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Star Quotes

Everything you need to install, administer, and use the Star Quotes Software

1. Introduction

1.1. Introduction

The Star Quotes program was written to create a simple way to create Quotations/Estimates. These Quotes/Estimates can be printed or sent via email.

There are many features and options that allow you to customize the way this program is used and make it more suitable for you own Personal or Company needs.

Using this program will allow you or your firm to save time in the creation of your Quotes.  You can create or import your Customer information, along with Inventory items which make creating your quotes very fast and simplified.

Most of the features included in this system has been developed with the end-user in mind, as most of them have come from requests of our users. You can easily change the options to customize it more to your liking by using the different setup options in this program. It can handle up to 6.7 Trillion records, which for all purposes, should be able to handle your data requirements. There are Import/Exportcapabilities, along with a Data Backup feature to help control your data protection requirements. Read through this help file, as most of the features and functions are described within. If you cannot find your answers here, then by all means send us a message via our help desk located at http://help.starre.com, our support staff will be happy to answer your questions as needed.

Star Quotes should be able to handle all of your needs as is. If there are other functions you would like to add feel free to contact us via our help desk located at http://help.starre.com, and we will review them and offer a quotation on the costs associated with those changes, or we could even add such an option to a future release.

We are always looking to upgrade and offer a more functional product. Be sure to check for updates often on our web site @ www.starresoft.com  As a registered user, you are eligible to receive all upgrades and updates to this program for a period of 1 year (365 days). This is our policy for all of our products.  See the registration area for more information.

1.2. Available Versions

Here are the versions that are available on our website.

SE - Single User Edition.
This version is for a Single User installed on a Single workstation.

NE - Network Edition.
This version is used in a Network Environment that will allow up to 5 Concurrent users to access one central database of addresses that is shared between all users.  The database can be copied to either a Shared Workstation or a Network file server.

2. Installation

2.1. Where to obtain software

You can obtain the current version of this program, or obtain the different utilities for this program by going to:

http://www.starresoft.com/quotes

2.2. How do I actually Download and Install the software

Instructions to download this software.

STEP ONE: Download Star Quotes/Estimates Program.

Star Quotes/Estimates is distributed in a self-extracting executable file. You can download this software from our web site at http://www.starresoft.com/qtedownload.htm 
You don't need any external programs to install and setup Star Quotes/Estimates on your PC, just follow the instructions below.

In these instructions we assume you are using Windows XP, NT, Vista or Windows 7.

Once you arrive at the site listed above, you will click the download button for the version you require. Either the (SE) Single User Edition or the (NE) Network Edition. After you do this: 

With Internet Explorer, a dialog box will appear asking you to either Run, Save or Cancel. 

With Firefox, it will ask to Save or Cancel. 

The best option is to save the file. Then it may ask where to save the file. The default that pops up is the best and safest option. Then select Save.

STEP TWO: Install Star Quotes/Estimates Program

Once you have downloaded Star Quotes/Estimates software, you are ready to install it. After the download is finished, the dialog box will say Download Complete. From here you will select Run (Internet Explorer) or Double Click the downloaded file (Firefox). 

This will open up the installation dialog box. Just follow the instructions. During the installation, you will be prompted to accept the license agreement, along with other information needed to perform the installation.  When the program is finished installing, and you are running Windows XP or earlier, you will be prompted to run the software.  If you are running Windows Vista or Windows 7, the installation program will close and you will be finished with the install.

You are ready to run the software. An Icon should have been placed on your desktop. Simply double click and the software will run. If no icon was placed on your desktop, then you can run it from the Windows menu, just click on the Windows Start Button, All Programs, Star Quotes, Star Quotes.

2.3. Installing software

All you need to do is to run the file you downloaded. To do this, you can either dbl-click on it, or run it. This will run the installation program. During the installation program, you will be prompted to accept the license agreement, along with other information needed to perform the installation. When the program is finished installing, if you are running Windows XP or below, you will be prompted to run the software. If you are running Windows Vista or 7, the installation program will close and you will be finished with the install.

2.4. When I download the software it states that the file is corrupt. What do I do?

You need to delete the file you downloaded. Then, be sure to clear the temporary files in your browser. Then try re-downloading. It should download fine and install.

If you do not know how to delete your temporary files, here are the instructions for deleting them from Internet Explorer and Firefox browsers.

Internet Explorer:
Run the program. Click on the Tools menu, then Internet Options. This will display the Options screen. Click on the Delete button listed under Browsing History. Then Click on the Delete File button listed under Temporary Internet Files. Then Click on Yes when prompted. Then Click Close, then OK. This will delete your temporary files from the system.

Firefox:
Run the program. At the top of the Firefox window, Click on the Tools menu, and Select Clear Private Data...The Clear Private Data window will open, allowing your to select which private data you want to clear. Check mark the data you want to clear, then click on Clear Private Data Now, to clear the data; or click on Cancel, to close the Clear Private Data window, without clearing any private data.

2.5. Running the software

After you have successfully installed the software onto your computer, you are now ready to run the software for the first time.


