Setup
Reference Files
Allows the user to add
or delete items from most of the basic drop down lists displayed
within the InDepthRep Program.
Entry into the Reference Files Module is password protected by the Utility Password
User can select the
general category from the List Type Window, and the specific list
form the List Sub Type window. Once selected the contents of the list
will be displayed in the table below the windows.
The List Summary Report
button will display a printable report of the currently selected
list.
The InDepth Defaults
button will access the basic setup information for the specific user
agency, and allows editing or modifying as necessary. It contains the
following tabs:
Company Info
Contains the
basic address and telephone data for the user agency.
Allows the user to set local dialing preferences for the fax delivery of quotes.
Quote Header and
Defaults
Contains the
pictorial Quote header for use on all outbound quotations.
Allows the user
to enter a default quote disclaimer which appears on all outgoing
quotations regardless of delivery method.
Contains the default statements for the Price Protection and Freight Terms fields which appear on the Quotes Module quotation header.
Allows the user to select whether or not the price list dimensions are pre-pended to the description of items on the outbound quotes.
Allows the user
to set the default behavior for printing of Quote summaries, and
sending of product line spreadsheets with all delivered quotes.
Allows the user to select the Quote Sort Order to be used on all quotes generated by the program.
Allows the user
to specify whether or not quantities are printed on each type of
quote.
Allows the user to specify which page orientation is used for quotes generated by the program.
Shows the next number to be used by the system when generating each of the different types of quotes.
Prior Approval
Contains the
pictorial Prior Approval Letterhead
Letters
Contains the
pictorial Letterhead for use on all system generated
correspondence.
Passwords
Contains a list
of the available passwords for the InDepthRep Program.
Allows the user
to separately password protect certain portions of the program from
any and all users as desired.
New
Construction Projects
Allows the user to
track large jobs in the Pre-Bid state, before job specifications or
final plans are issued.
Allows the user to
track initial specs, specification changes, notes, in-house notes,
Developer names, contractor names, and job types in a simple easy to
read and update form.
Also allows printing of
a dynamically formatted report which can be pre-filtered and
pre-sorted as desired by the user.
Allows individual jobs
to be archived, once they have reached the bid and quote stage, so
that only current jobs are displayed on screen and in reports.
Territory
Displays information
pre-filtered based upon the currently selected territory.
Allows the user to view
data for the entire territory and filter and sort the information as
necessary for report generation.
The individual tabs
within the Territory module are as follows:
Company
Allows the user
to view a list of companies, as entered in the Company Module,
which have been specified to be in the selected territory.
This list can be
filtered and sorted as necessary to allow for easy report
generation as desired by the user.
People
Allows the user
to see a list of people who work for the companies specified to be
in the selected territory.
This list can be
filtered and sorted as necessary to allow for easy report
generation as desired by the user.
Quotes
Allows the user
to view a list of all quotes generated from within the program for
the selected territory.
This list can be
filtered and sorted as necessary to allow for easy report
generation as desired by the user.
Company Sales –
Password Protected
Allows the user
to select from a list of companies, in the selected territory and
see the sales table, by Product Line, for the individually selected
company.
Allows the user
to specify the desired year and month for display and to view
either Sales or Commission data (separately password protected)
Allows the user
to graph the display of sales/commission data if desired instead of
viewing in table format. Users can add or remove product lines from
the graph as desired.
Allows the user
to switch to a three year view of sales data, which also allows the
user to enter forecasted sales amounts for future year’s, or
enter quotas, for tracking monthly sales performance versus desired
or requested goals.
Total Sales
Allows the user
to see the sales table, by product line, for the entire territory
as a whole.
Allows the user
to specify the desired year and month for display and to view
either Sales or Commission data (separately password protected)
Allows the user
to switch to a three year view of sales data, which also allows the
user to view entered total forecasted sales or quota amounts for
future years.
New Construction
Allows the user
to view a pre-filtered list of New Construction Project entries
based upon the currently selected territory.
Salesman
Displays information
pre-filtered based upon the currently selected Salesman.
Allows the user to view
data for the selected salesman and filter and sort the information as
necessary for report generation.
The individual tabs
within the Salesman module are as follows:
Company
Allows the user to
view a list of companies, as entered in the Company Module, which
have been assigned to the selected Salesman.
This list can be
filtered and sorted as necessary to allow for easy report generation
as desired by the user.
People
Allows the user to
see a list of people who work for the companies assigned to the
selected salesman.
This list can be
filtered and sorted as necessary to allow for easy report generation
as desired by the user.
Quotes
Allows the user to
view a list of all quotes generated from within the program for the
selected salesman.
This list can be
filtered and sorted as necessary to allow for easy report generation
as desired by the user.
Company Sales –
Password Protected
Allows the user to
select from a list of companies, for the selected salesman, and see
the sales table, by Product Line, for the individually selected
company.
Allows the user to
specify the desired year and month for display and to view either
Sales or Commission data (separately password protected)
Allows the user to
graph the display of sales/commission data, if desired, instead of
viewing in table format. Users can add or remove product lines from
the graph as desired.
