
Open - Allows selection of existing quotes for viewing or editing
Open from file – Allows opening of sales documents (.sdd) or template file (.tpl)
Save - Saves the current quote
Save As – Allows to save the current quote under a different name
Save As File – allows the active quote to be saved with the same or different filename
and document type. The two types are sales document (.sdd) or template file (.tpl)
Copy – Allows the active quote to be copied as a reference or as a change order
Delete - Will show four submenus allowing deletion for quotes, customer, Sales
Representative, or Primary contact/SPOC
Print Quote - Will display two submenu selections showing "using quote report" or
"from Quoter screen." The print “using quote report” uses pre-built Crystal reports as the
basis for generating the output in this new feature. The "from Quoter screen" option
utilizes the "What you see is what you get" (WYSIWYG) functionality.
Email - Enables ability to quickly create Microsoft Outlook email message from within the
application. There is an Email Wizard, which guides you through necessary steps in
creating the message and cover letter from the data derived from the active quote. This
feature will only generate Outlook email messages. Users of other email applications will
not be able to take advantage of this feature.
Export - Will allow user to export to QuoteBuilder Output format or Other Format
Print - Invokes the Print dialog box, allowing you to reset print options and printer
properties before clicking OK to print the current quote
Export - Invokes a window to export the current quote with all its header and footer
information as a file in another format
Exit SCQuote - Exits SBW Quoter application.
Options
Cut - Cuts the selection and places it on the system clipboard
Copy - Copies the selection to the system clipboard
Paste - Inserts a copy of the system clipboard contents into the selected location
Delete – Removes selection without copying
Demote a row - Indent the selected row(s) to the next level down in the product
hierarchy. Note that an option can not be promoted or demoted as a sub-item
ƒ Promote a row - Outdent the selected row(s) to the next level up in the product
hierarchy. Note that an option can not be promoted or demoted as a sub-item
ƒ Clear Overrides - Deletes the selected price and/or description override(s)
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Clear All Overrides - Deletes all price and description overrides in the active quote
Clear All Markers - Delete all markers for line item
Refresh Subtotal Rows - recalculate the subtotal row(s) according to price changes
made since created
Notes:
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You are not able to Copy or Paste entire rows or columns.
2.
When you delete an individual cell, the following message appears:
"Manual changes made to the quote are currently not annotated to the configuration.
However, the changes are kept when the quote is refreshed from the configuration."
3.
Click OK to continue.
View Menu Options
ƒ Document Info - Displays a submenu selection list for Pricing, Pricing Messages,
Customer, HP Contacts, Document Text, and General information. The list of possible
selection is explained as:
ƒ Pricing - Displays the pricing information used for the active quote
ƒ Pricing Messages - Messages returned to the Quoter and pertaining to the products
after the user prices the quote.
ƒ Customer - Customer specific information including purchase agreement, price settings,
standard paragraphs, and report preferences
ƒ HP Contacts - Displays information concerning Sales Representative information,
Primary Contact/SPOC properties, and Other HP related contacts
ƒ Document Text - Contains list of standard paragraphs used in the quote
ƒ General Quote Information - Contains quote title and history
ƒ Line Item Properties - Displays detailed information specific to the selected item,
including information from each spreadsheet column, price adjustments, and overrides.
ƒ Line Item Price Adjustment - Displays Miscellaneous Charge on a selected item
ƒ Pricing Messages - Displays any pricing messages for individual products. A price
appears red if there are any messages regarding the price. This message is from the
Price Engine
ƒ Manufacturing View - Default view of quotes as generated by the Configurator
ƒ Delta Report - The Delta Report is generated by comparing line items of two
documents. Usually, the first document is either the source quote or a previous change
order and the second document is the current version of the change order.
ƒ Summary Data - Will allow user to view the summary data information
ƒ Collapse All - Hide all child-level products from being displayed
ƒ Expand All - Displays all child-level products under their top level product
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Insert Menu Options
ƒ Page Break - Inserts a page break line above the selected row
ƒ Comment - Inserts a comment row above the selected row
ƒ Subtotal Row - Inserts a subtotal row below the selected row
Tools Menu Options
ƒ Price Document - Triggers a request by the client to add the most recent prices and
descriptions to the active quote
ƒ Quote Grace Period Prices – will quote Grace Period Prices, if applicable, in the
quote.