If you installed this software onto a computer that is running Microsoft Windows XP or an earlier version, you would have been prompted to run the software after the installation process. If running Microsoft Vista or W7, then it does not run the software after the install.


To run the software, you have two options. If a shortcut was placed onto your desktop, you can run the software by just dbl-clicking on the icon called Star Quotes.


If a shortcut was not installed, or if you do not want to run it from the shortcut, you can run it via the Windows program menu. Just click on the Start Button (XP) or the Windows Start Orb (Vista or 7) which is located at the bottom left corner of the desktop screen.  This will activate the Program menu system. Then you just need to click on the All Programs option, then Star Quotes folder, then Star Quotes. This will launch the software.

2.6. Upgrading

After the software has been installed, you can periodically check to see it there are any updates to the software available.  To do this, it is easiest to just run the software, click on the Help menu from the main screen, then click on Check for Updates.

If your computer is connected to the Internet, then it will check with the StarreSoft website for any updates that might be available.

If any are found, you will then be prompted whether or not you would like to download and install the updates/upgrades to your computer.

If you wish, you can always just check our website at http://www.starresoft.com/quotes and the latest version will be listed on the main screen.

To check to see what version you have on your machine, you can just run the software, click on the Help menu, then click on About...  This will tell you the version you are currently running.

 

2.7. Is there an Uninstall feature

Yes, just click on the Windows Start button, then Programs, Star Quotes, Utilities, Uninstall.

This will un-install the software from your computer.

3. Setup

3.1. Initial Setup

There is a setup section that need to be addressed before this system is ready for processing.  Here is a description of what and how needs to be setup.

To access the System Setup, just run the program and click on the Setup menu, then Options.

This will display the Setup Options screen. Here you will find the different settings and options. We have listed the different fields and options you have to choose from along with a description of the different settings.

Company Name/Address:

This area allows you to enter your Company or Name, along with your Address information that will customize the Quote form with this information.  These fields are not labeled directly but they are in order:

Name
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country

You can also change this so that the layout is Address1, 2, 3, and 4.  This is for usage outside the US.

Phone:

This field stores your phone number.

Fax:

This field stores your fax number. 

Email:

This field stores your email that you would like listed on the Quote form.

Web:

This field stores your web site address that you would like listed on the Quote form. 

Quote Footer Memo:

This entry field is what is printed on the bottom of the quotes.  You can change this information accordingly.

Prefix:

This field is used as a prefix to the Quote number.  It is defaulted to EST, and you have the option to change it to something more meaningful to you. 

Last Quote#:

This number is used to keep track of the actual quotation numbering process.  This field can be set to any starting number, but it is advisable not to change it after setting it initially.  As this could cause problems such as the system trying to create duplicate records. 

Form Header:

This field stores the name of the Form that is printed.  We suggest to either enter Estimate or Quote in this field. 

Default Sls#:

This field is the default Salesman number.  If entered, it is used as the default salesman number when creating Quotes. 

Dft. Tax Rate:

This field defines the default tax rate that is used if charging tax on the Quote.

Dft S&H:

This field defines the default Shipping and Handling charge that can be applied to the Quote either automatically or by selection during the quote entry process. 

Dft Margin:

If using the Margin entry process, this is the default amount to upcharge the cost to come up with the price.

Dft Terms:

This field is used to determine your payment terms. There are several default optons to select from.

Dft Currency Symbol:

This will load a different Currency symbol to be printed in front of the SubTotal, S&H, Tax, and Totals on the Quote.

System Options Tab 

Charge Tax:

This check box if checked tells the system to charge tax on the quotes. 

Auto Charge S&H:

This check box if checked will automatically charge the default Shipping and Handling charge if entered. 

Use Margin Markup:

This check box if checked will tell the system that you plan on using the Margin markup field during detail entry.  If this is enabled, there will be an additional entry field in the detail line entry that will take the Cost field and add the Margin percentage to create the price of the item.

Use GPM Markup: 

 

Auto Capitalize All fields:

This check box if checked instructs the system to make every field CAPITALIZED during entry of data.  If it is not checked, then you can control the data capitalization on your own.

Remove Shading on print:

This check box if checked will remove the shading on the printout.  This can save ink if using an injet printer.  It is not a lot of shading on the printout, but every bit helps based on the cost of ink cartridges. 

Print Logo on form:

This check box if checked will allow you to print a logo on the form.

Add Customer on the Fly:

This check box if checked will allow you to Add Customers on the fly.  This means that during the Quotation entry process, if the Customer does not exist in the Customer Database, it will be added for future usage. 

Add Items on the Fly:

This check box if checked will allow you to Add Items on the fly.  This means that during the Quotation entry process, if the Item does not exist in the Item Database, it will be added for future usage. 

Confirm Customer Additions:

This check box if checked will cause the system to ask you to Confirm the additions of Customers if you have the Add Customer on the Fly option selected. 

Confirm Item Additions:

This check box if checked will cause the system to ask you to Confirm the additions of Items if you have the Add Items on the Fly option selected. 

