IQ User Manual - Release 16.2 · Introduction to the Main Window The iQ Main Window is the home window in the iQ software. It is always open whenever the iQ software . User Manual

User Manual Version 16.2

Users Manual

User Manual ii Version 16.2

Table of Contents 1. Getting Started ................................................................................................. 1-1

Ordering Copies of the iQ software ............................................................... 1-1

Installing the iQ software .............................................................................. 1-1

Getting Support ............................................................................................. 1-1

Contact the iQ Help Line ..........................................................………...1-1

iQ Web Site .................................................................................................. 1-1

Accessing the iQ Web Site ............................................................................ 1-1

Hardware and Software Requirements ........................................................... 1-2

Installing the iQ software On Your Computer ................................................ 1-3

Load the iQ Software Using the Installation CD ...................................... 1-3 Getting to Know the iQ software ................................................................... 1-3

Start the iQ software ............................................................................... 1-3

Introduction to the Main Window ........................................................... 1-4

Introduction to the Item Window ............................................................ 1-5

Administrator Setup ...................................................................................... 1-6

Network Setup .............................................................................................. 1-6

User Setup .................................................................................................... 1-6

Enter a Dealer Number into the iQ Software ........................................... 1-7

Add Local Settings ................................................................................. 1-7

Delete Local Settings.............................................................................. 1-8

Edit (change) Existing Local Settings ..................................................... 1-9

Add Sales Reps ...................................................................................... 1-9 Edit Information for a Sales Rep ........................................................... 1-10

Delete a Sales Rep ................................................................................ 1-10

Add Customers..................................................................................... 1-10

Edit Customer Information ................................................................... 1-12

Create a Standard List of Adjustments ......................................................... 1-13

Edit an Adjustment in the Standard Adjustment List .................................... 1-13

Delete an Adjustment from the Standard Adjustment List ............................ 1-14

Exporting a Standard Adjustment List ......................................................... 1-14

Importing a Standard Adjustment List ......................................................... 1-15

2. Setting Up Projects........................................................................................... 2-1 Creating Projects ........................................................................................... 2-1

Create a New Project .............................................................................. 2-1

Set Global Price Adjustments for a Project .............................................. 2-3

Locating and Opening Existing Projects ........................................................ 2-4

Open an Existing Project ........................................................................ 2-4

Defining Preferences for a Project ................................................................. 2-4

Set Preferences for a Project ................................................................... 2-4

Edit Preferences for a Project .................................................................. 2-5

Save Preference Sets .............................................................................. 2-4

Apply a Saved Preference Set to a New Project ....................................... 2-6

Using Standard Answers, Preferred Answers and Auto Answer...................... 2-7

Select Standard Answers, Preferred Answers (On/Off) and Auto Answer 2-7

3. Quoting Andersen® Products ............................................................................ 3-1

Adding Items to a Quick Spec ....................................................................... 3-1

Use Quick Spec to Price an Item ............................................................. 3-1

Copy a Quick Spec Item to a Project ....................................................... 3-2

Adding Items to a Project .............................................................................. 3-2

Add Single Units and Predefined Combinations ...................................... 3-2

Add a Custom Sized Patio Door ............................................................. 3-3

User Manual iii Version 16.2

Add a Custom Combination to a Project ................................................. 3-4

Add a Flexiframe® Unit to a Project ........................................................ 3-8

Copy Type 1 or Type 2 Flexiframe®/Arch Units in a Project ................... 3-9

Add a Flexiframe/Arch Combination Unit to a Project .......................... 3-10 Add an Architectural Specialty Window to a Project ............................. 3-12

Add a Multi-wide Architectural Specialty Window to a Project ............. 3-13

Add a Custom Grille for a Unit to a Project ........................................... 3-14

Add Andersen Art Glass Panels to a Project .......................................... 3-15

Add an Accessory Item to a Project ...................................................... 3-16

Add a Part-Numbered Item to a Project ................................................. 3-16

Add Items Using a Part Number ........................................................... 3-17

Copy an Item from Another Project ...................................................... 3-17

Add Item-Specific Additional Charges .................................................. 3-17

Add Generic Additional Items to a Quote ............................................. 3-17

Add Comments to a Line Item .............................................................. 3-19 Adjusting Prices for Items in a Project ......................................................... 3-19

Set a Price Multiplier for a Customer .................................................... 3-21

Set a Price Multiplier for a Project ........................................................ 3-21

Set Line Item Adjustments for a Project ................................................ 3-22

Add Item-Specific Price Adjustments ................................................... 3-25

4. Editing Projects ................................................................................................ 4-1

Updating Projects .......................................................................................... 4-1 Making Changes to a Project ......................................................................... 4-3

Add an Item to an Existing Project.......................................................... 4-3

Edit an Item ........................................................................................... 4-3

Edit a Custom Combination .................................................................... 4-3

Edit A Flexiframe or Custom Arch Combination..................................... 4-4

Delete an Item from a Project ................................................................. 4-5

Delete a Project ...................................................................................... 4-5

Search and Replace Item Attributes within a Project ............................... 4-5

Add a Price Adjustment to a Project ............................................................. 4-6

5. Viewing and Printing Reports ........................................................................... 5-1

Viewing, Printing and Editing Quote Reports ................................................ 5-1

View and Print a Quote .......................................................................... 5-1

Modify Tax, Dealer or Project Information on the Quote ......................... 5-2

Add Your Logo to Your Printed Quotes .................................................. 5-4

Change the Print Order for a Quote ......................................................... 5-4

Viewing and Printing Project Reports ............................................................ 5-4

View and Print Project Reports ............................................................... 5-5

View and Print a Margin Analysis Report ............................................... 5-5

6. Exporting and Importing Projects ..................................................................... 6-1

Exporting and Importing Projects .................................................................. 6-1

Export a Project to Another Computer with the iQ Program .................... 6-1

Import a Project from another iQ software User ...................................... 6-2

Create an Export File for Other Systems to Use ...................................... 6-2

7. Placing Orders with Andersen Windows ........................................................... 7-1 Distributor Considerations for Using iQ Files ......................................... 7-1

Create and Submit an Export File to an Andersen Order System .............. 7-1

User Manual iv Version 16.2

8. Performing Administrative Functions ............................................................... 8-1

Administrative Functions .............................................................................. 8-1

View Projects by Sales Rep .................................................................... 8-1 View Projects by Customer .................................................................... 8-1

Create a Duplicate Project ...................................................................... 8-1

Create a Backup Copy of Your Database ................................................ 8-1

Restore Your iQ software Database ........................................................ 8-2

Recover Locked Projects ........................................................................ 8-2

Remove Andersen Graphics ................................................................... 8-4

Database Maintenance ............................................................................ 8-5

Reassign Projects to Another Sales Rep .................................................. 8-5

Archive (and Unarchive) a Project .......................................................... 8-6

9. Hints and Tips ................................................................................................. 9-1

Get Connected to the Internet ................................................................. 9-1

Create a Shortcut to the iQ software on Your Desktop ............................. 9-1

Move, Resize and Sort Sub Window Columns ........................................ 9-2

Using the Save and New Copy Feature ................................................... 9-2

10. Software Sublicense Agreement .................................................................. 10-1

“Andersen,” the AW Logo and “Flexiframe” are registered trademarks of Andersen Corporation.

©2016 Andersen Corporation. All Rights Reserved.

User Manual 1 - 1 Version 16.2

1. Getting Started

Ordering Copies of the iQ software

Copies of the Intelligent Quote (iQ) software may be ordered through your local Andersen® Windows

distributor. Request Andersen® part # 2000547.

Installing the iQ software

The iQ software can be installed onto your computer using the CD ROM that was provided. In the future, updates to the software will be available via the internet. You will receive more information about internet

updates, as they become available.

Note: For more information on getting connected to the internet, refer to the procedure “Get Connected to the Internet” in the Hints and Tips section of this manual.

If you are upgrading an existing copy of the iQ software on your computer, complete the same steps as if

you were installing for the first time. All of your existing projects will be saved and will be accessible in

the new version you have installed.

Getting Support

Contact the iQ Help Line

The iQ help line is available to all licensed users of the iQ software. Trained support representatives are

available during regular business hours to answer your questions regarding the installation or use of the iQ

software.

(888) 772-7796

Monday - Friday 7:30 AM to 5:30 PM (Central time)

iQ Web Site

Accessing the iQ Web Site

The iQ web site can be accessed on the internet at www.andersenwindows.com/iq where you can find the

latest iQ news, download training materials, send an e-mail to our iQ help line or use the Suggestion Box to

register improvements for the iQ software.

In the ‘Subscribe’ section, you can register your e-mail address to receive updated communications regarding the iQ software. These communications include general release information, notification of

update patches to the software, or other pertinent ordering information.


Hardware and Software Requirements

Operating Systems Windows® 7

Minimum Recommended Best

Processor

Speed

4800 Mhz 1 – 1.7 Ghz 1.7 Ghz or greater

RAM 256 MB 256 - 512 MB 512 MB or Greater

Video 1024 x 768 2 MB,

16-bit (65536) colors

1280 x 1024 8 MB

24-bit (16.8 million) colors

1280 x 1024 8 MB

24-bit (16.8 million)

colors

Hard Drive Space 250 - 500 MB Free 500 MB – 1 Gigabyte Free > 1 Gigabyte Free

Input Device Pointing Device Pointing Device Pointing Device

Floppy Drive 1.44 MB 3.5" 1.44 MB 3.5” 1.44 MB 3.5”

Connectivity for transfer of

quote information

56K FAX Modem or

Internet e-mail service

56K FAX Modem or Internet

e-mail service

56K FAX Modem or

Internet e-mail service

CD-ROM 16x For Multi Media 32x CD-ROM 32x CD-ROM

Internet Method for patch updates & quote

transfer

Method for patch updates & quote transfer

Method for patch updates & quote

transfer

Printer** A high quality color printer.

A high quality color printer. A high quality color printer.

• It is recommended that new computers should not be purchased with less than the "recommended"

configuration. Better hardware will result in improved performance. Minimum hardware configurations may not result in satisfactory performance for active users.

• *Windows® Millennium Edition operating system is no longer supported by Microsoft effective

June 30, 2006.

• Windows®98 and Windows®NT 4.xx operating systems are no longer supported by Microsoft

effective June 30, 2003

• Windows XP (Home Edition) and Windows Vista are not certified for use with iQ. Microsoft has

recommended to software development companies to develop applications compatible with

Windows® XP (Professional). The customer assumes the business risk if problems develop and

they are not on a certified operating system.

• **Hewlett Packard K Series multi-function printers are not compatible with iQ software.

• Andersen® will provide free technical support for the iQ software as long as it is operated on an approved hardware/software configuration as described above. Our technical support is limited to

the PC configurations that have been certified by our software supplier. The user assumes all risks

that may arise from operating on non-certified configurations.


Installing the iQ Software On Your Computer

Load the iQ software Using the Installation CD

Note: The CD-ROM can be used to install the iQ software on multiple machines.

1. Insert the CD into the CD ROM drive, with the printed side up (shiny side down).

2. Double-click on your “My Computer” icon on your desktop.

3. Double-click on the CD ROM drive.

4. Double-click on the Setup.msi icon. (Your computer may just list it as “Setup.” It is the icon

containing the computer monitor and CD).

5. Follow the on-screen instructions.

Note: The iQ software can be installed anywhere on the computer’s hard drive.

Note: If you choose to install the iQ software is a location other than the default “C:\Program Files\Andersen iQ” path, you must create a destination folder named iq on that drive or path before installing the software. This will avoid the files being scattered in the directory during installation.

Getting to Know the iQ Software

The iQ software is unlike any other electronic quoting and ordering tool that Andersen® has ever supported. This software allows for tremendous flexibility for you the user and for Andersen® as a manufacturer.

The following sections will explain how to start the software and introduce you to two of the main

windows you will see when using the iQ software. The terms introduced below will be used throughout the

manual when referring to these windows.

Start the iQ software

1. From your Windows® desktop, click on the Start button.

2. Click on Programs.

3. Click on Intelligent Quote.

4. Click on Intelligent Quote.

5. The iQ software application will now display on your computer monitor.

Note: When the Intelligent Quote software is installed, a shortcut to the application will automatically be created on your computer desktop. For instructions on how to manually create a shortcut on your desktop, refer to the procedure Creating a Shortcut to the iQ software on Your Desktop in the “Hints and Tips” section of this manual.


Introduction to the Main Window

The iQ Main Window is the home window in the iQ software. It is always open whenever the iQ software

is opened on your computer. The illustration below identifies the major components of the iQ Main Window.

Menu Bar – Contains menu options, each containing pull-down action options.

Toolbar – Contains buttons that can be used to start various program functions.

Tabs – Control whether you view “Current” or “Archived” projects (The process for archiving information

will be discussed later).

Sub-windows – Three sub-windows are available to view your projects, either Current or Archived, and are

activated by clicking on the appropriate button within the sub-window:

- All Projects: lists all projects that you have access to view.

- Project by Sales Rep: lists all Sales Reps on the system and their associated projects.

- Projects by Customer: lists all customers and can be expanded to list projects for that customer

Item Grid – Displays line items contained in a project whenever a project is highlighted in any of the sub-windows. When no project is highlighted, this grid is blank.

Menu Bar

Toolbar

Sub-windows

- All Projects

- Projects by Sales Reps

- Projects by Customers

- Click here to Search Projects

Item Grid


Introduction to the Item Window

The Item Window is used to select and configure an item. A blank Item Window displays when you click on the New Item button on the iQ Main Window toolbar, or when you select Item and New from the Menu

Bar. The Item Window also displays with all configuration options selected when you double click on a

line item in the Item Grid on the Main Window. The illustration below identifies the major components of

the Item Window. These terms will be used throughout the manual when referring to the sections of the

window.

Menu Bar – Contains menu items, each containing pull-down action options.

Toolbar – Contains shortcut icons that can be used to start various program functions.

Item Information – Allows you to enter detailed information about the item, such as location and quantity.

Item Detail – Displays Question and Answer pairs as selections are made (You can click on these to edit

your selections).

Item Description – Displays product and pricing information for the item or combination you are configuring.

Item Description Tabs – (Combinations only) Allows you to view product and price detail for a

combination component (Unit tabs) or the combined unit (Composite tabs).

Configuration Question – Displays the question you will answer in the selection grid.

Selection Grid – Displays the configuration options. To select an option, single-click on the desired option

graphic.

Menu Bar

Item

Information

Item Detail

Toolbar

Item

Description

Configuration

Question

Selection

Grid

Product

Code

Item

Description

Tabs

Item Graphic


Product Code – Displays the product code, using Andersen® part numbers. If there is not a corresponding

Andersen part number, the product code will display as 0000000.

Item Graphic – Displays a graphic of the item you are configuring. The graphic will display as orange until all of the option questions have been answered. When complete, the graphic color will turn black.

Administrator Setup

This feature is currently being developed and instructions will be added when available.

Network Setup

The iQ program can operate in different networked environment, using copies of the iQ program loaded on

individual computers connecting to a networked MS Access or SQL Server database or running on a Citrix

or Windows terminal server environment. If you are interested in setting up the iQ software in a networked

environment, please contact the iQ Help Line at (888) 772-7796 for additional technical documentation.

If you plan to store your projects and other information locally on your PC, continue with the “User Setup”

section.

User Setup

Once you have loaded the iQ software, you can set up the following information to help you create and maintain your projects.

• Dealer Number - This is required for the iQ software to operate correctly and is set up through the

Local Settings. If you do not know your dealer number, please contact your Andersen® supplier or the

iQ help line at (888) 772-7796.

• Local Settings – a variety of optional settings that you may use to help organize and identify your

projects.

• Sales Reps – a list of people who will be creating projects.

• Customers – a list of people or businesses that you will be creating projects for. You may choose to

enter your customer list into the iQ software, so you do not have to add this information when you start a project for that customer.

For more information, refer to the procedures listed below.

Enter Your Dealer (or Distributor) Number

Add Local Settings

Delete Local Settings

Edit (Change) Local Settings

Edit Information for a Sales Rep

Delete a Sales Rep

Add Customers


Enter a Dealer Number into the iQ Software

In order for the iQ software to operate properly, you must enter a 5-digit Andersen® dealer number or a 3-

digit Andersen Distributor number.

To add your dealer or distributor number to your copy of the iQ software, complete the following:

1. Click on File on the Menu Bar.

2. Select Local Settings from the pull-down menu. The Local Settings window displays.

3. Locate and select “System” in the pull-down menu at the end of the “Section” field.

4. Highlight “Dealer Number = 10912” in the “Entries” field.

5. Click on the Change button.

6. Replace the existing number with your dealer or distributor number.

7. Click the OK button to return to the Edit Local Settings window.

8. Click the OK button on the Edit Local Settings window to save your entry.

9. Close and restart the iQ software for the new setting to take effect.

Add Local Settings

Local settings can be used throughout the iQ software to determine available options for certain fields. The

iQ software already has some local settings defined. You may choose to use, change, add or delete any of

the local settings.

The local settings are divided into the following sections to make the list of settings easier to manage. If you choose to use Local Settings, you will need to determine which sections you will use and the required

entries (values for the local settings) for each section listed below:

Note: The procedure steps for adding local settings follow the list below

System – Holds the 5 digit Andersen dealer or 3 digit distributor number for product access.

Customer Types - Defines various types of customers (e.g. Homeowner, Contractor, Volume Builder, etc.).

Terms – Payment terms set up between you and your customer.

Territories – Sales territories.

Countries – List of countries for which you may quote Andersen® products.

Cnstr Types – Defines a market segment or construction type (i.e. Residential New Construction, Residential Remodeling, Commercial, etc.).

Freight Terms – Terms for freight.

Contact Source – Who provided the contact between the dealer and the customer.


Customer Status – Identifies the status of a customer (e.g. Active, Inactive, Established Credit, No Credit,

etc.).

Created By – Identifies the name of the person who created the project.

Sales Tax – Allows you to set a default tax rate to be applied to all projects.

Status Types – Status options for projects (e.g. quoted, sold, lost, hold, etc.).

Dealer Hints – Turns on or off any Dealer Hint messages in the software.