Allows the user to
switch to a three year view of sales data, which also allows the
user to enter forecasted sales amounts for future year’s, or
enter quotas, for tracking monthly sales performance versus desired
or requested goals.
Total Sales
Allows the user to
see the sales table, by product line, for the all of the selected
salesman accounts.
Allows the user to
specify the desired year and month for display and to view either
Sales or Commission data (separately password protected)
Allows the user to
switch to a three year view of sales data, which also allows the
user to view entered total forecasted sales or quota amounts for
future years.
New Construction
Allows the user to
view a pre-filtered list of New Construction Project entries based
upon the currently selected salesman.
Product
Lines
Allows the user to view
information pertaining to the individual product lines the agency
represents.
All product lines,
regardless of quotation desires, should be entered into the system to
allow for proper use within the various modules of the InDepthRep
Program.
Each Product line is
given an abbreviation which is used throughout the program and a
Company Name which is used within the Quotes Module.
The individual tabs
within the Product Line Module are as follows
Main
Contains the
basic information about the selected product line.
Allows the user
to set the base commission percentage for the selected product line
for use in conjunction with entering forecasted sales to predict
forecasted revenues.
Allows the user
to enter a list of multipliers specific to the selected product
line.
Allows the user
to specify the end of month for the selected product line to ensure
that sales invoices are posted to the correct sales month.
Line’s Info
Allows the user
to link the Product Line to a company record entered into the
Company Module. This allows for one point of updating for all
company information.
Line’s
People
Allows the user
to view a list of all people who work for the specified
manufacturer as linked by use of the company link inside Line’s
Info.
Price List
Allows the user
to see a pre-filtered list of all items entered into the Price List
Module for the selected product line.
All updates to
individual line items entered here are also propagated to the Price
List Module.
Invoices
Displays a list
of all entered sales invoices for the selected product line.
Is password
protected by the commission password.
Company
Allows the user
to view a pre-filtered list of all companies within the Company
Module that have the selected product line added to the companies
list of available product lines.
This list can be
filtered and sorted as necessary for report generation.
People
Allows the user
to view a pre-filtered list of all people entered into the People
Module that have the selected product line added to the persons
list of available product lines.
This list can be
filtered and sorted as necessary for report generation.
Company Sales –
Password Protected
Allows the user
to view the sales table, displayed by company, for the currently
selected product line.
Allows the user
to specify the desired year and month for display and to view
either Sales or Commission data (separately password protected)
Allows the user
to print the display of sales or commission tables for the
currently selected product line.
The companies
displayed can be filtered and sorted as desired with the default
sort being current year to date sales dollars, highest to lowest.
Territory Sales –
Password Protected
Allows the user
to view the sales table, displayed by territory, for the currently
selected product line.
Allows the user
to specify the desired year and month for display and to view
either Sales or Commission data (separately password protected)
Allows the user
to print the display of sales or commission tables for the
currently selected product line.
The territories
displayed can be filtered and sorted as desired with the default
sort being current year to date sales dollars, highest to lowest.
Salesman Sales –
Password Protected
Allows the user
to view the sales table, displayed by salesman, for the currently
selected product line.
Allows the user
to specify the desired year and month for display and to view
either Sales or Commission data (separately password protected).
Allows the user
to print the display of sales or commission tables for the
currently selected product line.
The salesmen
displayed can be filtered and sorted as desired with the default
sort being current year to date sales dollars, highest to lowest.
Quotes
Displays a list
of currently active quotes which have an item from the currently
selected product line on the quote.
This list can be
filtered and sorted as necessary for report generation with the
default sort being total product line dollars, highest to lowest.
Offsheet
Displays a list
of the currently entered offsheet pricing PDF files for the
currently selected product line.
Individual sheets
can be viewed using the “View” link.
Individual sheets
can be updated and linked using the “Update” link.
This list can be
filtered and sorted as necessary for report generation.
Paperless Office
Displays a list
of the currently entered Paperless PDF files for the currently
selected product line.
Individual sheets
can be viewed using the “View” link.
Individual sheets
can be updated and linked using the “Info” link.
This list can be
filtered and sorted as necessary for report generation.
Quote
FollowUp
Allows the user to
track, on an individual product line per quote basis, the disposition
of jobs quoted from the InDepthRep system.
The user can track win
/ loss percentage, as well as reasons for the win or loss, for each
individual product line, as well as tracking purchasing company, date
purchased, purchase order number, and if lost, the winning
competitive manufacturer.
The user is also able
to filter and sort the information as necessary for report
generation.
Once jobs are
finalized, the individual entries can be archived so they no longer
appear on the active follow up list.
Paperless
Office
Allows the user to
input and electronically file PDF documents within the InDepthRep
system. All documents can be tagged by product line, company, and /or
person for easy retrieval at a later time. Documents can also be
stored attached to individual quotes generated from the system to
allow for a “Job File” type of system.
Individual documents
can have notes and communications attached to them for tracking of
status or call progression, as well as the ability to link multiple
documents together with a virtual staple for ease of finding all
related documents.
All documents can be
individually password protected to prevent unauthorized viewing and
to allow for archiving of sensitive data for backup purposes.
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