Search Customers by Number:

This check box if checked will allow you to search Customers by Number instead of Name. 

Search Items by Number:

This check box if checked will allow you to search Items by Number instead of Description. 

Confirmation Questions = Yes:

This check box if checked will default the Confirmation Questions to Yes instead of No.  This is used during the Item and Customer additions.  If selected to Yes, then you do not have to click the answer yes, if you add most of the items or customers.  It is used to save time and helps you to not use the mouse, as this takes time to take your hands from the keyboard to the mouse and click then back again.

Adjust Bottom Margin of Paper up:

This check box if checked will change the Bottom Margin of the Paper to move up.  This is needed on some Ink-Jet printers because they cannot handle the last part of the paper to print on.

More Tab

Remove City/State/Zip References:

This check box if checked will remove the City/State/Zip fields from the program and replace them with an Address 3, and Address 4 fields.  This was added for our friends outside the US as their address format is different. 

Remove Phone # Masking:

This check box if checked will remove the dashes that automatically are entered in the Date fields.  This was added for our friends outside the US as their phone number format is different.

Use Large Item Fields: 

 

Use A4 paper for printing:

This check box if checked will inform the printing process to default to the A4 paper size for printing. 

Auto Height Adjust the Main Grid:

This check box if checked will auto adjust the cell heights on the main grid.  This allows for seeing all the data in the grid cells which will wrap the data to a second line.  If unchecked, then it will only display one line in the cells and cut off seeing the other information in the cell lines.

Use pgm email instead of MAPI: 

 

Dbl-loop on email send:

 

Select your Local Date format:

This selection box is used to setup your date format to be used in the program.  The default for the US is MM/DD/YYYY.  Just select the correct one used in your part of the world.

 

Use Web Data Update Function:

This check box if checked will allow you to update your Customer and Item file via a web site link.  (This is still under development at this time.)

 

Web Update Location:

This field is used to define the location of the Web Data Update file location. (This is still under development at this time.)

 

Logo:

This area is used to save a logo that will be used to print on the Quote.  This will only be displayed if the Print Logo on the form check box is checked.

 

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:

Close

 

Edit:

Clear Data Files - This will allow you to clear the data files in the program.  It will ask which data file to clear before processing.

Turn ON/OFF Dbl Email Create on Initial Send - This option may be used on some systems that when you try to call the email program, it may not attach the quote on the initial call.  If so, then turn this option on.  Otherwise, leave it off.

 

Help:

Help - This will display the programs Help file.

 

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

3.2. Network Setup Information

Star Quotes Program Network Version

Network Setup Instructions

To set up the Network Version of this software, you must follow these instructions.

1.) Install the Star Quotes Network Edition program onto your workstation. Along with any other workstations that will be running the software.

2.) If you installed it to the default folder, then there will be a folder called:

(IN XP) C:\Documents and Settings\All Users\Documents\StarreSoft\Star Quotes\data.
(IN W7) C:\Users\Public\Documents\StarreSoft\Star Quotes\data)

(This folder contains all the necessary data files to run the Quotes program.)

3.) Next check to see if the program runs on all of the workstations you installed the software to. If everything works, then you are ready to proceed. (Do not worry about the data yet. This will be setup later.)

4.) Load/Copy the data files to your server. To perform this, all you need to do is to copy this folder over to a drive on your network. Such as G:\starquotes\data. Be sure to create the folder on your server first. After you copy the files and folder to your network, you might want to Map the drive to your workstation, but it is not required.

If you do not have a network server, you can just copy the data file to your shared documents folder or any other share you have on your system. Just be sure to remember where you placed the data files.  You will need this on the next step.

5.) Now you need to setup your workstation(s) to point to the folder on the server that you just created and loaded with the data files. You need to run the utility called Workstation Configuration Setup Utility. This will handle the setup process for you. This program was installed during the installation process and can be run by clicking on the Windows Start button, then Programs, then Star Quotes, then Utilities, then Workstation Configuration Setup Utility. This program will display the current Data folder that contains the shared data files. To configure the data pointer, you need to click on the Set Location button. This will show you a layout of your folders and network drives. Select the Server/Workstation that you copied the original data files to: ie. G:\starquotes\data. Then click OK. If you did this correctly, and the files reside in this folder, you will be notified. Then Exit the program. Your system should be setup correctly.

Be sure to perform the Configuration Setup on each of your workstations to have them all point to the server/workstation where the data files reside, otherwise they will be using the files loaded on the workstation and the data will not be shared.

3.3. How can I check to see if there is an update available?

At anytime, you can check to see if there are any Updates/Upgrades available for this product.
To perform this task, just run the program.  Click on the Help menu from the main screen, then click on Check for Updates.

This will tell the program to check our web site for any available Upgrades/Updates.  If one is available, it will prompt you that there is an update available and ask you if you wish to download and install it.  If you choose to do so, just follow the prompts that come up.  Your system will then ask you to restart the program, which will run the installation of the Updates/Upgrade.  Just select the defaults and you should be good to go and the new version will be installed.

