Vaughen's WinPDQ Pricing System Version 2.8

Copyright 2017 Vaughen's Price Publishing Co., Inc.

All Rights Reserved

 

Updates to this Readme file can be found on Vaughen’s website.  Open your Internet browser and go to www.vaughens.com.  Click on the Help tab, page down to the WinPDQ Questions heading, and click on “Where is the most current WinPDQ Readme file”.

 

Contents

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1.   System Requirements

2.   Installing WinPDQ - Single User Version 2.8

3.   Installing WinPDQ - Multi-User Version 2.8
4.   WinPDQ and Windows 7

5.   Security Issue with Windows 2000, Windows XP, Windows Vista, and Windows 7

6.   Starting WinPDQ

7.   Exiting WinPDQ

8.   Uninstalling WinPDQ

9.   Creating Backups

10. Restoring WinPDQ files

11. Repairing & Compacting WinPDQ files

12. Installing WinPDQ Program and Repair Price Update

13. Customer Import Record Layout Specification

14. WinPDQ Email Requirements

15. Export Quotes/Invoices to an Access Database

 

1.  System Requirements

-----------------------

The Vaughen's WinPDQ Pricing System is designed for use on IBM-compatible machines.  Your PC should have the following system requirements at a minimum:

 

* Windows 2000, Windows XP, Windows Vista or Windows 7

* 40 MB available on hard drive

* Pentium 133 or greater

* 32 MB RAM

* CD-ROM drive

* Printer

* VGA Monitor

* Mouse

 

Note: We will not be supporting WinPDQ running on Windows 8 or newer operating systems because of changes Microsoft has made to the User Account Control setting.  You can continue to run WinPDQ on the Windows 7 operating system.  Please see item 4, WinPDQ and Windows 7, for additional information.

 

2.  Installing WinPDQ - Single User Version 2.8

--------------------------

Follow the steps below to properly install the Single User Version 2.8 of Vaughen's WinPDQ on your system:

 

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Note:  If you re-install the program, you will lose any data (customers, quotes, etc.) that you have in the program.  Be sure to create backups of your data regularly so that you can restore the data if needed.

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1.       If your operating system is Windows 2000, XP, Vista or Windows 7, logon to the computer as an “administrator”.

2.       Insert the CD into your CD-ROM drive.  If the Vaughen’s WinPDQ Setup Program doesn’t start automatically, click Start, All Programs, Accessories, Run, Type d:\winpdq (where d is your CD Rom Drive).

3.       When the Select Components screen appears, select both the Program and the Data components.  For Windows 7 64-bit, the default directory to install the Program and Data components is to C:\Program Files (x86)\WinPDQ.  You can accept these defaults or choose to install to a different directory on your local hard drive. 

4.       When the installation is complete click finish, you should see Vaughen's WinPDQ System located under Start, All Programs.  You will also see a Vaughen’s WinPDQ icon on your desktop.

5.       If using Windows Vista or Windows 7, turn off User Account Control (UAC).  Please make sure you have firewall, anti-virus and anti-spyware running on your system when you have UAC turned off.  To turn UAC off in Windows 7, in the Start menu search box, type “uac” and then click “Change User Account Control Settings”.  Move the slider to the bottom – never notify.  Restart your PC because of these changes.

6.       If using Windows Vista or Windows 7, for the Help option in WinPDQ to function properly you will need to download winhlp32.exe.  If you have a 64-bit version of Vista or Windows 7, you will download the x64 version of the file.  If you have a 32-bit version of Vista or Windows 7, you will download the x86 version of the file.  To check which version of the operating system you have, in the Start menu search box, type “system” and then click “System”.

Use the following link for more information or to download winhlp32.exe: http://support.microsoft.com/kb/917607

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Note:  The first time you start the WinPDQ program, you may be prompted to specify where the data file (pdqdt97.mdb) resides.  It will then take a few minutes to initialize all of the files and start the program.