ƒ Trade Block Pricing – If this feature is enabled for a region, then it will enable users to
convert US$ prices into a different currency. Click on the link Trade Block Pricing to
learn more.
ƒ View Whiteboard - Opens Configurator Whiteboard corresponding to the active
quote
ƒ Product Entry - Opens the Product Entry window for adding products to the active
quote
ƒ Sort By - Allows sorting of the items in the quote by product class
ƒ Revert to Manufacturing Sequence - Returns the line items to its default as created
by the Configurator
ƒ Apply MCC to Marked Rows - Apply the miscellaneous charge codes to the
individually marked line item(s)
ƒ Delete MCC from Marked Rows - Clear the miscellaneous charge codes applied to
line item(s)
ƒ SalesBUILDER Quoter Preferences - Opens the SalesBUILDER Quoter Preferences
window to allow you to set user preferences for Quote options, Pricing options, Control
options, and Page Setup
Window Menu Options
ƒ Cascade - Cascading style window for active quote. Multiple quotes can be open at
the same time and the user will be able to see the name of each quote open beneath this
choice.
Help Menu Options
ƒ Contents - Accesses SBW Quoter Help
ƒ About SBW Quoter - Displays the SBW Quoter authoring information
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Shortcut Menus
Field Shortcut Menu
The fields in the Quote window contain shortcut menus accessed by clicking the right mouse button or
pressing the F3 key after clicking on the field or region. The Field shortcut menu then appears.
Field shortcut menu commands include:
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Hide Field (Common to all fields)- Hides the field in which the menu is invoked
Unhide Field (Common to all fields)--Leads to a submenu containing fields available for
display that are currently hidden
Edit Caption (Common to most fields)--Causes a text box to appear in the field to allow
you to change the label on the field
In the following fields, you will find these additional menu items:
ƒ Date - Assigns today’s date to the quote.
ƒ To - Edit Customer invokes the Customer Properties window
ƒ Bottom mid-page - Hide Summary causes the entire summary (below the quote
worksheet) to be hidden from view
Row Shortcut Menu
The Row shortcut menu allows you to insert and delete rows, add comments and page breaks, define
and manage row styles, and move rows up or down within the list of products and sub-products in the
quote.
To access the Row shortcut menu:
1. Select any row or rows in the quote worksheet.
2. Click in a row header; then click the right mouse button or press the F3 key. The Row shortcut
menu appears.
3. Click a command. Options are seen below:
ƒ Insert – will insert an entire new row
ƒ Delete – will delete an entire existing row
ƒ Demote a Row – Indent the selected row(s) to the next level down in the product
hierarchy. Note that an option cannot be promoted or demoted as a sub-item.
ƒ Promote a Row – Outdent the selected row(s) to the next level up in the product
hierarchy. Note that an option cannot be promoted or demoted as a sub-item.
ƒ New
• Comment – Adds a new comment.
• Page Break – Inserts a page break.
• Subtotal Row - Inserts a subtotal row below the selected row.
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Stand Alone MCCRow – Inserts a Miscellaneous charge code, which you
choose from the price adjustment window, which appears and applies it to this
row only.
Line Item Properties – displays detailed information specific to the selected item,
including information from each spreadsheet column, price adjustments, and overrides.
Move Up – allows you to move the row up from its current location.
Move Down – allows you to move the row down from its current location.
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Column Shortcut Menu
The Column shortcut menu allows you to hide and unhide columns, change the position of the columns,
and edit the column header.
To access the Column shortcut menu:
1. Select any column or columns.
2. Click in a column header at the top of a column then click the right mouse button or press the F3
key. The Column shortcut menu appears.
3. Click a command. Options are listed below:
ƒ Hide
ƒ Unhide
ƒ Move Left
ƒ Move Right
ƒ Exit Header
Quote Worksheet Shortcut Menu
To access the Worksheet shortcut menu:
1. Click anywhere in the spreadsheet; then click the right mouse button or press the F3 key. The
Spreadsheet shortcut menu appears.
