Documentation

Screenshots are viewable here.

Watch the video tutorial, where I take you through the whole app, start to finish.

How to install your own product catalog to use in Handy Quote.

 

Whether you're pulling the data from a spreadsheet, database, or some other source, the order of the fields is important and must conform to the following layout:

Field

Type

Description

ID Number,

Character,

Product or catalog number; must be unique

Description,

Character,

Item description

Category,

Character,

Product category

Unit Price,

Numeric,

Unit price; default price per item

Taxable,

Numeric,

Taxable item; 1 = taxable, 0 = non-taxable

Multi-level,

Numeric,

Multi-level price flag; 0=default price only, 1=multi-level pricing

ML Qty 1-10,

Numeric,

Ascending list of quantity break levels, 1 thru 10

ML Price 1-10,

Numeric,

Price for each break level given in ML Qty 1 thru 10

 

Here is a sample file that demonstrates the required data layout.You can load it in either a text editor or a spreadsheet program to view the correct field setup.

The Multi-Level (ML) field should be a 1 if the item does use multi-level pricing, or a 0 if it has a unit price only. For items where ML is zero, the ML Qty and ML Price fields should all be zero. For items where ML is 1, ten quantity price breaks followed by ten corresponding prices should be supplied.

Multi-level pricing is a feature of Handy Quote not found in most other write-up programs. It's optional, so if all your pricing is a standard per-unit amount, you don't have to use multi-level pricing at all. If you would like to take advantage of it, include the pricing information in the file that you build for Handy Quote. Set the ML field to 1, and follow it in the same line of data with ten quantity break values, and ten multi-level prices. If you don't have breaks out to the tenth level, just fill in the remaining levels with zeros.

Product lines vary from company to company, so Handy Quote provides the category field, which you can assign to your own products however you see fit. Handy Quote will use the categories to help you write quotes quickly by organizing your products for fast selection.