Author: Senos

Representing Wireless Signals in Visio

There are multiple ways that you can choose to represent wireless signals in Visio. You can either use line connectors which will not have any bearing on wire reports or you could use actual “wires” in SI to represent the signal if you want the connections to display on wire reports. When using either method you may want to use a specific color for the line or for the pattern of the line to vary from your actual wires, e.g. dashed or dotted vs. solid. Additionally you may want to differentiate the color or pattern for each type of wireless signal, e.g. WiFi, Bluetooth, ZigBee, etc. In these examples we will be connecting two Schematic shapes but you can use this method on any page style in Visio. Also, each Schematic shape shown in the examples needed to have an input or an output added to it to account for the wireless signals. You can add these I/Os however you wish but in these examples I used the following text: Connector Shapes Visio Connector Shape If you are not interested in these connections displaying on wire reports you can use the Connector shape in Visio or you can choose to use the Line Connector shape from your D-Tools library of shapes: When using the Connector shape from Visio, you simply click on a connection point on one shape, hold the mouse left...

Read More

QuickBooks Item Number Tips

In Support, we often get yelled at for things that just aren’t our fault. Now if it is a complaint about some function/feature of SIX then of course we are the easy targets for a user to vent their grievances. Fair enough, that’s part of the job. Suggestions are passed on to our development team and they are very quick to remedy any issues/bugs that are found. All too often, it is when we get complaints about third-party software that SIX integrates with that our hands are tied. Often times the best we can do is offer a work around or two since we obviously can’t change the code of another software to bend to our will. Here are a few tips for working around some bumps in QuickBooks. Background   In SIX, you can choose the format for the QuickBooks Items that will be created via the QuickBooks interface. You can have up to three “levels” in your hierarchy, and you can choose between four fields of data: Manufacturer, Model, Category, Part Number. The default format in your QuickBooks Settings is to use 30 characters of the Manufacturer name followed by (subitem of) 30 characters of the Model Number: In QuickBooks, the Item number will display one of two ways, depending on your settings. Flat view (a colon indicates that that Model Number is a subitem of the Manufacturer):  ...

Read More

Scheduled Maintenance Alert

Valued Customer, The D-Tools Team will be performing maintenance and upgrades to our online services on Friday, July 25th beginning at 6PM PST and ending Sunday, July 27th at 6PM PST. During this time D-Tools services such as registration and data downloads will be unavailable. While data downloads will not be available during this time,  the downtime should not impact the continued use of SIX. We apologize for any inconvenience this may cause and appreciate your patience while we make changes to ensure continued high levels of up-time and availability for all D-Tools data and software services. Thank You, The D-Tools...

Read More

Mobile Quote Catalog – The Basics

Mobile Quote introduces a new workflow into the D-Tools sales process. Mobile Quote is designed to help you get to a budget number and project scope quickly and easily, and it does this through bringing down Product Categories and Subcategories, along with Package and price ranges. The Mobile Quote catalog is not an exact mirror of your SIX Catalog, the iPad would quickly run out of storage in that scenario. When you synchronize your SIX Catalog with the Mobile Quote app, Categories and Subcategories are what synchronize, as well as any Packages. Each Subcategory will have an associated price range based on the price of the actual Products in your SIX Catalog. In other words, when adding an item within Mobile Quote, you are not picking a specific product, but rather a Category->Subcategory, and a price rnage based on the products in your catalog. If you want specific pricing then Packages will have the specific price. Example: You want to add a multichannel amplifier to a Quote. In the Mobile Quote interface it will look like this: You can then edit the item and the price range you see reflects the price range of multichannel amplifiers that exist in your SIX Catalog: If you want more accuracy within Mobile Quote, use Packages. Packages transfer with the exact price from the SIX Catalog. For all of our documentation on Mobile...

Read More

Report Groups

We often get asked about whether the Scope of Work or if the contract gets printed on the “proposal”. The answer is “no”, and that surprises many of our users, but that is just a mismatch in the definition of “proposal”. What they are referring to is the complete “proposal package”, while the Proposal reports in SIX are stand-alone line item reports. A proposal package might consist of a cover page, a scope of work, a summary, the line item section, and then a contract. This can be accomplished with Report Groups in SIX. Report Groups in SIX give you the ability to create one report out of many, whether you are using the stock SIX reports or your own custom reports. Here is a tip regarding the cover page when using Report Groups. All of the Proposal reports in SIX have a built-in cover page, which is nice for printing the report by itself, but not if you want to use it in a Report Group when it is not the first report in the group. You will use the stand-alone Cover Page report instead. There is no need to create a custom report with the cover page removed, you simply need to create a new Report Definition that does not display the cover page on the Proposal report. Right-click the report you wish to add to your Report Group...

Read More

Stay Connected!

facebook twitter youtube linkedin

Newsletter

Live Support