Bookmarking Instruction Guide for Compass Sherpa Bookmarking is an easy process used to auto-populate variable pieces of information from Compass on to a Word or Excel Template. Perhaps the most complex thing about bookmarking is just learning the bookmark names, and which bookmarks from which section in Compass are the right ones you want to use. Once you’ve got that down though, you will do great. If you have chosen to have a password anywhere in a document or template for security purposes, that password must be added to the “Template Password” area of the Administration Global Settings. The same password listed in the Administrator area in Compass must be used on any & all protected docs, workbooks and worksheets. To save a document as a template click Save As. When the dialog box pops up the first thing you want to do is pick the “Save As Type” to either a Word Document Template (.dot) or an Excel Template (.xlt). This will then jump you to a Temporary Template folder on your computer. Now choose the location you wish to save the template in, name it and Save. To open a template that has already been saved as a .dot or .xlt you must always right click and Open if you want to edit anything. If you just double click on the document it will open as a regular document and won’t save the changes you’ve made to the template itself. To insert a bookmark in Word 2003 & 2007: 1. Place your cursor in the location or table that you want the bookmark to pull in info from your database. 2. On your toolbar, select “Insert”, “Bookmark”. Once the directory opens type in the bookmark name in the “bookmark name” box and then either click on “Add” or you can click “Enter” on your keyboard. 3. There are several bookmarks that you can utilize more than once in Word documents. In the Reusable column below it will say either “No” if it’s not allowed or a number showing how many times you may reuse it. The first time you use that bookmark, you will type it in normally, for example: address. The next time you use that bookmark, you will add a 1 to the end, for example: address1. The third occurrence would be address2, and so on.

To insert a bookmark in Excel 2003: 1. Place your cursor in the cell that you desire to have the bookmark in. 2. On your toolbar, select “Insert”, “Name”, “Define”. Once the directory opens type in the bookmark name and then either click on “Add” or you can click “Enter” on your keyboard. 3. In excel, a bookmark can be used only once. You can get around this however by linking cells together to have information automatically pull over from one cell to the next. You do this by placing your cursor in the cell you want to duplicate a bookmarked cell’s information in; type in the = sign, and then click on the bookmarked cell and press “Enter” on your keyboard. 4. The other way you can add a bookmark to excel is to place your cursor in the cell you’d like the bookmark to appear in, then up in the toolbar area, click in the name box field. Type the name of your bookmark then hit Enter. To insert a bookmark in Excel 2007: 1. Place your cursor in the cell that you desire to have the bookmark in. 2. On your toolbar, select “Formula”, “Name Manager”, then click “New”. Once the directory opens type in the bookmark name and hit the “Ok” button. 3. The other way you can add a bookmark to excel is to place your cursor in the cell you’d like the bookmark to appear in, then up in the toolbar area, click in the name box field. Type the name of your bookmark then hit Enter.

Legend

Repeatable Bookmarks

Bookmark must be in a table √ Bookmark is a set table (see example page)

Bookmarks that are a Predefined Table Table # 1 – TCO Details

Unit Location Monthly Volume Monthly Color Volume

Operation Cost

Bookmark used = tco Table # 2 – TCO Summary

Bookmark used = tcosummary Table # 3 – TCO Summary for Executive Summary

Category Total Units Mono TCO Color TCO

Bookmark used = tcocurrentsituation Table # 4 – TCO Summary for Executive Summary

Category Total Units Mono Volume Color Volume Mono TCO Color TCO

Bookmark used = tcosummaryexec Table # 5 – Models Not Replaced for Executive Summary Report

Category Model Mono Costs Color Costs

Bookmark used = modelsnotreplacedexec

Table # 6 – Schedule A (Use this for Word docs you want a Schedule A on.)

Equipment ID

Make/Model Serial Number

Mono Volume

Color Volume

Mono Meter

Color Meter

Cartridge Location

Bookmark used = schedule

Category Total Units

Black Volume Color Volume TCO Average CPP

Word Table Examples Table # 1 – Proposed Equipment

Qty Model Product # Description MSRP

Bookmarks used = quantity, modelnum, productnum, description, unitmsrp *You do not have to use all of these bookmarks or columns in this table. This is just an example. Table # 2 – Proposed Pricing

Purchase Price Lease Payment Lease Duration

Lease w/Service Black CPP Color CPP Total MSRP

Bookmarks used = sumsaleprice, sumleasepayment, leasemonths, sumtotpayment, copiercpc, colorcpp, totmsrp *You do not have to use all of these bookmarks or columns in this table. This is just an example. Table # 3 – Proposed Pricing (Use this for proposals that you want to populate multiple options on.)

