TABLE OF CONTENTS :
 
Registering Click-Draw™
Create a Standard Drawing
Create a Drawing Using Custom Specs Routine

Print a Drawing

Prepare a Cut List

Request for Quote – Adding a Vendor

Issue a Request for Quote

Preparing a Quote – Adding a Customer

Preparing a Quote

Preparing a Quote - Reviewing Costs

Quotes- Find ALL Customers who were Quoted this Number
Quotes- Find ALL Numbers Quoted to One Customer
Add Costs to a Drawing

Properties Settings

Change the Prepared by Line on drawings
Change Name on Quotes & Requests for Quotes
Change Today’s BdFt Cost
Change Printer Resolution Setting

Change Drive to Network Drive or Back to Local

Tips and Tricks

Use similar drawings to reduce typing

Wings, Butted Boards & Recesses in Custom Specs
Using your numbers to track drawings







Registering Click-Draw™ :
  1. Launch the program by clicking on the Click-Draw™ shortcut located in your programs list. Start | Programs | Pallet-Track | Click-Draw
  2. Click on the Properties button located in the command menu section of Click-Draw™


  3. Replace the demo version information with the information of the registrant, and then click on the Authorization tab.


  1. Call Innovative Data Systems and read them the Registration Number that is displayed


  2. Select the product version that was purchased.
  3. Innovative Data Systems will supply an Authorization Number. Type that number in the space identified by #3.
  4. Once you type this number into the field provided, the PROCESS AUTHORIZATION command button will become active. Click on this button to activate your license.
  5. You will receive a message box indicting that the SYSTEM IS REGISTERED. Click on the OK button.
  6. You will return to the Authorization Tab window. Close it by clicking on the O.K. command button identified by #5 above.
  7. Your system is now registered.
  8. The License Agreement you had to accept will no longer be displayed. Registering this product identifies that you agree to the terms described in the License Agreement.

Create a Standard Drawing :
  1. Click on the CLEAR command button.
  2. Type a description of the pallet in the Description field.
  3. Choose the Material Description or simply type in a new one if it doesn’t exist.
  4. Enter the specifications for the stringers. Use only decimals. There is a conversion chart available for your convenience.(See illustration) Use the TAB key on your keyboard to jump to the next field.
  5. Enter the specifications for the Top End Boards. Use only decimals. There is a conversion chart available for your convenience.(See illustration) Use the TAB key on your keyboard to jump to the next field.
  6. Enter the specifications for the Top Center Boards. Use only decimals. There is a conversion chart available for your convenience.(See illustration) Use the TAB key on your keyboard to jump to the next field.
  7. Enter the specifications for the Bottom End Boards. Use only decimals. There is a conversion chart available for your convenience.(See illustration) Use the TAB key on your keyboard to jump to the next field.
  8. Enter the specifications for the Bottom Center Boards. Use only decimals. There is a conversion chart available for your convenience.(See illustration) Use the TAB key on your keyboard to jump to the next field.


  9. Once the specifications and descriptive details have been entered, click on the Draw Command button to preview the drawing.
  10. Use the vertical scrollbar to view the entire drawing and additional notes fields if they are not visible.


  11. Drawing preview will show all components evenly spaced. If you need to have customized spacing, boards which are butted together, recessed deckboards or different sized components, you will need to draw the pallet using the CUSTOM SPECS routine.
  12. You can now add options such as 4 way entry, Strap Notches, Trim Corners, Chamfer Bottom Boards and Bottom Centers in Tight to accommodate hand jacks. (Note that notches are quickly drawn under the 2nd. Top deck board only for this option. If you need more than 2 strap notches per stringer or you do not want the strap notches under the 2nd board, you must use the CUSTOM SPECS routine.)
  13. After option selections, click on the Draw command button to preview. (Here we Will assume that all options have been selected and a 1” wing was entered.)
  14. At this point, you should add any notes you want to be displayed with the drawing.
  15. Once the drawing represents exactly what you want, click on the New command button
  16. The Save command button will become active. Click on this button to save the drawing The system will issue a unique number to this drawing. This number will identify this Drawing and all of its details and only this drawing and details.