To add local settings to your copy of the iQ software, complete the following:

1. From the iQ Main window, click on File on the Menu Bar.

2. Select Local Settings from the pull-down menu.

3. Click on the pull-down menu at the end of the “Section” field.

4. Highlight the section in which you want to add local settings.

5. Click on the Add button.

6. Click in the “Enter Description” field.

7. Type your entry and click on the OK button (or click CANCEL to erase your entry without saving it).

8. Repeat these steps for all local settings you want to add.

9. Click on the OK button in the Edit Local Settings window to save your changes.

Delete Local Settings



3. Click on the pull-down menu at the end of the “Section” field.

4. Highlight the section containing the settings you want to delete.

5. Highlight the setting you want to delete.

6. Click on the Delete button.

7. Repeat these steps for all entries that you want to delete.



Edit (change) Existing Local Settings



3. Click on the pull-down menu in the “Section” field.

4. Highlight the section in which you want to edit local settings.

5. Highlight the entry you want to change in the “Entries” field.

6. Click on the Change button.

7. Highlight the existing description and type in your description.

8. Click on the OK button.

9. Repeat these steps for all entries you want to edit.


Add Sales Reps

This activity allows you to set up each person who will create projects using this copy of the iQ software.

This will allow each person to view a list of their own projects, as well as the projects for other Sales Reps

on the system.

Note: There will be an ‘Administrator’ sales rep that defaults in the system. Please DO NOT delete this listing as the software requires this sales rep to launch the application.

1. From the iQ Main window, click on Sales Rep on the Menu Bar.

2. Select “New” from the pull-down menu. The Edit Sales Rep window displays.

3. (Optional) Highlight the default ID # and type in the desired Sales Rep ID number.

4. Highlight the default name in the “Name” field and type in the Sales Rep name.

5. (Optional) Select the sales rep’s territory from the pull-down menu. (Note: Territories can be added

to the selection list through in the Local Settings section.)

6. (Optional) Enter the sales rep’s phone, fax, cell phone numbers and e-mail address in the appropriate fields.

7. Click on the OK button to save your information.

Note: “Set password” is used only with the Administrator Set up procedure. For more information about this feature, please contact the iQ help line at 888-772-7796.


Edit Information for a Sales Rep

1. Click on the Projects by Sales Reps bar at the bottom of the sub-window on the left side of the iQ

Main window.

2. Highlight the name of the sales rep whose information you want to edit.

3. Click on Sales Rep on the Menu Bar and select Edit from the pull down menu list. The Edit Sales Rep

window will display.

4. Make the desired changes to the sales rep information.

5. Click on the OK button to save your changes.

Note: You can also open the Edit Sales Rep window by double clicking on the Sales Rep you wish to edit from the sales rep list.

Delete a Sales Rep

1. Click on the Projects by Sales Reps bar at the bottom of the sub-window on the left side of the iQ Main window.

2. Highlight the name of the Sales Rep you want to delete.

3. Click on Sales Rep on the Menu Bar and select Delete from the pull down menu list.

Note: There will be an ‘Administrator’ sales rep that defaults in the system. Please DO NOT delete this listing as the software requires this sales rep to launch the application.

Note: Deleting a sales rep will not delete the projects assigned to that sales rep, however only someone with Administrative rights will have visibility to the project if the password or security feature is activated.

Add Customers

1. From the iQ Main window, click on Customer on the Menu Bar.

2. Click on New. The Edit Customer window displays. There are five tabs that contain information

pertinent to a customer. You may complete as many or as few of the customer information fields as

desired.

3. General tab

a. External ID – Enter your ID number for this customer (optional).

b. Name – Enter the customer’s name.

c. Customer Type - Select the type of customer this is from the pull down menu list. (Note – additional customer types can be created in the Local Settings section of the software).

d. Trade ID – If this customer has been assigned an Andersen trade ID number, you can enter it in

this field.

e. Sales Rep - If this customer has a designated sales person, you can select that person from the drop down list.


f. Cell – Enter the cellular phone number for this customer.

g. Email – Enter the customer e-mail address if available.

h. Terms – The payment terms for this customer. You can select from the pre-defined list or add

your own terms in the Local Settings section.

4. Pricing tab

a. Price Multiplier – The default price multiplier value for the customer. The software will

automatically adjust the Discount (%) field to reflect the multiplier amount. (This value can be

overridden at the project level).

b. Discount (%) – You can define a percent discount for this customer. The software will automatically adjust the price multiplier field to reflect the percentage discount entered. (This

value can be overridden at the project level).

c. Total Tax - The tax rate that is charged for this customer. This should be used only if the tax rate

differs from the default tax rate set in the Local Settings section. Refer to “Add Local Settings”

for information on setting the default tax rate.

d. Price Adjustments – Allows you to select a pre-defined pricing template. The default price adjustment template will be assigned unless another template is selected.

5. Billing Address tab.

a. Contact – The person you work with for this customer.

b. Phone – The phone number for the customer.

c. Fax – The fax number for the customer.

d. Address 1 – The main mailing address that you would send invoices or communications to.

e. Address 2 – A secondary mailing address.

f. City – The mailing address city.

g. Country – The mailing address country. You can enter text into this field or select from the pre-

defined list.

h. Zip/Postal Code – The mailing address zip or postal code.

i. State/Province – The mailing address state or province. You can enter text into this field or select

from a pre-defined list if a Country is selected from system defined list. You can also add entries

in the Local Settings section of the software.

6. Shipping tab

a. Contact – The person you work with for this customer.

b. Phone – The phone number for the customer.

c. Fax – The fax number for the customer.

d. Address 1 – The address you will deliver the quoted product to – typically the job site.


e. Address 2 – A secondary delivery address.

f. City – The delivery address city.

g. Country – The delivery address country. You can enter text into this field or select from the pre-

defined list.

h. Zip/Postal Code – The delivery address zip or postal code.

i. State/Province – The delivery address state or province. You can enter text into this field or select

from a pre-defined list if a Country is selected from system defined list. You can also add entries

in the Local Settings section of the software.

Note: If the shipping and billing addresses are the same, click on the Copy to Shipping button on the Billing Address tab to transfer the address information to the Shipping tab.

7. Delivery tab

a. Delivery Type – Select how the product will ship from the drop down list.

b. Delivery ID – If you are adding this job to an existing shipment you can enter that shipment ID

here.

c. Submit Receipt Email Address – If you want to send an order acknowledgement to someone other than the default contact on file, you can enter that address in this field.

d. Order PO# - Enter the purchase order number for Andersen in this field.

e. Same as PO# - If the purchase order number for this order is the same as what is listed on the General tab, you can select this radio button and have that purchase order number assigned.

f. Kit Order – Select Yes from the drop down list if you want your like accessories kitted together in

one box – or No if you do not want them kitted.

8. Comments tab

a. This allows you to enter free form text comments about this customer.

Edit Customer Information

1. From the iQ Main window, click on the Customer bar in the sub-window to display the customer list.

2. Highlight the customer for whom you want to edit information.

3. From the menu bar, click on Customer and select Edit. The Edit Customer window will appear.

4. Make necessary changes to the customer information.

5. Click on OK to save your changes.

Note: You can also open the Edit Customer window by double clicking on the customer name you wish to edit from the list of customers displayed in the Customer sub-window


Create a Standard List of Adjustments

The iQ software allows you to create a pre-defined list of price adjustments to use at the project level or for

individual line items.

To create a pre-defined list of adjustments for use at the Project level:

1. From the iQ Main window, go to Edit in the menu bar and select Manage add-on.

2. The Manage Add-On window will appear.

3. Pull down on the arrow at the end of the Option Level field and select “Project”.

4. Click on the New button on the right side of the Manage Add-On window.

5. The Edit Add-On window will appear.

6. Enter the description of your project adjustment in the Description field.

7. Select the Type of adjustment this is; Percent or Amount (the system will default to Amount).

8. Tab to the Value field and enter the amount of the adjustment. If you are entering a discount amount

or percentage, you will need to add a negative (-) sign to the value (example: -10.00 or -2%).

9. If the adjustment should not have tax applied click in the Non-taxable field.

10. If the project multiplier should be applied to the adjustment, click in the Apply Price Multiplier field.

(The default will be that the project price multiplier is not applied.)

11. Once all of the fields have been completed, click on the OK button to return to the Manage Add-On

window.

12. You should now see your project price adjustment displayed.

13. Repeat steps 4 – 12 to add any additional project adjustments.

14. When all of the project adjustments have been added, click on Close to return to the iQ Main window.

To define a list of adjustments for use at the Line Item level:

1. From the iQ Main window, go to Edit in the menu bar and select Manage Add-ons.

2. The Manage Add-On window will appear.

3. Verify that the Option Level field is set to “Line Item” (this will be the default). If it is not set to “Line Item”, pull down on the arrow at the end of the Option Level field and select “Item”.

4. Click on the New button on the right side of the Manage Add-On window.

5. The Edit Add-On window will appear.

6. Enter the description of your item adjustment in the Description field.

7. Select the Type of adjustment this is; Percent or Amount (the system will default to Amount).

8. Tab to the Value field and enter the amount of the adjustment. If you are entering a discount amount or percentage, you will need to add a negative (-) sign to the value (example: -10.00 or -2%).

9. If the adjustment should not have tax applied click in the Non-taxable field.

10. If the project multiplier should be applied to the adjustment, click in the Apply Price Multiplier field. (The default will be that the project price multiplier is not applied.)

11. Once all of the fields have been completed, click on the OK button to return to the Manage Add-On

window.

12. You should now see your line item price adjustment displayed.

13. Repeat steps 4 – 12 to add any additional line item adjustments.


14. When all of the project adjustments have been added, click on Close to return to the iQ Main

window.

Edit an Adjustment in the Standard Adjustment List

You can edit the description, pricing, or tax and multiplier attributes to any adjustment within the pre-

defined list of adjustments.

1. From the iQ Main window, go to Edit in the menu bar and select Manage Add-On. The Manage Add-On window will appear.

2. Select the Option Level (Project or Line Item).

3. Select the adjustment that is to be edited by clicking on it once to highlight it.

4. Click on the Edit button on the right hand side of the Manage Add-On window. The Edit Add-On

window will now display.

5. Highlight or tab to the field of information that is to be changed (Description, Value, etc) and enter the new information.

6. Click on the OK button to return to the Manage Add-On window and review the list to verify the

proper changes were made to the adjustment.

7. Click on the Close button to exit the Manage Add-On window and return to the iQ Main window.

Note: If an adjustment is locked (identified with a red padlock) the only information that can be edited is the Non-taxable and Apply Price Adjustments fields in the Options section.

Delete an Adjustment from the Standard Adjustment List

A project or line item adjustment can be deleted from the list of pre-defined adjustments.


2. Select the Option Level (Project or Line Item).

3. Select the adjustment to be deleted by clicking on it once to highlight it.

4. Click on the Delete button on the right side of the Manage Add-On window.

5. A Confirm Delete message will appear asking if you are sure you want to delete the adjustment.

a. Click on OK to continue with the delete process.

b. Select Cancel if you do not want to delete the adjustment.

6. Review the list to verify that the selected adjustment has been removed.


Exporting a Standard Adjustment List

Once an adjustment list has been created, it can be exported from one iQ system to another to be used by

multiple users. If desired, you can lock the adjustment values on export so that individual users cannot

change the description or pricing.


2. In the Option Level field, select the type of adjustment you are exporting (Project or Line Item).


3. Select the items within the list that are to be exported by clicking on them once to highlight them.

a. To export multiple adjustments at one time, hold down the Ctrl key on your keyboard and select the items. The selected items should now be highlighted.

b. To export a range of adjustments, select the first item in the range, hold down the Shift key on

your keyboard and select the last adjustment in the range. All of the items between the first and

last adjustment should be highlighted.

4. Once all of the desired adjustments have been selected, click on the Export button on the right side of the Manage Add-On window.

5. An Export Add-On message will appear asking if you want to lock the adjustment for editing.

a. If you want to lock the exported adjustments so that other users cannot edit the description or price of the adjustments, answer Yes to this message.

b. If other users can edit the exported adjustments, answer No to this question.

6. In the Export Add-On window, you will need to determine a Save location and file name.

a. The default Save location will be C:/Program Files/Andersen iq, however you may select any

destination that you like.

b. Type a name for this file in the File name field.

7. Once you have specified a Save location and file name, click on the Save button to return to the

Manage Add-On window.


9. The file is now ready to be imported to another iQ system. You can send this file to other uses as an

e-mail attachment or copy it to a CD.

Importing a Standard Adjustment List

Pre-defined adjustment lists can be imported from another iQ system for use by multiple users.

1. From the iQ Main window, go to Edit in the menu bar and select Mange Add-On. The Manage Add-On window will appear.

2. Click on the Import button on the right side of the Manage Add-On window. The Import Add-On

window will appear.

3. Navigate on your PC to the location of the file to be imported.

4. Click once on the file to be imported to highlight it.

5. Click on the Open button in the Import Add-On window to add the file to your adjustment list.

6. An Import Successful window should appear. Click the OK button to continue.

7. Review your adjustment list to verify the new files have been added.



2. Setting Up Projects

Creating Projects

Create a New Project

The iQ software allows you to create projects (quotes) for a customer. You are able to print, save, edit, and

send electronic copies of accepted quotes to your distributor as orders.

1. Click on the New Project button located on the toolbar. The Edit Project window displays. This window is made up of five section tabs: General, Pricing, Billing, Shipping, and Comment

information.

2. Complete the General tab in the Edit Project window. Note how some of the fields on the screen can

be used:

a. Project ID - This number will automatically be populated with the next available number in increments of 1. This number is system generated and cannot be changed.

b. External ID – This is an alpha numeric field that is user defined. Possible uses for this field may

be to tie this project to an internal point of sale system number. It will not display on any of the

reports.

c. Name – Enter the name of this project or quote.

d. PO # – The purchase order number. You do not need to enter a purchase order number when you

are creating the project, but you may want to enter it before converting a project to an order.

e. Job # - This field is alpha numeric that can be user defined.

f. Terms – Select the terms of payment from the pull-down list. This will auto populate if you have selected a customer from the pull-down list.

g. Project Type – Select the type of construction from the drop down menu list. This field is a

required field.

h. Promotion Code – This field can be used to link the project to any promotional pricing programs, such as a PST or rebates. This is a text field only and will not automatically apply the special

pricing.

i. Created by – Select the name of the person creating the project or quote. You can enter a name

directly into this field or maintain a list of names for selection in the Local Settings section of the

software. This information will print on the quote reports.

j. Sales Rep - This would be the sales person that is attached to this project/quote.

• A new sales rep can be added by clicking on the Add Sales Rep button next to the Sales Rep

field. This will open the Edit Sales Rep window. Add the information for the new rep and

click on the OK button to return to the Edit Project window. The name of the new rep will

now be populated in the Sales Rep field.


• To edit information about an existing sales rep, click on the Edit Sales Rep button next to the

Sales Rep field. Change the appropriate information and click on OK to return to the Edit Project window.

k. Customer – Select the customer from the pull-down list.

• Once you have selected a customer, you will receive an Override Project-level Tax? message

box stating “Customer is changed. Do you want to override project level tax?” If you have

set a default tax rate for your system and want this tax rate to apply to this project, answer the question with a No. If you have assigned a tax rate at the customer level that is different than

your default rate and wish to use that rate, answer the dialog question with a Yes.

• A new customer can be added by clicking on the New Customer button below the Name

field. This will open the Edit Customer window. Add the information for the new customer

and click on the OK button to return to the Edit Project window. The name of the new

customer will now be populated in the Name field.

• To edit information about an existing customer, click on the Edit Customer button below the Name field. Change the appropriate information and click on OK to return to the Edit Project window.

3. The Pricing tab allows you to assign pricing templates or structures and sales tax for this particular

project.

a. PRICE Adjustments – Select a pre-defined pricing template from the drop down menu list or accept the default price template. The default price template will have all product multipliers set

to None, which would calculate the prices at suggested list price. If a pricing template has been

assigned at the Customer level, that template will auto-populate when the customer is assigned to

the project.

b. Line Item Adjustments – Select this button to access the Project Price Line Item Adjustments window and apply product line pricing for this specific project.

c. Price Multiplier - Select this button to access the Project Price Line Item Adjustments window

and apply product line pricing for this specific project.

d. Taxes - This is the tax rate that will calculate for the project. This should be completed only if the tax rate differs from the default tax rate set in the Local Settings section, which will appear in the

Total field. Refer to “Add Local Settings” for information on setting the default tax rate.

4. The Billing tab contains contact, billing, and mailing information about a particular project

a. If a customer has been selected for this project on the General Tab, the billing information for that customer will automatically populate the fields on this tab.

b. If a customer has not been identified for this project, billing information can be entered directly

into the fields.

5. The Shipping tab contains delivery method, contact, and location information about a particular project.

a. Method – Select whether the product shipment method will Delivery or Pick Up.


b. If a customer has been selected for this project on the General Tab, any shipping information for

that customer will automatically populate the fields on this tab.

c. If a customer was assigned on the General Tab but shipping information was not completed at the customer level, the project delivery information can be entered directly into the pertinent fields.

d. If a customer has not been identified for this project, shipping information can be entered directly

into the fields.

6. The Delivery tab allows you to add order information for Andersen regarding shipment type, purchase order number, etc. This information transfers in the .cip or .xml file when the order is placed to

Andersen.

a. Delivery Type – Allows you to select from a drop down list the type of shipment from Andersen.

b. Delivery ID – Enter a shipment ID if one has already been created with Andersen or if known.

c. Submit Receipt Email Address – Enter the e-mail address you would like the order

acknowledgement sent to if different than the andersenaccess default recipient.

d. Order PO # - Enter the purchase order for Andersen.

e. Same as PO# - Select this box if the purchase order number is the same as the PO# field entered

on the General tab.

f. Kit Order – Select Yes or No from the drop down options to specify whether you would like the accessories on your order kitted.

7. The Comments tab is a free form text field that allows you to enter any additional information that may

pertain to the project. This information will appear on the Long, Quote Summary, Order Summary,

Window Schedule and Abbreviated Quote Reports.

8. When all of the information for this project has been entered, click on the OK button to return to the iQ Main window.

Note: Changes can be made to the Billing and Shipping information from the Project window by changing the fields on the appropriate tabs and selecting the Write to Customer button on the Billing or Shipping tab.