Purchase Price Lease Payment Lease Term Black CPP Color CPP

Bookmarks used = saleprice, leasepayment, leasemonths, copiercpc, colorcpp *You do not have to use all of these bookmarks or columns in this table. This is just an example.

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

CRM In

form

ation

Company name Company Name � � � � � � � � companyname

Main Contact Contact Name � � contactname

Contact Name Contact Name in Proposal Tab � � � � � proposecontact

Dear Contact Preferred Name � � � proposedear

Dear Contact Preferred Name � firstname

Address Address � � � � � � � � address

Address Address Line 2 � � � � � � � � addressste

City City � � � � � � � � city

State State or Province � � � � � � � � stateorprovince

Zip Code Postal Code � � � � � � � � postalcode

County County � � � � � county

Office Phone Office Phone Number � � � � � � � workphone

Office Fax Office Fax Number � � � � � � faxnumber

ERP Number Customer ERP Number � � � � � � � � customer_number

Send E-Mail Email Address of Main Contact � � � � emailname

Prepared by Proposal Prepared By � � � � � preparedby

Manage User Table Proposal Prepared By Primary Phone # � � � � � preparedbyphone

Manage User Table Proposal Prepared By Email Address � � � � � preparedbyemail

Referred By Opportunity Referred By � � � referredby

Reps Sales Rep #1 for Account � � employeename

Date Date Proposal Created � � � � � salesdate

Address Ship To Address � � � � shipaddress

City Ship To City � � � � shipcity

State Ship To State � � � � shipstate

Zip Ship To Postal Code � � � � shipzip

Type Ship To Type � � � � shiptype

CRM In

form

ation

TCO &

Lease

End

Last Activity Last Date Account was Updated � lastupdate

Current Client Current Client Checked or Not � currentcustomer

Equipment Vendor Equipment Vendor � equipmentvendor

Make and Model Make and Model � � makeandmodel

Equipment Type Equipment Type � equipmenttype

Location Location � � � � location

Department Department � � � � � department

Introduction Date Introduction Date in table � purchasedate

End of Lease Date End of Lease Date � � endofleasedate

Lease Payment Lease Payment � � � � leasepayment

Lease Vendor Lease Vendor � � � � leasevendor

Equipment ID Equipment ID Number � equipmentid

Serial # Equipment Serial Number � equipserno

IP Address IP Address � ipaddress

TCO &

Lease

End

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Notes Notes � notes

Lease Lease Checkbox � lease

Own Own Checkbox � own

Competitor Equipment Competitor Checkbox � competitor

Future Capital/Lease Months Depreciation Months � depreciationmonths

Total Volume TCO Mono Volume Per Machine � avgvolume

Color Volume TCO Color Volume Per Machine � � � � colorvolume

Lease or Future Capital

Expense Lease Depriciation Cost � leasedepreciation

Total Monthly Spending

Mono Total Monthly Mono Expenses � blacktco

Total Monthly Spending

Color Total Monthly Color Expenses � colortco

Behind the Scenes Mono & Color TCO Combined Per Machine � totaltco

Behind the Scenes Service Monthly Cost � totalservicecostmonth

Behind the Scenes Supply Cost Monthly Mono � totalsupplyblack

Behind the Scenes Supply Cost Monthly Color � totalsupplycolor

Behind the Scenes Combined Supply Monthly Cost � totalsupply

Behind the Scenes

Total of all TCO Costs Combined Per Machine

� totalmonthlyexpense

TCO &

Lease

End

Proposa

ls

Behind the Scenes Total TCO (Mono Cost + Color Cost) � � � totalcost

TCO Tab Equipment listed individually � � tco

TCO Tab Summarized Equipment listed by Category � � tcosummary

TCO Tab Summarized Equipment listed by Category � tcocurrentsituation

