WINDOWS-DOORS 3

Dealer 3: User guide

Table of content

General

Windows-Doors Dealer 3 program made for quickly and simply calculate total of orders price. Also for print all needed documents, for all product type and included features and accessories.

Windows-Doors Dealer main form is all-in-one screen. All workflow doing on the main form (exclude execution and printing of documents).

Work beginning

Windows-Doors Dealer: main form

Program starts from the "Start" button -> "Program" -> "Windows-Doors" -> "Windows-Doors Dealer". After app run you see main form. This ready for a new order.

Menu "File"

menu "File" of main form

This menu has 6 points:

  • New order
  • Orders archive
  • Last orders
  • Delete current order
  • Print
  • Settings
  • Exit

Menu "New order" switch form to new order mode (default mode after app run). You can switch to new order by shortcut Ctrl+N.

Menu "Archive orders" (shortcut is Ctrl+O) will open form with archive of orders. Example, you can find needed order for copy, edit or delete it.

Submenu "Last orders" contain last 10 orders.

Menu "Delete current order" remove this order from the database.

Menu "Print" (shortcut is Ctrl+P) call form "Executing and printing documents"

Menu "Exit" (shortcut is Alt+F4) - unload this program

Menu "Products"

menu "Product"

This menu has 3 points:

  • Save current product features as default
  • Load the default values ​​for this product
  • Delete current product from order

Assignment of these points descript here

Menu "Help"

menu "Help"

This menu has 6 points:

  • Displays help: this file, help about program
  • Learning video: open internet page with a learning video about Windows-Doors Dealer
  • Registration: call registration form and invoice request
  • About: form About, with a information about copyright, version, contacts and other
  • Windows-Doors site: internet link to program site
  • Buy online: internet page with a payment information.

Main form

Windows-Doors Dealer main form

Interface has block structure:

Window has 4 blocks:

Typically workflow to complete the order: choice template, product editing, document printing.

 

Block "Template"

Look like "Windows Explorer". Difference: if select group of models, then will shown all included templates for each model of group. If select root node "Product", then you can see all templates.

Windows-Doors Dealer: main form: block "Template"

For create new product from template - double mouse click on the template. Product will be added to current order (or in new order).

In the adding of new product possible two variants:

In this block can make template area to wide, press tool button "Hide/show models".

 

Block "Product"

Windows-Doors Dealer: main form: block "Product"

Block for editing of product. On left exists tool box, on center - product image, on bottom - table with parameters of sashes.

Editing of product

Editing of product it's:

  • set product size
  • set destination of sashes
  • set parameters of sashes (size, opening, insect screen and other)

Set product size

You can do it a few ways:

  1. Input from keyboard into a "width" and "height" in "Product features".
  2. Click to any side of product frame and drag it.
  3. Edit sashes size, if height (or width) of sash equal height (or width) of product.

If size of product out of range, then size will be corrected to minimal (or maximal). After correction you can see message in status bar (see below).

Windows-Doors Dealer: main form: status bar with message to user

If you change product size - all sashes sizes will changed automatically.

Block "Product" can be wide for editing, click tool button "Wide product pane".

 

Set sash size

This can be done in three ways:

  1. Type new size into sashes table
  2. Move the mullion
  3. Change product size (sizes of sashes change proportionally)

Change size of sashes is due to changes size of adjacent sashes on the left or below.

In a image below shown change sash size by mouse

change product size by mouse, figure #1 change product size by mouse, figure #2 change product size by mouse, figure #3
Click on the any side of frame to select. In dragging showing the line and label with shift of size. After drop product will have a new size. Product sashes size change proportionally
Change product size by mouse

Next screenshots shown change size of sash.

change sash size by mouse, figure #1 change sash size by mouse, figure #2 change sash size by mouse, figure #3
Click mullion to select
In dragging showing the line and label with shift of size. After drop mullion sashes will have a new size.
Change size of sash

If both side around mullion has more than one sash (for example - fanlight sash) then change of sash size will be made also.

Zoom

Tool box has 2 buttons: "zoom in" and "zoom out". Image scaling may be use for large size changing (mouse drag to long distance).