2. Click a command to toggle the selections on or off.
The shortcut menu below indicates with a check that the Header region, Summary region, Column
Lines, and Comment Rows are all displayed.
Region Shortcut Menu
To access the Region shortcut menu:
1. Click in the Header, Summary, or Footer region. Then click the right mouse button or press the
F3 key. The Region shortcut menu appears.
2. Select a command.
You can see in the shortcut menu that, for example, additional fields in the summary totals region can
be unhidden to be displayed on the screen and quote output.
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Summary
In this
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module, you have learned the following tasks:
How to use the keyboard shortcut commands to navigate through the Quoter
How to use the Quoter menus
How to use the shortcut menus
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Pricing
Module Objectives
Upon completion of this module, you will be able to:
4. Price a quote and enter pricing specifics
5. Calculate global tax rate
6. Make price adjustments to the whole quote
7. Make price adjustments to line items
Pricing a Quote
Pricing a quote with recent (Price Book) prices is necessary to complete a quote. The Price Book you
download contains the prices for the products valid for the date of the Price Book download. The
information contained in a quote is subject to change without advance notice from Hewlett-Packard.
Additionally you will also see the date the quote is valid for, along with the currency and the country.
From the Tools menu click Price Quote OR you may go to the main menu bar and select Tools Æ
Price Document.
The quote spreadsheet displays prices that have been priced from Price Book in black. Prices displayed
in blue indicate overrides. Pricing Date is automatically entered when you price the quote.
In addition, the Notes field on the lower left corner or the quoter workspace shows the date on which
the quote was priced as shown in Figure 1 below.
Figure 1: Note field
Entering Pricing Specifics
To enter pricing specifics in the Pricing window:
Step 1: Click View Æ Document Info Æ Pricing. The Pricing dialog box appears.
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Step 2: In the Pricing Parameters section, click Modify. The Price Book Manager dialog
box appears.
Step 3: Select the price book you want to use, and then click OK. The pricing specifics are
updated based on the price book you selected.
To add a Purchase Agreement, use the additional buttons in the lower left hand corner of the window
as described below:
New and Remove:
ƒ Selecting New will allow you to Select Channel Purchase Agreements if you have not
already done so. After selecting a new purchase agreement, you will see the information
in the fields shown above these two buttons populated.
ƒ Selecting Remove will delete the Channel Purchase Agreement. Likewise, when you
remove a purchase agreement, you should see the fields show as blank.
Add a price adjustment to the whole quote by clicking the New button under the Selected Price
Adjustment List. Likewise, you can delete the price adjustment added by clicking Remove, or
change the amounts or price adjustment by selecting Modify.
Calculating Taxes
A tax amount will appear if you have set the default tax rate in the Tools Æ Quoter Preferences Æ
Pricing Option tab. You can set the amount by entering a tax percentage directly into the tax field.
To set the tax percentage for an individual quote:
Step 1: Type the numerical amount for the tax percentage into the Tax field. The new tax rate
appears in the Tax field caption.
Step 2: The taxes are then calculated for you based on this new tax percentage, and the resulting
tax amount appears in the tax field.
Note: Entering a tax percentage directly into the tax field on a quote changes the taxes for that
quote only. The default tax rate is not changed. To change the default tax rate, you must
explicitly change it in the Pricing Options command under the Tools menu.
Adding Price Adjustments to Entire Quote
To apply a Miscellaneous Charge to all items within the quote:
Step 1: On the View menu, click Document Info, then Pricing.
Step 2: From the Pricing window, click New under the Selected Price Adjustment List.
Step 3: Click the Price Adjustment Description down arrow to display the drop-down list
containing all M-charge variables.
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Step 4: Select the M-charge of choice from the drop-down list
Step 5: Choose one from each of the following pairs of options.
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Price Adjustment Method: Amount ($) or Percentage (%)
Price Adjustment Type: Charge (+) or Discount (-)
Step 6: According to the M-charge selected, select or clear the Discountable option button.
Step 7: Type the percentage or amount of the M-charge in the text box, according to the option
selected (Amount ($) or Percentage (%)).