Set Global Price Adjustments for a Project

For information on adjusting prices, refer to the procedure labeled “Creating Pricing ” in section 3.0

Quoting Andersen® Products of this manual.


Locating and Opening Existing Projects

Open an Existing Project

1. From the iQ Main Window, highlight the project you would like to open in the sub-window on the left

side of your screen. All of the items contained in the project are listed in the Item Grid on the right

side of your screen, and all menu and toolbar options are available for this project.

2. Click on the Edit Project icon in the toolbar. The Edit Projects window will open.

3. Make the desired changes to the project.

4. Click on OK to return to the Main window.

Note: If you cannot locate a project, you may want sort the projects in the sub-window by one of the column headings. For more information, refer to the procedure “Move, Resize and Sort Sub Window Columns” in the Hints and Tips section of this manual.

Note: If the project was created in a prior version of the iQ software, you should “update” the project to apply the most current configuration options and pricing. Refer to the “Updating Projects” procedure in section 4.0 Editing Projects for more information.

Defining Preferences for a Project

Set Preferences for a Project using the Preference Function

To save time in the quoting process, the iQ software allows you to pre-set answers to questions asked in the

configuration interview. You can set as many or as few preferences as you want, depending on the number

of common attributes in your project. You can define a preference set for an individual project, or you can save the preference set and recall it for use in other projects.

Because Andersen Architectural and EMCO storm door products are located in a different system catalogs

within the software, if you are going to quote both Andersen standard products and Andersen Architectural

or EMCO products on the same project you will need to set your preferences for the appropriate catalogs.

1. From the iQ Main window, highlight the project for which you want to select preferences and click on the New Item button on the toolbar. The Item window displays.

2. Click on the Preferences icon in the toolbar. The Preferences window displays.

3. The “Manufacturer” field should default to Andersen Windows and Patio Doors. If the project you are setting preferences for only contains standard Andersen products, you can leave this field as is and

continue to the next step.

a. If the project contains Andersen Architectural and/or EMCO products, click on the pull-down

arrow at the end of the “Manufacturer” field and select Andersen Architectural Windows and Patio

Doors or EMCO. Proceed with the next steps to define preferences for these product catalogs.


4. Expand the option category (Art glass, Color, etc.) by clicking on the “+” sign to the left of the

category.

5. Highlight the question for which you want to set the preference. The list of available answers will appear on the right side of the Preferences window.

6. Double-click on the desired answer. The answer column on the right side of the Preferences window

will be populated.

7. Repeat steps 3 - 6 to set all of the preferences for this project.

8. (Optional) If you want to add a preference setting for a question that is not displayed on the

Preference window, complete the following steps to add the question:

a. Click on the Add button in the Questions section.

b. Locate and highlight the desired question, then click the OK button. The question is added to the

list of questions in the Preferences window.

c. Highlight the question that was just added to the list in alphabetical order and select the desired answer.

9. When all preferences have been set, click on the OK button to return to the Item window.

Edit Preferences for a Project

After a set of preferences has been defined for a project, you can change them by returning to the

Preferences window.

1. From the iQ Main window, highlight the project for which you want to edit preferences and click on the New Item button on the toolbar. The Item window will display.

2. From the Item window, click on the Preferences icon in the toolbar. The Preferences window will

display.

3. Make the desired changes by highlighting the question you want to change the attribute for.

4. Double-click on the new option in the Answer section on the right side of the Preferences window.

5. When you have completed all of your changes, click on the OK button on the Preferences window to save them. This will return you to the Item window and your new preferences will be in effect.

Note: Editing the preferences will NOT make any changes to items that have already been added to the project. The new preference settings will only be applied to new items added to the project.

Save Preference Sets

If you have a preference set that can be used in more than one project, you can save time by saving that set

to the Default Library. You can then load the saved preference set from the library to a new project.

1. Create a preference set by selecting questions and assigning the answers as described in the “Set

Preferences for a Project” procedure.


2. Once a preference set has been defined, click on the Save To button in the lower left section of the

Preferences window. The Save As window will appear.

3. Select a destination path for the preference set (the Default Library in the Andersen iQ folder is designed to store Preference sets and Default settings).

4. Enter a name for this Preference set in the File Name field and select the Save button. You will return

to the Preferences window.

5. Click on the OK button to close the Preferences window and return to the Item window.

Apply a Saved Preference Set to a New Project

If you have saved a preference set and want to apply that set to a new project, you can recall the preference

set and assign it to your current project.

1. From the iQ Main window, highlight the project for which you want to apply a saved preferences set.

2. Open the Item window by either clicking on the New Item button or double-clicking on an existing

item in the project. The Item window displays.

3. Click on the Preferences icon on the toolbar to display the Preferences window.

4. Click on the Load From button.

5. An Import Confirmation Dialog box will appear asking if you want to clear the current preference

setting for this project and import another.

a. To import a new preference setting, click on the Yes button.

b. To retain the existing preference settings, click on the No button to return to the Preferences

window.

6. Find and select the preference file to be loaded and click on the Open button. The previously defined values will now be listed in the Preferences window.

7. (Optional) Make any revisions to the selected preference file following the steps listed in the Edit

Preferences section.

8. Click on OK to continue with product selection.


Using Standard Answers, Preferred Answers and Auto Answer

Select Standard Answers, Preferred Answers (On/Off) and Auto Answer

As you go through the configuration interview questions, the iQ software has a series of features that expedite the quoting process:

• Standard answers have been defined for questions. You can turn the Standard Answers feature on and

off to indicate whether or not you want the iQ software to automatically select the standard answers for you as you configure an item.

• Preferred answers can be turned on or off, once they have been set for a project.

• Auto answer can be set to automatically answer a question when there is only one choice available as an answer.

Note: If standard or preferred answers were applied, they can be changed for an item by clicking on the question/answer pair in the Item Detail section of the Item Window and selecting a new answer to the question prior to saving the item.

1. To turn answering options on or off, open the Item window for a project.

2. In the menu bar click on “Options” and select “Standard Answers” from the menu list. (A check mark

next to Standard Answers indicates that they are “on”). When this feature is turned on, the iQ software

will select all answers that are listed as standard and display them in the Item Detail section of the window.

3. From the same “Options” menu, select “Preferred Answers”. (A check mark next to Preferred Answers

indicates that they are “on”). When this feature is turned on, the iQ software will select all answers

that have been set as your preferences and display them in the Item Detail section of the window.

4. From the same “Options” menu, select “Auto Answer”. A series of options displays. Click the appropriate option (a check mark displays next to the active selection):

• All Single Value

• Non Custom Single Value

5. To turn Standard or Preferred Answers off, click on “Options” in the menu bar of Item window. Select

Standard Answers or Preferred Answers to remove the check mark.

Note: We suggest that you set the Auto Answer to “All Single Value” so that questions with only one answer will be answered automatically.

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3. Quoting Andersen® Products

Adding Items to a Quick Spec

The iQ software allows you to create a Quick Spec quote that is not associated with a specific project or

customer. You can use this feature to price an individual item or group of items, or to create a standard

configuration that can be saved and copied to other projects.

Use Quick Spec to Price an Item

1. In the iQ Main window, highlight the project folder labeled “Quick Spec” and click on the New Item

button in the toolbar. This will allow you to configure an item.

2. Answer the configuration questions, as they display above the selection grid on the right side of the

window, by single clicking on your answer in the selection grid. You will notice that as you select an

answer, it will appear in the answer column in the item detail section on the left side of the window.

Note: As you are selecting options, there will be a picture of the item in the lower right portion of the screen. When the picture turns black, you have answered all the questions and have a completed line item. If the picture stays orange, there are unanswered questions in the configuration that must be completed before the item can be accurately quoted or ordered.

Note: A list of components and prices, along with the total price for the line item, displays in the item description section in the bottom of the window. If there is an Andersen® 7-digit part number attached to that component, the number would display as part of the description.

3. If you do not want to save this item in your Quick Spec folder, click on the Cancel button in the toolbar to return to the iQ Main window. The item will be deleted from the Quick Spec folder.

4. If you would like to save this item as a “favorite” that can be copied to other current or future projects,

click on the Save button to save the item and return to the iQ Main window, or click on the Save and

New button to save the item and configure another.

Note: After you complete configuring this unit, the project price displays in the “Price” column of the project list on the iQ Main Window. If there is an asterisk (*) mark next to the price of the project and it is highlighted in orange, you have not completely configured at least one unit in the project, and the project total price on any quote report will be $0.00. The line item that has not been completed will be highlighted. In order to generate an accurate quote report, you should review the highlighted line item in the project and answer all the configuration questions, then click the Save button on the Item Window.

5. If you want to print the Quick Spec after saving it:

a. Highlight the “Quick Spec” folder in the Sub-Window on the Left side of the iQ Main window.

b. Click on “Reports” on the menu bar and select a quote format (Long Quote or one of the Abbreviated Quotes) from the pull-down menu.

Note: You cannot edit any project information for the Quick Spec project. The purpose of the Quick Spec is to configure individual items to determine a price and/or availability of a product.

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Note: Once you exit out of the iQ software, all of the line items in the Quick Spec project will be deleted from iQ. If you need to save a line item for future use, you should copy the line item to a permanent project.

Copy a Quick Spec Item to a Project

1. From the iQ Main window, highlight the item you want to copy.

2. Holding down your left side of your mouse, drag the item into the desired project in the listing in the

sub-window.

3. (Optional) If you want to make changes to this item after it is pasted, double click on the line item to open to the Item window. Highlight the question/answer pair that you would like to change and select

the new answer in the selection grid. The description and price will change accordingly.

Adding Items to a Project

Add Single Units and Pre-defined Combinations

1. From the iQ Main window single click on the project to which you want the unit or combination added.

2. Click on the New Item button located in the toolbar. The Item window displays.

3. In the “Location” field, enter a label or location description for this unit. (This will print on the quote

report that is given to the customer.)

4. Set the quantity for the item by filling in the “Quantity” field.

5. Answer the configuration questions by single clicking on the desired selection in the Selection Grid

underneath the configuration question. As an answer is selected, it will appear in the answer column

of the Item Detail section on the left side of the window.

Note: As you are selecting options, there will be a picture of the item in the lower right portion of the screen. When the picture turns black, you have answered all the questions and have a completed line item. If the picture stays orange, there are unanswered questions in the configuration that must be completed before the item can be accurately quoted or ordered.

Note: A list of components and prices, along with the total price for the line item, displays in the item description section in the bottom of the window. If there is an Andersen® 7-digit part number attached to that component, the number will display as part of the description.

6. For pre-defined combination units, you may need to answer additional questions for the individual units that are not asked in the initial configuration. These

7. To save a line item to the project, click on the Save button in the toolbar. This will return you to the iQ Main window.

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Note: After you complete configuring this unit, the project price displays in the “Price” column of the project list on the iQ Main Window. If there is an asterisk (*) mark next to the price of the project and it is highlighted in orange, you have not completely configured at least one unit in the project, and the project total price on any quote report will be $0.00. The line item that has not been completed will be highlighted. In order to generate an accurate quote report, you should review the highlighted line item in the project and answer all the configuration questions, then click the Save button on the Item Window.

8. To save this line item and add another item to the project, click the Save and New button and repeat

steps 3-5.

Note: To cancel your selections while configuring the unit through the questions, click on the Clear button. A message box will appear asking you if you are sure you want to clear your answers. Answer ‘Yes’ to clear all of the answers or ‘No’ to cancel the Clear function.

For pre-defined combination units, you may need to answer additional questions for the individual units that are not asked in the initial configuration. Units that require input will appear as a red unit in the

graphic and the Item Description field will not be complete.

1. Select the “Item Description” tab that corresponds to the graphic number that needs to be completed.

2. Complete the unanswered questions as they appear.

3. Repeat this process if there is more than one unit that requires modification.

4. Click on the ‘Composite’ tab to update the configuration with a description and price.

5. Click on the Save and New button to save this item and add another line item or Save to return to the iQ Main window.

Add a Custom Sized Patio Door

Custom sized patio doors are available to quote in 1/8” increments.

1. From the iQ Main window, single click on the project to which you want to add a custom patio door.

2. Click on the New Item button located in the toolbar. The Item window displays.

3. In the “Location” field, enter a label or location description for this unit. (This will print on the quote

report that is given to the customer.)

4. Set the quantity for the item by filling in the “Quantity” field.

5. Answer the configuration questions going down the Patio Door option list.

6. When you get to the ‘Frame Size Width’ question the “Custom Answer” field will open in the upper right corner of the Item window, right after the “Quantity” field.

7. If a custom width is desired, place the cursor in the “Custom Answer” field and click your mouse

once.

8. Type the desired width of the unit into this field. The value can be entered in feet and inches (example: 3’ 4 3/8”) or inches only (example: 40 3/8”). The software will accept either format.

9. Select the Enter key on your keyboard. If the dimension entered is valid, the software will proceed to

the ‘Frame Size Height’ question. If it is not a valid dimension, you will receive a soft warning

message notifying you of what the acceptable dimensions are.

10. Repeat steps 8 & 9 to enter a custom frame height.

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11. Finish answering the questions as they appear until you have a completed line item and the patio door

graphic in the lower right corner turns black.

Add a Custom Combination to a Project

This procedure describes the process for creating a custom combination (two or more like or different units

mulled together).

Note: If you want perimeter extension jambs for the combination, do not select extension jambs for the component units. You will be able to add a perimeter extension jamb in a future step. If, however, you want to build the combination with extension jambs for each unit, select the desired jambs with each component unit.

1. Configure the first unit to be included in the combination using the steps from the procedure "Add

Single Units and Predefined Combinations."

2. After the unit has been completed, click on the Composite Design button in the toolbar. The Schematic Configurator window displays with a picture of the configured unit. To move the unit on

the grid, click on the unit so that it is highlighted, and drag it to the desired position on the grid.

3. To create a ribbon or stack of identical units:

a. Click on the unit to highlight it and click on the Copy button in the toolbar. A unit of the same size and options will appear next to the original unit on the grid.

b. Repeat this process to add multiple units of the same dimension on the grid.

c. Click on the unit so that it is highlighted and drag and drop it in the desired position in the combination. Repeat this process until all units are in the proper position for the combination

configuration.

4. To add a different product or size to the configuration, you can use two different features.

a. Using the Create Feature

• Click on the Create button on the toolbar. This will activate a new Item Window.

• Configure the item you want to add to the combination.

• When you have completed the unit, click on the Save button to return to the Schematic Configurator window. The new unit will be displayed on the grid.

• Click on the item to drag and drop it into the combination configuration.

b. Using the Add Feature.

• Click on the unit you want to add a unit to and select the Add button in the toolbar. The

Choose Component Type(s) to Add window will appear.

• Select the component type you want to add to the base unit. The selection will appear on the

Schematic Configurator window and will have the same attributes as the base unit selected.

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• If the software cannot answer all of the question to complete the added unit, the Item window

will open and you will need to select answers to the unanswered questions.

• The added units can be edited by double clicking on the desired unit in the Schematic Configurator window. This will activate the Item Window where your changes can be made.

Once the changes have been made, click on the Save button to return to the Schematic

Configurator window.

Note: When you create mulled combinations, if a Red line displays in the mull space for ANY mull in the combination within the Schematic Configurator, this is an “invalid” mull by Andersen® mulling rules. Furthermore, NONE of the mulls in this combination will be priced or add any mull parts to your quote. If you plan to quote a combination containing an “invalid” mull, please adjust the price for this item accordingly.

5. Select the desired mullion options by double clicking at the mull join(s) (blue line between units). The

Select Mull Options window displays.

6. Define the following mull options:

a. Mull Type – click the radio button for your selection:

• Standard – Select this if you are mulling multiple items using Andersen provided materials, i.e. narrow mull, support, aluminum, steel or LVL. Not all materials may be available in all

situations.

• Custom – Select this option if the units in the combination will not be mulled to each other,

but to the building structure.

b. Material – (for standard mulls only) use the pull-down menu to select:

• Narrow Transom or Narrow Mull – Selects wood joining materials to mull multiple units at

the jambs.

• Support Mull - Field Applied – Selects 2” support mull trim material.

• Aluminum Mull (or Aluminum Transom) –Selects aluminum joining material for

reinforcement.

• Steel Mull (or Steel Transom) – Selects steel joining material for reinforcement.

• LVL Reinforced – Selects LVL joining material for reinforcement.

c. Direction – the direction the mull material runs. For one-directional mulls, this value will be automatically set and cannot be changed. For two-directional mull, this determine the direction of

the continuous piece of material.

• Horizontal – Joining material will run on the horizontal to create stacked units.

• Vertical – Joining material will run on the vertical to create a ribbon of units.

d. Space – the spacing between the mulled units.

• Standard mulls - the dimension will populate based on the Andersen joining materials for the

particular product line(s).

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• Custom mulls – Enter the dimension of the spacing between the units.

7. Repeat steps 5 - 6 for all mulls in the combination.

8. Define the following properties for the combination by clicking on the Composite Properties icon in

the Schematic Configurator toolbar to display the Select Composite Properties window. Composite

options can be defined by selecting the desired mull property in the “Questions” section on the left side

of the Select Composite Properties window and then selecting a corresponding option from the

“Answer” menu list on the right side of the window.

a. Perimeter Extension Jambs Species/Colors – This option will add extension jambs that encompass

the combination to the price of the combination unit. If perimeter jambs are not available for the

combination you have created, this option will not appear in the menu list.

• Highlight Perimeter Extension Jambs Species/Colors in the “Questions” field on the right side of the Select Mull Properties window. The possible extension jamb options, None; Clear

Pine; White – Vinyl Wrapped, White - Painted; Non-factory Widths and Species/Colors, will

appear in the Answers field on the right. Select the perimeter jamb option you want by

clicking on it once.

Note: If Clear Pine, White – Vinyl Wrapped or White – Painted are selected as answers to the Perimeter Extension Jamb Species/Colors question, the series of question/answer combinations that follows will be extension jambs provided from the Andersen factory. If the Non-factory Widths and Species/Color answer is selected, there will be a different set of questions/answers to select from. These extension jambs will not be provided by the Andersen factory and must be purchased from an alternative source.

• For Factory Supplied perimeter extension jambs (Clear Pine, White – Vinyl Wrapped or

White - Painted):

- Select the Perimeter Extension Jamb width from the available standard sizes. These sizes will vary depending on the product being mulled, extension jamb color, and mull material

being used.

