Home → Star Quotes → Operations → Main Screen

4.1. Main Screen

The main screen that is displayed when you first run the program is the starting point for all operations in this program.  It contains a grid that displays all the current Quotes that are resident in the database.  The defaults when you first display this screen is to display all the Active Quotes in the system. You have the option to allow either the Active, Completed, or Closed/Canceled Quotes to display.  To select these options, you can either click on the View menu option and select, or just Right click on the screen and select off the Pop-up menu.

Here are some of the options you are presented with on this screen.

There are buttons that allow you to perform different options.  Here is a list and definition of those options.

New:

This button when pressed, will create a new Quote and display the Detail Entry screen for entry of the new Quote.

Edit:

This button when pressed, will display the selected Quote (the highlighted one on the grid) and display the Detail Entry screen for editing of the selected Quote.

Print:

This button when pressed, will print the selected Quote (the highlighted on the grid).

Email:

This button when pressed, will send the selected Quote to your default MAPI Email program to send via email.  This will create a pdf file and attach it to your email to be sent.

Exit:

This button when pressed, will Exit the program.

The Grid that displays the active quotes also has function to it.  If you want to edit one of the displayed quotes, just double-click on it.  This will cause the program to select it and display the Detail Entry screen so you can edit the Quote.

Also, if you click on the Quote record in the grid, then right-click on the mouse, it will display a pop-up menu that will allow you to either change the display options of what records are displayed, or you can change the status of the records from Active, Completed, or Closed/Canceled.  This will also update what is displayed.

Menu Options:

The menu that is displayed on this screen allows you to select different options to process.  Below is a list of all the options available along with their meanings/functions.

File:

Backup/Restore Data - See Backup/Restore Data Info

Print2PDF - This option will take the selected quote and call the print dialog box to save the quote as a PDF file.

Email - This option will create a PDF of the quote and call your email program attaching this PDF so you can email it to whom ever you decide via your MAPI compatible email program.

Preview - This option will display a preview of the selected quote.

Print - This option will print the selected quote to your printer.

Exit - Exit the Program.

Edit:

New - Create a new Quote

Edit - Edit the Selected Quote

Copy/New - Copy the Selected Quote and Create a New one with the same data.

Delete - Delete the Selected Quote

View:

Active - View only the Active Quotes on the Grid

Completed - View only the Completed Quotes on the Grid

Closed/Canceled - View only the Closed/Canceled Quotes on the Grid

Maintenance:

Customers - Maintain the Customer file

Items - Maintain the Items file

Salesmen - Maintain the Salesmen file

Unit of Measure Codes - Maintain the UOM codes file

State Codes - Maintain the State Codes file

Terms Codes - Maintain the Terms Codes file

Ship Via - Maintain the Ship Via file

Import/Export - There are options to Import or Export data from/to the following files - Customer, Items, Salesmen, UOM, States, Terms, and Ship Via files.

For more information view the Import/Export section of this help file.

Reports:

This will show the reports screen.

Setup:

Options - This will display the Setup options screen.

Quote Form Designer - This will load the current Quote Form Template into the Form Designer that will allow for modifications to the form directly.   This is accessible by pressing Ctrl-Alt-R.  Please be aware that changing the settings in the form can cause the system to be non-functional.  Do not Delete any fields from this, as it will cause issues.  This is why it is not viewable to the user, but is still available.

Help:

Help - This will display the programs Help file.

Star Quotes Home Page - This option will take you to the Star Quotes Web site.

Check for Software Updates - This option will connect to the Starre Software update center and check to see if there are any available updates to this program.

Send Feedback - This option will display the Starre Software Contact page to allow you to send any feedback or questions about this software.

Print Registration Form - This option will display if the program has not been registered.  If clicked on it will display a screen that will allow you to fill out and send along with your payment to Starre Software via postal mail system.

Purchase On-Line Now - This option will display if the program has not been registered.  If clicked on it will take you to the Starre Software Purchasing Web Site which will allow you to purchase this software.

About - This option will display the About screen.  This screen will display the version number of the program.

Buy Now:

This button will display if the program has not been registered.  If clicked on it will take you to the Starre Software Purchasing Web Site which will allow you to purchase this software.