Create a Custom Drawing :
  1. Click on the CLEAR command button to clear any current dimensions.
  2. Then click on the CUSTOM SPECS command button


  3. This will take you to the Custom Drawing Table. If the specification tables are not blank, the specs that are displayed will be the last custom specs that were entered. You can click on the CLEAR command button located in the tool bar to clear any previous specs.


  4. Begin with the stringer dimensions. Each record or “ROW” identifies a stringer. Type the thickness, height, length and the spacing after each stringer. Note that the “Space After” field is the distance directly after the stringer, and before the next stringer. Therefore on a flush pallet, the “Space After” the 3rd. stringer is 0. (Use a calculator to figure the correct spacing. Enter it exactly with all decimals)
  5. Clicking on the Draw button after entering the stringers will display a preview of the drawing


  6. Once the stringers are drawn correctly, begin adding the top deck boards. As with the Stringers, each record or “ROW” represents a top deck board. Deckboards can be entered With different lengths, widths and spacing after each one. For instance, if you want two Deckboards to be butted together with a 6” space after them, you would enter “0” for the space after the first board, then “6” for the space after the second board
  7. You can save time by entering just one component, then click on the small grey area to the left of it. This will highlight the entire component.
  8. Then click on the Copy button to add an identical component and just change the spec that is different. Ex. The “Space After” or “Width”
  9. After clicking on the draw button again, the preview displays the pallet with the boards spaced as we listed them



  10. Finish entering the remaining top deck boards. Use a calculator to calculate the spacing if necessary. Enter the bottom deck boards in the same manor
  11. Once the dimensions are entered, the preview should represent the pallet desired



  12. If you want this pallet to be a 4 way entry, simply type in the distance between the Notches. Leaving it at 0 will draw a 2-way entry. We will require 4 way notches to be 16” apart for this demonstration
  13. If you need strap notches, you can add them by entering the exact location in inches. In this example, we want 4 notches. 1 at 8” from the end of the stringer, 1 at 20”, 1 at 28” and the last at 40”. This puts strap notches under all of the interior top deck boards. (You can have up to 5 strap notches)
  14. Check the Chamfers checkbox to chamfer the bottom boards
  15. If you want the corners clipped at 45 degrees, click on the Clip Corners check box


  16. When the drawing is complete, click on the “Return” button to return to the main screen with this custom drawing. (You may find that returning back and forth gives you a better view of the drawing and option placements. You can toggle back and forth by clicking on return and Custom Specs from the Main Screen. You will not lose any dimensions during this process.)


  17. Enter the Description for the pallet
  18. Enter or Select from the Dropdown list, the Species
  19. Add any notes you may want as a permanent record with this drawing
  20. Click on the New button
  21. Click on the Save button
  22. The system issues a unique number to this drawing and saves all information


  23. You can now use all of the other features such as Print, Quote, Request for Quote Costing, Cut List, Searching, etc
  24. The grayed area indicates that it is a custom drawing. If you want to see the specs For this drawing, click on the Custom Specs button
The custom drawing is now completed



Print a Drawing :
  1. Select any SAVED drawing by
    • Select description from dropdown list
    • Select drawing number from dropdown list
    • Scroll through drawings until you come to the drawing you want to print

  2. Click on the Print command button


  3. The print properties window will appear and your default printer will automatically be Selected. Select a different printer if desired, then click on the Print command button (Shown is a Windows XP window, 98 user’s will see a slightly different screen with a dropdown list of all printers.)


The drawing will be sent to your printer. Drawings made using the main screen will be printed on a single page. Drawings made using the Custom Specs screen will print on 2 pages. 1 will contain the drawing only, the other will list the specs.


Prepare a Cut List :
  1. Select any SAVED drawing by
    • Select description from dropdown list
    • Select drawing number from dropdown list
    • Scroll through drawings until you come to the drawing you want to print

  2. Click on the Cut List command button


  3. The Cut List screen will appear
    • Type in the quantity needed
    • Click on print list


The Printer properties screen will appear. Click on PRINT and the list will be sent to the Selected printer.