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3.  Installing WinPDQ - Multi-User Version 2.8

-----------------------------------------

To install the Multi-User Version, install the data on a network drive where it can be accessed by all users who will have the WinPDQ program.  Then install the WinPDQ program on each computer.  Follow the steps below to install the Multi-User Version 2.8 of Vaughen's WinPDQ:

 

1.       If your operating system is Windows 2000, XP, Vista or Windows 7, logon to the computer as an “administrator”.

2.       Insert the CD into your CD-ROM drive.  If the Vaughen’s WinPDQ Setup Program doesn’t start automatically, click Start, All Programs, Accessories, Run, Type d:\winpdq (where d is your CD Rom Drive).

3.       Follow the instructions in the installation program.  The Program component will need to be installed on each computer you wish to have the WinPDQ software installed on.  For Windows 7 64-bit, the default directory to install the program is C:\Program Files (x86)\WinPDQ.  You can change this directory if desired.  The Data component which installs the data should only be installed once, to a network drive where it can be accessed by all users who will have the WinPDQ program.  For Windows 7 64-bit, the default directory to install the data is C:\Program Files (x86)\WinPDQ.  Change this directory to the network drive by clicking on Browse and specifying the directory where you wish the data to be located.  Note, you can install the Program component only or the Data component only or both the Program and the Data components by checking or unchecking the appropriate boxes.  Click Next.

4.       When the installation is complete click finish.  You should see Vaughen's WinPDQ System located under Start, All Programs.  You will also see a Vaughen’s WinPDQ icon on your desktop.

5.       If using Windows Vista or Windows 7, turn off User Account Control (UAC).  Please make sure you have firewall, anti-virus and anti-spyware running on your system when you have UAC turned off.  To turn UAC off in Windows 7, in the Start menu search box, type “uac” and then click “Change User Account Control Settings”.  Move the slider to the bottom – never notify.  Restart your PC because of these changes.

6.       If using Windows Vista or Windows 7, for the Help option in WinPDQ to function properly you will need to download winhlp32.exe.  If you have a 64-bit version of Vista or Windows 7, you will download the x64 version of the file.  If you have a 32-bit version of Vista or Windows 7, you will download the x86 version of the file.  To check which version of the operating system you have, in the Start menu search box, type “system” and then click “System”.

Use the following link for more information or to download winhlp32.exe: http://support.microsoft.com/kb/917607


7.       Go to each computer where you wish to have the program installed and repeat steps 1 thru 6 above.  Select to install the Program component only.

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Note:  The first time you start the WinPDQ program from each computer, you may be prompted to specify where the data file (pdqdt97.mdb) resides.  It will then take a few minutes to initialize all of the files and start the program.

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4. WinPDQ and Windows 7
------------------------------------

WinPDQ is not “certified” to run on Windows 7 or newer operating systems but there are two workarounds that we discuss in the next paragraph for running WinPDQ on Windows 7.  Because of changes Microsoft made to the operating system, much of the WinPDQ software would need to be re-written to make it “certified”.  At this point, it is not cost effective to re-write WinPDQ to be “certified” for Windows 7.  We have an Internet based product that does the same thing as WinPDQ.  We recommend that you use the Internet software instead of WinPDQ if your operating system is Windows 7 or newer.  If you would like to try the Internet software, please call us at 1-800-828-4436 for a free trial or check it out on our website at www.vaughens.com.

If you elect to run WinPDQ on Windows 7, there are two ways this can be accomplished.  First, turn User Account Control (UAC) off.  WinPDQ will run on Windows 7 without problems if UAC is turned off.   Make sure you are running anti-virus software after you turn UAC off.  To turn UAC off in Windows 7, in the Start menu search box, type “uac” and then click “Change User Account Control Settings”.  Move the slider to the bottom – never notify.