- Select an ‘Extension Jamb Application location’ from the list of available locations. This is

where the extension jambs will be applied. Available options include Factory (direct),

Distributor, Dealer or job site, however, these location selections will vary depending on the mull location of the units, width of the extension jambs, and product being mulled.

Factory (direct), Distributor, and Dealer location options will include a labor charge to the

total price of the mull for applying the extension jambs. Job-site will include pricing for the

extension jambs only – no labor charges will be applied.

• For Non-Factory Width and Species/Color perimeter extension jambs:

- Answer the ‘Non-Factory Width and Species/Color’ question from the list of available color/species options (i.e. Clear Pine, Pre-finished white, Maple, Oak).

- Select a dimension from the list to answer the ‘Non-factory (direct) Width’ question.

- Answer the ‘Extension Jamb Application location’ from the list of available locations. This is where the extension jambs will be applied. Available options Distributor, Dealer or job

site, however, these location selections will vary depending on the mull location of the units

and the products being mulled. Distributor and Dealer location options will include a labor

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charge to the total price of the mulls for applying the extension jambs. Job-site will include

pricing for the extension jambs only – no labor charges will be applied.

b. Mull Location – Highlight Mull Location in the “Questions” field on the right side of the Select Composite Properties window. Select one of the following mulling location options:

• Factory (Direct) – Setup at the Andersen® Windows factory. This option is dependent upon

Andersen® mulling and shipping guidelines. The appropriate material and labor charges will be applied to the total price of the mull combination.

• Distributor – The combination will be mulled at a Andersen distributor location, either as a cross dock shipment or from the distributor warehouse. The appropriate material and labor

charges will be applied to the total price of the mull combination.

• Dealer – The combination will be set up in the dealer’s shop. The appropriate material and

labor charges will be applied to the total price of the mull combination.

• Job Site – The combination will be set up in the field. The appropriate material charges will be added to the total price of the mull combination, however, no labor charges will be applied.

c. Mull Priority – This allows you to select the continuous direction of the mull material for this

combination, either horizontal or vertical. To change the priority, click on the Mull Priority

question and select either Vertical or Horizontal. The default priority will be Vertical, however, the iQ software will automatically change the mull priority to Horizontal on stacked combinations

upon exiting the Schematic Configurator.

d. Order Mull Materials – This allows you to select whether or not you want to order the mull

materials. The description and pricing will be added to the quote reports, however, if the answer is

set to Yes for this question the mull parts will be removed from the electronic order file and will

not be fulfilled from the factory. This question/answer set is defaulted to No.

e. Display Mull Materials on Reports – This determines whether or not the mull parts are displayed on the quote reports. When ‘No’ is selected, mull material and labor will display in the Item

window description section, however, the materials will not be listed on the Quote Reports. When

‘Yes’ is selected, the mull materials and labor will display in the Item window description section

and will be listed on the Long Report. This question/answer set is defaulted to No.

f. Use Vnotch Gussets – This question will appear when mulling units that have a V-notch gusset available. The answer will default to ‘No’, unless the combination being built requires the use of

V-notch gussets based on the products being used. To add V-notch gussets to the parts list, click

on the V-notch gusset question and select ‘Yes’ as the answer.

g. Grille Alignment Required - This option will appear when mulling Architectural Specialty

Windows within iQ. The default answer to this question will be ‘Yes’, however, the user can

change the answer to ’No’ by clicking on the Grille Alignment Required Question and selecting

‘No’.

When you have completed your mull property selections, click on OK to return to the Schematic

Configurator.

9. Once you have completed your custom combination, click on the Save button in the Schematic

Configurator. This will display the Final Results window, which contains information about your mull parts and charges. Any warning messages will also be displayed in this window in red.

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10. Review the mulling information contained in the window, paying particular attention to any warning

messages displayed in red, and click on the OK button to return to the Item window. The combination

unit created will now be visible and all components for “valid” combinations will be listed and priced.

11. To save the combination to the project, click on the Save button on the toolbar in the Item window.

Note: If the mull combination exceeds 42 square feet, you will receive a warning message when you save out of the Schematic Configurator screen. You will need to check your local building codes to determine what reinforced mulls are required for this combination.

Note: When creating 2-way or T-join mulls, it is important to verify the mull priority you wish to use for the mull. Not selecting the appropriate mull priority could result in receiving incorrect mull materials and pricing.

Note: If the combination unit you have created violates any of the Andersen® mulling rules, the mull will appear as Red in the Schematic Configurator and the Message Log window will contain information about the invalid mull. The iQ software will allow you to quote and order the combination. However, the iQ software will not price or list parts for combinations containing invalid mulls. It is your responsibility to confirm that correct mull parts and charges are

included in mulled combinations and to read any warning messages displayed in Red in the

Final Results window.

Add a Flexiframe® Unit to a Project

This procedure describes the process to add a single Flexiframe® unit to a project.

1. From the Line item entry screen, select the Windows as the answer to the Product Category question.

2. Select Flexiframe Windows for the Product question.

3. For the Product Type question, select the Flexiframe Basic Windows option.

4. From the Product Style window, select the shape of the Flexiframe unit to be created. The Edit Shape

window displays.

5. Complete the Edit Shape window as follows:

a. Select a Dimension Type from the pull-down menu in the Properties section.

• Frame Size – The actual size dimensions for the unit (the software will then calculate the

rough opening dimension). This is the system default.

• Rough Opening – The size of the opening in the wall (the software will then calculate the frame size dimensions). Note: the software will only calculate the rough opening

dimensions for the overall width and height of the unit. Any shoulder or leg values will be

the unit dimension.

b. Select a Measure Type from the pull-down menu in the Properties section. The Measure Type defines how the unit dimensions will be displayed on your screen; however, the dimensions on the

reports will be displayed in feet and inches.

• Ft & Inches – The dimension will display in feet and inches (example: 2’ 4 ½”)

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• Inches Only – The dimension will be displayed in inches (example: 28 ½”)

• Decimal – The dimensions will be displayed in decimal format by inches (example: 28.500”)

c. Enter the dimensions for the width of the unit; select the Tab or Enter key to calculate any

subsequent values.

Note: If not all of the required dimensions are known or some dimensions are required to stay constant, click on the Lock field next to the dimension to hold that dimension when the iQ software calculates other dimensions.

d. Repeat the process for the height dimension or other dimensional values that may be known.

After each entry select the Tab or Enter key to have the software calculate dimensional values.

Note: If the dimensions of the Flexiframe® unit violate Andersen® Flexiframe unit guidelines, the iQ software displays a message window. You must correct the errors before you can exit the Edit Shape window.

e. Once the dimensions have been computed, confirm that they are accurate and click on the OK button to return to the Item Window.

6. Continue to answer the interview questions until the configuration is complete.

7. When all questions have been answered, click on the Save button in the toolbar to return to the iQ Main Window or the Save and New button to save this unit and add another item to the project.

Copy Type 1 or Type 2 Flexiframe®/Arch Units in a Project

You can copy a Type 1 or Type 2 Flexiframe/Arch unit to create a mirror image unit.

Complete a Type 1 or Type 2 Flexiframe or Arch unit following the steps under the “Add a Flexiframe Unit to a Project” section.

Click on the Save button to return to the iQ Main Window.

Highlight the item you want to copy.

Click on Item in the menu bar and select “Copy”.

Click on Item in the menu bar again and select “Paste”. You should now see a copy of your original item

in the item list.

To edit the copy to change the Type configuration, double click on the item labeled “copy of” in your item list to get to the Item window.

Click on “Product Style” in the Question list and select the opposite type of your shape (ex. If you had

originally configured a Type 1 Trapezoid you would now select a Type 2 Trapezoid).

The information will update to reflect a mirror image of your original unit. You can edit the item number by highlight the “Copy of….” text in the item field and entering a new number.

Click on Save to return to the iQ Main Screen or Save and New to configure a new unit.

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Add a Flexiframe®/Arch Combination Unit to a Project

The iQ software allows you to create custom arch combinations and Flexiframe combination units.

1. From the Item window, complete the questions as outlined in the “Add Single Units and Predefined Combinations” procedure.

2. At the “Product” question, select either “Flexiframe Windows” or “Custom Arch Windows.”

3. At the “Product Type” question, select the shape Flexiframe combination (ex. Peak Pentagon

combination, Triangle combination) you want to create or Arch combination.

4. Select the number of units in the combination at the “Product Style” question. The Edit Custom Shape

window displays.

5. Complete the Edit Custom Shape window as follows:

a. Select a Dimension Type from the pull-down menu in the Properties section.

• Frame Size – The actual size dimensions for the unit (the software will then calculate the


• Rough Opening – The size of the opening in the wall (the software will then calculate the frame size dimensions). Note: the software will only calculate the rough opening

dimensions for the overall width and height of the unit. Any shoulder or leg values will be

the unit dimension.

b. Select a Measure Type from the pull-down menu. The Measure Type defines how the unit dimensions will be displayed on the screen; however, the dimensions on the reports will be

displayed in feet and inches.

• Ft & Inches – The dimension will display in feet and inches (example: 2’ 4 ½”).

• Inches Only – The dimension will be displayed in inches (example: 28 ½”).

• Decimal – The dimensions will be displayed in decimal format by inches (example: 28.500”).

c. Select mull options from the “Mull Options” pull down list:

• Narrow Mull – Sets the mull with to 3/16” and will include Andersen narrow wood mull materials and labor charges when applicable.

• Aluminum Mull – Sets the mull width to 3/16” and will include Andersen aluminum mull

materials and labor charges when applicable. This option is only available for rectangle

combinations.

• Steel – Sets the mull width to 3/16” and will include Andersen steel mull materials and labor

charges when applicable.

• Support Mull – Field Applied – Sets the mull width to 2” and includes Andersen 2” support mull materials. No labor charges will be added as this selection requires field application.

• Custom – Allows you to enter custom spacing between the units. No Andersen mull parts or

labor charges will be included.

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d. Select the Mull Location – where the combination is to be mulled at.

• Factory (Direct) – The combination will be mulled at the Andersen factory. Pricing will include appropriate material and labor charges.

• Distributor – The combination will be mulled at the Andersen distributor location. Pricing

will include the appropriate material and labor charges.

• Dealer – The combination will be mulled at the dealer location. Pricing will include the appropriate material and labor charges.

• Job-Site – The combination will be assembled in the field. Pricing will include the

appropriate materials only – no labor charges will be added.

e. Enter the dimensions for the overall width of the unit; select the Tab or Enter key to calculate any subsequent values. The dimension fields correspond to the labels on the graphic on the right side

of the window.

Note: If not all of the required dimensions are known or some dimensions are required to stay constant, click on the “Lock” field next to the dimension to hold that dimension while the iQ software calculates the other dimensions.

f. (Optional) To equally divide the overall width into the number of units in the combination use the

following steps.

• Enter the overall width of the unit and select the Enter or Tab Key.

• Verify that the Lock field for the overall width or individual unit widths is not selected.

• Click on the Even Space button in the Auto section of the Edit Custom Shape window.

• The software will calculate the new values of the individual units based on the overall width and the mull space. Note: the software may need to adjust the overall width of the

combination by 1/32” if it cannot be equally divided by the number of units and mull space.

g. Enter the overall height dimension or other dimensional values that may be known. After each

entry select the Tab or Enter key to have the software calculate dimensional values.

Note: If the dimensions of the Flexiframe® unit violate Andersen® Flexiframe unit guidelines, the iQ software displays a message window. You must correct the errors before you can exit the Edit Shape window.

h. Once all of the dimensions have been calculated, confirm that they are accurate and click on the OK button to return to the Item Window.


7. When all questions have been answered, click on the Save button on the toolbar to return to the iQ Main window or the Save and New button to save this unit and continue with another.

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Add an Architectural Specialty Window to a Project

This procedure describes the process to add a single architectural specialty window to a project.


2. Select Architectural Specialty Windows for the Product question.

3. A soft warning message will pop up outlining important information regarding this product. Once you have read this information, click on the OK button to continue.

4. For the Product Group question, select the shape of the architectural specialty window to be created.

a. Some shapes, such as Arch, Springline and Trapezoid, will require the Product Shape question to determine unequal or equal leg and type 1 or type 2 units.

5. For the Core Product Frame question, select the jamb configuration for standard Andersen products

that you would like to match.

6. The Edit Shape window displays.


a. In the Dimension Type field, select from the pull down menu:

• Frame size – The actual size dimensions for the unit (the software will then calculate the


• Rough Opening – The size of the opening in the wall (the software will then calculate the

frame size dimensions).

b. Select a Measure Type from the pull-down menu. The Measure Type defines how the unit

dimensions will be displayed on your screen, however, the dimensions on the reports will be


• Ft & Inches – The dimension will display in feet and inches (example: 2’ 4 ½”)

• Inches Only – The dimension will be displayed in inches (example: 28 ½”)

• Decimal – The dimensions will be displayed in decimal format by inches (example:

28.500”)

c. Enter the dimensions for the width of the unit; select the Tab or Enter key to calculate any

subsequent values.

d. If you are creating an arch unit, you have the option to select either a standard or custom size

radius.

• To select a standard radius, click on the pull down menu at the end of the radius field and

select one of the available standard sizes.

• To use a custom radius, type the desired size in the radius field.

Note: If not all of the required dimensions are known or some dimensions are required to remain constant, click on the Lock field next to the dimension to hold that dimension when the iQ program calculates other dimensions.

e. Repeat the process for the height dimension or other dimensional values that may be known. After each entry select the Tab or Enter key to have the software calculate dimensional values.

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Note: If the dimensions of the architectural specialty window violate engineering guidelines, the iQ program displays a message window. You must correct the errors before you can exit the Edit Shape window.

f. Once all of the dimensions have been calculated, confirm that they are accurate and click on the

OK button to return to the Item Window.


9. When all questions have been answered, click on the Save button in the toolbar to return to the iQ Main Window or the Save and New button to save this unit and add another item to the project.

Note: Architectural Specialty Windows may have a different discount structure than other Andersen products. To apply a different discount to this product, review the ‘Set Line Item Adjustments for a Project’ and ‘Add Item-Specific Price Adjustments’ sections for details.

Add a Multi-Wide Architectural Specialty Window to a Project

The iQ program allows you to create multi-wide architectural specialty windows in a variety of shapes.


2. Select Architectural Specialty Windows for the Product question.

3. A soft warning message will pop up outlining important information regarding this product. Once

you have read this information, click on the OK button to continue.

4. For the Product Group question, select the group or shape of the architectural specialty window to be created.

5. If the Product Shape question appears, select the appropriate shape from within your group selection

(e.g. equal leg arch, unequal leg arch type 1, etc.).

6. For the Product Configuration question, select the number of units desired for your combination (e.g. Two-wide arch top, Three-wide arch top, etc.).

7. For the Core Product Frame question, select the jamb configuration for standard Andersen products

that you would like to match.

8. The Edit Shape window displays.


a. In the Dimension Type field, select from the pull down menu:

• Frame size – The actual size dimensions for the unit (the software will then calculate the


• Rough Opening – The size of the opening in the wall (the software will then calculate the

frame size dimensions).

b. Select a Measure Type from the pull-down menu. The Measure Type defines how the unit

dimensions will be displayed on the screen, however, the dimensions on the reports will be


• Ft & Inches – The dimension will display in feet and inches (example: 2’ 4 ½”).

• Inches Only – The dimension will be displayed in inches (example: 28 ½”).

• Decimal – The dimensions will be displayed in decimal format by inches (example:

28.500”).

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c. The Mull Options field will default to the Core Product Frame selected in a previous question.

d. The Mull Location will default to Factory (Direct), as this is currently the only option available.

e. Enter the dimensions for the overall width of the unit; select the Tab or Enter key to calculate any

subsequent values. The dimension fields correspond to the labels on the graphic on the right side

of the window.

Note: If not all of the required dimensions are known or some dimensions are required to stay constant, click on the “Lock” field next to the dimension to hold that dimension while the iQ program calculates the other dimensions.

f. (Optional) To equally divide the overall width into the number of units in the combination use the

following steps.

• Enter the overall width of the unit and select the Enter or Tab Key.

• Verify that the Lock field for the overall width or individual unit widths is not selected.

• Click on the Even Space button in the Auto section of the Edit Custom Shape window.

• The software will calculate the new values of the individual units based on the overall width

and the mull space. Note: the software may need to adjust the overall width of the

combination by 1/32” if it cannot be equally divided by the number of units and mull space.

g. Enter the overall height dimension or other dimensional values that may be known. After each entry select the Tab or Enter key to have the software calculate dimensional values

h. If you are creating an arch unit, you have the option to select either a standard or custom size

radius.

• To select a standard radius, click on the pull down menu at the end of the radius field and select one of the available standard sizes.

• To use a custom radius, type the desired size in the radius field.

Note: If the dimensions of the architectural specialty window violate engineering guidelines, the iQ program displays a message window. You must correct the errors before you can exit the Edit Shape window.

i. Once the dimensions have been computed, confirm that they are accurate and click on the OK

button to return to the Item Window.


11. When all questions have been answered, click on the Save button on the toolbar to return to the iQ Main window or the Save and New button to save this unit and continue with another.

Note: Architectural Specialty Windows may have a different discount structure than other Andersen products. To apply a different discount to this product, review the ‘Set Line Item Adjustments for a Project’ and ‘Add Item-Specific Price Adjustments’ sections for details.

Add a Custom Grille for a Unit to a Project

The iQ software will allow you to quote custom grille patterns to select Andersen® product lines.

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1. From the Item window, complete the questions as outlined in the “Add Single Units and Predefined

Combinations” procedure.

2. At the “Grille Pattern” question, select the “Custom” option.

3. A Soft Warning message box will appear with information regarding lead times and approvals of

custom patterns. Click on OK once you have read the message.

4. For the “Custom Grille Style” question, type a pattern or special instructions in the Custom Answer field located in the Item Information bar. (Example: 2W 4H with pattern on left side of panel only,

Spider Web design, etc.). Select the “Enter” key on your keyboard to continue.

5. Answer the additional grille questions as they appear.

6. When the “Number of Rectangular Lites” question appears, you will need to type the number of rectangular lites that the pattern contains in the Custom Answer field located in the Item Information

bar. Once you have entered this number, select the “Enter” key on your keyboard to continue. (If

there are no rectangular lites, enter 0 and then select Enter).