TCO Tab Summarized TCO Summary � tcosummaryexec

Equipment Vendor Equipment Vendor Listed for All � � � tcoequipvendor

Make and Model Make and Model Listed for All � � � tcomakeandmodel

Equipment Type Equipment Type Listed for All � � � tcoequiptype

Serial # Serial Number Listed for All � � � tcoserialnumber

Location Location Listed for All � � � tcolocation

Department Department Listed for All � � � tcodepartment

End of Lease Date End of Lease Date Listed for All � � � tcoendofleasedate

Equipment ID Equipment ID Listed for All � � � tcoequipmentid

IP Address IP Address Listed for All � � � tcoipaddress

Notes Notes Listed for All � � � tconotes

AVG Monthly Vol. Average Mono Volume Listed for All � � � tcoavgvolume

Proposa

ls

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

AVG Monthly Color Vol Average Color Volume Listed for All � � � tcoavgcolorvolume

Lease or Future Capital

Expense Lease Depriciation Listed for All � � � tcoleasedepreciation

Mono CPP Mono Cpp Rate per Machine � � tcomonocppmodel

Color CPP Color Cpp Rate per Machine � � tcocolorcppmodel

Behind the Scenes Per Unit-Total Mono & Color TCO Cost � � � operationcost

Total Machines Total # of Units in TCO � � � totalunits

TCO Summary Report Total Mono Volume in TCO � � � tcovolume

TCO Summary Report Total Color Volume in TCO � � � tcocolorvolume

TCO Summary Report Total Mono Cost � � � tcoblackcost

TCO Summary Report Total Color Cost � � � tcocolorcost

TCO Summary Report Total Mono Cost Per Page � � � tcoblackcpp

TCO Summary Report Total Color Cost Per Page � � � tcocolorcpp

Main Model

Model Only with Description, Quantity, Model

Num, Product Num, SKU (no accessories) � � � modelonly

Main Model quantity + model (US Bank Docs) � � � leaselineitem

Qty Main Model only Quantity � � � quantitymodel

Model Main Model only Model Number � � � modelnummodel

Product # Main Model only Product Number � � � productnummodel

SKU Main Model only SKU � � � skumodel

Description Main Model only Description � � � descriptionmodel

Qty Quantity � � � quantity

Make Make � � � make

Model Model Number � � � modelnum

Description Description � � � description

Product # Product Number � � � productnum

SKU SKU � � � sku

MSRP MSRP per line item � � � msrp

MSRP Individual MSRP � � � unitmsrp

Behind the Scenes Actual Dealer Cost � � � dealcost

Total Out Cost Total Equipment at Cost � � � subtotal

Total MSRP Total MSRP � � � totmsrp

Out Cost Individual Equipment at Cost � � � cost

Out Cost Outcost for machines proposed � � � proposedcost

Pricing Level Pricing Level Used with Deal � � � priceused

Service Rate Service Rate by Model � � � servicerate

Proposa

ls

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Color Service Rate Color Service Rate by Model � � � colorservicerate

Service Term Type of Term (ie: monthly, quarterly) � � � term

Cost Cost Before Profit � � � equipcost

Lease Rate Lease Rate � � � leaserate

Lease/Contract Term Lease Months � � � leasemonths

Lease/Contract Term Lease Months 2 � � leasemonths2

Lease Type Lease Type � � � leasetype

Lease Type Lease Company � � � leasecompany

MSRP Lease Rate Lease Rate for MSRP-Mult Lease Rates Only � � � multimsrpleaserate

Service Lease Rate Lease Rate for Service-Mult Lease Rates Only � � � multiserviceleaserate

Charges Lease Rate Lease Rate for Charges-Mult Lease Rates Only � � � multichargesleaserate

Lease Type Line item for MSRP-Mult Lease Rates Only � � � multimsrpleaseline

Lease Type Line item for Service-Mult Lease Rates Only � � � multiserviceleaseline

Lease Type Line item for Charges-Mult Lease Rates Only � � � multichargesleaseline

