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- InDepthRep Defaults Setup -
  1. Company Info Tab:
    1. Verify Company Name, Address, Phone Number, Fax Number, and Toll-Free Number.
    2. Local Dialing Rules:
      1. Select either 7 digit, or 10 digit dialing rules for local fax numbers.
        1. 7 digit will dial only the last seven digits of a phone number fir any fax number that is checked as a local phone number.
        2. 10 digit will dial all ten digits of a phone number for any fax number that is checked as a local phone number.

  1. QUOTE HEADER AND DEFAULTS TAB

    1. Quote Header

      1. Insert Quotation header in Bitmap form into space provided. Ensure that it meets the size requirements listed.

    2. Quote Disclaimer:

      1. Enter disclaimer to be added to all outbound quotes generated by the program. This disclaimer will be displayed below the Quote Header on all quotes regardless of delivery method.

    3. Enter Price Protection Statement or leave default statement

    4. Enter Freight Terms Statement, or leave at default statement

    5. Select default for adding Price List Dimensions in the Quote Descriptions.

      1. Checking the box will pre-pend any price list dimensional data to the description of any quote item on a quote. This data is formatted in the form of LxWxD.

    6. Quote Summary

      1. Check / Uncheck box to print quote summary on local printer for every quote faxed.

      2. Unchecking this box will not affect the availability of the Quote Summary by manual selection.

    7. Spreadsheets

      1. Check / Uncheck box to send individual Excel based spreadsheets for each product line to any quote recipient who receives quotes via email.

      2. Not available for quotes delivered via fax.

    8. Quote Sort Order

      1. Select the desired sort order to be used on all quotes generated from the Quote Module

        1. MFG-Category-Order

          1. Quotes will be ordered alpha-numerically, based first upon the manufacturer field, then by the Category field, and finally by the Order field.

          2. The header for the individual sections will be the Manufactuerer Product Line Name from the Product Line Module.

          3. This is the "classic" InDepthRep quote order.

        2. Category-MFG-Order

          1. Quotes will be ordered alpha-numerically based first upon the Category field, then by the MFG field, and finally by the Order field.

          2. The header for the individual sections will be the Category Field name.

        3. Order-MFG-Category

          1. Quotes will be ordered alpha-numerically based first upon the Order field, then by the MFG field, and finally by the Category field.

          2. The header for the individual items will be the Manufactruer Product Line name fro mthe Product Line Module.

        4. Order-Category-MFG

          1. Quotes will be sorted alpha-numerically based first upon the Order field, then by the Category field, and finally by the MFG field.

          2. The header for the individual items will be the Category field name.

    9. Item Quantities

      1. Check / Uncheck box to either print item quantities on phone and scan quotes. By leaving unchecked and entering quantities for each item, you can internally track jobs by total value of the job based on items and quantities without sending estimates of quantities to quote recipients.

      2. Select independently for Scan and Phone Quotes.

    10. Quote Orientation

      1. Select the desired page orientation for all quotes generated from the Quotes Module.

      2. Next Scan / Phone quote number

        1. A visual notation of what the next to be generated wuote number will be for each quote type.

        3. DO NOT CHANGE THESE NUMBERS AS THIS CAN RESULT IN DUPLICATE QUOTE NUMBERS BEING GENERATED!

  1. PRIOR APPROVAL TAB

    1. Insert Prior Approval Letter header in Bitmap form into space provided. Ensure that it meets the size requirements listed.

  1. LETTERS TAB

    1. Insert Letter header in Bitmap form into space provided. Ensure that it meets the size requirements listed

  2. PASSWORDS TAB

    1. Allows users to change passwords if they desire.

      *** ! WARNING ! ***
      IF YOU CHANGE THE PASSWORDS, YOU ARE RESPONSIBLE FOR REMEMBERING THEM. SERVER ADMINISTRATORS DO NOT HAVE ACCESS TO THEM AND CAN ONLY RESET THEM.
      If reset is required, a charge of up to 1 hour may be added to your monthly billing.

    2. To view or edit passwords, a master password must first be entered. This password is ‘indepth” by default.
    3. Listed below is a table of each available password and what that password protects. Passwords are case sensitive.
    4. For the most secure password, we recommend at least one number and one special character is included within the password.

    ****NOTE**** All passwords are default set to be "indepth".

    Password
    What it Protects
    Indepth Password
    The master password to view and edit passwords
    Password_Util
    Set-up reference files form
    Password_Sales
    Individual Sales figures for Salesman & Territories
    Password_Grand
    Total Sales figures for Salesman & Territories
    Password_Commission
    All commissions sales figures, and the Invoices Modules.