7. Answer the “Number of Non-rectangular Lites” question by typing the number of non-rectangular lites

in the pattern in the Item Information bar and selecting the “Enter” key on your keyboard. (If there are no non-rectangular lites in the pattern, enter 0 and then select Enter).

8. Continue with the product configuration steps until all of the questions have been answered and the

window in the lower right hand corner has turned black.

Note: The custom pattern you have quoted will appear as a price only. There will not be a drawing of this grille displayed on the quote.

Note: All custom patterns are contingent on approval by the Andersen® Order Center. You will need to submit a drawing of the unit and grille to your Andersen Distributor or the Andersen Order Center for pattern approval lead time calculation, and pricing validation.

Add Andersen® Art Glass Panels to a Project

The iQ software allows you to add Andersen® Art Glass panels to a project. The procedure for adding art glass panels depends on whether it is a single or multiple pane unit (or combination).

1. If you are adding Andersen® Art Glass panels to a single paned unit (e.g. C14), you can configure the

panels through the configuration interview questions.

2. If you are adding Andersen® Art Glass panels to a multiple unit (e.g. C24 or FWH6068), you must add them as separate line items through the “Accessories” option.

a. Add the unit to the project (without the art glass)

b. Add each individual Andersen® Art Glass panel as a separate line item in the project using the “Window Accessories” or “Door Accessories” option

• From the iQ Main Window select New Item

• Select the appropriate Product Category: “Windows” or “Patio Doors”

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• Select “Window Accessories” or “Door Accessories” as the Product

• Select the Product Type that corresponds to the type of unit that will contain the Andersen® Art Glass panels

• Answer the remaining configuration questions as you are prompted

c. Repeat Step 2b for each Andersen® Art Glass panel in the unit.

Add an Accessory Item to a Project

You can add accessory items to a project in much the same way you add a configured unit.

1. From the iQ Main Window, click on the project to which you want to add an accessory item.

2. Click on the New Item button.

3. Answer the “Product Category” question for either Windows or Doors (Window accessories will be

located in the Windows Product Category and Door accessories in the Doors Product Category).

4. In the “Product” question, scroll to the bottom of the selection grid and select “Window Accessories” (or “Door Accessories”).

5. Complete the series of questions to add the accessory item to the project.

Add a Part-Numbered Item to a Project

The iQ software allows you to search for and add a part-numbered item (unit, accessory or part).

1. From the iQ Main Window, highlight the project to which you want to add the item.


3. Answer the “Product Category” question by selecting “Windows”.

4. At the “Product” question, scroll to the bottom of the selection grid and click on the “Parts Search”

option.

5. Answer any or all of the following questions to narrow the search:

• Product Family

• Item Type

• Item Size

• Item Color

• Item

6. Click on the listing for the part that you want to add to the project.

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Note: Response time by the software and the length of the list displayed will be affected by the number of criteria selected, as described in Step 5 above.

Add Items Using a Part Number

The iQ software allows you to enter any active part number into iQ and have the system retrieve the item. There are two options for adding by part number:

By Static Part Number – This allows you to enter a part number and have it retrieved as a completed item.

This item will appear on your quote as an Additional Item.

By Unit Code – When the unit code is entered, the software will retrieve what information it can about that item, but let you select a color, glazing option and other accessories.

To add a line item by Part Number:

1. From the Item window, click on the Search by Code icon in the tool bar. The Configure by Part Number or Unit Code window will display.

2. Select a Product Create Option (By Static Part Number or By Unit Code) by clicking the appropriate

radio button.

3. Tab to the “Enter the Code Here” field and enter your part number or unit code.

4. Tab to or click on the OK button. The appropriate information will populate and you will be

returned to the Item window.

Copy an Item from Another Project

You can copy an item from one project into another.

1. From the iQ Main window, click on the project containing the item that you want to copy.

2. Click and drag the line item from the right side of the window to the desired project listing on the left side of the window.

3. Release the mouse button while the cursor is over the desired destination project.

4. Click on the destination project. You should see the new line item displayed on the right side of the window.

Note: You may also copy items from one project to another by using the Ctrl C and Ctrl V shortcut keys; by doing a right mouse click on the item to copy and selecting ‘Copy’ and moving to the destination project and doing a right mouse click ‘Paste’; or by going to Edit in the menu bar and selecting the copy/paste options from there.

Add Item-Specific Additional Charges

The iQ software allows you to add additional charges or discounts to a line item within a project.

Note: Item specific additional charges will display on the quote report as an addition to the line item price.

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1. Configure a line item as described in the “Add Single Units and Predefined Combinations” procedure.

2. Click on the Adj. Price button in the Item Window toolbar. The Price Adjustment window displays, showing the total price for the line item.

3. At this point, you have two options for applying a price adjustment –from a standard list or as a

custom adjustment.

4. To add from a pre-defined standard list:

a. Click on the Add from List button on the right side of the Price Adjustments window to display

the list of adjustments. The Add Standard Price Adjustments window will appear.

b. Select the price adjustment from the list that you would like to add to the project by clicking on it once to highlight it.

c. Click on the OK button to add the selected price adjustment to your line and return to the Add Standard Price Adjustments window. The adjustment charge will appear in the Price Adjustments window and the price of the line item will update accordingly.

d. Repeat steps a - c to add multiple adjustments to a line item.

e. When all of the adjustments have been added, click on the OK button to return to the Item

window.

5. To add a one-time or custom price adjustment:

a. Click on the Add Custom button of the Price Adjustments window. The Edit Price Adjustments window will appear.

b. In the Description field enter a reason for the type of adjustment.

c. Select the type of adjustment from the Type section:

• Percent – The charge or discount will reflect as a percent of the total configured item price

(after factoring in any other price adjustments already applied).

• Amount – The charge or discount will reflect as a dollar amount defined by the user.

The program will default to Amount as the adjustment type, however, this can be changed by

selecting the appropriate value box.

d. (Optional) To set the default Adjustment Type to a value other than “Amount”, select the

appropriate Adjustment Type and click the radio button for “Use as Default Type”. All

adjustments will now default to that selection unless changed.

e. Enter the dollar amount or percentage in the Value field. If this is an additional charge, the number entered should be a positive (+) number. If this is a discount, the number should be

entered as a negative (-) number.

f. If this is a non-taxable charge, select the non-taxable box so that tax is not calculated in the

adjusted amount.

g. If you want to apply the project to the adjustment, select the Apply Price Multiplier box.

h. Once the Edit Price Adjustment window has been completed, click on the OK button to return to

Price Adjustments window. The description will appear in the window and the amount will be

reflected in the lower right corner of the window.

i. Repeat steps a – h if additional adjustments are to be added.

Note: If any price multipliers are set for the project or customer, they will not be reflected in the Adj. Price add-on amount. You must calculate the net price manually and enter that amount.

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Add Generic Additional Items to a Quote

You can add a generic additional item to a project and have it included on your quote. Examples of uses

for this function:

• Delivery Charges

• Adding a non-Andersen® product to a quote

Note: Any additional items entered using this procedure will be adjusted by customer or project multiplier values. You can control the discount for an additional item through the Line Item Adjust functionality at the Project Level. See the “Adjusting Prices for Items in a Project section for more information.

1. From the iQ Main Window, highlight the project to which you want to add the additional item.


3. At the Product Category question, select “Windows.”

4. At the Product question, select “Additional Item.” The GenericMark window will appear.

5. Enter a description and price for the item in the fields provided.

6. If this is a non-taxable item, select the “non-taxable” field so that tax is not charged to the quote.

Note: Generic additional items can be edited by opening the line item, clicking on the Product question, and selecting Additional Item again. The Generic Mark window will appear and you can then edit the information in the window. Once you click on OK, the new information will be saved to this line item.

Add Comments to a Line Item

The iQ software allows you to add comments to a line item that will display on the printed quote report.

These comments will be displayed just for the line item to which the comment is added, and will not carry

over to other line items.

1. From the Main Window double click on the line item for which you want to add a comment. The Item Window displays for that item.

2. Click on the Comments button on the Item Window toolbar.

3. Type your comments in the pop-up window and click on the OK button. The comments will display

on the printed quote report.

Adjusting Prices for Items in a Project

Note: All dollar amounts in the iQ software are not prices, but simply a base to use as a reference. Andersen® does not suggest resale prices to any user of the iQ software. Consequently, each user of the iQ software is free to use whatever prices such user independently chooses.

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The iQ software contains a number of options for adjusting the base prices displayed on the screen and in

the various output reports. You can use one or more of these methods in a particular project. However, it

is important to understand the hierarchy (or how these methods work together) in order to accurately adjust

prices.

Each of the following options for adjusting prices may be used. Please note that each successive (and more

specific) option will override any adjustments set in prior (less specific) options:

Note: These options will change the base price displayed on the screen and in reports.

Option Description Will Override

Price Multiplier (Customer)

Multiplier value applied to all items in all projects assigned to the customer

• Nothing

Price Multiplier

(Project)

Multiplier value applied to all items in the project • Customer Multiplier

Line Item Adjust

(Product Line)

Adjustment type (multiplier, flat rate adjust or

percentage) applied to a specific product line. This

is set at the project level.

• Customer Multiplier

• Project Multiplier

Line Item Adjust (Item Type within

Product Line)

Adjustment type (multiplier, flat rate adjust or percentage) applied to a type of item for a specific

product line (e.g. screens within Casement units).

This is set at the project level.



• Line Item Adjust (product line)

Line Item Adjust

(Product Line for a

specific Line Item)


percentage) applied to a specific product line. This

is set at the line item level and will be applied to

that line item only.



• Line Item Adjust (product

line)

• Line Item Adjust (Item Type within Product Line)

Line Item Adjust

(Item Type within

Product Line for a

specific line item)


percentage) applied to a type of item for a specific

product line (e.g. screens within Casement units).

This is set at the line item level and will be applied

to that line item only.



• Line Item Adjust (product line)

• Line Item Adjust (Item Type

within Product Line)

• Line Item Adjust (Product Line for a specific line item).

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In addition, you can also use the percentage or amount option on the “Adjust Price” function to add a

percentage adjustment line to the pricing of a particular configured item. This adjustment calculates based

on the total price of the unit and its associated accessories (after any adjustments listed above).

Option Description Will Override

Adjust Price From the Item Window for a particular unit, use the “Adj. Price” button to add a

percentage or amount adjustment to the

pricing for the unit and its associated

accessories

Nothing. However it will calculate a percentage or amount

adjustment based on the net

prices (after factoring in any of

the adjustments listed in the table

above).

For more information on how to adjust base prices in your projects, refer to the following procedures:

Set a Price Multiplier for a Customer

The iQ software allows you to set a standard multiplier value at the customer level. Using this option will automatically apply a specific multiplier value to pricing for all projects created for this customer.

Note: In order to complete this procedure, you must have completed the procedure “Add Customers” from the 1.0 Getting Started section of this manual.

1. From the iQ Main Window, click on the Customer button in the sub-window to display the customer list in the sub-window.

2. Highlight the customer for whom you want to set a multiplier value.

3. From the menu bar, click on Customer and select Edit.

4. Enter a multiplier value in the “Price Mult” field.

5. Click on OK to save your changes to the customer information.

Set a Price Multiplier for a Project

1. If the project is not open, complete the following steps to open the Edit Project window:

a. From the iQ Main Window, click on the project for which you want to set a project multiplier.

b. Click on the Edit Project button in the toolbar. The Edit Project window displays.

2. To adjust prices for all items within a project above or below the Distributor Base Pricing amount, use

the “Price Mult” field in the Edit Project window.

a. To use the Price Multiplier to reflect a discount from the Distributor Base Pricing amount, enter the value of 1 minus a discount percentage. Example: If you want to apply a 20% discount to the

entire project, you would enter a value of .8 (1.0 - .20) in the “Price Mult” field.

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b. To adjust prices to be greater than the Distributor Base Pricing amount, enter a value greater than

1.0. Example: If you wanted to quote the entire project at 10% over the base price, you would

enter 1.1 (1.0 + .10) in the “Price Mult” field.

Set Line Item Adjustments for a Project

1. If the project is not open, complete the following steps to open the Edit Project window:

a. From the iQ Main Window, click on the project for which you want to set line item adjustments.

b. Click on the Edit Project button in the toolbar. The Edit Project window displays.

2. To adjust prices by product line (or accessory type within a product line), click on the Line Item

Adjust button in the center of the Edit Project window. The “Line Item Adjust” window displays, and

provides a listing of Andersen® product lines.

This description on the iQ screen: Adjusts this Product / Product Type(s):

Additional Item Additional Item

Parts Search All items retrieved through the Parts Search section or entered by part number using the Part Number icon.

All Units (click on + sign to set Unit discount) Units only for all product lines.

All Extension Jambs (click on + sign and then

desired Extension Jamb discount)

Extension jambs only for all product lines.

Composite/Bay/Bow Parent Mull materials and labor, perimeter extension jambs, and bay/bow components for all standard or custom

combination units and bay or bow materials in the project

A Series Windows All A Series windows and accessories quoted in a single

line item.

100 Series Windows All 100 Series windows and accessories quoted in a single line item.

Casement Windows 200 Series 200 Series casement windows and accessories quoted in a

single line item with a clear pine interior

Casement Windows 200 Series PI 200 Series casement windows and accessories quoted in a single line item with a pre-finished white interior

Casement Windows 400 Series 400 Series casement windows and accessories quoted in a

single line item with a clear pine or pre-finished interior

Awning Windows 200 Series 200 Series awning windows and accessories quoted in a

single line item with a clear pine interior

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Awning Windows 200 Series PI 200 Series awning windows and accessories quoted in a single line item with a pre-finished white interior

Awning Window 400 Series 400 Series awning windows and accessories quoted in a


Tilt-Wash Double-Hung Windows 200 Series 200 Series tilt-wash double hung windows and accessories

quoted in a single line item with clear pine or pre-finished

interior

Tilt-Wash Double-Hung Windows 400 Series 400 Series tilt-wash double hung windows and accessories quoted in a single line item with clear pine or pre-finished

interior

Woodwright® Double-Hung Windows 400

Series

400 Series Woodwright double-hung windows and

accessories quoted in a single line item with any species or pre-finished interior

Woodwright Double Hung Insert Windows 400

Series

400 Series Woodwright insert double-hung windows and

accessories quoted in a single line item with any species or

pre-finished interior

Narroline® Double Hung Windows 200 Series Narroline double-hung windows and accessories quoted in a single line item with a clear pine or pre-finished interior

Roof Windows 400 Series 400 Series venting and stationary roof windows and

accessories quoted in a single line item

Gliding Windows 400 Series 400 Series gliding windows and accessories quoted in a


Gliding Windows 200 Series 200 Series gliding windows and accessories quoted in a single line item with a clear pine or pre-finished interior

Custom Arch Windows 400 Series 400 Series custom arch single or composite units and

accessories quoted in a single line item with a clear pine or


Flexiframe® Windows 400 Series 400 Series Flexiframe single or composite units and accessories quoted in a single line item with a clear pine or


Specialty Windows 200 Series 200 Series Specialty (Circle Top™) windows and

accessories quoted in a single line item with a clear pine

interior

Specialty Windows 200 Series PI 200 Series Specialty (Circle Top) windows and accessories quoted in a single line item with a pre-finished

white interior

Specialty Windows 400 Series 400 Series Specialty (Circle Top, Elliptical, Springline™,

oval, etc.) windows and accessories quoted in a single line

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item with a clear pine or pre-finished interior

Architectural Specialty Windows Architectural Specialty Windows (direct glazed only) and accessories quoted in a single line item.

Basement/Utility Windows 200 Series 200 Series basement/utility windows and accessories

quoted in a single line item

Skylight Windows 400 Series Skylight windows and accessories quoted in a single line

item with a clear pine or pre-finished interior

Window Accessories Window accessories configured through the Window Accessories section

A Series Frenchwood Patio Doors All A Series patio doors and accessories quoted in a single

line item.

Perma-Shield® Gliding Patio Doors 200 Series Perma-Shield gliding patio doors and accessories quoted in a single line item

Narroline® Gliding Patio Doors 200 Series Narroline gliding patio doors and accessories quoted in a

single line item

Inswing Patio Doors 200 Series 200 Series Inswing patio doors and accessories quoted in a single line item.

Frenchwood® Outswing Patio Doors 400 Series Frenchwood Outswing patio doors and accessories quoted

in a single line item

Frenchwood Gliding Patio Doors 400 Series Frenchwood gliding patio doors and accessories quoted in

a single line item

Frenchwood Hinged Patio Doors 400 Series Frenchwood Outswing patio doors and accessories quoted in a single line item

Frenchwood Sidelight & Transom Windows

400 Series

Frenchwood sidelight & transom units and accessories

quoted in a single line item

Door Accessories Door accessories configured through the Door Accessories section

Because Andersen Architectural casement windows are located in a different system catalog within the

software, if you are going to quote both Andersen standard products and Andersen Architectural casement

products on the same project you will need to set your price adjustments for both catalogs

3. The “Manufacturer” field should default to Andersen Windows and Patio Doors. If the project you are setting price adjustments for only contains standard Andersen products, you can leave this field as is

and continue to the next step.

a. If the project contains Andersen Architectural products, click on the pull-down arrow at the end of

the “Manufacturer” field and select Andersen Architectural Windows and Patio Doors. Proceed

with the next steps to define price adjustments for the Architectural products catalog.

4. Select one of the following options:

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a. To set an adjustment for the entire product line, click on the name of the product line.

b. To set an adjustment for a type of component within the product line, single click on the “+” next to the product line you want to adjust. This will open up a list of items within that product line

that can have discounts or add-ons applied. Select the item you want to adjust by clicking on that

line.

Note: If you set an adjustment at the product line and at the component type levels, the component discount will override the product line level for that type of component. Other items within that product line will apply the product line level adjustment.

5. Use the radio button to assign an Adjustment Type (multiplier, flat rate or percentage).

6. Enter an adjustment amount in the “Amount” field. For example: If you want to discount casement screens by 20%, open the casement product line, select

Screens as the item to be discounted, “% percentage” as your Adjustment Type and enter –20 in the

“Amount” field. To set by multiplier, select “Multiplier” as your Adjustment Type and enter .8 in the

amount field.