Step 8: When complete, click OK to return to the Pricing window.
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Your changes are visible in the Selected Price Adjustment List.
Step 9: Click OK in the Pricing window to apply the new adjustment to the quote.
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The price adjustment is reflected in the price of the quote. The adjustment description does
not appear on the screen unless you unhide the column Ext. Price Adjustment Amt.,
but it does appear when printed.
TIP: To remove a price adjustment, select the charge from the Selected Price Adjustment
List in the pricing window, and press the Del key.
Making Price Adjustments to Line Items
You can add, delete, or modify a Miscellaneous Charge on an individual line item or set of line items
within the quote using the steps below.
Step 1: Select a line with a product.
Step 2: From the main menu bar, click View, and then select Line Item Price Adjustment.
Step 3: From the window that appears:
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Click New if you are adding a new MCC.
Click Delete if you wish to delete an MCC already added
Click Modify if you wish to change the amount or M-charge.
Step 4: If you selected New, a window will appear. Under Price Adjustment Description,
select an M-charge from the drop-down window.
Step 5: Then, choose one from each of the following pairs of options.
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Price Adjustment Method: Amount ($) or Percentage (%)
Price Adjustment Type: Charge (+) or Discount (-)
Step 6: According to the M-charge selected, select or clear the Discountable option button, if it
applies.
Step 7: Type the percentage or amount of the M-charge in the text box, according to the option
selected (Amount ($) or Percentage (%)).
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Step 8: When complete, click OK to return to the Pricing window.
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Your changes are visible in the Selected Price Adjustment List.
Step 9: Click OK in the Line-Item Pricing Adjustments window to apply the new adjustment to the
selected line item(s).
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The price adjustment is reflected in the price of the quote.
After adding a price adjustment, the Selected Price Adjustment List in the Line Item Pricing
Adjustments window reflects the M-Charge.
Summary
In this
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module, you have learned the following tasks:
How to price a quote and enter pricing specifics
How to calculate taxes
How to make price adjustments to the whole quote
How to make price adjustments to line items
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Applying Discounts to Quotes
Module Objectives
Upon completion of this module, you will be able to:
1. Understand and apply the following discounts to your quote:
ƒ Purchase agreement discounts
ƒ Special negotiated discounts
ƒ Promotional discounts
ƒ Big deal discounts
ƒ “Header” discounts
ƒ “Line-item” discounts
ƒ Discounts and charges to marked rows
Quotation Discounts
Often times, discounts need to be applied to a quotation. Whether the discount is a standard purchase
agreement discount, special negotiated discounts, promotional discount, big deal discount, a headerlevel discount, or a line-item discount, these can be applied as needed.
Purchase Agreement Discounts
Normally, purchase agreements are part of the customer profile. In order for the purchase agreement
percentage to show on the quote, some conditions need to hold:
1. Channel partner must have a valid contract with HP.
2. Channel partner must download the discount file when downloading the Price Books.
3. Channel partner must select purchase agreement using pricing dialog before pricing the quote.
Note: If the specific channel partner has more than one purchase order set up in its customer
profile, then you will need to specify the appropriate purchase agreement to use.
Select Purchase Agreement
Step 1: Click the View Pricing icon
. This opens the View Pricing window.
Step 2: To view the available purchase agreements, click New as shown in Figure 1 below to
open the Purchase Order window.
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Figure 1: Pricing dialog box
Step 3: Select the desired agreement from the drop-down menu, and then click OK as shown in
Figure 2 below.
Figure 2: Select the desired purchase agreement
Step 4: Channel partners must price the quote. There are two ways to price a quote:
a) From the main menu, click Tools Æ Price Document.
b) Click the Price Document icon
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Special Discounts or Charges
There are several ways to apply special discounts or charges. They can be applied at three different
levels:
1. Header-level discounts or charges
a. Applied to all line items
b. Applied to specific product lines
c. Applied to specific product class
2. Line item discounts or charges
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3. Specifically marked rows or lines
Header Discounts or Charges
Step 1: To apply header-level discounts or charges, click View Æ Document Info Æ Pricing.
