Basic Navigation

Accessing the System

To enter iQuote, access the link to the web according to your settings.

The following screen will open:

Enter your access information, as described below:

Field

Description

User

Name of the user who will access the system.

Allows the user to enter your username.

Password

Current password to access the system.

Allows the user to enter your password to access the system.

Click OK. iQuote’s main window will open.

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Desktop Page

When accessing the system, the desktop page is as follows:

The desktop page’s main area displays the windows Last visited, which displays the access history; Alerts, which displays important system messages; Favorites, which shows direct links to the most accessed screens; and Events, which displays the user’s list of scheduled events and tasks. These windows can be minimized.

Other than that, you can find a brief description of each of the buttons on this screen below:

Button Name	Button Name	Button Function
	Edit Company	Allows you to select another company to connect to the system with.
	Show Default	Allows you to return Last accessed, Favorites, Alerts and Events the default display order.
	System Information	Displays information on productivity suite, server location, server version, client version, database and memory usage.
	Change Password	Allows you to change the current password of the logged in user.
	CRM	Allows you to access the customer information.
	iQuote	Allows you to access the iQuote functions eg, estimate, proposals and reports.
	Records	Allows you to access to all records of iQuote.
	Alerts	Allows you to view system alerts in a window where each alert is shown as a link.
	Last Accessed	Allows you to view the most recent functions accessed by the logged in user, in a window where each function is shown as a link.
	Favorites	Allows you to view the functions set as favorites by the logged in user, on a window where each favorite function is shown as a link. For more information, see: “Setup Favorites”.
	Events	Allows you to view the open events to the logged in user or workgroup to which the user is bound to. Each event is shown as a link. For more information refer to the “Event management” user guide.

Note: The buttons on this screen will only be displayed if the user has the necessary access permission. Access permissions are described within each system functionality.

Quick Search

Under the main menu, the user can find the quick searching field. Enter a keyword in this field to easily find a function or record.

In the upper left part of this page the user can navigate through the Sales, Planning, Production and Administration tabs. Each one of those tab have a specific menu as described below:

Button	Description
Sales	Allows the user to access the system’s commercial features. The iQuote’s functions and records are in this tab.
CRM	Allows the user to access CRM’s records and functions. This button appears only in the Sales tab. For more information on records refer to User Guide – Quick Start – iCRM.
iQuote	Allows the user to access iQuote’s functios and records, such as Proposals and Estimates. This button appears only in the Sales tab.
M3 Editor	Allows the user to access M3 Editor’s functions. This button appears only in the Sales tab.
Records	Allows the user to access the system’s records. For more information on records refer to Engineering Records and Product Specification Records. This button appears only in the Sales tab.
Planning	Allows the user to access the system’s planning features.
Planner	Allows the user to access Planner’s functios and records. This button appears only in the Planner tab.
Records	Allows the user to access Planner’s records. This button appears only in the Planner tab.
Production	Allows the user to access the system’s production features.
Tools	Allows the user to access the die cutter’s records and other tools’ records used by the system. This button appears only in the Production tab.
Job Track	Allows the user to access Job Track’s production data. This button appears only in the Production tab.
JDF	Allows the user to access printing and prepress jobs. This button appears only in the Production tab.
OEE	Allows the user to access the OEE data generated by the system. This button appears only in the Production tab.
WIP	Allows the user to access the Work in Progress settings. This button appears only in the Production tab.
Records	Allows the user to access the production records. This button appears only in the Production tab.
Administration	Allows the user to access the system’s basic record and user settings.
User	Allows the user to access the user, access control and user role settings. This button appears only in the Administration tab.
Workflow	Allows the user to access the system objects: workflow, events, notifications and checklist settings. This button appears only in the Administration tab.
Dictionary	Allows the user to access the system’s dictionaries. This button appears only in the Administration tab.
Reports	Allows the user to access the system’s reports settings. This button appears only in the Administration tab.
General Configurations	Allows the user to access the system’s records general settings. This button appears only in the Administration tab.

Note: iQuote also has a web based version. To access the Web version of the system, consult your network administrator.

Standard Browser Screen

The standardization of iQuote’s resources and commands is a feature that makes it more user friendly, facilitating the use of its resources, aiming a higher productivity. For this reason, most records and functions screens (customers, estimates, proposals, etc.) have the same browser screen that consists of a main window with a list of items, a toolbar, a status bar and the Searching.