Windows-Doors Dealer main form with normal size Windows-Doors Dealer main form with maximized size
program window with minimal size
maximized window

Windows-Doors Dealer main form with maximized size and minimized product size

maximized windows with "zoom out" of product
Scale product image

 

Windows-Doors Dealer main form with normal product pane Windows-Doors Dealer main form with wide product pane
Normal window
Normal window with wide product pane
Wide drawing pane

Sash selection

For sash selection you can click inside sash. Selected sash also will selected in table of sashes (selected row in table has on left side small dark triangle).

With selected sash can made:

  1. Set and change open side
  2. Set insect screen (for swivel or dual-open sash)
  3. Drag this sash on to other sash (both sash will be exchanging of parameters)
Set open side
set opening
in toolbox
set opening
in context menu
set opening
in sashes table

Set open side for selected sash, 3 ways:

1. Click tool button in toolbox
2. From context menu.
3. In sashes table, in combobox.

Tilting will be set also.

 

Set insect screen

set insect screen
toolbox
set insect screen
context menu
set insect screen
sashes table

Insect screen can set 3 ways (look picture):

  1. From toolbox
  2. From context menu
  3. From sashes table
 

Dragging sash onto other sash

If dragging selected sash and drop his onto other sash, then features of sash will be swapped between sashes. Image demonstrate drag and drop sash from left to right

Dragging sash, fig. #1 Dragging sash, fig. #2
Sash #1 selected. Drag his onto right sash
Sash #2 inherits all properties of sash #1 (except for size)
Sash dragging by mouse

Of course, any sash can drag and drop to any other sash.

 

Sashes exchange around mullion

This function similar to previous: but sizes swap also

Sashes exchange around mullion, fig. #1 Sashes exchange around mullion, fig. #2 Sashes exchange around mullion, fig. #3
Select mullion between sashes
Right mouse click and choice menu Sashes swap place around mullion
Sashes exchange around mullion

Next example shown swapping with horizontal mullion, with several sashes around.

Sashes exchange around horizontal mullion, fig. #1 Sashes exchange around horizontal mullion, fig. #2 Sashes exchange around horizontal mullion, fig. #3
Select mullion Right click and choice menu Sashes swap place around mullion
Sashes exchange around mullion in the fanlight window

This function work with all product with mullion

Block "Product features"

block "Product features"

In this block can set all product features:

  1. Product feature
  2. Accessories
  3. Job

Features

In this section: size, profile system, color, hardware, filling (IG Unit), glass, product count, discount. If size of product out of range, then size will be corrected to minimal (or maximal). After correction you can see message in status bar.

Accessories

This group include most frequently used accessories. For view all accessories click "Additionally...". In combobox can to choice only one position. After choose Windows-Doors calculate of charge, cost and mounting cost of accessory (it can be set up in Windows-Doors Configurator). If needed, you can to correct calculated values (click "Additionally...").

Some accessories are intended for certain product types. Example, threshold - for doors, visor - for balconies.

Job

You can input cost of delivery, lift to floor and mounting. Can choose more than one mounting options, click "...".

Lifting up and mounting - for each product of order, delivery - for all product of order.

When adding a new product - features and component of product are set automatically: by minimally values or by presaved default values for this template of product.

 

Accessories

This form opened after click "Additionally...".

Most frequently used accessories you can choose on a main form. All accessories you can choose on this form. If needed, you can correct calculated charge, add position (one or more from each group). Charge, cost and mounting cost calculated automatically, just by checkbox click (or press spacebar on the keyboard).

Form "Accessories"

 

Block "Order"

This block contains products of order. Selected row is it current product, available for editing.  

Block "Order"

To remove product from order - press "Delete" key on the keyboard (or click "delete" in toolbox).

Under product list below, shown:

  • Order value.
  • Common discount.
  • Discount in percent or in currency. If "%" checked, then number in discount field will be calculated as percent, otherwise - it discount cost in current currency.
  • Order amount: order price with discount.

 

Execution and printing of documents

Call from click on "Execution and printing of documents" or click in menu "File"  -> "Print" (keyboard shortcut is Ctrl+P).

form "Execution and printing of documents"

On left side of the form - control panel, right side - text content of document.

Control panel

 From group "Preview and printing" - can be open contract, annex to contract, request into production and list of materials. You can switch between offer and annex to contract in combobox "Type".

"Customers" group - view customers list, add new customer, edit current customers information (you can choice current customer in "Customer" combobox below).

