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© ABB Group May 3, 2023 | Slide 1
Help
CAT 7Product selection and configurationQuotation management
ABB SACE – A Division of ABB S.p.A., MK-TO, 2009 May
© ABB Group May 3, 2023 | Slide 2
Contents
Main features Products Selection and Configuration Quotation Management Options Management Support Tools
© ABB Group May 3, 2023 | Slide 3
CATMain features
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Products Managed ACBs (Emax – New Emax – Emax X1)
MCCBs (Isomax – Tmax)
MCBs and RCDs (System pro M Compact)
Front Panel Products
Switch Disconnectors (OT – OETL)
Switch Fuses (OS – OESA)
Insulating Boxes
Trucking Systems
Main features
© ABB Group May 3, 2023 | Slide 5
Products Managed Distribution Enclosures (ArTu, Gemini)
Automation Enclosures (IS2, AM2, SR, ...)
LVB Service (Retrofitting Kits – Spare Parts)
Main features
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User Interface available languages English
Italian
French
German
Spanish
Products Descriptions available languages English
Italian
Customizable thru the user-defined Pricelist
Main features
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Main Window – Quick Access toolbar
Main features
Click the CAT icon to open, save, print and close a project.
© ABB Group May 3, 2023 | Slide 8
Main Window – Ribbons
Main features
The ‘Home’ tab allows to: Cut, Copy & Paste articles from the cart Enter the property sheet of the selected row in the cart Refresh the cart when the project properties change Import/Export articles Show/Hide the cart columns
© ABB Group May 3, 2023 | Slide 9
Main Window – Ribbons
Main features
The ‘Insert’ tab allows to: Launch the products selection windows Search for a code or a product description Choose the accessories for the selected article if any Arrange the project in folders Import/Export Favorites Enter DOC for configuring LV switchboards hosting the articles present in the basket
© ABB Group May 3, 2023 | Slide 10
Main Window - Cart
Main features
The cart shows the articles present in project.
Extracodes and Accessories are shown below the main code and linked with him: it is possible to move, delete, duplicate them only all together.
The cart is arranged to show the codes, the List Price, the net price and the discounts if any.
It is possible to arrange the products in folder
© ABB Group May 3, 2023 | Slide 11
Main Window - Cart
Main features
The Totals area shows the value of the quotation and gives the chance to insert a global discount.
© ABB Group May 3, 2023 | Slide 12
CATProduct Selection and Configuration
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Parametric Selection Tool Window Enter the selection windows by choosing the proper product family from the main toolbar
Products selection and configuration
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Parametric Selection Tool Window It’s user friendly since
Whenever possible, ABB jargon isn’t used
All the possible choices are visible
All the not possible choices are visible in disabled mode (light gray colour) The use of open list is fastening the selection
One or more results available in agreement with the selected values
When present, extra codes are managed
Adjust the quantity to add to the cart
Products selection and configuration
© ABB Group May 3, 2023 | Slide 15
Parametric Selection Tool Window It’s user friendly since
Whenever possible, ABB jargon isn’t used
All the possible choices are visible
All the not possible choices are visible in disabled mode
Products selection and configuration
Contextual help to explain the ABB jargon
Not available values can be visible
Use this checkbox to show/hide not available values
Enter the guided accessories Selection tool
© ABB Group May 3, 2023 | Slide 16
Parametric Selection Tool Window It’s user friendly since
Whenever possible, ABB jargon isn’t used
All the possible choices are visible
All the not possible choices are visible in disabled mode
Products selection and configuration
All the product range series in a unique selection window
Details for the products composing the configuration
Button for adding products to the basket
Sum of the prices for the whole configuration
© ABB Group May 3, 2023 | Slide 17
Parametric Selection Tool Window Extra-Codes Management
A parametric selection can lead to more than one product code
This is a common situation when working with MCCBs and ACBs and requires a certain know-how about the products
CAT makes it possible the correct selection of Extra-Codes for not experts also
Products selection and configuration
© ABB Group May 3, 2023 | Slide 18
Products selection and configuration Parametric Selection Tool Window
It’s quick since The number of clicks to identify a product is the minimum possible
It is possible to select many items leaving free to vary just few parameters (i.e. the rated current when selecting MCBs)
It’s possible to select many products of the same series without closing the Selection Window
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Search Engine In each Parametric Selection Window
Products selection and configuration
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Search Engine In the Main Window
Products selection and configuration
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Search Engine By Code
