KI - worKIng for you
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Transcript KI - worKIng for you
Welcome
Overview
Encompass was developed by KI to provide
both drawing and quotation capabilities.
Encompass Specifier (Espec) allows you to
specify and price all KI product lines with the
exception of Fixed Seating and Architectural
Walls.
2020 Worksheet is the recommended specifier
for reps who use Giza Studio to generate
drawings
KI vision is to phase out Quotespace in 2007
Learning Objectives
After the training session you will be able to:
• Establish your default settings.
• Start a new project
• Add product into the project using three (3) methods:
• Select product from a publication (pricelist)
• Select product by searching by model number
• Select product by searching on product
description
• Apply options to each model or group of models
• Export your project to a .epx format to share with
other Espec users
• Export your project into a .SIF format for use in KI
QuoteSpace
Agenda
8:15 – 10:00
E-Spec Training Presentation
10:00 – 10:30
E-Spec Hands-on Training
Assignment
10:30 – 10:45
Q&A
10:45 – 11:00
ISM 2007 Closing Ceremony
Let’s Get Started…
Launching ESpec
Home Page
Tool Bar
User Name
Search capabilities
Sorting capabilities
Project information
Default Settings
1.
2.
Price Type
Standard (default)
Freight Excluded
GSA
Price Level
3.
Company
4.
Level 1 (default)
KI (default)
Discount Percent
Disabled as discounting is done in Quotespace
5.
Stand Alone Option (default)
6.
Display Option Panel (check ON)
Create New Project
(Menu: File /New Project)
Project Header Tab
Required Fields (*)
Pricing Default Tab (sections disabled)
Contact Information (disabled)
Comments
Miscellaneous Tab (disabled)
CLICK “Create Detail”
Project Hierarchy
1. Project
2. Work Group
3. Model
4. Options
Workgroups
Create a Workgroup
Edit a Workgroup
·
Copy
Move
Delete
Select Models
Select Models in three ways:
Pick from publications
Search by model number
Search by product description
Project Detail Screen
Sort items on screen
Lock
Tag
Quantity
Price Type
Price Level
Update or Edit Project Detail
Right Click Functionality:
New
Copy
Move
Replace
Delete, Undelete, Purge Deleted Models
Update Price/Model Description
Optioning
1. Option Project
2. Option Workgroup
3. Option Model
Optioning continued
Color Coded Display Button
1. Red (TBD’s Remain)
2. Yellow (Custom)
3. Green (Fully Optioned Out)
Optioning continued
Optioning Type
Price Only
Complete TBD
Revise Non-Drawn Options
Optioning continued
Option File
Temp file (default)
New File
Existing File
Lets Review…
Default settings were created
Created a new project header
Added models to project
Optioned models
Moving on to complete the quote….
Export/Import File Types
Export SIF file to Quotespace
Core
Markets
File, export, SIF, quote
Import into Quotespace
Export project file (.epx)
Sharing project files with others
Import SIF files into Espec
Translate old Giza Specifier projects into Espec
Miscellaneous
Processing Updates
·
Software Updates
·
Data Updates
Reports
Trouble-Shooting
Harvest
Markets
·
Issues go to the IS Helpdesk
·
Suggestions for improvement should be
emailed to Encompass [email protected]
Future Enhancements
Harvest
Markets
Creating Specials
Electronic Processing of Orders
Hands-On
Assignment
Next Up:
10:30 – 10:45
Q&A
10:45 – 11:00
ISM 2007 Closing
Ceremony
Question & Answer
Thank you for your
participation!
Good Selling!