All Updates/Upgrades are available at no charge for a period of One (1) year from the original date of purchase.  Unless you are current on our Support/Upgrades/Updates licensing, I would not suggest upgrading or updating, as you may need to purchase the upgrade/update.

If the update is for the same Major Version, such as 3.20 and you already purchase a version 3.xx version, you will not need to purchase the upgrade.  Only when it upgrades to say version 4.xx, as the major version number changed.  As your original registration codes are valid though the full major version cycle.

4. Operations

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.

4.2. Detail Screen

The detail screen that is displayed when you Create a new quote or Edit an existing Quote.  This screen will allow you to enter the detail information about the quotes.

The layout of the screen basically matches the printed quote form.  This makes it easier to understand and create the quotes you need.

Here is a list of the fields and information about them.

Customer#: - Customer number assigned to the customer.  This is a drop down field that will allow you to select an existing customer.  It will also jump to a customer # that is already in the system.  If one is found, then it will load the information for that customer in the screen fields.

Customer Name: - The name of the Customer

Address: - The address of the Customer.  This is formatted as Name, Address 1, Address 2, City, State/Province, Zip/Postal Code, Country.

You can also change this so that the layout is Address1, 2, 3, and 4.  This is for usage outside the US.  This can be changed in the Setup Options of the program on the Main screen.

Contact: - Contact Name of the Customer

Phone: - Phone number of Customer.

Fax: - Fax number of Customer

Cell: - Cell number of Customer

Email: - Email address of Customer.

Salesman: - Salesman name assigned to Customer

Quote Date: - Date of Quote

Due Date: - Due date of Quote.

Job: - Job Information - there are two lines of information you can add that will be printed on the form.

Other Info: - This is an addition two lines of information that you can add and will be printed on the form.

Req by: - Requested by name.

Ship Via: Ship Via - This is a lookup field that will look up data that resides in the Ship Via file.

Terms: - Terms - This is a lookup field that will look up data that resides in the Terms file.

Taxable: - Taxable checkbox.  If this quote is taxable then check this box.

Tax Rate: Tax rate percentage. If the taxable checkbox is checked, then this field will be displayed so you can enter the tax rate - such as 0.07 for seven percent tax.

Qty: - This is the quantity field for the detail line item.

UM: - This is the Unit of Measure field for the detail line item.

Item #: - This is the Item Number field for the detail line item.

Description: - This is the Description field for the detail line item.

Cost: - This is the Cost field for the detail line item.

Margin: - This is the Margin markup field for the detail line item. This will only be displayed if you have selected this in the system setup.  This will require you to enter a Margin percentage that will be calculated against the Cost to come up with the Price for the detailed line item.

Price: - This is the Price field for the detail line item.

Total Cost: - This is the Total field for the detail line item. - This is auto calculated.

 

GPM: - This is the Gross Profit Margin percentage field.  If you would like to calculate the profit margin of the whole quote by a percentage, then you can just enter the percentage value here.  This will cause the program to calculate the profit margin of each item on the quote by this percentage amount.  This is only available if the option is selected in the System Options Setup screen.

Sub Total: - This is the Sub-Total of all the detail line items.

S&H: - This is the Shipping and Handling fee field.  You can either enter it for each Quote, or it can be pre-loaded with a default as specified in the System Options Setup Screen.  You can also click on the S&H button to the left and it will load the default amount that was defined on the System Options Setup Screen.

Tax: - This is the Amount of Tax being charged in relation to the Sub-Total amount and calculated based on the Tax Rate.

Total: - This is the Total Amount of the Quote.

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.

Print:

This button when pressed, will print the displayed Quote.

Email:

This button when pressed, will send the displayed Quote to your MAPI Email program that will allow you to send it via email.  It will create an attachment in PDF format to be sent..

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Print2PDF

Email

Preview

Print

Close

Edit:

New Quote

Copy/New

Delete - Delete the Selected Quote

Change Quote Status

Change Print Status

Jump to S&H

Maintenance:

Customers - Maintain the Customer file

Items - Maintain the Items file

Salesmen - Maintain the Salesmen file

Unit of Measure Codes - Maintain the UM codes file

Terms - Maintain the Terms file

Ship Via - Maintain the Ship Via file

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.

4.3. Customer Maintenance Screen

The Customer Maintenance screen that is displayed when you Create/Maintain Customers in the database.

Here is a list of the fields and information about them.

Customer#: - Customer number assigned to the customer.

Customer Name: - The name of the Customer

Address: - The address of the Customer.  This is formatted as Name, Address 1, Address 2, City, State/Province, Zip/Postal Code, Country.

You can also change this so that the layout is Address1, 2, 3, and 4.  This is for usage outside the US.  This can be changed in the Setup Options of the program on the Main screen.

Contact: - Contact Name of the Customer

Phone: - Phone number of Customer.

Fax: - Fax number of Customer

 

Cell: - Cell number of Customer

Email: - Email address of Customer.

Web: - Web Site address of Customer.