The Pricing window appears as shown in Figure 3 below.
Figure 3: Applying header-level discounts and charges
Step 3: Click New, which brings up the Select Price Adjustment window.
Step 4: Select the price adjustment from the pull down menu as shown in Figure 4 below.
Figure 4: Price adjustment drop-down menu
Note: Price adjustments are:
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07 Promotional Discount—Used with an approval promotion from HP.
72 Special Negotiated Discount--Used when HP has approved Big Deal pricing.
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Step 5: From the Price Adjustment section, select Charge (+) or Discount (-).
Step 6: From the Price Adjustment Method section, select Amount ($) or Percentage
(%).
Step 7
Some discount authorizations only apply to certain product lines. If the discount should be
applied to a specific product line, type the discount for the product line in the Product
Line field. Only products that belong to the specified product line will get the discount.
Step 8: Some discounts only apply to specific product classes. If the discount should be applied to
a specific product line, type the discount for the product class in the Product Class
field. Only products that belong to the specified product class will get the discount.
Note: The product classes are:
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SW=Software
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HW=hardware
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ES=Support
Step 9: Type the amount or percentage in the Amount/Percentage box.
Note: The Amount/Percentage box changes its name depending on the value selected in
step 6 above.
Step 10: Click OK to save the adjustment information.
Line Item Adjustments (Discount or Charge)
If needed, line item adjustments can be applied to individual lines. To apply this type of adjustment:
Step 1: Highlight the line item to be discounted. You can highlight any line item you want to
apply the discount to. (In Figure 5 below, the model is highlighted on the first line.)
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Figure 5: Select the item you want to apply a discount or charge to
Step 2: Click the Line Item Adjustment icon
appears.
. The Line Item Adjustments window
Step 3: Click New as shown in Figure 6 below.
Figure 6: Adding a new line item price adjustment
Step 4: The Select Price Adjustment window appears. To select the price adjustment
description, type, method, and percentage or amount, refer to steps 3-10 in the Header
Discounts or Charges section above.
Step 5: Click OK to save the discount or charge as shown in Figure 7 below.
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Figure 7: Type a discount or charge and then click OK
Discounts & Charges to Marked Rows
You can apply discounts and miscellaneous charges (MCC) to specific rows and purchase agreements
(PA) within your quote.
Miscellaneous Charges (MCC)
Step 1: Unhide the marker column. Refer to how to hide columns within the Quotation Layout &
Printing module within the SBW for Windows™ Quoter course.
Step 2: Mark the row you want to apply the pricing discount or charge to as shown in Figure 8
below.
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Figure 8: Select the row to apply a discount or charge to
Step 3: From the main menu, click Tools Æ Marked Rows Æ Apply MCC Codes as shown
in Figure 9 below.
Figure 9: Applying MCC codes
Step 4: To select the price adjustment description, type, method, and percentage or amount, refer
to steps 3-10 in the Header Discounts or Charges section above.
Step 5: Click OK to save the discount or charge.
Note: To see the discount applied to the marked line, unhide all columns within your
whiteboard to review the miscellaneous charges column.
To print your quote without revealing the marked row, hide the marked column within the
whiteboard.
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Purchase Agreement (PA)
Step 1: Unhide the marker column. Refer to how to hide columns within the Quotation Layout &
Printing module within the SBW for Windows™ Quoter course.
Step 2: Mark the row you want to apply the PA change to.
Step 3: From the main menu, click Tools Æ Marked Rows Æ Modify PA of Marked
Rows as shown in Figure 10 below.
Figure 10: Modifying purchase agreement for selected row
Step 4: From the pop-up window, click the desired PA, and then click OK.
Note: To print your quote without revealing the marked row, hide the marked column within the
whiteboard.
Summary
In this module, you have learned the following tasks:
1. How to apply the following discounts or charges to your quote:
ƒ Purchase agreement discounts
ƒ Special negotiated discounts or charges
ƒ Promotional discounts or charges
ƒ “Header” discounts or charges
ƒ “Line-item” discounts or charges
ƒ Discounts and charges to marked rows.