Note: To apply a discount amount or percentage, enter a negative value in the Amount field. To apply an add-on to the Distributor Base Pricing amount, enter the flat amount or percentage in the Amount field.

7. After setting all of your price adjustments, click on OK to return to the Edit Project window.

Add Item-Specific Price Adjustments

The iQ software allows you to define a different price multiplier or discount structure to a specific line item within a project.

Note: Discounts or multipliers set at the Line level will override any project or product line adjustments set at the Project level.

1. Configure a line item as described in the “Add Single Units and Predefined Combinations” procedure.

2. Click on the Line Item Adjust icon in the tool bar. The Line Item Adjust window will appear.

3. The “Manufacturer” field should default to Andersen Windows and Patio Doors. If the line item you are setting price adjustments contains only standard Andersen products, you can leave this field as is


a. If the line contains Andersen Architectural casement products, click on the pull-down arrow at the

end of the “Manufacturer” field and select Andersen Architectural Windows and Patio Doors.

Proceed with the next steps to define price adjustments for the Architectural products catalog.

4. Select one of the following options:

a. To set an adjustment for the entire item, click on the name of the product line.

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b. To set an adjustment for a type of component within the parent product line, single click on the “+” next to the product line name. This will open up a list of items within the product line item

that can have discounts or add-ons applied. Select the component you want to adjust by clicking

on that line.

5. Use the radio button to assign an Adjustment Type (multiplier, flat rate or percentage).

6. Enter an adjustment amount in the “Value” field. For example: If you want to discount screens by 20%, select Screens as the item to be discounted, “% percentage” as your Adjustment Type and enter

–20 in the “Value” field. To set by multiplier, select “Multiplier” as your Adjustment Type and enter

.8 in the “Value” field.

Note: To apply a discount amount or percentage, enter a negative value in the Value field. To apply an add-on to the Distributor Base Pricing amount, enter the flat amount or percentage in the Value field.

7. After setting all of your price adjustments, click on OK to return to the Item window.

8. The prices in the description section of the Item window will be updated based on your selections. The adjustment will not appear as a separate line, but will reflect in the price of each component altered.

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4. Editing Projects

Updating Projects

As you install various releases of the iQ software, you should make it a practice to update any active

projects created in the prior version then opened in the new version. This process will check the format of

the existing project, and prompt you to answer any new or changed questions to ensure that your project is

still complete and valid in the new release.

Once you have installed the new version of iQ, you will need to update your existing quotes. There are three options for updating projects; an individual project, multiple projects at one time, or all projects in the

iQ database.

To update a single current project:

1. From the iQ Main Window, click on the project that you want to update.

2. Click on Update in the menu bar and select ‘Update Selected Projects’.

3. A message will appear notifying you that the product information and pricing may change during the update process and that you can print a copy of the quote before updating the project.

4. To continue with the update process, select the Continue Update button. If you would like to print a

copy of the quote before updating or do not wish to update at this time, select the Cancel button to

return to the iQ Main window.

Once the update process has been completed, there may be line items that are incomplete due to changes in the product information. These line items will be highlighted with a colored bar and will need to be

manually updated to resolve any issues. The following steps can be used to resolve these issues:

5. Select the line item that is highlighted and click on the Open Line Item button in the toolbar (or

double click on the line) to open the item. The Item Window will be displayed.

6. Find the question/answer combination that is incomplete.

7. Select the appropriate answer to the question(s). When all of the questions have been answered, the

drawing in the lower right hand corner will change from orange to black.

8. Click on the Save button in the toolbar to return to the iQ Main Window.

9. Repeat steps 5 - 9 for all of the items in the project that are highlighted.

To update a range of multiple current projects at one time:

1. Click on the first project in the list that you would like to update.

2. Depress and hold the Shift key on your keyboard.

3. Select the last project in the range that you would like to update and release the Shift key.

4. All of the projects in the selected range should be highlighted.


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6. Review the list for any projects that may have incomplete product information. These projects will be

highlighted with a colored bar.

7. Select any projects that are highlighted for incomplete information and follow steps 5 - 9 in the updating a single project section.

To update a random selection of current projects at one time:

1. Select the first project in the project list that you would like to update.

2. Depress and hold the Ctrl key on your keyboard.

3. Select the projects you would like to update by clicking on them.

4. Once you have selected all of the projects you wish to update, release the Ctrl key.

5. All of the selected projects should be highlighted.





To update all current projects in the iQ database at one time:

1. Click on Update in the menu bar and select “Update All Current Projects”.




Note: This process may take considerable time to update depending on the number of projects in your

database. If your environment allows it, you may want to start the update process at the end of the day and

let the software process overnight.

If you have any questions about updating projects created in a prior version of the iQ software, contact the iQ Help Line at (888) 772 – 7796.

Note: If a project has not been updated to the most current version and you try to edit the project, edit an item within the project, or export or submit the project, you will receive a warning message. You will not be able to proceed with the desired operation until you have performed one of the above described update procedures to the project.

Note: This same process can be used to update projects that are listed under the Archive tab of the iQ Main window.

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Making Changes to a Project

Once you have created a project, you can make changes or edit the project. Some examples of editing are adding new items, changing existing items, deleting items in the project and deleting the project.

Add an Item to an Existing Project

Use the following steps to add an item to an existing project:

1. From the iQ Main Window, single click or highlight the project to which you want to add the item.

Click on the New Item button located in the toolbar. The Item Window displays.

2. Add the item by completing the configuration interview.

Edit an Item

Once an item has been created and saved to a project, changes can be made to the item using the following

procedure:

1. Select the project that contains the item to be edited by highlighting it in the iQ Main Window.

2. Select the line to be edited and click on the Edit Item button in the toolbar (or double click on the

line). The Item Window displays.

3. Select the question/answer pair that you want to change by highlighting it in the Item Detail section on the left side of the window.

4. Select the new answer to the question in the Selection Grid. Once the new answer has been selected,

the description and price will be adjusted accordingly.

5. If the answer selected requires that other questions be answered, those questions will appear in the interview. Select the appropriate answers.

6. Click on the Save button on the toolbar to save your changes and return to the iQ Main Window.

7. Repeat Steps 1 – 6 for any desired changes.

Edit a Custom Combination

The iQ software allows you to easily make changes to a custom combination unit. Once a custom combination has been created and saved to a project, you can make changes by completing the following

steps:

1. From the iQ Main Window, click on the project containing the combination that you want to edit.

2. Double click on the line item in the Item Grid on the right side of the iQ Main Window. The Item Window displays.

3. If the change you want to make applies to the size or the exterior color of the units in the combination:

a. Click on the Configure button in the toolbar. This will activate the Schematic Configurator window.

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b. From the Schematic Configurator window, double click on the unit to be changed. This will bring

you to the Item Window for that unit.

c. Click on the answer to the question that you would like to change in the Item Detail section of the window.

d. Select the new answer in the Selection Grid. If the selection requires new questions to be defined,

they will have to be answered before the configuration is complete.

e. Click on the Save button on the toolbar to save your changes and return to the Schematic Configurator window.

f. Repeat Steps b – e for any other items in the combination that you want to change.

g. Click on the Save button in the toolbar to return to the Item Window.

4. If the change you want to make applies to any other options:

a. Click on the tab in the lower left portion of the Item Window that corresponds to the number of the unit in the combination drawing located in the lower right side of the Item Window.

b. Click on the answer to the question that you want to change in the “Item Detail” section of the

window.

c. Select the new answer in the “Selection Grid”. If the selection requires new questions to be defined, they will have to be answered before the configuration is complete.

d. Repeat Steps a – c for any other items in the combination that you want to change.

5. Click on the Save button on the toolbar to save your changes and return to the iQ Main Window.

Edit a Flexiframe® or Custom Arch Combination

The iQ software allows you to easily make changes to a custom arch or Flexiframe® combination unit.

Once the arch/Flexiframe® combination unit has been created and saved to a project, you can make changes

by completing the following steps:

1. From the iQ Main Window, click on the project containing the combination that you want to edit.

2. Double click on the line item in the iQ Main Window. The Item Window displays with the information

for the combination.

3. If you need to change unit or mull dimension information:

a. Click on the “Frame Size Width” question in the Item Detail section of the window. The Edit Shape window will display.

b. Change the appropriate dimension field to the new value and select the Enter or Tab key.

c. If any error messages display, click OK on the message box and change your dimensions to fit

within Andersen® Flexiframe® guidelines, and then select the Enter or Tab key.

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d. When all dimensions have been changed and validated, click on the OK button to save the

changes.

4. If you need to change other attributes:

a. Click on the appropriate answer to the question in the “Item Detail” section of the Item Window.

b. Click on your new selection in the “Selection Grid” section of the window.

5. Click on the Save button on the toolbar in the Item Window to save your changes and return to the iQ Main Window.

Delete an Item from a Project

To delete a line item from an existing project, use the following procedure:

1. From the iQ Main Window, click on the project that contains the item to be deleted.

2. Select the line item to be deleted and click on the Delete Item button on the toolbar.

3. Once you have clicked on the Delete Item button, you will receive the message “Are you sure you

want to delete the selected item?” By answering OK, the line item will be removed from the project

and the total price for the project will be adjusted accordingly. If you do not wish to delete the item,

select the Cancel button and the delete function will be discontinued.

Note: If you want to recall the deleted line item, immediately click on the Undo button on the toolbar, or click on Edit in the Menu Bar and select “Undo”.

Delete a Project

A project can be deleted from the iQ software using the following procedure:

1. From the iQ Main Window, click on the project to be deleted.

2. Click on the Delete Project button on the toolbar.

3. Once you have clicked on the Delete Project button, you will receive the message “Are you sure you

want to delete the selected project?” By answering OK, the project will be removed from the project

list. If you do not want to delete the item, select Cancel and the delete function will be discontinued.

Note: If you want to recall the deleted project, immediately click on the Undo button on the toolbar, or click on Edit in the Menu Bar and select Undo.

Search and Replace Item Attributes within a Project

The software will allow you to do a global change of attributes for the whole project. Because Andersen

Architectural Windows are in a separate system catalog than the Andersen standard products, any quotes

that contain both types of products will require the following steps be performed on both catalogs.

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1. From the iQ Main Window, click on the project for which you want to perform a search and replace

on.

2. Click on Project in the menu bar and select “Search and Replace”. The Search & Replace window will display.

3. The “Manufacturer” field should default to Andersen Windows and Patio Doors. If the project you are

performing a global change on has only standard Andersen products, then you can leave this field as is


a. If the project contains Andersen Architectural products, click on the pull-down arrow at the end of the “Manufacturer” field and select Andersen Architectural Windows and Patio Doors.

4. Select a value in the “Attribute Name” field by clicking on the pull-down arrow and selecting the

attribute that you want to change. Example: “Attribute” equals Exterior Color.

5. Select the value to search for by clicking on the pull-down arrow in the “Find” field and selecting that

attribute. Example: “Find” equals White.

6. Select the value to populate the “Replace with” field by clicking on the pull-down arrow and selecting

the value you want to insert. Example: “Replace With” equals Sandtone.

7. Click on one of the following buttons:

a. Search only – This searches the project’s items and finds all items with the specified attribute and

puts them in a list window for review. The iQ software does not make any changes to the project.

b. Replace without override – This option finds all items with the specified attribute and checks to make sure that a change to the value would not cause other attributes to be incorrect. It will only

change values that will not affect other attributes. The software also displays a list window

containing the items with the specified attribute that were not changed.

8. Click on the OK button. A Search Results window will display with the search and/or replace results.

9. If the Replace results are acceptable, click on the X in the upper right hand corner of the Search Results window to activate the changes.

Note: If the Search results require an attribute override, you must change the other attributes before the search and replace can be completed. Example: You cannot change White units with a Pre-finished White interior to a Sandtone or Terratone® exterior without first changing the interior color to Clear Pine.

Add a Price Adjustment to a Project

Price adjustments can be applied to a project from either a standard listing or as a one-time (custom)

adjustment. Examples of project adjustments may be a delivery charge or a good customer discount.

1. From the iQ Main window, select the project that you want to add a project adjustment to by clicking on it once to highlight it.

2. Click on Projects in the menu bar and select “Adjust Price…” from the list. The Price Adjustments window will appear.

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3. To add a Project Adjustment from the standard list:

a. Click on the Add from List button on the right side of the Price Adjustments window to display the standard list of project adjustments. The Add Standard Price Adjustment window will

appear.

b. Select the adjustment that is to be added to the project by clicking on it once to highlight it.

c. Click on the OK button to add the adjustment to the project.

d. Verify that the selected adjustment charge appears in the Price Adjustments window and the

project price has been updated.

e. Repeat steps a - d if there are additional project charges from the standard list to be added.

4. To add a one-time or custom project adjustment

a. Click on the Add Custom button on the right side of the Price Adjustments window. The Edit Price Adjustment window will appear.

b. Type a description of the adjustment you are applying in the Description field.

c. Select an adjustment type, Percent or Amount, by clicking the appropriate radio button.

d. Tab to the Value field and enter the Percent or Amount value. To apply a percentage discount there must be a minus (-) sign in front of the value.

e. If tax should not be applied to the adjustment, click in the ‘Non-taxable’ radio button. The

software will default to applying either the system default tax rate or the project tax rate if Non-

taxable is not selected.

f. Select the ‘Apply Price Multiplier’ radio button if the Project Multiplier is to be applied to this

adjustment.

g. Click on the OK button to exit the Edit Price Adjustment window.

h. Verify that the adjustment appears in the Price Adjustments window and the project price has been updated accordingly.

i. Repeat steps a – h to add any additional project adjustments.

5. Click on the OK button to return to the iQ Main window.

6. Project price adjustments will appear in the ‘Project Adjustments’ section located at the end of all

quote reports

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5. Viewing and Printing Reports

Viewing, Printing and Editing Quote Reports

View and Print a Quote

After you have created or made changes to a project, you can view a quote report on the screen and print it to a printer connected to your PC. The iQ software has three quote report formats that you can choose

from:

• Long Report – This report provides the maximum level line item detail and pricing for a unit and its component accessories. It includes a graphic, unit and rough opening dimensions, a listing of all

accessories attached to that unit, detailed line pricing and total quote pricing.

• Abbreviated Quote Report – This report provides a description of the unit and associated accessories,

a graphic of the unit being quoted, unit and rough opening dimensions, a line item price and a total quote price.

• Abbreviated Quote Report – No Line Prices - This report provides a description of the unit and

associated accessories, a graphic of the unit being quoted, unit and rough opening dimensions, and a

total quote price.

• Abbreviated Quote Report – No Total Price – This report provides a description of the unit and associated accessories, a graphic of the unit being quoted, unit and rough opening dimensions, line

item pricing but no total project price.

• Abbreviated Quote Report – No Prices – This report provides a description of the unit and associated accessories, a graphic of the unit being quoted, unit and rough opening dimensions, but no

line item or total project price.

• Abbreviated Quote Report – No Sizes - This report provides a brief description of the unit and associated accessories, a graphic of the unit being quoted, but does not include any unit codes or unit

and rough opening dimensions. This report will include line item prices and a total price for the

project.

• Abbreviated Quote Report - No Size or Total Price – This report provides a brief description of

the unit and associated accessories, a graphic of the unit being quoted, but does not include any unit

codes or unit and rough opening dimensions. This report will include line item prices for the project.

• Abbreviated Quote Report - No Size or Line Prices – This report provides a brief description of

the unit and associated accessories, a graphic of the unit being quoted, but does not include any unit

codes or unit and rough opening dimensions. This report will include a total price for the project.

• Abbreviated Quote Report - No Prices or Size – This report provides a brief description of the unit and associated accessories, a graphic of the unit being quoted, but does not include any unit codes or

unit and rough opening dimensions. This report will not include any line item prices or a total price

for the project.

Note: In order for the iQ software to print the quote on the screen or to a printer, you must have a print driver loaded on your PC. If you have trouble printing and would like additional assistance, contact the iQ Help Line at (888) 772-7796.

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1. Highlight the project for which you want to print a quote in the sub-window on the left side of the iQ Main window.

2. Click on Reports in the Menu Bar and select the appropriate quote format option (Long Report, Abbreviated Quote Report, Abbreviated Quote Report – w/o Pricing or Abbreviated Quote Report –

w/o Pricing and Size). The quote report displays on the screen.

3. Use the scroll bar to view the entire contents of the page.

4. Click on the Next Page and Previous Page buttons to view additional pages in the quote.

5. To print the quote, click on the Print button. The “Print” dialog box displays.

a. Select the desired printer using the pull-down list in the “Name” field.

b. Select your page range to print.

c. Select the number of copies to print.

6. Click on the OK button on the “Print” dialog box.

Modify Tax, Dealer or Project Information on the Quote

The iQ software allows you to add, modify or delete the following project information from the Order Form Viewer window, including:

• Tax Rate – You can add a tax rate for all taxable items within the project. By entering a tax rate at

this level, you will update the tax rate in the Edit Project window and override the default tax rate if it

is different than the project rate.

• Report Heading Information – You can control what dealer information (including address, phone number, etc.) prints at the top of the first page of the quote report.

• Disclaimers – You can add or modify a disclaimer statement that will print on the bottom of the quote

report.

You can change any or all of these options by completing the following steps:

1. From the iQ Main Window, click on the project you want to print.

2. Select a print option by clicking on Reports in the Menu Bar and selecting a print option (Long Report, Abbreviated Quote Report or Abbreviated Quote Report w/o Pricing).

3. From the Order Form Viewer window, click on the Edit Info button.

4. Select the appropriate option (Tax Rate, Headings, Disclaimers) from the “Section” pull-down list

To set a tax rate or override the existing default tax rate:

1. Select Tax Rate in the ‘Section’ pull-down menu list.

2. Highlight SalesTaxPercentage in the ’Select Item to Modify’ field.

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3. Type the percentage of tax to be charged to this project in the ‘Enter Text for Item’ field.

4. Select OK to exit the Edit Bid/Quote window.

5. The Report Viewer will now regenerate the report with the new sales tax rate applied.

Note: The new tax rate will only be applied to this particular project. All other projects will accept the default sales tax rate if one is entered or the tax rate entered at the project level.