"Settings" group to open form of settings for changing document templates and output document formats.

Forming documents

# (Doc number) - automatically generated number (editable, can contains characters and number).

Document date - date of document creation (insert current date, by default). Date can be change with a calendar.

Type of document. Possible two values: "offer" and "annex to contract". For new order - offer, by default.

Status. For new orders value is "calculating", by default. Status can be change here, or in "Orders archive".

 Type of building. If you know standard building type - you can write this here. This is useful for quick search and copy from saved orders into new order for typically buildings. See details in "how to quickly calculating orders".

 Additional of document. This text (if exist) will be pasted in offer or annex to contract as a additional condition, if is needed.

 Customer. In combobox you can to choose one of all customer from database. Just choice customer from the list and information about customer will be pasted into contract.

Can set two separated type of contract: for person and for legal person. The templates of contract you can prepare in any text editor: MS Word, Open Office Writer and other. Another documents (offer, request to production, materials) - has no template.

 

Customers list

Call from click "Customer list" in control panel on the "Executing and printing of documents" form.

Customers list

Left side of the form contains control panel, right side - list of customers. On the top - toolbox.

Toolbox buttons

Add new customer. Call "Add new customer" form.

Editing information about customers. Open for edit information about selected customer.

Select. Choice current customer as a customer in current order. Form will be closed after choice.

Control panel

Contains easy search. Searching parameters:

  1. By customers name. Write part of name of customer and all match with this word will be shown. Can use condition ("contains", "not contains", "begins with", "not begins with", "equal", "not equal", like as Excel autofilter).

  2. By address - similar to the previous point.

  3. By orders date can specify last week, month, quarter, year, date period or not search by date.

Customer list

Full information about customers in table view, filtered by search condition. Selected row has small dark triangle on left of row. Current row can edit, delete, or add to order.

 

Editing and add new customer

Call from "Execution and printing of documents" or from "Customers"

"Customer" form

Information about customer has two part. First part - common customer information, second part - legal details. 

This details will be pasted into contract. If "Legal entity" checked, then will be used template of contract with legal person, otherwise - will be used template of personal contract.

For personal contract use field "customer name" for input name of customer, for legal contract use "customer name" for legal name, and use "contact" for name of contact person . For input directors name use "Director" field.

 

 

Orders archive

Call from main menu "Orders archive" (use keyboard shortcut Ctrl+O).

Form "Orders archive"

On top has toolbox, on left side - control panel, on right - two tables views: order list (filtered by search condition) and content of selected order.

Toolbox

"Copy to new order" - copied selected order to the new order with all products and other data. This options useful for order from standard buildings (with same windows sizes).

"Edit" - open selected order for editing.

"Preview and printing" - opening documents of current order for preview and printing. Document "Materials" can print for all selected orders. To select several orders, use mouse click on the left of row with a pressed keyboard keys Shift and Ctrl.

"Load from file" - import orders and information of customers from backup orders copy. Attention: all orders will be rewrite! It's function can using if need database replace. It's may be for change price or other data: save your orders to file, replace database, and load orders backward. 

"Save to file" - save orders and information of customers to file. You can load it backup backward later.

Control panel

The control panel contains two group: search and processing orders. Searching - for seek needed orders, processing - for change orders status.

Search orders

By date. Similarly as "Customers" form: can use period of date.

By status. Filter orders list by mouse click on the list item. If items not selected - showing all orders, without filtering by status.

By clients. Similarly as "Customers" form.

Order processing

Order processing - it's change order status. You can processing only selected orders (select orders by mouse click and use Shift and Ctrl keys) or all filtered orders.

After order selection - choose order status in combobox "change status to", check "selected orders" and click "Processing". Status of all selected orders will be changed. If in "apply to" group use "all filtered orders" - status of all orders in current view will be changed.

Table of orders

In table shown all filtered orders, by search condition. In this table can choose order(s) for any actions (see toolbox and control panel).

To delete selected order(s) press "Delete" keyboard key and confirm deletion.

To sort table by column - click on the column header.

Table of orders product

Shown list of product in selected order.

 

 

Settings

Call from main menu "File" -> "Settings"

Contains 4 tabs:

  • Document
  • Database
  • Calculation scheme
  • Language

Tab "Documents"

Settings -> Documents

Set up format, templates, "open with..." and font size for output documents.