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Printing Quoter Reports
Module Objectives
Upon completion of this module, you will be able to:
2. Format the layout of your quote
3. Print your quote
Formatting the Layout of Your Quote
Product Part Numbers
SBW Quoter will incorporate a parent/child part numbering scheme. The parent item will always be a
whole number, such as 0100, 0200, 0300, 0400, etc. Building on this numbering scheme, the child
relationships are set up as follows:
ƒ
ƒ
0100 –
•
•
•
0200 –
•
•
Parent
0101 Child
0102 Child
0103 Child
Parent
0201 – Child
0202 – Child
Customized Layout
SBW will allow users to quickly and easily customize their quotation to meet specific requirements.
Users can modify their quotes to include or exclude the following:
ƒ
ƒ
ƒ
ƒ
ƒ
Full explosion of line items, showing all products including options
Main product level, with lower-level descriptions
Top level, with no options displayed
WYSIWYG, What You See Is What You Get
Insert, move, delete, & hiding
• Rows
• Page breaks
• Columns
• Subtotals
Full Explosion of Line Items (default print layout)
By using this layout, all of the products and their associated options on the quotation will be displayed,
including prices. The prices will reflect the purchase agreement and any special negotiated and/or
promotional discounts. The user does have the ability to suppress any line items with a $0 amount.
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Main Product Level (with lower level descriptions)
This format will remove the quantity and option numbers from the quote. The description will remain
under the parent item. If the user had specified “Main Product Level,” then no options would have been
included. The options’ prices would roll into the parent pricing.
Top Level
The top-level format will roll all options into the parent item. The descriptions of the options will not
appear on the quote and the pricing will be rolled into the parent.
WYSIWYG
Also known as What You See Is What You Get. This format will allow the user to print the quotation
as they see it. Additionally, lines can be moved around, sub totals inserted, or even rows collapsed.
To Insert a New Row
Step 1: Select a row by clicking anywhere in the row, and then press [Shift] [Spacebar] on
your keyboard to highlight the entire row as shown in Figure 1 below. The new row will
be inserted above this selection.
Figure 1: Selecting an entire row
Step 2: Right-click anywhere on the worksheet. A pop-up menu appears, allowing you to insert a
row as shown in Figure 2 below.
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Figure 2: Right-click to insert a row
This will add a blank row above the selected line. Here you can add omitted products or options.
Note: A row cannot be added between options or between a main product and its options.
To Delete a Row
Step 1: Select a row by clicking anywhere in the row, and then press [Shift] [Spacebar] on
your keyboard to highlight the entire row as shown in Figure 3 below. The highlighted
row will be deleted.
Figure 3: Select the entire row you want to delete
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Step 2: Right-click anywhere on the worksheet. A pop-up menu appears, allowing you to delete
the row as shown in Figure 4 below.
Note: If a main product is chosen, this function will delete that product and all of its options. If
only an option is chosen, only that line will be deleted.
Figure 4: Right-click to delete a row
To Add Comments Above a Row
Step 1: Select a row by clicking anywhere in the row, and then press [Shift] [Spacebar] on
your keyboard to highlight the entire row as shown in Figure 5 below.
Figure 5: Select the entire row
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Step 2: Right-click anywhere on the worksheet. A pop-up menu appears.
Step 3: Click New Æ Comment. A blank row is inserted, where you can type text, serial
numbers, comments, etc as shown in Figure 6 below.
Figure 6: Add comments to the selected row
To Insert a Page Break
Step 1: Select a row by clicking anywhere in the row, and then press [Shift] [Spacebar] on
your keyboard to highlight the entire row as shown in Figure 7 below.
Figure 7: Select an entire row
Step 2: Right-click anywhere on the worksheet. A pop-up menu appears.
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Step 3: Click New Æ Page Break as shown in Figure 8 below. This will insert a green line to
indicate the page break as shown in Figure 9 below. All products/lines after the green
indicator will be placed on a separate page when printed.
Figure 8: Inserting a page break from the pop-up menu
Figure 9: Green line indicates a page break
To Delete a Page Break
Step 1: Select the page break by clicking anywhere on the page break, and then press [Shift]
[Spacebar] on your keyboard to select the whole page break as shown in Figure 10
below.