If you can’t turn UAC off, the second way to run WinPDQ on Windows 7 is in XPMode.  XPMode does not come with Windows 7.  It is a free download from Microsoft.  The download is large and is somewhat complicated to set up.  If you are purchasing a new customized PC, many PC manufacturers will load this software for you if requested.  The only problem with WinPDQ in XPMode is that it is very difficult to set up a network printer.  A directly connected printer works fine and setup is simple.  Emailing a quote/invoice does not work in XPMode.    

Because there is a replacement product for WinPDQ that we fully support and since running WinPDQ on Windows 7 is not “certified”, we will provide limited support for WinPDQ and Windows 7.  We will support our customers running WinPDQ and Windows 7 as best as we can.  If problems are encountered running WinPDQ with Windows 7, we will evaluate each problem to see if it makes sense to fix or not.  We are not planning on making any future product enhancements to WinPDQ although we will continue to provide annual price updates for the current version of WinPDQ.

 

5.  Security Issue with Windows 2000, Windows XP, Windows Vista and Windows 7

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·         The Install and Uninstall of WinPDQ and the WinPDQ Annual Price Update must be done by someone who is logged on as an administrator.

·         The person using WinPDQ needs Read/Write access to the directory or directories where WinPDQ was installed.  The easiest way to accomplish this is to make the WinPDQ users an “Administrator” or a member of the “Power Users” group.  An alternate method would be to modify the permissions of the WinPDQ directories to give WinPDQ users the following access: Modify, Read, Write and “Read & Execute”.  Precisely how to modify the permissions depends on what operating system you have installed, what kind of network your PC belongs to and what type of file system your hard drive is using.  Contact your network administrator if you need assistance modifying the permissions for WinPDQ.  (Please note, the permission may need to be checked for two directories: where the WinPDQ Data Component was installed and where the WinPDQ Program Component was installed as they may have been installed to different directories.) 

·         The person using WinPDQ needs “Full Control” access to the Vaughens’s WinPDQ System registry entry.  For Windows 7 64-bit or Windows Vista 64-bit, the registry entry is “HKEY_LOCAL_MACHINE\Software\Wow6432Node\Vaughen's Price Publishing\Vaughen's WinPDQ System\1.0”. For Windows 7 32-bit and all prior versions of Windows (32-bit), the registry entry is “HKEY_LOCAL_MACHINE\Software\Vaughen's Price Publishing\Vaughen's WinPDQ System\1.0”.  This step was done for you during the installation.  Therefore, you should not have to complete the instructions below.  If your users are set up as administrators, you can skip this paragraph because administrators have full access to anything in the registry.  The following contains information about editing the registry.  Before you edit the registry, you should first make a backup copy of the registry files.  Please refer to your operating system documentation on how to back up the registry.  To give the user “Full Control access to “HKEY_LOCAL_MACHINE\Software\Wow6432Node\Vaughen’s Price Publishing” registry entry:  Click on Start, All Programs, Accessories, Run and type in “regedit”.  Go to HKEY_LOCAL_MACHINE\Software\Wow6432Node.  Select “Vaughen’s Price Publishing”.  Click on Edit in the top menu bar.  Click on Permissions.  Select “Users”, Check “Full Control” Allow.  Click on Apply, then OK.  Exit the Registry editor.  If the user does not have the correct access to the registry you may get the following message when going into WinPDQ: “WinPDQ has not yet been installed on this PC or is not installed correctly or the user does not have the appropriate permission to the WinPDQ directory or registry.”

6.  Starting WinPDQ

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Follow the steps below to start WinPDQ on your system:

1.  Click the Start button.

2.  Select All Programs.

3.  Select Vaughen's WinPDQ System.

4.  Select Vaughen's WinPDQ.

 

7.  Exiting WinPDQ

-----------------

Follow the steps below to properly exit WinPDQ:

From the main menu or any screen within WinPDQ, click File - Exit.  If you have any unsaved items open on the screen, you will be prompted to save them.

 

8.  Uninstalling WinPDQ

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Follow the steps below to properly uninstall WinPDQ on your system:

1.  Click the Start button.

2.  Search for ‘Programs and Features’

3.  Select ‘Vaughen's WinPDQ System’

4.  Click ‘Uninstall/Change’

 

Note:  Some installations may also have a Vaughen’s WinPDQ Data listed.  Follow the same instructions to remove the data.