Request for Quote – Adding a Vendor :
  1. Select any SAVED drawing by
    • Select description from dropdown list
    • Select drawing number from dropdown list
    • Scroll through drawings until you come to the drawing you want to print

  2. Click on the RFQ command button


  3. The request for Quote screen will appear. Click on the Vendor Information Tab
  4. Use the Move Last arrow to move to the last record
  5. Click on the Next arrow to move to a new record. This fields will go blank
  6. Type in the Vendor Information in the text boxes provided
  7. Click on the move next arrow to accept the new record

Vendors only need to be entered once, and then they will be available for all drawings.



Issue a Request for Quote :
  1. Select any SAVED drawing you want to issue a Request for Quote
    • Select description from dropdown list
    • Select drawing number from dropdown list
    • Scroll through drawings until you come to the drawing you want to print

  2. Click on the RFQ command button. The Request for Quote screen will appear


  3. The list on the left will have all vendors that were entered into the system. Click on the Vendor you want to send a request to and it will be highlighted
  4. Once highlighted the “ADD arrow” will become active. Click on it to add this vendor to the request list. Repeat for all vendors you would like to get a quote from. Note that this list is specific to this pallet drawing. Therefore you will always know who Quoted this pallet to you and at what price


  5. If you check the Trailer Load Check box, “T/L” will automatically be entered as the quantity requested
  6. You can also type in a quantity in the QTY: field and that number will automatically be entered into the request quantity
  7. Or you can change the quantities for each vendor by typing it directly into the qty field
  8. Each time you click on the “ADD” button, the vendor will be listed on the right


  9. To print an individual request specific to the vendor, click on the grayed area next to the Vendor in the list
  10. Their name will appear in the Produce Request for area
  11. Click on the Print Quote Requests button
  12. If you want a generic quote to fax to all vendors, choose the 1 Generic RFQ checkbox before clicking on the Print Quote Requests button
  13. To print quotes for all vendors in the list, choose the RFQ’s for ALL vendors option before Clicking on the Print Quote Requests button
  14. The requests should be printed and sent to the vendors along with the pallet drawing After pricing is received, you should record it in the price each column for each vendor
  15. If you want a delivered price, double click on the Delivered field and the No will change to a Yes
These prices will be saved individually for each drawing. They can be changed later by simply typing the new price in to the appropriate field



Preparing a Quote – Adding a Customer :

Select any SAVED drawingto activate the Quote button
  • Select description from dropdown list
  • Select drawing number from dropdown list
  • Scroll through drawings until you come to the drawing you want to print

  1. Click on the Quote command button. The Quoting Screen will appear.

  2. Click on the Add / Edit Customers Tab
  3. Click on the CLEAR button
  4. Enter the customer information in the text boxes provided
  5. Click on the Add New button
  6. Repeat for each customer. Click DONE when finished. All customers who are added to the system will appear in the dropdown list for quoting You need only add them once and they will be available for all drawings.




Preparing a Quote :

Select any SAVED drawing to activate the Quote button
  • Select description from dropdown list
  • Select drawing number from dropdown list
  • Scroll through drawings until you come to the drawing you want to print

  1. Click on the Quote command button. The Quoting Screen will appear.


  2. Select the customer from the dropdown list. (If the customer has not been entered into the system, you must enter them first. See Adding a Customer)
  3. All pre-set information will automatically be entered into the proper fields except who the Quote was prepared by. (You can change any of the pre-set information)
  4. Enter the name of the person making the quote if desired
  5. Enter the Quantity being quoted
  6. Enter the unit price
  7. Enter the shipping charge if any. (If the Delivered check box is checked, the system will Print the message “Shipping Charge” and the shipping charges listed, on the quotation If it is un-checked, the Shipping Charge and charges will NOT be displayed.)
  8. Click on Print Quote to Print the quote and automatically save the information
  9. Click on Save Without Printing if you use your own quotes and only want the system to save the information


.