Mono Volume Mono Volume Proposed-Equipment � � � volume2

Color Volume Color Volume Proposed-Equipment � � � cvolume2

Mono Volume x Term Volume over Term of Lease Contract � � � blockvolume

Color Volume x Term Color Volume over Term of Lease � � � blockcvolume

Mono Service Rate Mono Service Rate Proposed � � � servicesupplyrate

Total Mono Payment Total Mono Service Payment Proposed � � � totalratepayment

Mono Overage Rate Mono Overage Rate Proposed � � � overage

Color Service Rate Color Service Rate Proposed � � � csands

Total Color Payment Total Color Service Payment Proposed � � � csandspay

Color Overage Rate Color Overage Rate � � � coloroverage

Addl. Charges/Buyout Total of Additional Charges/Buyout Charges � � � addcharges

Calc. Buyout Amount Buyout Amount Before Shipping & Tax � � � tot_buyout

Remaining Payments

Number of Payments Remaining on Buyout

per Machine � � � � � no_payments

Monthly Payment Monthly Payment Total of All Buyouts � � � � � mo_payment

Shipping Costs Total of All Shipping Costs on Buyout � � � shipping

Equipment Buyout Equipment itemized out � � � � � equipmentitem

Initial Term Buyout Term itemized out � � � � � termitem

Sales Tax (Monthly) Buyout Sales Tax itemized out � � � � � salestaxitem

Shipping Costs Buyout Shipping Costs itemized out � � � � � shippingitem

Calc. Buyout Amount Buyout minus shipping & tax itemized � � � � � buyoutitem

Total Buyout Total Buyout Amt itemized out � � � � � tot_buyoutitem

Install Charges Installation Charges � � � installcharges

Connect Fees Connectivity Fee � � � connectivityfee

Mono Base Base Charge Mono � � � base

Color Base Base Charge Color � � � basecolor

Property Tax Property Tax applied � � � propertytax

Proposa

ls

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Security Dep Security Deposit for lease rate � � � securitydeposit