An example of iQuote’s records page is shown below:

Standard Toolbar

The toolbars in the iQuote windows are very similar, although they may display a few different buttons depending on the type of operation being performed and on resources available in each window. The basic buttons displayed in iQuote’s windows are:

Button	Button Name	Button Function
	Add	Allows the user to add a new item.
	Duplicate	Allows the user to add a new item identical to the seleced item.
	Edit	Allows the user to edit a selected item.
	Delete	Allows the user to delete a selected item.
	Exit	Close the window.
	Save	Allows the user to save the added or edited item.
	Confirm	Allows the user to confirm an action.
	Cancel	Allows the user to cancel an action.
	Workflow	Allows the user to access a short version of an item’s workflow.
	More Actions	Allows the user to access more operations options, such as export data functions.

Notes:
- Some windows can display other buttons besides the ones mentioned above. Those specific buttons and their functions are described in the respective sections of the iQuote User Guides.
- Some of the button’s names, displayed when you put the mouse pointer over it for a few seconds, varies according to the record. For example, when recording currencies, the Add button is called Include Currency.
- Depending on the case, additional buttons may be exhibited for certain records. In this case, additional buttons will be detailed at the appropriate clause.

Status Bar

The standard status bar is located at the bottom of the windows and shows the number of selected records and the total number of records displayed on the page. For example, if only one record is selected from a total of 30 displayed on the page, the status bar displays “1 of 30 selected”, followed by the total number of records in parentheses.

On the right side of the status bar you will see the current page and the total number of pages as follows: “Page 1 of 3” (indicating that you are positioned on the first page of a total of 16 pages). The arrows to the left and right allow, respectively, to navigate to the first page, the previous page, the next page or to the last page of records.

Under this line of the status it is showed the following: “All, #, A, B, C, D, E…” until Z.

Click All to display all records, limited to a maximum of 50 per page. Click on the # (hash) symbol to display only records that start with special characters. Click on the letter A to display only records beginning with the letter A, and so on.

iQuote does not display the status bar in the pages of inclusion and alteration of records.

Searching and Views

In many screens the iQuote offers a lateral window with the searching filters and view options. These features make navigation easier through records and functions screens. The filter and views options available vary according to the functionality.

Note that, when the browser screen’s main window is displaying too many columns, it is possible to minimize the Searching & Views. If this is not necessary, the window can be fixed as open by clicking the pin icon, as highlighted in the image below:

Searching

In many of the iQuote screens there are side windows with searching filters. This feature allows the user to set the criteria that make it easier to find records or functions. The filter options available vary according to the screen and the filters displayed can be configured as necessary and saved. In the drop-down menu located above the searching window the user can select a searching setup.

In the detail in the picture below there is an example of the searching filters for the Estimate record:

When the condition described next to the search filter is blue and underlined it means that the user can edit the filter condition by clicking on it and selecting one of the options displayed. The condition options vary according to the filter and function.

To set the searching fields, follow the steps below:

Click the arrow next to the drop-down menu above Searching.

Click Searching Setup.

Click New. The following window will open.

Complete the fields as described below:

Field	Description
	Allow the user to delete the filter.
Title	Name of the searching setup. If a filter marked as public and saved it can not be deleted anymore.
Public	Allow the user to specify if this setup can be accessed by any user.
Field	Allow the user to select the filters to be displayed in the searching window by clicking on the arrow next to the drop-down menu. The aoptions available in this menu will vary according to the function.
Condition	Allow the user to define if the condition applied to this filter is negative or affirmative. For example, the condition can be “equal to” or “not equal to”. For setting a condition as negative click Not.
Value	Allow the user to define a value to be used as a reference for a searching filter. To complete this field it is not mandatory. If it is not completed in the searching setup the user will be able to fill in this information as necessary when searching for an item.
	Allow the user to fix the value defined in Value so that it is not editable in the searching window.

Note: The system already has Default Searchings that cannot be deleted or edited.

Views

In many of the iQuote screens there are side windows for selecting the items to be displayed in the screen’s mains window, that is the items on the columns. The available options vary according to the functionality.

In the detail in the picture below there is an example of the Views window for the Estimate record:

Note below a brief description of this window’s buttons:

Button Name	Button Function
Record User View	Allow the user to record the current user view settings.
User View	Restores the view settings to the recorded user default.
Default View	Restores the view setting to the system’s default.

Choose An Installation Color And Name

You can define a customized name and color for an iQuote installation to make identification easier when you have multiple installations.

For that, you must open the iquote.tools executable file (i.e., a .exe file) located in the folder where the iQuote system was installed/saved on your computer. Open the Files Explorer on your PC, navigate to the iQuote folder, and follow the path iQuote > server > bin > tools.

The iQuote Tool window opens. There, you can enter a name in the Installation Name field and choose a color in the Color field.

The color changes the desktop’s header and page tabs, for example:

While the name will appear on the login page and on the System Information button that you can find on the iQuote desktop.