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Utilities Menu 
Client Recall [021224]  From the list of clients provided on the recall window, click on the client you wish to bring back, then click the Recall button. Repeat the process for each client you wish to recall. Click the Cancel button to exit the recall window. Note that recalling a client will not automatically recall that client's jobs. If you wish to recall a deleted client's jobs, you must use Job Recall after you bring back the client.
Load Balances  Enter a Job Number, Job Name, Salesperson, and the Balance and Date of the pre-existing invoice. You can also enter a notation in the Note field. Check Retainage if the pre-existing invoice balance is a retainage balance. Click Accept to add the balance to @Quote Plus 32. Click Cancel to exit the Load Balances for window without making any changes.
Job Recall [021224]  From the list of jobs provided on the recall window, click on the job you wish to recall, then click the Recall button. Repeat the process for each job you wish to recall. Click the Cancel button to exit the recall window.
Post Checks
Employee Coded Earnings  When installers use time you do not want to charge back to the job, add it to your system by clicking the Add button in the Coded Earning window. This will cause an Add Coded Earnings window to open.  In the Add window, select an installer from the dropdown list of Names. Next, enter the earning Date and select the appropriate Code. In the field next to Code, select to pay the earnings on either a lump sum ("Earns") or hourly ("Hours") basis. If you choose "Earns", enter a dollar amount in the Amount field. If you choose "Hours", enter the number of hours you want to pay the installer for in the Hours field. The window also contains a field in which you can add a Note [021130]. Clicking the Accept button will add this new entry to your Coded Earnings, resetting the Add window. You can then add additional coded earnings. Clicking Close will bring you back to the Coded Earnings window. If you wish to edit an entry in the Coded Earnings window, simply click on that entry and hit the Edit Button. An Edit Coded Earnings window, which works the same way as the Add window, will open. You can delete an entry by clicking on that entry and hitting the Delete button. Remember, this will delete the entry PERMANENTLY.
Inventory Add/Delete  The Adjust Inventory Quantities window contains a grid listing all the Items in your inventory. Select the incoming inventory item and add its quantity in the Units column and its cost in the Base Cost column. (Note that the Base Cost column defaults to the current base cost of each item.) To subtract items, enter a negative quantity in Units. The Batch date refers to the date the inventory was delivered. While the Batch date defaults to the current date, it can be changed. The Batch # field allows you to enter up to four numbers or letters that will be used to differentiate between batches. For example, you may assign each manufacturer a different batch number or code. In addition, the Inventory Transfer In/Out report is sorted by the Batch #. Note that if Enforce Add/Del batch #'s is checked in Inventory defaults, you must put something into the Batch # field or you will receive an error and the new inventory will not be added to your system. Once you click the Accept button, the items will be added-to/subtracted-from the inventory in your system. Note that when updating quantities, any back orders will be resolved first with the remainder added to your on-hand amount. Also note that the Cost Method you selected in Inventory defaults determines how the inventory costs will be resolved. If your cost method is Last-in, the cost entered on the grid will directly replace the base cost in the inventory for that item. If you specified Average as the cost method, the new base cost in inventory will be a true average of the new material and any existing material on hand. This latter method is recommended, as it maintains the accuracy of your inventory value.
Inventory Markup  From the Select Items list, click on the item or items you wish to "markup", holding down the Ctrl key while clicking to select multiple items. To deselect an item, again hold down the Ctrl key and click on it - the highlight will disappear. To markup the selected items' base cost, check Update Base Cost and enter a percentage. To markup the sell cost, check Update Sell Cost and enter a percentage. To markup a single price level for the selected items, click on that level from the Price Levels list and enter a percentage. To markup more than one price level, hold down the Ctrl key on the keyboard and click all the levels you want to markup, highlighting them. If no price levels are selected, @Quote Plus 32 will not markup any of them. When you are ready, click OK, or click Cancel to abort the operation without making any changes. Note that you can markup any of inventory items by any percentage rate at any time; however, you need to be careful - there is no undoing a markup once you click the OK button.
Rolodex [030216]  To view the contact information for an item listed in the Rolodex window, double click on that item, or click on that item, then click Edit. This will open the item's Information for window.  This window contains fields for the Name of the item, a Contact, an address (Add1 & Add2) including city, state and zip code (C/S/Z), up to three Phone number, an E-mail address and any Notes. Click OK to return to the Rolodex window. Click the Add button on the Rolodex window to add an item to your Rolodex. This will open a new Information for window in which you can enter the Name and contact information for the new individual or organization. Note that the Name will be listed alphabetically on the Rolodex window, so you may wish to enter it on a last name first basis. To edit an item, click on that item, then click Edit. To delete an item, click on that item, then click Delete.
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Change Password  Enter your current password in the Old password field. Enter your new password in the New Password field and the Confirm field. Click OK to make the change. Note that the New Password and the Confirm fields must match or you will receive an error advising you of this.
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