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Figure 10: Select a page break
Step 2: Right-click anywhere on the worksheet. A pop-up menu appears, allowing you to delete
the row as shown in Figure 11 below.
Figure 11: Delete a page break
To Insert a Sub-Total Row
Step 1: Select the row you want subtotaled, and then press [Shift] [Spacebar] on your
keyboard to highlight the entire row.
Step 2: Right-click anywhere on the worksheet. A pop-up menu appears.
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Step 3: Click New Æ Subtotal Row as shown in Figure 12 below. This will subtotal that line
only; i.e., the main product and all the options.
Figure 12: Insert a subtotal row
To Insert Sub-Total for Multiple Rows
Step 1: Highlight all of the rows to be subtotaled (these must be in consecutive order.) First, select
the row where you want the sub-total to start by clicking anywhere in the row, and then
hold the [Shift] key down while selecting rows.
Step 2: Then press [Shift] [Spacebar] on your keyboard to select all of the rows.
Step 3: While keeping the [Shift] key pressed down, click anywhere in the last row you want to
be included in the sub-total as shown in Figure 13 below.
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Figure 13: Select multiple rows
Step 4: Right-click anywhere on the worksheet and click New Æ Subtotal Row as shown in
Figure 14 below.
Figure 14: Inserting a new subtotal row for multiple rows
Moving Rows Up or Down
Step 1: Select the row you want to move, and then press [Shift] [Spacebar] on your keyboard
to highlight the entire row as shown in Figure 15 below.
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Figure 15: Select an entire row
Step 2: Right-click anywhere on the worksheet, and then click Move Up or Move Down as
shown in Figure 16 below.
Note: This will actually move that line either direction by one line. Upon moving a product with
options, this function will move all of the options with the primary product to the next
sequential row either up or down depending on the selection.
Figure 16: Moving a row up or down
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Hiding/Un-hiding/Moving Columns within a Quote Worksheet
Note: These column changes will only be visible to the user. These format changes will NOT
be visible on the actual quote printout to the customer.
There are various layouts that can be applied to the quote upon completion that will
apply the changes to the quote printout. These layouts can be obtained through File Æ
Page Setup or Tools Æ SalesBUILDER Quoter Preferences Æ Page Setup.
To Show a Hidden Column
Step 1: Select any column by clicking in the header. Hold down the left mouse button and drag
the cursor to select multiple columns for unhiding as shown in Figure 17 below.
Figure 17: Select a column
Step 2: Right-click, select Unhide from the pop-up menu, and then choose from the fields
displayed as shown in Figure 18 below. You can select All to show all columns.
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Figure 18: Un-hiding or revealing columns
To Hide a Column:
Step 1: Select the column you want to hide by clicking in the header. Hold down the left mouse
button and drag the cursor to select multiple columns for hiding.
Step 2: Right-click, and then click Hide as shown in Figure 19 below.
Figure 19: Hiding columns
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To Move Columns Left or Right
Step 1: Click in the header of the column to highlight the entire column.
Step 2: Right-click, and then select Move Left or Move Right as shown in Figure 20 below.
The column(s) move over one column position.
Figure 20: Moving columns to the left or right
Crystal Reports Formats
You can also use Crystal Report formats. Crystal Reports help to create quote outputs and is an
embedded feature.
Step 1: First, the proper quote reports for your region need to be set up in the SBW Quoter
Preferences. To verify your settings are correct, from the main menu, click Tools Æ
SalesBUILDER Preferences.
Step 2: Click the Page Setup tab as shown in Figure 21 below.
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Figure 21: Moving columns to the left or right
Step 3: Verify that the Report ID is valid for your region/country. You can get this information via
your support desk.
Step 4: To change this for your region, click Modify and make the appropriate selection for your
region. You can get this information via your support desk.
For more information on Quoter preferences, please refer to the Quoter Preferences module within the
SBW for Windows™ Quoter course.
Printing Quotes
You can print a quote as it appears in the SBW Quoter window, or you can select a pre-defined view
to use when printing. Certain views are defined specifically for printing and these are listed in the
Print Report View list located in the File menu.