Preparing a Quote - Review Costs :

Select any SAVED drawing you want to review costs for
  • Select description from dropdown list
  • Select drawing number from dropdown list
  • Scroll through drawings until you come to the drawing you want to print

  1. Click on the Quote command button. The Quoting Screen will appear.


  2. Click on the Review Costs Tab
  3. This is a quick way of determining profit and selling cost. As you type your selling price, your profit and margins are automatically calculated for the three different scenarios that is possible
    • Based on the BdFt. cost plus fixed costs you entered in the costing section (see costing)
    • Based on the Component costs plus fixed cost you entered in the costing section
    • An average of vendor pricing. (Entered during Request for Quote section)


Quotes – Find All Customers quoted this Number :

Select any SAVED drawing you want to find quote information about
  • Select description from dropdown list
  • Select drawing number from dropdown list
  • Scroll through drawings until you come to the drawing you want to print

  1. Click on the Quote command button. The Quoting Screen will appear.


  2. Click on the Find Customers Who Were Quoted Tab. list of all customers who were quoted this pallet number will be listed
  3. If you want to re-print their quote, simply double click on the gray area to the left
  4. Then click on the RE-PRINT QUOTE NUMBER


Quotes – Find All Numbers Quoted to a Customer :

Select any SAVED drawing to activate the Quote button
  • Select description from dropdown list
  • Select drawing number from dropdown list
  • Scroll through drawings until you come to the drawing you want to print

  1. Click on the Quote command button. The Quoting Screen will appear.


  2. Click on the Search Customer for All Quotes Tab
  3. Select the customer from the dropdown list
  4. All pallets quoted to this customer will be displayed in the bottom grid

Adding Cost to a Drawing :

Select any SAVED drawing you want to add costing to
  • Select description from dropdown list
  • Select drawing number from dropdown list
  • Scroll through drawings until you come to the drawing you want to print
  1. Click on the Costs command button.


    The cost screen will appear. The top portion pertains to costing by board feet
    • This cost was the footage cost at the time the drawing was saved
    • This cost is the footage cost which is set for today
    • Enter footage costs here for calculating cost estimates and comparing to original cost


  2. Enter the TOTAL cost of all stringers here
  3. Enter the TOTAL cost of all top deck boards here
  4. Enter the TOTAL cost of all bottom deck boards here
  5. Enter all fixed costs in this section
  6. Total costs for BdFt + Fixed and Component Costs + Fixed are listed here. (These numbers are used during cost review in the quoting process.)


Properties Settings :
  1. Click on the Properties command button. The properties screen will appear



    2. Change Prepared By Line :

  2. Type line here that you want to appear at the bottom of all drawings. This line can be changed many times, it is the only line on the entire drawing. That can be changed. Whatever is typed here, will print on all drawings, even previously stored drawings




    3. Change Company Information on Quotes & Requests     :

  3. Click on the INFORMATION LISTED ON REPORT button.

    Type the information you want to appear on your Quotes and Requests for Quotes. Note that the 2 Message Lines will print on Requests for Quotes only. Quotes have unique message lines that are entered during the preparation of the quote
  1. When the information is correct, click on the OK button




Change BdFt. Pricing and Printer Resolution :
  1. Click on the Misc Tab


  2. Type the new BdFt cost (Cost is per foot) then click on SET
  3. If your printer prints Drawings that appear out Of scale (Notches and Nails are too big) your printer is probably a low resolution model. Click on the YES button to change to a low res. printer, click on NO to change back to a high res
  4. Click on the OK button to save changes and close window

Set Network Drive Letter (Path) :
  1. Click on the Network Tab. You must have a network drive mapped to your server or a different computer before this Procedure will be available. See your network administrator or Windows help to get Information on how to map a network drive
  2. All mapped drives will be present in the Drive Letter dropdown list. Select the drive Letter you wish to re-direct the database path to
  3. Once you have selected the drive letter, click on ACCEPT NEW PATH ONLY if this is a networked version and you want to attach to an existing database located on this drive Choose ACCEPT & COPY FILES TO NEW PATH if your database will be the primary Database located at this drive. (You will overwrite any data at this location)


  4. Click on O.K. to close the properties window

Tips & Tricks :

Use similar drawings to reduce typing.