 

9.  Creating Backups of your WinPDQ files

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It is very important that you periodically make back up files.  If you do not you run the risk of losing all of your quotes, invoices, customer information, etc. if your hard drive crashes.  It is simple to do backups for WinPDQ using the backup and restore utilities that were installed with the program.

 

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Note:  This backup program can not create backups to a CD.  If you want to backup to a CD, you can do so using your own CD Burning software.  If using a CD you want to backup the file - pdqdt97.mdb.

 

Note:  For the Multi-User version, backups can be run from any computer.

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To run the backup program and create backup files:

1.  Click the Start button.

2.  Select All Programs.

3.  Select Vaughen's WinPDQ System.

4.  Select Backup WinPDQ Data.

5.  Specify data file name and location.  The default will write to a directory called ‘Backup’ in the location where WinPDQ data was installed. 

6.  A backup data file will be created with the name that you specified and the extension .bkp.

 

10.  Restoring your WinPDQ files

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To restore the data files using the backup files:

1.  Click the Start button.

2.  Select All Programs.

3.  Select Vaughen's WinPDQ System.

4.  Select Restore WinPDQ Data.

5.  Specify data file name and location.  Click Open. 

6.  The program will pause for you to verify that you wish to overwrite the existing data files with the data file that you are restoring.  Select Yes to overwrite the files and continue the restore process.

 

11.  Repairing and Compacting your WinPDQ files

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If your data files become "corrupt" (ie. due to power interruption) and WinPDQ will not run due to the corrupt files, you should repair and compact the data using this option. 

 

To repair and compact the data files:

1.  Click the Start button.

2.  Select All Programs.

3.  Select Vaughen's WinPDQ System.

4.  Select Repair and Compact WinPDQ Data.

5.  Data will be repaired and compacted automatically. 

 

 

12.  Installing WinPDQ Program & Repair Price Update

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1.       Check your WinPDQ version - If your WinPDQ program is not version 2.7, the 2017 Program & Repair Price Update will not run successfully.  To check your WinPDQ version number, open WinPDQ and click on ‘Help’, then ‘About WinPDQ’.  You may need to run several annual price updates to get to version 2.7.  For example, if you are currently at WinPDQ version 2.5, you will need to install and run version 2.6, then version 2.7 in consecutive order.  If you cannot locate your previous repair price update CD’s, please call Vaughen’s Price Publishing at 1-800-828-4436.  Please have your current WinPDQ version number available.  After your version of WinPDQ is at version 2.7, please continue with the steps below.

2.       Before you begin the update, make a backup of your WinPDQ data.  From the Windows desktop, click on Start, All Programs, Vaughen’s WinPDQ System, Backup WinPDQ Data.  Enter a File name and Save in location.  The default Save in location is a directory called Backup where your WinPDQ data is installed.  Click on Select on the right side of the window to backup the WinPDQ data.  Please note this program will backup your data to a location on your hard drive.  If you want to backup to a CD, you can do so using your own CD Burning software.  If using a CD you want to backup the file – pdqdt97.mdb.

3.       Make sure everyone has exited WinPDQ during the install and until the price update is complete.

4.       If your operating system is Windows 2000, XP, Vista or Windows 7, logon to the computer as an “administrator”.

5.       Insert the 2017 Program and Repair Price Update CD into your CD-ROM drive.  If the WinPDQ Program and Price Update program doesn’t start automatically, click Start, All Programs, Accessories, Run, Type d:\catupd  (where d is your CD-ROM Drive).

6.       Select the location where you want the Annual Price Update to be installed.  It must be a different location than where WinPDQ is installed.  For Windows 7 64-bit, the default location is C:\Program Files (x86)\PDQUPDxx where xx is the last 2 digits of the current year.