Lease Admin Fee Lease Administrator Fee � � � leaseadminfee

Mono Cost Per Page Mono Cost Per Page/Copy � � � copiercpc

Color Cost Per Page Color Cost Per Page/Copy � � � colorcpp

Mono Sale Price Mono Sale Price � � � saleprice

Color Sale Price Color Sale Price � � � colorsaleprice

Mono Lease Payment Mono Lease Payment � � � � leasepayment

Color Lease Payment Color Lease Payment � � � colorleasepayment

Mono Volume Total Mono Volume � � � monooutputvolume

Color Volume Total Color Volume � � � coloroutputvolume

Proposa

ls

Mono Total Payment Mono Total Payment � � � totpayment

Color Total Payment Monthly Color Total Payment � � � colortotpayment

Mono Gross Profit Mono Gross Profit � � � copiergrossprofit

Color Gross Profit Color Gross Profit � � � colorgrossprofit

New Mono GP % Gross Profit percentage � � � gppercent

New Color GP % Color Gross Profit Percentage � � � clrgppercent

Total Sales Price Total Sale Price � � � sumsaleprice

Total Lease Payment Lease Payment � � � sumleasepayment

Total Mono SRVC Pymnt Total Mono Service Payment � � � sumbwsvcpayment

Total Color SRVC Pymnt Total Color Service Payment � � � sumcolorsvcpayment

Total Print SRVC Pymnt Total Printer Service Payment � � � sumprintersvcpayment

Bundle Payment Lease Payment plus Service � � � sumtotalpayment

Total Revenue Credit Total Revenue Credit � � � sumtotrevenue

Total Gross Profit Total Gross Profit � � � sumgrossprofit

Total GP Margin % Adjusted Profit Margin % � � � sumgpmargin

Mono Volume Total Mono Contracted Volume � � � sumbwvolume

Color Volume Total Color Contracted Volume � � � sumcolorvolume

Mono Prints Total Mono Print Volume � � � sumprintvolume

Color Prints Total Color Print Volume � � � sumclrprintvolume

Printer Volume Added To

Contract Mono Printer Volume Added � � � pntvoladded

Printer Volume Added To

Contract Color Printer Volume Added � � � clrpntvoladded

Enter Cost Per Print Rate Mono Printer Service Rate � � � printrate

Enter Cost Per Print Rate Color Printer Service Rate � � � clrprintrate

Printer Monthly

Service/Supply Mono Printer Total Service Charge � � � printssercharges

Printer Monthly

Service/Supply Color Printer Total Service Charge � � � clrprintssercharges

Objectives Objectives � � � objectives

Challenges Challenges � � � challenges

Recommendation Recommendations � � � recommendations

Proposa

ls

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Include with New Proposal

Checkmarked List of Machines Not Replaced � modelsnotreplacedexec

Behind the Scenes Cost of Machines Not Being Replaced � equipnotreplacedcost

Total TCO All Current Monthly Costs � � � currentcosts

Behind the Scenes

Proposed Monthly Costs (Bundle Payment +

Equip Not Being Replaced Costs ) � � � proposedcosts

Behind the Scenes Monthly Savings for Customer � � � currentcostspermonth

Behind the Scenes Annual Savings for Customer � � � annualsavings

Behind the Scenes Term of Lease Savings for Customer � � � leasetermsavings

Behind the Scenes Five Year Savings for Customer � � � fiveyearsavings

Asset S

trate

gy

Select Model Current Machine Model � � � aamodel

Authorized Current Machine Authorized for Service � � � aaauthorized

Age Current Machine Age � � � aaage

Volume Current Machine Volume � � � aavolume

Clr. Vol. Current Machine Color Volume � � � aacolorvolume

Serial # Current Machine Serial Number � � � aaserialnumber

Location Current Machine Location � � � aalocation

Department Current Machine Department � � � aadepartment

Select Model Proposed Machine Model � � � aamodelproposed

Location Proposed Machine Location � � � aalocationproposed

Department Proposed Machine Department � � � aadepartmentproposed

Type Proposed Machine Type � � � aatypeproposed

Volume Proposed Machine Volume � � � aavolumeproposed

CLR Vol Proposed Machine Color Volume � � � aacolorvolumeproposed

Added Vol Proposed Machine Added Volume � � � aaaddedvolume

Added Color Proposed Machine Added Color Volume � � � aaaddedcolorvolume

Proposed Vol Proposed Machine Total Volume � � � aaproposedvolume

Proposed CLR Proposed Machine Total Color Volume � � � aaproposedcolorvolume

Replaced Proposed Machines Replaced � � � aadevicereplaced

Mapped Proposed Machines Reassigned � � � aadevicemapped

Serial # Proposed Machine Serial Number � � � aaserialnumberproposed

Behind the Scenes Proposed Machine Age � � � aaproposedage

Total Devices Total Devices � � � aadevicesreplaced

Devices Kept Minus Devices Kept � � � aadeviceskept

Devices Replaced Equals Devices Replaced � � � aadevicestoreplace

Total TCO Mono Volume Total TCO Mono Volume � � � aatotaltcovolume

Total TCO Color Volume Total TCO Color Volume � � � aatotaltcocolorvolume

Current Mono Volume Current Mono Volume � � � aacurrentvolume

Current Color Volume Current Color Volume � � � aacurrentcolorvolume

Mono Volume Added Added Mono Volume � � � aavolumeadded

Color Volume Added Added Color Volume � � � aacolorvolumeadded

Asset S

trate

gy

Proposed Mono Volume Proposed Mono Volume � � � aavolumeproposed

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Proposed Color Volume Proposed Color Volume � � � aacolorvolumeproposed

Select Model Proposed Existing Model � � � aaemodelproposed

Location Proposed Existing Location � � � aaelocationproposed

Department Proposed Existing Department � � � aaedepartmentproposed

Type Proposed Existing Type � � � aaetypeproposed

Volume Proposed Existing Volume � � � aaevolumeproposed

CLR Vol Proposed Existing Color Volume � � � aaecolorvolumeproposed

Added Vol Proposed Existing Added Volume � � � aaeaddedvolume

Added Color Proposed Existing Added Color Volume � � � aaeaddedcolorvolume

Proposed Vol Proposed Existing Proposed Volume � � � aaeproposedvolume

Proposed CLR Proposed Existing Proposed Color Volume � � � aaeproposedcolorvolume