Suppose you want to draw a 48 x 42 pallet with 6 5.5” top deck boards and you already Have a 48 x 40 GMA stored in the system.
  1. Select the GMA
  2. Change the 40s lengths to 42s
  3. Change the 3.5 widths to 5.5 widths
  4. Change the quantity of the center top decks to 4
  5. Click on the Draw button
  6. Click on the New
  7. Click on Save
In less than 1 minute, you have drawn the pallet you want


Try to select similar drawings for all new drawings. DO THE SAME FOR CUSTOM SPEC DARAWINGS.

Wings, Butted Boards & Recesses in Custom Specs.

During the custom spec procedure, there are no check boxes for wings, butted boards or recesses. Since custom spec allows you to draw pallets with many variations, a check box for these options would not serve that purpose well.
In order to have the system draw these features, you must “trick” the system.
Adding a 3” wing to a custom spec
  1. Add one extra stringer to the Stringer Data
  2. Change or enter the thickness, height and length dimensions of the FIRST stringer to “0” (The system will then draw this stringer 0” high, 0” thick and 0” in length, it will be invisible)
  3. Change the space after dimension to 3. (The system will place the very next stringer 3” from where this one should be. Therefore your first visible stringer will be 3” from the end of the longest top deck board.)
  4. Use a calculator to calculate the distances between strings, putting a 3 in the space after dimension of the last stringer will display the text 3” wing on the spec sheet that prints
Butting Top or Bottom Boards:

Simply type a 0 for the space after dimension for the following board to be butted. (The system will place the very next board 0” from the previous board. Therefore your next board will be butted to the first.). Use a calculator to calculate the distances between boards. You can butt any board, or multiple boards this way on both the top and bottom deck.

Adding a 1” recess to a custom spec:

  1. Add one extra deck board to the Deckboard Data
  2. Change or enter the thickness, width and length dimensions of the FIRST board to “0” (The system will then draw this board 0” thick, 0” wide and 0” in length, it will be invisible)
  3. Change the space after dimension to 1(The system will place the very next board 1” from where this one should be. Therefore your first visible board will be 1” from the end of the stringers.)
  4. Use a calculator to calculate the distances between boards, it is not necessary to enter a 1 in the space after of the last deck board. Use a calculator to determine where to place this board so that it is set back 1” from the end of the stringer if desired.”
  5. This process works for both the top and bottom deck boards

Using Your Numbers to Track Drawings:

The system generates a unique number for each drawing. You CAN NOT change that. This number is used internally to track costing, quoting, requests for quotes, cut lists, etc. In addition, this number is what prevents any miss-communication mistakes, which may occur in the future.

Ex.

Let’s say you make a drawing for a customer and quote him $ 9.00 for this drawing. The system generates number 232. The customer’s quote states #232 at $ 9.00 He then asks you to quote the same pallet with strap notches. You generate a completely new drawing with strap notches and quote him drawing # 254 at $ 9.25.

Six months later, he calls and tells you he would like to order #254 at $9.00. Without going any further than the Click-Draw™ System, you can tell the customer that the price he quoted was for #232, the pallet without notches AND the number he quoted (#254) was with notches but was priced at $9.25. NO CONFUSION, NO MISTAKES!

If you were able to change this drawing number or any specs on a drawing, this certainty would be lost and the chance for mistakes would be very great.

With that said, for those of you who need to track pallets by a number which you assign, you Can do that in the following manor.

Simply change the description of the pallet to reflect your number
Ex.

Let’s say you want to assign your Viking Nailer numbers to your pallet designs. Choose to use the format of Number-Description or Description-Number and Enter all pallet descriptions in that manor.
48 x 40 4/w 5/8” GMA - # 101 or 101 – 48 x 40 4/w 5/8” GMA
You will then be able to search for this number easily by using the description dropdown list. Note that the list is sorted alphabetically, so depending on the method you choose your numbers or descriptions will appear sorted.


Pallet Track® is a Registered Trademark of Innovative Data Systems, Inc.