Terms: - Terms - This is a lookup field that will look up data that resides in the Terms file.

Taxable: - Taxable checkbox.  If this Customer is taxable then check this box.

Tax Rate: Tax rate percentage.  This will allow you to enter the tax rate - such as 0.07 for seven percent tax.

Salesman: - Salesman name assigned to Customer

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 Customer record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Close

Edit:

New - Create a New Customer record

Delete - Delete the Selected Customer record

Help:

Help - This will display the programs Help file.

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

4.4. Item Maintenance Screen

The Item Maintenance screen that is displayed when you Create/Maintain Items in the database.

Here is a list of the fields and information about them.

Item Number/Code: - Item Number or Code assigned to the item.

Description: - The Description of the Item.  There are two fields that can be used for the descriptions of the Item.

UM: - Unit of Measure

Cost: - Cost of the Item

Price: - Price of the Item

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 Item record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Close

Edit:

New - Create a New Item record

Delete - Delete the Selected Item record

Help:

Help - This will display the programs Help file.

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

4.5. Salesman Maintenance Screen

The Salesman Maintenance screen that is displayed when you Create/Maintain Salesman in the database.

Here is a list of the fields and information about them.

Salesman#: - Number or Code assigned to the Salesman.

Code: - The Code of the Salesman.

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 Salesman record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Close

Edit:

New - Create a New Salesman record

Delete - Delete the Selected Salesman record

Help:

Help - This will display the programs Help file.

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

4.6. Unit of Measure Codes Maintenance Screen

The Unit of Measure Codes Maintenance screen that is displayed when you Create/Maintain UOM Codes in the database.

Here is a list of the fields and information about them.

Unit of Measure: - Unit of Measure.

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 Unit of Measure record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Close

Edit:

New - Create a New Unit of Measure record

Delete - Delete the Selected Unit of Measure record

Help:

Help - This will display the programs Help file.

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

4.7. State Codes Maintenance Screen

The State Codes Maintenance screen that is displayed when you Create/Maintain State Codes in the database.

Here is a list of the fields and information about them.

Code: - Code assigned to the item.

Description: - The Description of the Code.  This would contain the name of the State or Province.

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 State Code record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Close

Edit:

New - Create a New State Code record

Delete - Delete the Selected State Code record

Help:

Help - This will display the programs Help file.

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

4.8. Terms Maintenance Screen

The Terms Maintenance screen that is displayed when you Create/Maintain Terms in the database.

Here is a list of the fields and information about them.

Code: - Code assigned to the item.

Terms: - The Description of the Terms.

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 Terms record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Close

Edit:

New - Create a New Terms record

Delete - Delete the Selected Terms record

Help:

Help - This will display the programs Help file.

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

4.9. Ship Via Maintenance Screen

The Ship Via Maintenance screen that is displayed when you Create/Maintain Ship Via's in the database.

Here is a list of the fields and information about them.

Ship Via: - The Description of the Ship Via.

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 Ship Via record.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Close

Edit:

New - Create a New Ship Via record

Delete - Delete the Selected Ship Via record

Help:

Help - This will display the programs Help file.

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

4.10. Import/Export Data

Import/Export

Import

If you have a database with information already entered into it, you may be able to import the data into this program.  You can import the following types of data:  Paradox files, DBase files, Text, HTML, Excel, Lotus 123, Quattro Pro, Microsoft Access, and XML files.  Just select the option off the Options menu.

Run the program. Click Maintenance then Import then select what you want to import.

For our example, we are going to select Items. This will open the Import Wizard dialog screen.

This first screen, you will select the file type of the data you wish to import. For our example, we are going to select an Excel file. Click Next.

Select the location of the Excel file you wish to import and click Next.

This will bring up the File preview screen. This is what your data looks like before we map the fields in the program. Make note of what columns your data is in.

Click Next.

This brings up the Mappings dialog screen. This is where you select what fileds from your Excel file and assign them to the appropriate Destination.

Use the drop down to select which column from your Excel file you wish to put in each destination.
For example, for Item (Destination), you would select A if your item number is in column A on your Excel spreadsheet (Source).
And so on. Once you have made all of the desired selections, click Next
Note: You do not have to import all of the fileds that may be on your Excel Spreadsheet. The wizard will only import those fields that you have selected. 

This screen allows you to Preview your mapped fields. If it looks like your data is in the fields you wish them to be in, then click Next.
If there are fields out of place or missing, select Back and make changes.
After you have clicked next, you will be presented with the Summary dialog screen. 

 

Here is where you would select the Import Mode.

You will either select Append to add records to the database OR Copy, which will replace the data that exists with what you are importing.

After you have made your selection, click Execute.

When importing has completed, you will be returned to the program. You can verify that your information has been imported by clicking on Maintenance and the selecting whatever it is you imported.

Export

This will run the Export Wizard that will ask you what file format you wish to export to.  You have the following choices:

Paradox file, Dbase file, Text file, HTML file, Excel spreadsheet, Excel file, Word file, SYLK, DIF, Lotus 123, QuattroPro file, SQL script file, XML file, MS Access database, MS Windows clipboard, Rich Text format, SPSS format, Adobe Acrobat Document, and LDAP DataInterchange Format.

