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Note: MasterQ can be used by companies offering products or services to their customers. We often refer to these offerings as "Parts" or "Items" but they could just as easily be "Services".
MasterQ includes Agenda Development's powerful Parts database. This tool will hold a vast amount of information about the items you sell and allows all of your authorized users to access this information quickly. If you add other Agenda Development programs, additional features will be included in the part database.
The parts database can be used to track:
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Standard Pack quantities
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Drawings & Product Information Sheets
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Certifications on file
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Current, available and allocated inventory
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Purchased part lead time (requires additional modules)
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Kan-Ban status (requires Targets program)
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Forecast and Historical sales records
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Bill of Material & Where-Used listing (requires additional modules)
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Current open customer orders (requires additional modules)
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Quotes issued for a selected part
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Related parts that should be suggested to the customer as up-sell items
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Unlimited notes about the part.
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Information about your competitors
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Much more
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New Part records may be created in one of three ways:
Adding one record at a time, as needed
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The simplest way to add new parts is to manually add them to your database when you need to issue a quote. You enter the information one time manually and the information is available for you to use over and over in future quotes. This is an easy way to get started especially if you do not have a large number of parts.
On the other hand, if you have a significant number of items it may take a long time before you have all your information available. In this case, you may choose to import the part information from another system as explained below.
See how to manually create a new part number record here:
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Importing part information from another system
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If you have another system and the ability to export information from the other system into an ASCII or CSV file, importing the information is the quickest way to get your database set up.
See how to import part information here.
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Creating new part records while importing sales history
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The benefits of MasterQ are enhanced if you have another system and the ability to export sales history information from the other system into an ASCII or CSV file. When new items are found when importing your shipment history, a new part record is automatically created.
How to import part information:
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Importing part information from another program
You may choose to add parts one at a time as needed, or you can import a CSV file that has been exported from some other program that you already have in place. While you will still want to "tweak" the information, importing this way can save you a lot of time.
To do this, you will need some other existing program that contains your part numbers and descriptions and the ability to export information from that application in an ASCII or CSV file format.
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