Replaced Proposed Existing Devices Replaced � � � aaedevicereplaced

Mapped Proposed Existing Devices Reassigned � � � aaedevicemapped

Serial # Proposed Existing Machine Serial # � � � aaeserialnumberproposed

Behind the Scenes Proposed Existing Age � � � aaeproposedage

Select Model Replaced Equipment Model � � � aarmodel

Volume Replaced Equipment Volume � � � aarvolume

CLR Vol Replaced Equipment Color Volume � � � aarcolorvolume

Location Replaced Equipment Location � � � aarlocation

Department Replaced Equipment Department � � � aardepartment

Authorized Replaced Equipment Authorized � � � aarauthorized

Serial # Replaced Equipment Serial # � � � aarserialnumber

Behind the Scenes Replaced Equipment Age � � � aarage

Select Model New Machine Model � � � aanmodelproposed

Location New Machine Location � � � aanlocationproposed

Department New Machine Department � � � aandepartmentproposed

Type New Machine Type � � � aantypeproposed

Volume New Machine Volume � � � aanvolumeproposed

CLR Vol New Machine Color Volume � � � aancolorvolumeproposed

Added Vol New Machine Added Volume � � � aanaddedvolume

Added Color New Machine Added Color Volume � � � aanaddedcolorvolume

Proposed Vol New Machine Proposed Volume � � � aanproposedvolume

Proposed CLR New Machine Proposed Color Volume � � � aanproposedcolorvolume

Replaced New Machine Devices Replaced � � � aandevicereplaced

Mapped New Machine Devices Reassigned � � � aandevicemapped

Serial # New Machine Serial # � � � aanserialnumberproposed

Behind the Scenes New Machine Age � � � aanproposedage

Printe

r Pric

er

Asset S

trate

gy

Behind the Scenes Number of machines listed per line (1) � number

Printer Make and Model � � � printers

Mono Volume Mono Volume to be Serviced � � � volume

Color Volume Color Volume TCO & Serviced � � � � colorvolume

Department Department � � � � � department

Printe

r Pric

er

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Location Location � � � � location

