1	ADDING A NEW Vendor’s Price Book in the Touch Quotes Program Insert Vendors CD into CD drive The vendors catalog appears (should appear automatically, but if it doesn’t, go to START then left click on RUN, then left click on BROWSE under LOOK IN find the CD DRIVE where the CD is located. You can use the drop down arrow. After the drive is selected, at the bottom where it says TYPE OF FILE, choose all files). Right click on price book and COPY and close (If a shortcut to MY COMPUTER – or whatever it has been renamed, is on your desktop just click on it and go to step 2) 1. Left Click on the START button 2. Left Click on MY COMPUTER 3. Under hard drives Left double click on LOCAL DISK 4. Left Double Click on PROGRAM FILES 5. Left Double Click on TOUCH QUOTES 6. Left Double Click on DOORS 7. Right Click PASTE 8. You will need to go to SUPPLIER DISCOUNTS and put in the discounts that your supplier gives you (see “Entering supplier discounts and mark up” on page 4.)
2	UPDATING an existing Vendor’s Price Book in the Touch Quotes Program Insert Vendor’s CD into CD drive The vendors catalog appears (should appear automatically, but if it doesn’t, go to START then left click on RUN, then left click on BROWSE under LOOK IN find the CD DRIVE where the CD is located. You can use the drop down arrow. After the drive is selected, at the bottom where it says TYPE OF FILE, choose all files). Right click on price book and COPY and close (If a shortcut to MY COMPUTER – or whatever it has been renamed, is on your desktop just click on it and go to step 2) 1. Left Click on the START button 2. Left Click on MY COMPUTER 3. Under hard drives Left double click on LOCAL DISK 4. Left Double Click on PROGRAM FILES 5. Left Double Click on TOUCH QUOTES 6. Left Double Click on DOORS 7. Right Click PASTE 8. It will have a pop up screen that will say: Would you like to replace the existing file? Click YES You will need to go to SUPPLIER DISCOUNTS if the discounts have changed and enter the new discounts that your supplier gives you (see “Entering supplier discounts and mark up” on page 4.)
3	SETTING UP PASSWORD PROTECTION for vendors catalog / discount 1. OPEN the Touch Quotes program 2. From tool bar go to EDIT If you are going to use a PASSWORD to get into catalog discounts, SET THIS UP NOW (this will let the administrator into the discount page, but no one else unless the admin gives them the authorization code.) This is for all vendors. SETTING UP PASSWORD: 1. From tool bar go to EDIT 2. From drop down list click on ADMIN PASSWORD 3. The first time you setup the password leave the “ENTER OLD PASSWORD” line blank 4. ENTER NEW PASSWORD then RE-ENTER NEW PASSWORD 5. Click OK
4	Entering Vendor Discount and Markup In the vendors price book, it is set up to have 26 different discounts, A-Z. The vendor will give you their discount sheet when they give you the CD. TO ENTER VENDOR DISCOUNT: 1. Open the Touch Quotes program. From the tool bar go to EDIT 2. From drop down list click on SUPPLIER DISCOUNT 3. Enter the discount in the appropriate column. Example: a=.50 b=.65 and so on. ENTERING YOUR MARKUP: On the right side of the page you have a box called MARKUP. This is where you put in your markup. This is figured on percentage. For example, if you have a $1.00 cost item and you want a 50% markup enter 1.50 (equals 100% of cost + 50% markup). If you want to figure MARGIN on the product, see the margin chart on page 5. Find the appropriate margin, then enter that corresponding number in.
5	Margin Chart
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