By Description It is possible to search for part of the description following the same rules adopted by the main search
engines on the web
Writing "T4H 320 PR221", CAT7 will search for the exact string within the product descriptions: i.e. T4H320 PR221 3P F F will not match since the missed space between T4H and 320
Writing T4H 320 PR221, CAT7 will search for product descriptions containing T4H and 320 and PR221: i.e. T4H320 PR221 3P F F will match since the three substrings are in the description
Products selection and configuration
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LVB Service Products Selection Tool Retrofitting Kits
Products selection and configuration
Defining the parameters for the old device
Enter the window for the new circuit breaker selection
List of the selected kits and circuit breakers
Available kit in accordance with the defined parameters
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Aided Accessories Selection Compatibility rules are managed by CAT avoiding configuration errors
Easy to identify the Accessories thru descriptions and pictures
Products selection and configuration
© ABB Group May 3, 2023 | Slide 25
Aided Accessories Selection – Product Managed Emax, New Emax, Emax X1
Tmax
SN201, S200, S290, S800, DS9xx, F200
Products selection and configuration
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Aided Accessories Selection Mandatory Accessories (i.e.: connectors) are automatically managed by the tool
Accessories not available since previous selected Accessories are shown in grey colour to make aware the user about their presence in the catalogue
Products selection and configuration
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LVB Service Products Selection Tool Retrofitting Kits
Spare Parts
Products selection and configuration
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LVB Service Products Selection Tool Retrofitting Kits
Megamax
Novomax G2 – G6
Novomax G30
Otomax
Modul
IsolZ - FusolFz
Products selection and configuration
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LVB Service Products Selection Engine Spare Parts
Megamax
Novomax G2 – G6
Novomax G30
Otomax
Modul
IsolZ – FusolFz
New Emax
Emax
Tmax
Isomax
Products selection and configuration
© ABB Group May 3, 2023 | Slide 30
LVB Service Products Selection Engine Spare Parts
Products selection and configuration
Defining the parameters for the old device
Insert the quantity for selecting a spare part
List of the selected spare parts
Available spare parts in accordance with the defined
parameters
© ABB Group May 3, 2023 | Slide 31
Favorites Management Save Folders and / or Configurations of the current project to reuse in the future
Import Folders and / or Configurations saved in the past
Products selection and configuration
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CATQuotation Management
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Quotation Cart Same criteria management in MS Explorer: extremely user friendly!
Arranged in a tree-view structure
Includes folders and components
Copy, Cut, Paste, Drag&Drop, Move Up, Move Down for managing the components
Quotation Management
© ABB Group May 3, 2023 | Slide 34
Dynamic menu Click the right button on the node
Node type and contents sensitive
Functions Add Components
Add Folders
Cut
Copy
Paste
Accessories Selection Tool
Delete
Rename
Sort
Properties
Quotation Management
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Quotation Management Project Data – Economic Data
The most important to define the project and the economic parameters are: Project
Customer
Discount profile
Price list
© ABB Group May 3, 2023 | Slide 36
Quotation Management Project Data – Terms of Supply
Not mandatory but useful information to obtain a complete printed quotation Return
Package
Freight
Delivery period
Warranty
Payment
Prices
Exclusions
Test
Notes
© ABB Group May 3, 2023 | Slide 37
Quotation Management Printouts
Layouts Tree structure
Estimate (with or without economic details)
Beside the printed quotation, it possible to export the project in the following formats: .pdf
.rtf
.xls
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CATOptions Management
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Default Settings Applied to each new Project
Options Management
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Customers Data Default Discount Profile
Options Management
Set the default discount profile for the current
customer
© ABB Group May 3, 2023 | Slide 41
Discount Profile Management
Options Management
Define the profile name
Define the discount levels number (up to three) and the
possibility to define a mark-up
© ABB Group May 3, 2023 | Slide 42
Price List Management
Options Management
Add a new pricelist
Export the selected price list in .xls format
Delete the selected price list
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Price List Management - Import new Price List MS Excel format is used to make it easier to prepare the Pricelist to be imported in CAT It is recommended to export an existing Pricelist and to customize the MS Excel file
obtained In this way you have a file containing all the products codes/descriptions managed by CAT
Options Management
© ABB Group May 3, 2023 | Slide 44
Price List Management - MS Excel file customization ABBIDNumber
Mandatory for the validity check: do not modify this field !!!