Follow the instructions in the Wizard to create your Exported file.

4.11. Reports Screen

The Reports screen that is displayed when you select the Reports option off the main screen.

This screen is used to print the reports that are included in this system.

Here is a list of the fields and information about them.

Quotation Report: This check box is used to select the Quotation Report to print.

Quotation Report by Customer #: This check box is used to select the Quotation Report to print by Customer #.

Date From: - The date the report is to start from.

Date To: - The date the report is to end to.

Options: - There are 4 checkboxes that you can select what status of the quotes you wish to print on the report.  They are All, Active, Completed, and Closed/Cancelled.

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.

Print:

This button when pressed, will print the selected report.

Preview:

This button when pressed, will allow you to preview the selected report.

Close:

This button when pressed, will Close this screen and return you to the Main screen.

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:

Preview - Will allow you to preview the selected report.

Print - Will allow you to print the selected report.

Close

Help:

Help - This will display the programs Help file.

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

4.12. Backup/Restore Data

The backup feature is accessible from the Main Screen off the File Menu. Just select Backup/Restore Data, then Backup/Save Data Files to Archives. This will create a zip file of all the files used in the Quotes program. It prompts you for a name for the file to be created for your backup.

There is also a Restore feature that is accessible the same way. Just select the Restore Previously Saved Data from Archives. This will restore the files that you previously backed up and replace what is currently being used in the system.

5. How do I?

5.1. How do i run the Workstation Configuration Setup Utility

Here are the instructions to run the Workstation Configuration Setup Utility.

Click on the Windows Start Button, All Programs, Star Quotes, Utilities, Workstation Configuration Setup Utility.

This will tell you where the data files for the program is located on your system.

If you moved the data folder and files to a different location, you will need to point this program to the new location of the data files.  If this is the case, just click on the Set Location button, browse to your new location and click OK.  Then Exit the program and this will tell the software where to access the data files on your system.

6. FAQ's

6.1. Does Star Quotes support 64-bit Windows?

YES!

The same installer can be used on 32-bit or 64 bit Windows.

7. Errors

8. Upgrades

8.1. Free Upgrades/Updates for a period of one year from Purchase date.

All of our software comes with a full year of support and free upgrades/updates.  This is based on the purchase date of the software.  If you are unsure of the date of purchase and wonder if you are eligible for a free upgrade/update, just contact us via our help desk with your information and we will respond with the answer.

8.2. Upgrading from previous versions - Will not accept my original registration codes

All of our software comes with a full year of support and free upgrades/updates.
Being that this version is very old and was originally purchased over a year ago you are not eligible for a free upgrade.

As you might have noticed, we have upgraded our software to include many new features and functions since your original purchase date.

You can still use the version that you purchased. Unfortunately it is no longer supported and is no longer available for download.

We do however have our latest version available for purchase at a very reasonable price.

The cost of the upgrade is ony $20.00.

Please check our web site at

http://www.starresoft.com/qteupurchase.htm

for Upgrade information.

If you purchase the upgrade for our software, please feel free to do so from our web site, and a new registration code will be sent to you.

9. System Requirements

9.1. System Requirements

 

Microsoft Windows XP/Vista, 7, & 8 operating system


Minimum
10 MB of free hard disk space


CD-ROM
drive to install from CD


133 MHz
processor or higher


128 MB of
memory or higher

VGA or higher monitor resolution displayed at 640x480 pixels minimum and at least a

minimum of 256 colors.

10. Registration/Purchasing

10.1. How do I purchase this software

You can purchase the Star Quotes/Estimates software from our website at  http://www.starresoft.com/qtepurchase.htm

All instructions and payment options are listed there.

10.2. How do I Enter Registration Codes

After purchasing the software, you will be either e-mailed and/or mailed to you a code that needs to be entered into the software to unlock it.  If you already are receiving a message to register, all you have to do is to click on the button which will display which codes to enter into the system.  If you are not receiving this message yet, and would like to key in your registration codes you can just select the Program menu option to register.  Just click on Start, Programs, Star Quotes, Utilities, and click on Register Program.  Then just key in the registration codes that were sent to you.  This will unlock the program for full usage.

10.3. How To Enter Registration Code - Windows 8

If you need to enter your registration codes and your operating system is Windows 8, you can enter them by first doing a search. From the desktop, just tap WINKEY (or CTRL + ESC) and start typing. The standard Search appears, with a search pane on the right. Or, if you're already at the Start screen, just start typing.

As you type a search,

search results appear on the left.

Then all you need to do is select the program from the list that you wish to register.

A dialog box will appear and simply enter the name and key into the fields.

You must enter the information exactly as it appears on the e-mail you received.
After you have filled in the fields, click OK.

Your program is now registered.