To add company address information to the heading of the quote report:

1. Select Headings from the ‘Section’ pull-down menu list.

2. Click on the Add button. Company Name will display in the ‘Select Item to Modify’ field.

3. Type your company name in the ‘Enter Text for Item’ field.

4. Select the Add button again. Company address will display in the ‘Select Item to Modify’ field.

5. Type your company address in the ‘Enter Text for Item’ field.

6. Repeat the process to add your company city, phone number or other information you want to appear in the report heading.

7. Click on OK to exit the Edit Bid/Quote window.

8. The Report Viewer will regenerate with the new heading information.

Note: You only need to add your company header information in the Edit Bid/Quote window once. The default header information will generate for all iQ reports.

To change existing report heading information:

1. From the Edit Bid/Quote window, select Headings from the ‘Section’ pull-down menu list.

2. In the ‘Select Item to Modify’ section, highlight the information (Company name, address, etc.) you

want to change.

3. Type the new information in the ‘Enter text for item’ field.

4. Click on OK to regenerate the quote report with the new heading information.

To add a disclaimer that prints at the bottom of the quote report:

1. Select Disclaimers/Terms from the ‘Section’ pull-down menu list.

2. Click on the Add button to add Disclaimer Part 1.

3. Type your disclaimer or other information in the ‘Enter text for item’ field.

4. Repeat the process to add more sections of information to the bottom of the reports.

5. When you have finished entering disclaimer information, click on OK to regenerate the report with the new text.

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Add Your Logo to Your Printed Quotes

You can add your logo to printed quotes. The logo will print in the top right corner of the cover page of the

quote. Before attempting the procedure below, you will need:

• An image in a .png file format containing the logo you want to display on the quote.

• The logo should be sized to 144 pixels wide by 110 pixels high. (You can use various software such as

Microsoft® Photo Editor or Paint to size the image.)

To add your logo to your printed quotes, complete the following steps:

1. Make sure that your logo is saved as a .png file and is sized according to the above criteria.

2. Save a copy of your logo as file name “distlogo.png” and save it in the iQ directory (c:\Program

Files/iq on a standard installation). If you receive a message asking if you want to replace the existing distlogo.png file, answer YES.

Your logo will display on the cover page in the top right corner.

Change the Print Order for a Quote

The iQ software allows you to change the order in which units (or combinations) appear in the printed

quote. The order of the line items when the project is viewed in the iQ Main Screen window is the order in

which the line items will print on the quote report. Completing the following steps can change the order of the items on a quote report:

1. From the iQ Main Window, highlight the project for which you want to change the print order.

2. Sort the line item listing by clicking on the heading column (Item, Location, Size, etc.) that reflects the

order in which you want the report printed. Example: If you want your quote report to print by location, click on the Location heading in the Item sub-window.

3. Select a print option by clicking on Reports in the Menu Bar and selecting a print option (Long

Report, Abbreviated Quote Report, or Abbreviated Quote Report – w/o Pricing).

4. Click on the Print button in the Order Form Viewer window.

5. Select the appropriate printer settings and click on OK. The quote report prints in the order defined in

the Item sub-window.

Viewing and Printing Project Reports

The iQ software contains a basic set of project reports that provide information about a given project. They

include:

Quote Summary Report – This report provides a summary of the line items in the project, including part number, description, price and FTL (Factory Truck Load) values.

Unit Specifications Report – This report provides detailed information on standard units, combinations, or

Flexiframe® and custom arch units in a project.

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Window Schedule Report – This report provides the description, location, unit and rough opening

dimensions for items in the project.

Order Summary Report – This report will combine all like items on the quote together for viewing from an order perspective. Columns will list a product description, part numbers, quantity quoted, quantity ordered,

and the standard packaging quantity, and the FTL value for each item.

Order Summary Report - Pricing – This report will combine all like items on the quote together for viewing

from an order perspective. Columns will list a product description, part numbers, quantity quoted, quantity

ordered, the FTL value, and item and extended pricing for each line item quoted.

View and Print Project Reports

Complete the following steps to view and print project reports:

1. From the iQ Main Window select the project for which you want to generate a report.

2. Click on Reports in the menu bar and select the report you want to view.

3. View the report in the Order Form Viewer window.

4. If you want to print a hard copy of the report, click on the Print button in the Order Form Viewer window, select your printer information and click on the OK button.

Note: The Unit Spec Report will generate a report for all units or combinations in a project in different formats, depending on the product quoted.

View and Print a Margin Analysis Report

The iQ software allows you to print a margin analysis report for a particular project. The report will

calculate the differences between your cost for the items and your quoted selling price.

Note: Any generic additional items or Price Adjustment line items (such as delivery charges, upcharges, etc.) will be included in the Margin Analysis report and will have a cost calculated based on the cost discount entered. If you do not want these charges included in the margin analysis, you may choose to remove them from the project before generating a Margin Analysis report.

Note: If a project contains units for which you have a different cost discount (e.g. architectural products, Therma-Tru doors, etc.), the Margin Analysis report will not account for the different cost discounts. In order to generate an accurate Margin Analysis report, the project must contain items with the same cost discount.

1. From the iQ Main Window, select the project for which you want to generate a margin analysis by

clicking on the project in the sub-window.

2. Click on the Margin button on the toolbar.

3. Enter your cost discount (your cost for the items as a percentage off of Distributor Base Pricing

amount) in the pop up window that displays, then click on the OK button.

4. Review the report on the screen.

5. (Optional) Click on the Print button to print the report.

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6. Exporting and Importing Projects

Exporting and Importing Projects

Export a Project to Another Computer with the iQ Program

The iQ software allows you to create a file containing project information that can be sent to another computer with the iQ software installed on it (i.e. from a home computer to the office, or from a dealer to a

distributor). To move this export file from one computer to another, you will need to have either:

• An electronic means of sending and receiving the file (i.e. internet or other e-mail capability that

can accept attachments)

• A physical means of transporting the file (i.e. CD).

Complete the following steps to create a file that can be exported to another computer with the iQ software

installed on it.

1. From the iQ Main Window, click on the project you want to export.

2. Click on Project in the Menu Bar and select Export.

3. A message box will display asking “Export should contain my selling price?”. The software is wanting to know whether you want to include any pricing changes such as discounts, line item

adjustments, etc. that my have been a part of the project. Select the appropriate option:

a. Yes – the exported file will contain all of the pricing that has been established for this project,

including any project or line item price adjustments or discounts. When the file is imported into a

different iQ system, the pricing will appear exactly as exported.

b. No – The exported file will have all pricing details removed from the project, including any project or line item adjustments or discount. When the file is imported into another iQ system, all

pricing will return to the base list price for that product. Any special pricing adjustments (add-

ons) or discounts will have been removed from the project.

4. The Save As window will display.

5. In the ‘File Name’ file, type a name for this file that you will remember. To assist with identifying

the project when it is imported to another iQ system, we recommend you name the export file the

same name as the project you are exporting.

6. If you want to perform a physical transfer using a CD:

a. Click on the pull-down arrow in the “Save In” field.

b. Click on the listing for the disc drive (e.g. “DVD-RAM Drive (D:)

c. Click on the Save button.

d. An ‘Export Successful’ message will appear verifying the location of the file. Click on the OK

button to return to the Main window.

e. Remove the disk and transport it to the destination computer.

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7. If you want to perform an electronic transfer using e-mail:

a. Click on the pull-down arrow in the “Save In” field.

b. Click on the directory names in the window to navigate to the directory where you want to save

the file. Your desktop is a good destination as it is easy to find when looking for the file.

c. Click on the Save button.

d. An ‘Export Successful’ message will appear verifying the location of the file. Click on the OK

button to return to the Main window.

e. Compose an e-mail message to the intended recipient of the file.

f. Attach the exported file to the e-mail message and send the message.

Import a Project from another iQ software User

The iQ software allows you to receive a file from another iQ software user and load it into your copy of the

iQ software. This import may be from a physical file (i.e. diskette or CD) or an electronic file (i.e.

attachment to an e-mail message). To import a file, complete the following steps:

1. If importing a file from a CD:

a. Insert the CD into the disc drive of your computer.

b. From the iQ Main Window click on Project on the Menu bar and select Import, or select the Import icon in the toolbar.

c. Click on the pull-down menu in the “Look In” field and click on the listing for the disc drive (e.g.

“DVD-RAM Drive (D:)”.

d. Highlight the name of the file you want to import into iQ and click on the Open button. The project will be added into the project list on your copy of the iQ program.

2. If importing from an e-mail attachment:

a. Open the e-mail and copy the attachment to your desktop (or any other directory on your computer).

b. From the iQ Main Window click on Project on the Menu bar and select Import, or select the

Import icon in the toolbar.

c. Click on the pull-down menu in the “Look In” field and click on the listing for your desktop (or the directory to which you saved the file).

d. Highlight the name of the file you want to import into iQ and click on the Open button. The

project will be added into the project list on your copy of the iQ program.

Create an Export File for Other Systems to Use

The iQ software allows you to create an export file containing item from the quote that can be loaded

directly into your dealer/distributor systems (i.e. inventory and billing systems).

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In order to utilize this feature, you will have to create a custom interface between the iQ software and your

other computer systems. It is up to each user of the iQ software as to how to best configure the interface to

suit their individual needs.

Note: For detailed specifications on the .xml export file format, contact the iQ Help Line at (888) 772-7796.

1. From the iQ Main Window, highlight the project(s) you want to export.

a. To select a range of projects to include in an export file, select the first project in the range,

depress the shift key, and then select the last project in the range. All projects in between the first

and last selected projects will now be highlighted.

b. To select more than one project to include in an export file, select the first project, hold down the

Control (Ctrl) key and select the remaining projects you want to include in the export file.

2. Click on Submit on the Toolbar. The Export Project List window displays.

3. Select a “File Type” option for the format of the .xml file.

a. The “Andersen Summarized Format” will combine like item descriptions and part numbered line

items together. Any pricing contained in the file will be at Base List pricing.

b. The “Detailed Format” will create the .xml file in the same order as displayed in the Long Quote Report. Like items and descriptions will not be combined together. Base List and the project

selling price will be located in the file.

4. To assign a purchase order number to the project(s), click on the Set Order PO# button and type the

appropriate number in the “Enter PO#” field. Select OK when finished.

5. Click on the Submit Order button. The Save As window displays.

6. Select the destination directory in the “Save In” field to which the file will be saved. The Export folder

will be the default location, however you may save the file anywhere on your computer.

7. Provide a name for the file in the “File Name field, then click the Save button. The file will be saved to the directory location you selected in step 6.

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7. Placing Orders with Andersen Windows

Distributor Considerations for using iQ Files

Create and Submit an Export File to an Andersen Order System

The iQ software allows a distributor to create an export file containing items to be loaded directly into an

Andersen Corporation order system (AndersenAccess). Any Special Product Request (SPR) items,

additional items, or comments will not directly load into the order system. These items will display as an exception and require manual entry into the order system.

The export file can be loaded by completing the following steps.

1. From the iQ Main Window, highlight the project(s) you want to export to AndersenAccess.

a. To select a range of projects to include in an export file, select the first project in the range,

depress the shift key, and then select the last project in the range. All projects in between the first

and last selected projects will now be highlighted.

b. To select more than one project to include in an export file, select the first project, hold down the Control (Ctrl) key and select the remaining projects you want to include in the export file.

2. Click on Submit in the Toolbar. The Submit Projects window displays.

3. Verify that the Submit field radio button is set to “Submit Internal”.

4. To assign a purchase order number to the project(s), click on the Set Order PO# button and type the appropriate number in the “Enter PO#” field. Select OK when finished.

5. Click on the Submit Order button. The Save As window displays.

6. Select the destination directory in the “Save In” field to which the file will be saved. Provide a name for the file in the “File Name field, then click the Save button. The file will be saved to the directory

you selected

7. The file is now ready to be uploaded to an Andersen order system.

Note: The file will be submitted to Andersen Corporation and processed. Your machine will be available during the processing of the order.

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8. Performing Administrative Functions

Administrative Functions

View Projects by Sales Rep

If multiple Sales Reps are set up in the iQ software (with security options disabled), and projects are assigned to Sales Reps, you can view a listing of all projects by Sales Rep. From this list, you can access

any of the projects listed.

1. From the iQ Main Window click on the Projects by Sales Rep bar in the sub-window.

2. Click on the + sign to the left of the Sales Rep name. A list of projects assigned to the Sales Rep displays.

3. Click on a project to open it and view or edit the project.

View Projects by Customer

The iQ software allows you to view a listing of all projects by customer. From this list, you can access any of the projects listed for that customer.

1. From the iQ Main Window click on the Projects by Customer bar in the sub-window.

2. Click on the + sign to the left of the Customer’s name. A list of projects for that customer displays.

3. Click on a project to open it and view/edit the project.

Create a Duplicate Project

The iQ software allows you to create a copy of an existing project. To create a duplicate project:

1. From the iQ Main Window, click on the project you would like to copy.

2. Click on Edit on the Menu Bar and select Copy.

3. Click on Edit on the Menu Bar and select Paste to create the duplicate project.

4. Double click on the copy of the project and rename it.

Create a Backup Copy of Your Database

It is important to create a backup copy of your quote database on a regular basis, in the event that you

would need to reconstruct your database. It is especially important to create a backup before making any

changes to the hardware or software on your PC (including installing a new version of the iQ software).

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All of your information, including Sales Reps, Customers, Preferences, Projects, etc. is stored in one file

(called iQ.mdb) which should be copied to a safe place (i.e. network drive, auxiliary storage disk, etc.). To

create a backup, complete the following:

1. Locate the ‘My Computer’ icon on your computer desktop and double-click on it to open it.

2. Find the (C:) drive (or whichever drive the iQ software is installed on) and double-click on it to open

it.

3. Find the folder titled ‘Andersen iQ’ and double-click on it to open it.

4. Locate and open the ‘db’ folder by double-clicking on it.

5. Locate the iQ.mdb file (will show as ‘iQ’ if the file extension option is not activated. To activate the file extension option, click on “View” in the menu bar and select ‘Details’).

6. Make a copy of the iQ.mdb file by clicking on it once to highlight it

7. Go to ‘Edit’ in the menu bar and select ‘Copy’ from the list of options. (Note: You can also use the shortcut key, Ctrl C, to make a copy of the iq.mdb file).

8. Navigate to the destination where you will save the copy (Desktop, network folder, CD-Rom, etc.) and

paste the copied file by going to ‘Edit’ in the menu bar and selecting ‘Paste’. (Note: You can also use

the shortcut key, Ctrl V, to paste the file).

9. The copied file is now saved to a new location.

Restore Your iQ software Database

If, due to a computer problem, you are forced to reload the iQ software and restore your database of information, you can simply replace the iQ.mdb file that is created with the installation of the software with

your archived copy of the “iQ.mdb” file.

1. Using My Computer or Windows® Explorer, locate the “iQ.mdb” backup file and copy it into your iQ

software. Depending on where you installed your copy of the iQ software, the directory structure and

file name for your database are as follows:

• Directory = (C): \Andersen iQ\db

• File Name = iQ.mdb

Note: “C:” represents the directory in which you installed the iQ software.

Recover Locked Projects

Occasionally, your PC may “lock up” while you are working with a quote in the iQ software. If you cannot open a project or line item, you can use this procedure to reset any projects or line items that may be

locked.

If you try these steps and still cannot work with an existing project, call the iQ Help Line at

(888) 772-7796 and ask for further assistance.

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1. From the iQ Main Window, click on the “locked” project (one that will not allow you to view or edit its

contents).

2. Press and hold the Ctrl button on your keyboard and right-click on the “locked” project. A button labeled Jimmy Lock displays.

3. Click on the Jimmy Lock button to “unlock” the project.

4. Click on the project to open it. If this does not unlock the project, continue with the following steps:

5. From the iQ Main Window, click on the “locked” project (one that will not allow you to view or edit its

contents).

6. Highlight the first item listed in the project (in the Line Item sub-window).

7. Press and hold the Ctrl button on your keyboard and right-click on the “locked” project. A button

labeled Jimmy Lock displays.

8. Click on the Jimmy Lock button to “unlock” the line item.

9. Repeat Steps 7 and 8 for each line item in the project.

Note: To unlock all of the line items in a project, select the first line item listed in the Line Item sub-window. Press and hold the Shift key on your keyboard and select the last item in the item listing. All of the line items should be highlighted. Follow the Jimmy Lock instructions to unlock all of the line items.

Remove Andersen Graphics

To increase the amount of viewable space on the iQ Main Window and Item Window, you can remove the

Andersen banner by using the Graphics Setting utility. You can also disable the graphics on the Selection sub-window in the Item Window. Disabling these graphics will take away the “pictures” and allow you to

make your configuration selections from text.

To remove the Andersen banner:

1. From the desktop screen of your computer monitor, click the Start button in the lower left corner of your screen.

2. From the Start menu, scroll and select Programs.

3. From the Programs menu, scroll and select Andersen iQ.

4. From the Intelligent Quote menu, select iQ Utilities.

5. From the iQ Utilities menu, select iQ Graphic Settings. The Graphic Settings window will display.

6. Click in the box marked “Enable Andersen Banner in iQ Software” to remove the check mark.

7. Click on the Save button.

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8. The message “You must restart iQ for changes to take affect” will appear. Click OK to this message.

9. If the iQ Software was open, you will need to close it and restart it. If the iQ software was not open, you can start the software and the banner will be removed.

To remove the configuration selection graphics on the Item window:

1. From the Item window, go to Options in the menu bar.

2. In the menu list, remove the check mark next to Toggle Graphics by clicking on it once.

3. As you select product options, the graphic selections will be gone and only the text only will appear.

To reinstate the configuration selection graphics:

1. From the Item window, go to Options in the menu bar.

2. Click on Toggle Graphics once to add a check mark next to the text.

3. As you select product options, the graphic selections will now be visible along with the text

description.

Database Maintenance

As the number of quotes and information you store in iQ increases, we suggest that you perform the Database Maintenance utility on a regular basis. This maintenance will compress the data stored in the iQ

performance and will help maintain the performance level of the software.

Note: You will need to make sure that you have closed the iQ software before beginning this operation.

To perform Database Maintenance:

1. From the desktop screen of your computer monitor, click the Start button in the lower left corner of

your screen.