Output document format. In this section can set output document format: html or mht. This formats have difference: mht is web-archive, standalone file with a pictures inside. This file can open with Internet Explorer or MS Word (if you not have MS IE or MS Word - use html-format). In html-file pictures stored by separately. If you use html and you want send order (by email) - you must send document with a pictures, otherwise pictures in document will not shown.

Open with.... In this section can choose program for document viewing. Use internet browser for read only view, or use text editor (Writer or Word) for opening editable documents, if needed.

Documents templates. Choose templates of contract for person and for legal person. Template it simple html-file saved from any editors, similarly MS Word or Open Office Writer. Press "..." button, select file and press "Open". Template will be copied in Templates folder.

Font sizes. Set font size for all documents exclude contract (in the contract template - font size set in external editor, at design of template).

Tab "Database"

Settings -> Database

Contains path to database, button for open folder with database file, and button for backup copy creation.

Tab "Calculation scheme"

Settings -> Calculating scheme

Here you can choose calculation scheme. Setting of calculation scheme - it's first step for program settings (see description for Windows-Doors Configurator). In Windows-Doors Dealer you can change next two parameters:

Show button "Details of calculation". If this option is used - on the toolbox of main window showed button "Show details of calculation". It's needed for program settings and check for correct calculating. Later, if program ready for work - this option may be unchecked.

Editable mounting cost. Once and again need edit mounting cost manually. If you check this option, then in a "Job" group of main window field with calculated mounting cost must be shown. Now it's editable value.

Tab "Language"

If it enabled - you can change program language. After click "Apply" the program must be restarted for change language. Program interface, entries of database, currency, units of measurement and demo-data after restart will be shown in selected language. Price also will be recalculated of middle currency course. Data of user will be not translated.

Documents template

Templates - it's simply html-file with text of contract (may be edited in WS Word or Open Office Writer). Paste in needed places of template special label within a brace. Program replace a special labels to the orders data.

Special labels is:

{ClientName} - customer name
{Phone} - Phone
{Fax} - Fax
{Mobile} - Cell. phone
{Contact} - Contact name
{Address} - Address
{Email} - Email
{Descr} - Description
{INN} - Tax Identification Number
{RS} - checking account
{Bank} - Bank
{KS} - correspondent account
{BIK} - BIK
{Director} - Director
{DocNo} - Contract number
{DocDate} - Contract date
{TotalCost} - contract amount
{DocNote} - Note
{ProductTotalCount} - Quantity
{CommonOrderJobCost} - Job
{ProductsCostWOJob} - Costs without job
{CommonOrderDiscount} - Order discount
{CommonOrderDiscountPercent} - Average percent of order discount
 

Templates must not have a pictures, otherwise - pictures not shown in output contract in the other computers.

Description and additional settings for MS Word and Open Office Writer.

MS Word

Document template can be edit in MS Word. Save doc as "web-page with filter". In Word settings need choose unicode as codepage. (Word parameters -> additional -> Web-document parameters -> Encoding -> Unicode). Otherwise text of contract may be shown incorrect.

Open Office Writer

In this editor documents templates must save file also as "Document HTML". In settings need choose unicode codepage. Go to menu "Service" - "Parameters" - "Load/Save/" - "HTML compatibility" - "Encoding" - "Unicode (UTF-8)".

 

How to quickly orders calculating

In the Windows-Doors Dealer exists two way for quickly calculating: use default values and copying saved order - to new order.

Generally 90% of orders - is typically orders, because houses in cities often is be standard buildings. This may be used for quickly order calculating. For typical buildings you can copy previous order in same house to use it in new order.

Default values

A good practices - it's saving most popular size of product with accessories as a default values. Then, if you added new product in order - you add product with all presaved (most frequently used) features: size, profile system, hardware, sashes, type of opening, accessories and other. You can apply default value and for the existing product in order, if you click "Load default value" from the toolbox (or from main menu "Product" -> "Load default values").

Copy saving order to new order

Another way to speed up the calculation is copying order in the new order. For example, you previous order was from same house and for same apartment (with a same product count). You search this order and copy to the new. After, you input the customer data and your order is ready.
 

If you have questions about Windows-Doors program - write to info@windoorsoft.com


Windows-Doors developer, Alexey V. Kanishchev, info@windoorsoft.com