10.4. How do I purchase the Upgrade

You can purchase the Upgrade of the Star Quotes from
our web site at http://www.starresoft.com/qteupurchase.htm


All instructions and payment options are listed there.

10.5. Registration Codes are correct

The User Name and Registration Key that you received are correct for the version you purchased.

Here are a few things you should check.

Make sure that you copied the codes correctly. There are no letter O's in the Registration Key. They would be zeros. This is a common mistake.

Also, be sure to enter the User Name & Key exactly as received. The User Name and Key are Case Sensitive..

Check the version you installed. It must match against the information sent to you. You can check this by running the program, then clicking on the Help menu, then click on About. This will indicate the version and edition. They need to match what was purchased. Which would normally be the latest version available for download from our web site.

Check all of these options.

If after you have followed these steps and are still unable to register the program, please contact our Support Desk at http://support.starresoft.com/index.php?pg=request for further assistance.

 

10.6. EULA - End User License Agreement

End User License Agreement for Starre Enterprises Software

This EULA is a legal agreement between you (either an individual or a single entity) and Starre Enterprises for the Starre Enterprises Software accompanying this EULA, which includes the accompanying computer software, and may include associated media, printed materials and any "online" or electronic documentation ("SOFTWARE"). By installing the SOFTWARE, you agree to be bound by the terms of this EULA. If you do not agree to the terms of this EULA, you may not install or use the SOFTWARE.

SOFTWARE PRODUCT LICENSE

The SOFTWARE is protected by copyright laws and international copyright treaties, as well as other intellectual property laws and treaties. The SOFTWARE is licensed, not sold.

1. GRANT OF LICENSE. This EULA grants you the following rights:

Software. You may install, use, access, display, run, or otherwise interact with ("RUN") one copy of the SOFTWARE, on a single computer, workstation, terminal, hand held PC, pager, "smart phone," or other digital electronic device ("COMPUTER"). The primary user of the COMPUTER on which the SOFTWARE is installed may make a second copy for his or her exclusive use on a portable computer.

Storage/Network Use. You may also store or install a copy of the SOFTWARE on a storage device, such as a network server, used only to RUN the SOFTWARE on your other COMPUTERS over an internal network; however, you must acquire and dedicate a license for each separate COMPUTER on which the SOFTWARE is RUN from the storage device. A license for the SOFTWARE may not be shared or used concurrently on different COMPUTERS.

Reservation of Rights. All rights not expressly granted are reserved by Starre Enterprises.

Accessing Services Using the SOFTWARE. Your use of any service accessible using the SOFTWARE is not covered by this EULA and may be governed by separate terms of use, conditions or notices.

2. RESTRICTIONS.

You must maintain all copyright notices on all copies of the SOFTWARE.

Limitations of Reverse Engineering, De compilation and Disassembly. You may not reverse engineer, decompile, or disassemble the SOFTWARE, except and only to the extent that such activity is permitted by applicable law notwithstanding this limitation.

Rental. You may not rent or lease or lend the SOFTWARE.

Software Transfer. You may permanently transfer all of your rights under this EULA one time, provided you retain no copies, you transfer all of the SOFTWARE (including all component parts, the media and printed materials, any upgrades, this EULA and, if applicable, the Certificate of Authenticity), you do not receive any payment or other compensation for transferring the SOFTWARE and the recipient agrees to the terms of this EULA. If the SOFTWARE portion is an upgrade, any transfer must include all prior versions of the SOFTWARE.

Support Services. Starre Enterprises may provide you with support services related to the SOFTWARE ("Support Services"), in its discretion. Use of Support Services, if any, is governed by the Starre Enterprises policies and programs described in the user manual, in "online" documentation, and/or other Starre Enterprises-provided materials. Any supplemental software code provided to you as a part of Support Services shall be considered part of the SOFTWARE and subject to the terms of this EULA. With respect to technical information you provide to Starre Enterprises as part of the Support Services, Starre Enterprises may use such information for its business purposes, including for product support and development. Starre Enterprises will not utilize such technical information in a form that personally identifies you except to the extent necessary to provide you with support.

Replacement, Modification and Upgrade of the Software. Starre Enterprises reserves the right to replace, modify or upgrade the SOFTWARE at any time by offering you a replacement or modified version of the SOFTWARE or such upgrade and to charge for such replacement, modification or upgrade. Any such replacement or modified software code or upgrade to the SOFTWARE offered to you by Starre Enterprises shall be considered part of the SOFTWARE and subject to the terms of this EULA (unless this EULA is superseded by a further EULA accompanying such replacement or modified version of or upgrade to the SOFTWARE). In the event that Starre Enterprises offers a replacement or modified version of or any upgrade to the SOFTWARE, (a) your continued use of the SOFTWARE is conditioned on your acceptance of such replacement or modified version of or upgrade to the SOFTWARE and any accompanying superseding EULA and (b) in the case of the replacement or modified SOFTWARE, your use of all prior versions of the SOFTWARE is terminated.