2. From the Start menu, scroll and select Programs.

3. From the Programs menu, scroll and select Andersen iQ.

4. From the Intelligent Quote menu, select iQ Utilities.

5. From the iQ Utilities menu, select iQ Database Maintenance.

6. The following messages will appear:

a. Initializing database utility

b. Performing database maintenance

c. Finished database maintenance

7. When the processing is complete, you will return to your desktop screen.

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Note: If you have a large number of quotes, customer information, etc. maintained in iQ, we recommend that you perform this maintenance utility on a daily basis. This will aid in the performance of the iQ software.

Reassign Projects to Another Sales Rep

The iQ software allows you to easily change the Sales Rep assigned to a project (or assign a Sales Rep to

an unassigned project).

Note: Sales reps must be entered into the iQ software prior to assigning a project to them.

1. From the iQ Main Window, double click on the project you want to reassign. The Edit Project window

displays.

2. Click on the pull-down arrow in the “Sales Rep” field and click on the Sales Rep who will be assigned to the project.

3. Click on the OK button in the Edit Project window.

Archive (and Unarchive) a Project

The iQ software contains the ability to categorize and display projects in one of two status tabs, “Current” and “Archived.” Archived projects are not deleted from your database or stored separately on your

computer. They just appear under a different tab in the user interface. To move a “current” project to the

“archived” tab or vise versa, complete the following:

1. To archive a project:

a. From the iQ Main Window, click on the project that you want to archive.

b. Click on Project on the Menu Bar and select Archive. The project will be removed from the

“Current” tab and can now be found on the “Archived” tab.

2. To Unarchive (restore to the “Current” tab) a project:

a. From the iQ Main Window, click on the Archived tab in the Sub-window.

b. Click on the project you want to unarchive.

c. Click on Project on the Menu Bar and select Unarchive. The project will be removed from the “Archived” tab and can now be found on the “Current” tab.

Note: When you export an archived project to another iQ user, the project will be imported to their software as a current project, not an archived project.

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9. Hints and Tips

Get Connected to the Internet

To fully utilize the advantages of the iQ software, you will want to consider setting up a connection to the Internet and getting an e-mail account. In order to “get connected” you will need the following items:

• A phone line that can be used for internet connections without disrupting your business

• An agreement with an ISP (Internet Service Provider) – There are numerous local and national providers. If you do not know whom to contact, you may want to consider one of the larger national

providers such as America Online (800-827-6364) or Earthlink (800-440-5992).

• A PC Modem (external or internal) for your computer – At the minimum you should acquire a 56Kbs

modem.

• (Optional) You may also want to subscribe to a “faster” internet connection, such as a DSL (Digital

Subscriber Line) or cable internet connection. These connections are generally much faster than

traditional dial up connections. Your local phone company or ISP should be able to assist understand

your options and select one.

Note: Andersen® does not suggest or endorse any internet service provider. This information is provided to you as a convenience only.

Create a Shortcut to the iQ software on Your Desktop

To make it easier to open the iQ software, you can create an icon for your desktop that will allow you to

access the iQ software with one simple double-click. To create a shortcut, complete the following:

1. From your Windows® desktop, click on any open space with the right mouse button.

2. Select “New”.

3. Select “Shortcut”.

4. Click the Browse button on the Create Shortcut window.

5. Navigate to the C:\ Andersen iQ directory (or the directory in which you installed the iQ software).

6. Double click on “iq.exe”.

7. Click the Next button.

8. Click the Finished button.

9. To open the iQ software using the shortcut, double-click on the icon.

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9 - 2 Version 16.2

Move, Resize and Sort Sub Window Columns

The iQ software allows you to change the order in which you view projects in the sub window of the iQ Main window, and the order of line items within a project.

To move the order in which the column headings appear:

From the iQ Main window, place your cursor on the heading you want to move.

Click on the column heading once, then drag and drop the heading to a new location.

To resize sub-window columns:

1. From the iQ Main window, place your cursor on the dividing line between column headings.

2. Click once on the dividing line and move it to the right or left, depending on whether you want to

make the column larger or smaller.

To resort sub-window columns:

1. From the iQ Main window, click on a column heading in either the project list Sub Window or the

Item Grid. The contents of the window will be sorted in ascending order, based on that column.

2. Click on the column heading again to sort the contents of the window in descending order, based on that column.

Using the ‘Save and New Copy’ Feature

The ‘Save and New Copy” feature will copy option (answer) information from one line item to the next

when the Save and New Copy icon is selected. This will speed up the quoting process by answering

product and option questions automatically.

To use Save and New Copy Feature:

1. In the Item window, complete a line item by answering all question/answer combinations.

2. Select Save and New Copy icon in the tool bar.

3. Select a new unit size from the size grid.

4. Answer any remaining questions that may appear due to the size selected.

Note: The iQ software will automatically copy over all attributes that it can, including handing, interior color, exterior color and grille options. If you wish to change any of these options for the new line item, click on the question in the Item Detail section and select the new answer.

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10 - 1 Version 16.2

10. Software Sublicense Agreement Andersen Windows, Inc.

Andersen®

Intelligent Quote (iQ) Software

Version 16.2

Software Sublicense Agreement

IMPORTANT—READ CAREFULLY: Thank you for selecting the Andersen®

Intelligent Quote (iQ) software (the “Software”) from

Andersen Windows, Inc. (ANDERSEN) for quoting and ordering Andersen®

products. ANDERSEN developed the Software and

makes it available for use by distributors, dealers, builders, and contractors in exchange for the user’s agreement to the terms and

conditions of this Sublicense.

If you have received a CD-ROM installation media:

YOU, THE USER (SUBLICENSEE), MUST READ THE FOLLOWING TERMS AND CONDITIONS CAREFULLY BEFORE

INSTALLING/ LOADING OR USING THE ANDERSEN®

INTELLIGENT QUOTE (iQ) SOFTWARE PROGRAM. BY

INSTALLING/LOADING AND/OR USING THE SOFTWARE, YOU INDICATE YOUR ACCEPTANCE OF THESE TERMS

AND CONDITIONS. IF YOU DO NOT ACCEPT THESE TERMS AND CONDITIONS, PROMPTLY RETURN THE

SOFTWARE AND MATERIALS TO ANDERSEN WINDOWS, INC. AT THE FOLLOWING ADDRESS:

Attn: IQ Administrator

Andersen Windows, Inc.

100 Fourth Avenue North

Bayport, MN 55003

The Software was created as an electronic tool to simplify the process of quoting and ordering Andersen®

products and product

combinations. The Software provides you with the freedom to select, quote and order many different window and door combinations.

The wide range of product options provided by the Software far exceeds any printed catalog previously available for ordering

Andersen®

products. The amounts in the Software are not prices, but simply a base to reference. The user may change the amounts in

the Software. ANDERSEN does not suggest resale prices to any user of the Software. Each user of the Software is free to use

whatever resale prices for Andersen®

products that such user independently chooses. You must combine the capabilities of the

software with a good understanding of the product and its interface with surrounding wall and structural conditions. Due to the vast

number of window and door combinations possible, each design for product combinations must be evaluated to assure its performance

and structural integrity. Refer to published Andersen®

product literature for answers to many of your questions. Your Andersen®

product representative is also available to answer questions you may have regarding your specific window combination designs. You

may also need to consult a structural engineer or architect. Local building codes should always be consulted for specific product

application requirements.

ANDERSEN DOES NOT ENDORSE ANY WINDOW AND/OR DOOR COMBINATIONS THAT EXCEED ANDERSEN’S

RECOMMENDATIONS AS IDENTIFIED IN THE ANDERSEN®

INTELLIGENT QUOTE (iQ) SOFTWARE PROGRAM OR AS

PRINTED IN ANDERSEN’S PRODUCT LITERATURE. PLEASE BE AWARE THAT THE ANDERSEN®

INTELLIGENT

QUOTE (iQ) SOFTWARE PROGRAM MAY GENERATE A QUOTE OR ALLOW THE PLACEMENT OF AN ORDER THAT IS

OUTSIDE OF ANDERSEN’S RECOMMENDATIONS. DESIGN AND/OR INSTALLATION OF PRODUCT COMBINATIONS

BEYOND ANDERSEN’S PRINTED RECOMMENDATIONS MAY NOT PERFORM PROPERLY OR SAFELY AND

ANDERSEN DENIES ANY AND ALL RESPONSBILITY FOR THESE PRODUCT COMBINATIONS. DESIGN AND/OR

INSTALLATION OF PRODUCT COMBINATIONS BEYOND ANDERSEN’S RECOMMENDATIONS ARE THE SOLE

RESPONSIBILITY OF THE ARCHITECT, BUILDER, STRUCTURAL ENGINEER AND/OR CONTRACTOR. THIS

SOFTWARE SUBLICENSE AGREEMENT EXPRESSLY DENIES ANDERSEN’S LIABILITY FOR ANY DAMAGES ARISING

OUT OF ANY USE OF THE SOFTWARE. SEE “LIMITATION OF LIABILITY” BELOW.

SUBLICENSE

ANDERSEN grants SUBLICENSEE a non-exclusive, non-transferable license to use the Software, consisting of the Andersen®

Intelligent Quote (iQ) software executable and supporting files, in machine readable form, and accompanying documentation

according to the terms of this Sublicense. This Sublicense covers all copies of the Software (including copies merged into other

software), translations, updates, or modifications of all or any parts thereof, in any medium, that are delivered to or made by the

SUBLICENSEE in accordance with the terms of this Sublicense.

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10 - 2 Version 16.2

SUBLICENSEE may:

• install the Software on a single or multiple central processing unit (CPU) owned by or under the control of

SUBLICENSEE; each license of the Software enables the user to install/load the Software on a single or multiple CPUs;

and

• install the Software in a networked environment in which a centralized database may be used to store and manage the quote

information. The Software will be installed on a single or multiple CPU.

SUBLICENSEE may not:

• reverse engineer, decompile or disassemble all or any part of the Software and/or the ANDERSEN proprietary database of

Andersen®

products contained therein, or copy, disassemble or disclose the ANDERSEN proprietary database/product

models of Andersen®

products contained therein;

• transfer, rent, assign, sublicense, pledge any part of the Software without ANDERSEN’S prior written consent;

• remove or alter any ANDERSEN proprietary notices, labels, or marks on any part of the Software; or

• copy the Software or any portion thereof except as expressly allowed herein.

CONFIDENTIALITY

SUBLICENSEE acknowledges that the Software contains confidential information proprietary to ANDERSEN, including (without

limitation) a proprietary database/product models of Andersen®

products. SUBLICENSEE agrees to maintain the confidentiality of

such database and to the extent that other information is not publicly available or has become independently known to

SUBLICENSEE, SUBLICENSEE agrees to maintain the confidentiality of such proprietary information. The obligations in this

paragraph survive the termination of the Sublicense.

The inclusion of a copyright notice on or in any part of the Software will not cause or be construed to cause it to be a published work.

OWNERSHIP AND SUBLICENSE RIGHTS

SUBLICENSEE recognizes ANDERSEN’s and its licensors’ intellectual property rights including patent, trademark, copyrights and

trade secret rights in the Software and acknowledges that ANDERSEN and/or its licensors retain all title and ownership rights to the

Software, the data derived from the Software and any media bearing the Software and containing data.

Unauthorized copying or disclosure of the Software or the accompanying documentation, or failure to comply with the above

restrictions will result in automatic termination of this Sublicense and will make available to ANDERSEN all other legal and equitable

remedies. This Sublicense may be terminated at ANDERSEN’s option with or without cause at any time upon notice to

SUBLICENSEE given personally or by publication, or by any other method reasonably designed to notify SUBLICENSEE.

Upon termination of this Sublicense, SUBLICENSEE’s rights under this Agreement will immediately cease and SUBLICENSEE will

delete all copies of the Software or any portion thereof from SUBLICENSEE’S computers and from any other software into which it

may have been merged and will, at ANDERSEN’s option, either immediately deliver to ANDERSEN or destroy all copies of the

Software. Upon ANDERSEN’s written consent, SUBLICENSEE may retain one copy of the Software, for archival purposes.

PAYMENT

ANDERSEN will provide the Software at no charge to SUBLICENSEE and will provide telephone support and training to

SUBLICENSEE during ANDERSEN’s regular business hours which are Monday through Friday 7:00 AM to 7:00 PM Central Time.

ANDERSEN reserves the right to change its regular business hours, and if it does so, it will notify SUBLICENSEE of its new regular

business hours. You can reach the Andersen®

call center at (888)772-7796.

SUBLICENSEE DATA

ANDERSEN may configure the Software to collect and transmit (1) quote and order related information created, collected or

disclosed through SUBLICENSEE’S use of the Software, including but not limited to pricing information, product information, and

project design (collectively, “Sublicensee Information”) and (2) general, non-identifying information collected and disclosed on an

aggregate basis (“Aggregate Information”). ANDERSEN may use Sublicensee Information to generate Aggregate Information by

removing all identifying information before disclosing such information to third parties.

ANDERSEN may configure the Software to periodically transfer all information collected to ANDERSEN via SUBLICENSEE’S

Internet connection, if and when available. SUBLICENSEE shall not block, prohibit, or otherwise interfere with such transmission or

collection efforts. ANDERSEN makes no warranties or guarantees in relation to any information or its transmission. Such

User Manual

10 - 3 Version 16.2

transmission is not intended to act as a backup-process and ANDERSEN is under no obligation to retain any Sublicensee Information

or Aggregate Information for any period of time whatsoever.

ANDERSEN may use the Sublicensee Information for its internal business purposes, including but not limited to (i) contacting

SUBLICENSEE about its use of the Software and ANDERSEN’S services, (ii) contacting SUBLICENSEE regarding quotes, pending

orders or projects created through use of the Software, (iii) analyzing SUBLICENSEE’S use of the Software and any quotes, orders or

projects created through use of the Software and (iv) contacting SUBLICENSEE about ANDERSEN’S programs, products, features,

or services. ANDERSEN will not share Sublicensee Information with third parties except to the extent that ANDERSEN engages

such third parties to provide services related to the Software; provided, however, ANDERSEN may transfer Sublicensee Information

to any third party that acquires the Software or that portion of ANDERSEN’s business that relates to the Software. ANDERSEN will

use reasonable efforts to ensure that its employees, agents, and contractors who have access to Sublicensee Information protect

Sublicensee Information in a manner that is consistent with this Agreement.

ANDERSEN reserves the right to provide third parties access to Sublicensee Information when legally required to do so, to cooperate

with police investigations or other legal proceedings, to protect against misuse or unauthorized use of the Software, and to limit

ANDERSEN’S legal liability and protect ANDERSEN’S rights.

ANDERSEN may use and disclose Aggregate Information for any purpose whatsoever; SUBLICENSEE shall have no claim to, or

any right in, any Aggregate Information.

LIMITED WARRANTY

As the sole and exclusive warranty hereunder, ANDERSEN warrants to SUBLICENSEE only that any CD-ROM(s) (“Media”)

delivered to SUBLICENSEE on which the Software is recorded are free from defects and agrees to replace defective Media, provided

such defect is found within ninety (90) days of delivery of such Media to SUBLICENSEE. This limited warranty will not apply if:

(1) the Software was not used in accordance with the then current, published specifications; (2) the Software was altered, modified or

converted by SUBLICENSEE, without ANDERSEN’s prior written consent; (3) the computer on which the Software was loaded

malfunctioned and the malfunction caused the defect; or (4) any other cause within the control of SUBLICENSEE caused the defect.

THE SOFTWARE SUBLICENSED HEREUNDER IS SUBLICENSED ON AN “AS IS” BASIS WITHOUT ANY WARRANTY

EXCEPT AS PROVIDED IN THE PRECEEDING PARAGRAPH. THE SOFTWARE IS INTENDED TO ASSIST THE

SUBLICENSEE WITH QUOTING AND ORDERING ANDERSEN®

PRODUCTS, BUT IS NOT A SUBSTITUTE FOR

INDEPENDENT ARCHITECTURAL DESIGN AND JUDGMENT AND THE SUBLICENSEE’S OBLIGATION TO ENSURE

THAT ITS DESIGN COMPLIES WITH ALL FEDERAL, STATE, AND LOCAL ORDINANCES AND BUILDING CODES.

THOSE USING THE SOFTWARE ARE SOLELY REPSONSIBLE FOR ESTABLISHING THE ADEQUACY OF INDEPENDENT

PROCEDURES FOR TESTING THE RELIABILITY AND ACCURACY OF ANY CONFIGUATION, COMBINATION OR

DESIGN ACHIEVED AS A RESULT OF THE SOFTWARE.

THE MEDIA WARRANTY PROVIDED HEREIN IS IN LIEU OF, AND ANDERSEN HERE BY EXPRESSLEY DENIES, ALL

OTHER WARRANTIES WHETHER EXPRESSED OR IMPLIED, INCLUDING, WITHOUT LIMITATION, ANY WARRANTY

OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR THAT THE SOFTWARE IS DELIVERED FREE OF

ANY CLAIMS OF INFRINGEMENT OR OTHER RIGHTS OF THIRD PARTIES.

LIMITATION OF LIABILITY

IN NO EVENT WILL ANDERSEN OR ITS LICENSORS BE LIABLE FOR ANY DAMAGES, INCLUDING LOSS OF DATA,

LOST PROFITS, COST OF COVER, OR OTHER SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR INDIRECT DAMAGES

ARISING OUT OF THIS SUBLICENSE OR THE USE OR INABILITY TO USE THE SOFTWARE OR ACCOMPANYING

DOCUMENTATION, OR THE ACCURACY OR PERFORMANCE OF THE SOFTWARE SUBLICENSED HEREUNDER,

HOWEVER, CAUSED, AND ON ANY THEORY OF LIABILITY. THIS LIMITATION WILL APPLY EVEN IF ANDERSEN OR

AN AUTHORIZED DISTRIBUTOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

GENERAL

This Sublicense will be governed by and interpreted under the laws of the State of Minnesota, United States of America, without

regard to conflict of laws, as to all matters, including without limitation, matters of performance, effect and remedies.

Andersen and the AW logo are registered trademarks of Andersen Corporation.

©2016 Andersen Corporation. All rights reserved. Rev. 9/16.

OPPENHEIMER/2827718.03

Documents

IQ User Manual - Release 16.2 · Introduction to the Main Window The iQ Main Window is the home window in the iQ software. It is always open whenever the iQ software . User Manual