UserCountryCode Fill the field with the Country sale code or copy here the field ABBIDNumber
Options Management
© ABB Group May 3, 2023 | Slide 45
Price List Management - MS Excel file customization Description
It is given just for reference
UserCountryDescription For customizing the product description uploading descriptions in local language If not necessary don’t fill it in
Price Insert here the prices in your local currency
Options Management
© ABB Group May 3, 2023 | Slide 46
Price List Management - Import new Price List - 1/8 Browse to identify the MS Excel customized file and the Worksheet containing the Price List
Options Management
© ABB Group May 3, 2023 | Slide 47
Price List Management - Import new Price List - 2/8 Define the Price List Name, Validity Period and Currency
Options Management
© ABB Group May 3, 2023 | Slide 48
Price List Management - Import new Price List - 3/8 Select the column containing the ABB Identity Number by clicking on
the column header
Options Management
© ABB Group May 3, 2023 | Slide 49
Price List Management - Import a new Price List - 4/8 Select the column containing the User Country Code by clicking on the column header
Options Management
© ABB Group May 3, 2023 | Slide 50
Price List Management - Import new Price List - 5/8 Select the column containing the User Description by clicking on the column header
Options Management
© ABB Group May 3, 2023 | Slide 51
Price List Management - Import new Price List - 6/8 Select the column containing the Price by clicking on the column header
Options Management
© ABB Group May 3, 2023 | Slide 52
Price List Management - Import a new Price List - 7/8 The validation check runs ...
Options Management
© ABB Group May 3, 2023 | Slide 53
Price List Management - Import a new Price List - 7/8 Red filled rows shows the record with errors
'Export file with errors' button allows creating a MS Excel file to be checked (the ‘Check’ column makes errors easy recognizable)
'Next' button allows proceeding ignoring the errors
'Finish' button allows stopping the procedure without completing it
Options Management
© ABB Group May 3, 2023 | Slide 54
Price List Management - Import a new Price List - 8/8 Pricelist imported successfully
Options Management
© ABB Group May 3, 2023 | Slide 56
Support ToolsCATSupport Tools
© ABB Group May 3, 2023 | Slide 57
ABB Software Desktop
ABB Software Desktop (ASD) ASD is automatically installed with
the first installed software ASD functionalities:
Allows to run the software manage the language Registration Software upgrade Contact Software Support
© ABB Group May 3, 2023 | Slide 58
ABB Software Desktop
Manage the languages 16 available languages
Italian English German French Spanish Portuguese, Danish, Turkish,
Chinese, Polish, Hungarian, Czech, UA Russian, RU Russian, Bulgarian, Finnish
© ABB Group May 3, 2023 | Slide 59
ABB Software Desktop
Registration After registering via internet , you will
receive immediately an e-mail with ID and PSW to access the Upgrade Service
Use them to check for available Upgrades before starting using the Software
© ABB Group May 3, 2023 | Slide 60
Upgrade via internet Use The Automatic Upgrade Service
allows you to maintain the software aligned to the latest improvements delivered from ABB SACE them to check for available Upgrades before starting using the Software
ABB Software Desktop
© ABB Group May 3, 2023 | Slide 61
Assistance
How to contact us – Software support How to obtain the software
Ask the ABB SACE Software Assistance for any question you may have regarding the software tools
Email [email protected]
Call Center +39 035 395 570
On line http://www.bol.it.abb.com
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