3. TERMINATION. Without prejudice to any other rights, Starre Enterprises may terminate this EULA if you fail to comply with the terms and conditions of this EULA. Starre Enterprises may terminate this EULA by offering you a superseding EULA for the SOFTWARE or any replacement or modified version of or upgrade to the SOFTWARE and conditioning your continued use of the SOFTWARE or such replacement, modified or upgraded version on your acceptance of such superseding EULA. In addition, Starre Enterprises may terminate this EULA by notifying you that your continued use of the SOFTWARE is prohibited. In the event that Starre Enterprises terminates this EULA, you must immediately stop using the SOFTWARE and destroy all copies of the SOFTWARE and all of its component parts.

4. COPYRIGHT. All title and copyrights in and to the SOFTWARE (including but not limited to any images, photographs, animations, video, audio, music, text and "," incorporated into the SOFTWARE), the accompanying printed materials, and any copies of the SOFTWARE, are owned by Starre Enterprises or its suppliers. All title and intellectual property rights in and to the content which may be accessed through use of the SOFTWARE is the property of the respective content owner and may be protected by applicable copyright or other intellectual property laws and treaties. This EULA grants you no rights to use such content. If this SOFTWARE contains documentation which is provided only in electronic form, you may print one copy of such electronic documentation. You may not copy the printed materials accompanying the SOFTWARE.

5. EXPORT RESTRICTIONS. You agree that you will not export or re-export the SOFTWARE, any part thereof, or any process or service that is the direct product of the SOFTWARE (the foregoing collectively referred to as the "Restricted Components"), to any country, person or entity subject to U.S. export restrictions. You specifically agree not to export or re-export any of the Restricted Components (i) to any country to which the U.S. has embargoed or restricted the export of goods or services, which currently include, but are not necessarily limited to Cuba, Iran, Iraq, Libya, North Korea, Sudan and Syria, or to any national of any such country, wherever located, who intends to transmit or transport the Restricted Components back to such country; (ii) to any person or entity who you know or have reason to know will utilize the Restricted Components in the design, development or production of nuclear, chemical or biological weapons; or (iii) to any person or entity who has been prohibited from participating in U.S. export transactions by any federal agency of the U.S. government. You warrant and represent that neither the U.S. Commerce Department, Bureau of Export Administration nor any other U.S. federal agency has suspended, revoked or denied your export privileges.

6. DISCLAIMER OF WARRANTIES. Starre Enterprises AND ITS SUPPLIERS PROVIDE THE SOFTWARE "AS IS" AND WITH ALL FAULTS, AND HEREBY DISCLAIM ALL OTHER WARRANTIES AND CONDITIONS, EITHER EXPRESS, IMPLIED OR STATUTORY, INCLUDING BUT NOT LIMITED TO ANY (IF ANY) IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, OF FITNESS FOR A PARTICULAR PURPOSE, OF LACK OF VIRUSES, AND OF LACK OF NEGLIGENCE OR LACK OF WORKMANLIKE EFFORT. ALSO, THERE IS NO WARRANTY OR CONDITION OF TITLE, OF QUIET ENJOYMENT, OR OF NONINFRINGEMENT. THE ENTIRE RISK ARISING OUT OF THE USE OR PERFORMANCE OF THE SOFTWARE IS WITH YOU.

7. EXCLUSION OF ALL DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL Starre Enterprises OR ITS SUPPLIERS BE LIABLE FOR ANY CONSEQUENTIAL, INCIDENTAL, DIRECT, INDIRECT, SPECIAL, PUNITIVE, OR OTHER DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR ANY INJURY TO PERSON OR PROPERTY, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION, FOR LOSS OF PRIVACY FOR FAILURE TO MEET ANY DUTY INCLUDING OF GOOD FAITH OR OF REASONABLE CARE, FOR NEGLIGENCE, AND FOR ANY PECUNIARY OR OTHER LOSS WHATSOEVER) ARISING OUT OF OR IN ANY WAY RELATED TO THE USE OF OR INABILITY TO USE THE SOFTWARE, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF Starre Enterprises OR ANY SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. THIS EXCLUSION OF DAMAGES SHALL BE EFFECTIVE EVEN IF ANY REMEDY FAILS OF ITS ESSENTIAL PURPOSE.

8. LIMITATION AND RELEASE OF LIABILITY. Starre Enterprises has included in this EULA terms that disclaim all warranties and liability for the SOFTWARE. To the full extent allowed by law, YOU HEREBY RELEASE Starre Enterprises AND ITS SUPPLIERS FROM ANY AND ALL LIABILITY ARISING FROM OR RELATED TO ALL CLAIMS CONCERNING THE SOFTWARE OR ITS USE. If you do not wish to accept the SOFTWARE under the terms of this EULA, do not install the SOFTWARE.

9. GOVERNING LAW. If you acquired the SOFTWARE in the United States of America, the laws of the State of North Carolina, U.S.A will apply to this contract. If you acquired this SOFTWARE outside of the United States of America, then local law may apply. 

11. Version History

11.1. Version History

There is a web page setup with the version history of this product.  Here is the link.

http://www.starresoft.com/qtehistory.htm