7.       When you get the message "The WinPDQ program has been upgraded to the current version.  Select the finish button to complete the WinPDQ 2017 Program and Price Update”. 

8.       A program will automatically launch to update the new National Averages and other important price changes.  If you have modified your shop’s prices to be different than Vaughen’s National Averages, your shop’s prices will not be changed.

9.       When you get the message " Vaughen's Annual Repair Price Update completed successfully", click OK.

10.    After a successful update, run Compact WinPDQ Data.

11.    If you are using WinPDQ Multi-User, repeat steps 4 through 7 above, on each PC that has WinPDQ installed.  When installing on the second and each additional computer, after you click “Finish” in step 7 above, you will get the following message “Vaughen’s National Average prices have already been updated for 2017.  Do you want to run the price update again?”  Select No since the prices were updated during the first installation of the WinPDQ 2017 Program and Price Update.

 

 

13. Customer Import Record Layout Specification

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In order to import existing customer data into the WinPDQ system, you must create 3

ASCII text files called customr.txt, billadd.txt and shipadd.txt.

All 3 text files must be comma delimited with quotes around text type fields.

The record layouts are as follows:

 

1.  customr.txt - contains basic customer information

 

Field

Type

Description

Customer ID

text

*Important: leave this field blank.

Account Nbr

text

 

Name

text

Company name

Territory

text

Leave this field blank.  Not Imported.

Credit Limit

numeric

(ex: 20000.00)

New Equipment Markup

numeric

(ex: .30 - 30%)

Repair Discount

numeric

(ex: .10 - 10%)

Notes

text

customer notes

Last Name

text

Leave this field blank.  Not Imported.

First Name

text

Leave this field blank.  Not Imported.

Billing Terms

text

Leave this field blank.  Not Imported.

Status

text

customer status (ex: active)

SIC Code

text

Leave this field blank.  Not Imported.

 


Example of customr.txt:

 ,“52”,“Vaughens”,,10000.00,0.30,0.20,“Our number one customer”,,,,”Active Customer”

 

2.  billadd.txt - contains billing information

 

Field

Type

Description

Account Nbr

text

 

Salutation

text

Leave this field blank.  Not Imported.

Last Name

text

Contact Last Name

First Name

text

Contact First Name

Phone Nbr

text

(ex: "9999999999")

Fax Nbr

text

(ex: "9999999999")

Address1

text

 

Address2

text

 

City

text

 

State

text

 

Zip Code

text

 

Country

text

 

Phone Nbr Extension

text

 

Email Address

text

 

 

Example of billadd.txt:

“52”,,“Smith”,“Joe”,“4145551212”,“4145551213”,“123 Sunset Drive”,“Suite 100”,“Anycity”,“PA”,“15222-2222”,“USA”,”1234”,”joe.smith@acompany.com”

 

3.  shipadd.txt - contains shipping information

 

Field

Type

Description

Account Nbr

text

 

Salutation

text

Leave this field blank.  Not Imported.

Last Name

text

Contact Last Name

First Name

text

Contact First Name

Phone Nbr

text

(ex: "9999999999")

Fax Nbr

text

(ex: "9999999999")

Address1

text

 

Address2

text

 

City

text

 

State

text

 

Zip Code

text

 

Country

text

 

Phone Nbr Extension

text

 

Email Address

text

 

 

Example of shipadd.txt:

“52”,,“Smith”,“Joe”,“4145551212”,“4145551213”,“123 Sunset Drive”,“Suite 100”,“Anycity”,“PA”,“15222-2222”,“USA”,”1234”,”joe.smith@acompany.com”

 

14.  WinPDQ Email Requirements

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Emailing Quotes and Invoices from WinPDQ requires that you have a MAPI-compliant electronic mail application installed on your computer or a VIM-compliant electronic mail application and have installed and set up Mapivim.dll.  Microsoft's Outloook, Outlook Express and Windows Live Mail are MAPI-compliant.  The compliant email application needs to be set as the default email program.  To set the default email program in Windows 7 to be Windows Live Mail, in the Start menu search box, type “default” and then click “Default Programs”.  Click on “Set your default programs”.  Select “Windows Live Mail” then click on “Set this program as default”.  Click on “Choose defaults for this program”.  Check the Select All box.  Make sure MAPI Send mail is checked.  Be sure to click the save button.  When you are in WinPDQ and email the quote/invoice, Live Mail will come up with the quote/invoice attached and you will need to click on the send button to send the email.