Serial Number Printer Serial Number � � � serialnumber

Contract Term Length of Contract � contractterm

# of Cartridges Per Year # of Cartridges Per Year on Average � � � cartridges

Mono Meter Start Meter of Machine � � � meter

Printe

r Pric

er

Printe

r Pric

er

Color Meter Start Color Meter of Machine � � � colormeter

Mono Unit Cost Monthly Mono Outcost � � � monthlycost

Color Unit Cost Monthly Color Outcost � � � monthlycostcolor

Mono Unit CPP Mono CPP per Printer � � � finaltotalcpp

Color Unit CPP Color CPP per Printer � � � finaltotalcppcolor

Mono Volume Total Mono Volume � � � totalmonovolume

Color Volume Total Color Volume � � � totalcolorvolume

Mono Cost Monthly Mono Service Cost � � � totalcustmonthlycost

Color Cost Monthly Color Service Cost � � � totalcustmonthlycolorcost

Behind the Scenes Total Monthly Cost (Mono + Color) � � � totalppmonthlycost

Mono AVG CPP Mono Cost Per Page Per Month � � � avgcustomercpp

Color AVG CPP Color Cost Per Page Per Month � � � avgcolorcpp

GP Margin Margin Percentage Added � � � marginpercent

Profit-Month Profit each month � � � profitmonth

Profit-Term Profit over term of contract � � � profitterm

Behind the Scenes Overage Rate � � � overagecpp

Behind the Scenes Color Overage Rate � � � coloroveragecpp

Behind the Scenes Maintenance Kit Yield � � � kityield

Behind the Scenes Maintenance Kit CPP � � � maintenancecpp

Behind the Scenes Cost of Maintenance Kit � � � maintenancekit

Behind the Scenes Labor and Parts CPP per Machine � � � partscpp

Behind the Scenes Cost of Toner per Machine � � � tonercost

Pick Your Mono Fill Toner Coverage � � � tonercoverage

Behind the Scenes Toner Yield � � � toneryield

Behind the Scenes Toner True Yield � � � trueyield

Behind the Scenes Toner / True Yield � tonercpp

Behind the Scenes All cpp's added together � totalcpp

Behind the Scenes Total Number of Printers being Serviced � � � ctotalprinters

Dealer Cost Dealer Cost for Mono per Machine � � � monthlycost1

Behind the Scenes Schedule A table � � schedule

Behind the Scenes Proposed Printer Monthly Costs-PP � proposedcostspp

Behind the Scenes Monthly Printer Savings-PP � currentcostspermonthpp

Ord

er Deta

ils

Printe

r Pric

er

Order Number Autogenerated or Typed PO Number � � ordernumber

Sale Type Type of Sale � � saletype

Maintenance Type Type of Maintenance � � maintenancetype

Transaction Type Payment Method � � transactiontype

Meter Type Meter Billing Type � � metertypeOrd

er Deta

ils

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Invoice Type Invoice Billing Type � � invoicetype

Company In

fo

Account Number ERP Number if applicable � � accountnumber

Bill to Company Company Name � � billcompany

Billing Address Billing Address � � billaddress

Suite/Floor Billing Address 2 � � billsuite

Billing City Billing City � � billcity

Billing State Billing State � � billstate

Billing Zip Billing Postal Code � � billzip

Company In

fo

Contact

Info

Bill Contact Billing Contact name � � billcontact

Bill Email Address Biller email address � � billemail

Bill Phone Number Biller phone number � � billphone

Bill Fax Number Biller fax number � � billfax

Key Operator Contact Key Operator name � � keyoperatorcontact

Key Operator Email Key Operator email address � � keyoperatoremail

Key Operator Phone Key Operator phone number � � keyoperatorphone

Key Operator Fax Key Operator fax � � keyoperatorfax

Meter Contact Meter Contact name � � metercontact

Meter Email Address Meter Contact email address � � meteremail

Meter Phone Number Meter Contact phone number � � meterphone

Meter Fax Number Meter Contact fax number � � meterfax

Contact

Info

Deliv

ery

Requested Delivery Date Date customer would like delivery � � requestdeliver

Requested Delivery Time Time customer would like delivery � � requestdelivertime

Delivery Type Type of Delivery � � deliverytype

Deliver To Company Name � � deliverto

Deliver Address Deliver location � � deliveraddress

Deliver City Deliver city � � delivercity

Deliver State Deliver state � � deliverstate

Deliver Zip Deliver postal code � � deliverzip

Out of Area Yes or No Checkmark � � outofarea

Connected Yes or No Checkmark � � connected

Replacing a Connected Unit Yes or No Checkmark � � replaceconnectedunit

Power Verified Yes or No Checkmark � � powerverified

Space Verified Yes or No Checkmark � � spaceverified

Elevator Yes or No Checkmark � � elevator

Steps Yes or No Checkmark � � stepschk

Number of Steps Number of steps to climb � � steps

Site Survery Completed Yes or No Checkmark � � sitesurverycompleted

Network Tech Needed Yes or No Checkmark � � techneeded

Network Survey Completed Yes or No Checkmark � � networksurveycompleted

Delivery Instructions Special delivery instructions � � deliveryinstructions

Deliv

ery

Section Field Item

Sales

Template

TCO

Excel

Lease

End

Report

PP

Word

PP

Excel

Financials

Word

Financials

Excel

Order

Proc

Word

Order

Proc

Excel

Exec

Summ

Word Bookmark Name

Requested Removal Date Removal Date requested � � requestremove

Pickup Type Pickup Type � � pickuptype

Removal Instructions Special removal instructions � � pickupinstructions

Lett

er of I

ntent

Remova

l

Lease Expiration Date Date of Lease Expiration � � leaseexpirationdate

90 Day Letter Due Date 90 Day Letter is due � � _90dayletterdue

Lease Vendor Lease Vendor � � leasevendor

Lease Number Lease Number � � leasenumber

Address Address � � leaseaddress

City City � � leasecity

State State or Province � � leasestate

Zip Postal Code � � leasezip

Customer Responsible Yes or No Checkmark � � customerresponsible

Dealer Responsible Yes or No Checkmark � � dealerresponsible

Contact Name Contact Name � � leasecontact

Contact Email Contact Email Address � � leaseemail

Contact Phone Contact Phone Number � � leasephone

Contact Fax Number Contact Fax Number � � leasefax

Lett

er of I

ntent