TARGET Sales Management System - Application Notes

HTML Quote Form

As of TARGET release 21.2 you have the option o using an HTML email for quotes. This document describes in summary how to make use of this option.

Standard HTML Form
Step one is to make a standard HTML quote with fill-in fields for certain information. The form should have all of the necessary HTML coding for graphics and layout. The form is subject to the following requirements:

File names:
The file name for the single quote form must be "qforms.html" and the one for bulk quotes must be "qformb.html".

Filling in fields with the ^ character
The caret character starts a two-character sequence which will be replaced by data from the TARGET system as shown below. Note that if the description of the content ends with "**" this means it is not available in bulk quotes and thus should not be used. The currently-recognized codes are:

A - Your company name (control variable CONAME)
B - Your company address line 1 (COADR1)
C - Your company address line 2 (COADR2)
D - Your company city (COCITY)
E - Your state (COSTAT)
F - Your ZIP (COZIPC)
G - Your phone (COPHON)
H - Your fax (COFAXN)
I - Your company email (COEMAI)
J - Salesman's email (from user maintenance) **
K - Salesman's name (from user maintenance) **
L - Company web address (COWEBA)
M - Salesman's initials (as used in F4) **
X - Your UED dealer number (NWDEAL)
Y - Contents of first boiler plate (with <br> after each line)
Z - Second boiler plate as above
1 - Contact name (of company receiving quote)
2 - Company name (ditto)
3 - Address line 1
4 - Address line 2
5 - City/State/ZIP line
6 - Country
7 - Telephone
8 - Fax number
9 - Email
c - On-quote comments (with <br> after each line) **
d - Date of quote
f - FOB (F/L/N field controls this)
m - In-house machine description
n - "Nice" machine description
p - Price
q - Quote number
r - Customer reference **
s - Specifications (with <br> after each line)
t - Type of machine I/K/S
z - Machine number

Sample file: we provide a sample file if you want to make your own

Some tricks
Want a link to the machine on your web site? Here's the code to use: http://inv.yoursite.com/q/webinv/^X=x,^z
How about the picture? http://inv.yoursite.com/machpict/^X/^z.jpg
How about a picture of the salesman or maybe a graphic of his signature? Use http://www.yoursite.com/salesman^M.jpg
Different terms & conditions for different types of machines? Reference the file with something like http://www.yoursite.com/terms^t

Shameless Plug: Want to have a really nice looking quote developed for you? Ask the expert. Call or email Kathy at HSI for details.

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