Previewing Before Printing
To preview the quote before printing:
Step 1: From the File menu, click Print Quote Æ Using Quote Report Æ Print Preview
OR Print if you are ready to print the quote.
Step 2: Use the scroll bars and the left and right arrow buttons to view the entire quote as it will
be printed.
Step 3: Either click Print to print the quote after previewing, or modify the view or printing
options to achieve the desired printed results.
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Printing from Watson Quoter Window
To print a quote as it appears in the Watson Quoter window:
Step 1: Preview the quote using Print Quote option from the File menu, if you so choose (see
above).
Step 2: Click From Quoter screen Æ Print Preview, OR select Print if you are ready to
print the quote.
Step 3: Select the printer from the drop-down list of printers, and set the appropriate printing
options (for example, pages and number of copies).
Step 4: Click OK.
Summary
In this module, you have learned the following tasks:
2. How to layout the formatting of your quote
3. Print your quote.
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Exporting to Microsoft Excel™
Module Objectives
Upon completion of this module, you will be able to:
4. Export your quote to Microsoft Excel™
Exporting Files from Quoter
Step 1: From the main menu, click File Æ Export, and then select the type of export needed as
shown in Figure 1 below.
The options are:
ƒ
ƒ
ƒ
ƒ
ƒ
QuoteBuilder Output Format – Saves as a .txt file.
Other Format – Offers a list of formats to choose from, including PDF, Microsoft
ExcelTM, Microsoft WordTM, HTML, etc.
View To Excel – Saves as an .xls file. The exported file will have all of the unhidden
columns display on the screen in the correct order (left to right). This is a WYSIWYG
format without any formulas included.
To ECP –Saves as an .sdd file that can be opened by Enterprise Channel Partners (ECP’s)
and used to load the quote into their procurement systems.
To Eclipse –Saves as an .xml file using either a manufacturing or presentation view. The
export to Eclipse file is used to request Big Deal discounts.
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Figure 1: Exporting a file to various destinations
Export View to Excel
With this option, simply hide or un-hide the columns you want to export, select File Æ Export Æ
View to Excel. The selected columns from the quoter worksheet are exported to Microsoft Excel™ in
WYSIWYG format without formulas.
Summary
In this module, you have learned the following tasks:
1. How to export quotes to Microsoft Excel™
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Technical Assistance
Technical assistance for SBW for Windows™ is available around the world by phone and e-mail.
US & Canada
Latin America
Asia Pacific
Japan
EMEA
SBW & WATSON
SBW & WATSON
SBW & WATSON
SBW & WATSON
SBW
HP Internal Field
Sales Reps
Mexico local
Australia
IDD
(5255) 5258-4990
IDD
(81) 426-39-2580
MOPAQ
IDD
1-877-262-6672
Other Internal
Users and
Channel Partners
NA Business Tools
Support
1-800-483-0160
option 1
+52 (55) 52584990
Miami direct
(305) 265-6060
Brazil direct
(55114) 197-8612
(61) 2-9022-9555
China and Taiwan
0900 to 1900 Japan
time
English
+49 7031 468 3288
Español
+49 7031 468 3285
Français
+49 7031 468 3286
F: 0825 080 348
IDD
(86) 10-6564-3333
Other AP countries
IDD
Deutsch
+49 7031 468 3287
(603) 2332-8833
Italiano
+49 7031 468 3291
I: 0292 124 580
After greeting, select
option 2.
WATSON
1st-level support:
Key user in the country
2nd-level support:
Low/medium/high
priority: e-call: http://ecall.europe.hp.com/bltw
eb.pl?site=eaogst
Critical issues that affect
the team (Watson server
down) Hotline +39035-304502
Coverage hours
Coverage Hours
Coverage hours
Coverage hours
Monday – Friday
8:00 am to 8:00 pm
Monday – Friday
7:00 am - 8:00 pm
Monday – Friday
6:30 am - 8:00 pm,
Monday – Friday
0900 to 1900
Monday – Friday
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Coverage hours
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Except HP holidays
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Except HP holidays
Saturday
3:30 am - 1:00 pm,
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