 

15.  Export Quotes/Invoices to an Access Database

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This function will export your quotes and invoices to an Access database called QTEINV.MDB.  The purpose of this function is to allow you to create custom reports for customers, quotes and invoices using Microsoft Access or even import your quotes and invoices into another computer application. 

 

This database is in Access 97 format so if you are using a later version of Access it will ask you if you want to convert the database.  If you answer yes, it will convert the QTEINV.MDB database to whatever version of Access you are currently using.

 

The data in QTEINV.MDB is just a COPY of the data in WinPDQ.  Therefore, you can make changes in QTEINV.MDB without affecting WinPDQ.

 

If you frequently export quotes and invoices to an Access database, you should periodically run Compact database to keep the size of the WinPDQ databases down.

 

There are 31 tables exported to QTEINV.MDB.

 

Quotes have 4 tables directly related to it:

1.  Repair Quotes – which stores basic quote information such as quote number, customer, equipment specs, etc.

2.  Repair Quote Details – stores the line items such as workcode, catalog number or part number along with the associated costs.

3.  Repair Quote Materials –stores all the materials needed for each line item and the associated costs.

4.  Repair Quote Taxes – contains actual sales tax information for the quote.

 

Invoices have 4 tables directly related to it:

1.  Invoices – which stores basic invoice information such as invoice number, customer, equipment specs, etc.

2.  Invoice Details – stores the line items such as workcode, catalog number or part number along with the associated costs.

3.  Invoice Materials –stores all the materials needed for each line item and the associated costs.

4.  Invoice Taxes – contains actual sales tax information for the quote.

 

Customer Information has 4 tables directly related to it:

1.  Customer – contains account number, customer name and status information.

2.  Billing Address – contains the billing addresses, contact name and phone number for a customer (including a default address).

3.  Shipping Address – contains the shipping addresses, contact name and phone number for a customer (including a default address).

4.  Customer Sales Tax – contains the type and amount of sales tax that should be applied to that customer by default when a quote/invoice is created.

 

There are 19 other miscellaneous tables that support the Quote, Invoice and Customer tables:

1.  Billing Terms – for a quote/invoice.  Examples include ‘net 30 days’.

2.  Sales Tax – listing of all defined sales taxes.

3.  Salutations – for a customer contact.  Examples include Mr., Mrs., Miss, Dr.

4.  Shipping Terms – for the quote/invoice.  Examples include DOCK, COD, ASAP.

5.  SIC Codes – Standard Industry Code for a customer.

6.  Status – for customer, quotes and invoices.  Examples include active, inactive, etc.

7.  Territory – for a salesperson.

8.  Titles – for a customer contact.  Examples include President, Vice-President, etc.

9.  Employees – listing of salespeople and their address, phone, employee number, etc.

Used for Quoted By field in Quotes and Invoices and in Customer to define a customer’s salesperson.

10. Shipping Methods – for a quote/invoice.  Examples include ‘UPS’, ‘Fed Ex’, etc.

11. Sales Tax Methods – for Sales Tax Table.  Sales tax on selling price, material only or labor only.

12. Messages – for a quote/invoice.

13. Province – list of Canadian provinces.

14. Country – list of countries.

15. State – list of states in the United States.

16. Inventory – materials for a quote/invoice.

17. Inventory Category – category for Inventory item.  Examples include ‘electric motor’, ‘pump’, etc.

18. Vendors – vendor for the Inventory item.

19. Billing Rates – Shops Hourly Billing Rates for quote/invoice.