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Millwork Quoting Basics- MyCD
2 Millwork Quoting Basics-MyCD
Table of Contents iii
Table of Contents
Table of Contents ......................................................................................................................................... iii
Introduction .................................................................................................................................................. v
Chapter 1- Getting Started with Millwork Quoting System .......................................................................... 3
Introduction .............................................................................................................................................. 3
What is a Design? ...................................................................................................................................... 4
The Design Process ................................................................................................................................... 4
Design Process .......................................................................................................................................... 6
What is the Millwork Quoting System? .................................................................................................... 7
How do I log in? ........................................................................................................................................ 7
The Main Menu ......................................................................................................................................... 8
Shopping Cart Screen ................................................................................................................................ 9
Chapter Summary ................................................................................................................................... 10
Chapter 2- Creating a New Order ............................................................................................................... 13
Introduction ............................................................................................................................................ 13
Creating a New Unit and Design ............................................................................................................. 14
Creating a Door ....................................................................................................................................... 15
Creating a Window ................................................................................................................................. 17
Saving or Submitting a Design ................................................................................................................ 19
Printing a Design ..................................................................................................................................... 20
Chapter Summary ................................................................................................................................... 21
Chapter 3- Editing an Existing Order ........................................................................................................... 24
Introduction ............................................................................................................................................ 24
Edit Functions.......................................................................................................................................... 25
Changing an Existing Design.................................................................................................................... 26
Copying a Saved Unit .............................................................................................................................. 27
Using Search and Replace ....................................................................................................................... 28
Chapter Summary ................................................................................................................................... 29
Index............................................................................................................................................................ 31
Introduction v
Introduction
The purpose of this manual is to cross train non-millwork associates that work at The Home Depot. This
manual provides the training of getting started with the Millwork Quoting System, Creating a New
Order, and Editing an Existing Order. This manual also provides step by step instructions on how create a
basic order for a door or window in the My Custom Designs (MyCD) system, so that the needs of the
customer are satisfied and met.
Fly Chapter 1
Chapter 1 3
Chapter 1- Getting Started with Millwork Quoting System
Introduction
This chapter provides system basics such as logging on and off and button functionality to help you
successfully navigate through the system. It also outlines the design process.
By the end of this chapter, you will be able to
Identify the different stages of design
Explain what the Millwork Quoting System (MyCD) is used for
Log into MyCD
Identify the buttons and describe the functions of each button on the main menu
Identify the buttons and describe the functions of each button on the Shopping Cart screen
4 Millwork Quoting Basics-MyCD
What is a Design?
A design consists of units; it’s the same as a special order. A design is made up of a unit or multiple units.
For example, an interior door is literally a slab, and the hardware includes the hinges, jambs, bore hole,
etc.
The Design Process
Let’s look at diagram that provides an overview of the design process.
Chapter 1 5
6 Millwork Quoting Basics-MyCD
Design Process
The design process is comprised of multiple steps. Let’s look at each step.
Step Description
1 Greet the customer
2 Qualify the customer using basic Millwork knowledge
3 Open a new design in MyCD. This is the same as creating a new order
4 Add new units
5 Save units
6 Submit the design to the Special Services system
7 Print the design and review it with the customer
8 If the customer is ready to make a purchase, attach the design to a service. This is done in the Special Services System
9 Stage the order for the POS register. This is also done in the Special Services System
Chapter 1 7
What is the Millwork Quoting System?
The millwork quoting system is a design system for special order windows and doors. It is used to
enhance paper catalogs and Vendor Information.
This system gives you the ability to do the following with special orders:
Configure
Price
Transmit
How do I log in?
When the computer is on, the loin screen appears. Enter your username and password and click
Log In. To launch the program, click Start, All programs, then select MyCD.
8 Millwork Quoting Basics-MyCD
The Main Menu
The main menu contains three buttons:
New Design
Help
Open Design
The table below identifies and describes the buttons located on the Start page.
Button Description
New Design Used to create a new order
Open Design Used to open an existing order that has been saved
Help Brings up the help menu
Chapter 1 9
Shopping Cart Screen
In this section, we will look at the Shopping Cart screen.
Let’s take a closer look at this screen. Here’s a screen shot of the tool bar.
The table below identifies the buttons located on the Shopping Cart screen from left to right and
describes each button.
Button Function
Save Saves the design
Save As Gives the ability to save the design to a new design and attach a customer
Send to Special Services Transmits the design/order to the Special Services system
Close Closes out the entire order
Print Prints the current order
New Unit Takes you back to the item Configuration screen to add another unit
Help Brings up the help menu
10 Millwork Quoting Basics-MyCD
Chapter Summary
In this chapter, you learned
The different stages of a design
What MyCD is used for
How to log in and out of MyCD
The names and functions of the buttons on the main menu
The names and functions of the buttons on the Shopping Cart screen
Now that you have basic knowledge of MyCD and the basic buttons, we’ll create a new unit.
Chapter 2 11
Fly Chapter 2
12 Millwork Quoting Basics-MyCD
Chapter 2 13
Chapter 2- Creating a New Order
Introduction
Now that you have the knowledge of the basic buttons and how to log into MyCD, we’ll begin to create
an order. As mentioned earlier, an order is the same as a design, and the design contains one or more
units.
By the end of this chapter, you will be able to
Create a new unit
Save a unit and design
Submit a design to the Special Services System
Print the design
14 Millwork Quoting Basics-MyCD
Creating a New Unit and Design
Let’s review steps 3-5 in the design process: opening a new design, creating a new unit, and saving the
unit. You may want to refer back to the graphic of design in chapter 1. To review the process, see “The
Design Process Diagram” on page 4.
When creating a new unit, there are three basic steps you should follow after you have qualified the
customer, gathered the needed information and logged in:
1. Create a new unit in MyCD
2. Answer the questions in MyCD
3. Save the unit in MyCD. When you save a unit, you are saving the attributes of the line item.
The system automatically answers questions that have one option available. For example, if a
door is available in multiple widths and only available in 80’ height, you can select the width
and the height will automatically appear.
Chapter 2 15
Creating a Door
Step 1: Select the product category that the customer wishes to get a design on.
You can choose from Patio Doors, Windows, Entry Doors, Interior Doors, Storm Doors and Skylights. For
this purpose we will choose the Entry Door option.
Step 2: Choose the Entry Door vendor
16 Millwork Quoting Basics-MyCD
For steel doors choose Jeld-Wen, or Masonite.
For fiberglass doors choose Masonite, Jeld-Wen, Feather River, or Ashworth
For solid wood doors choose Main Door or Steves and Sons.
Step 3: Pick Product category from Entry Door types
You can see the options for all entry doors on the left side of the screen shot. Go over options with
customer to build a complete unit to satisfaction.
General Door information:
A front door is generally 36”x80”, a back/side door is generally 32”x80”
Rough Opening is the opening size of the hole the door fits in
Slab is just the door
Pre-Hung is Door with a frame
Doors come in Wood, Steel or Fiberglass materials
Chapter 2 17
Creating a Window
Step 1: Select the product category that the customer wishes to get a design on.
Step 2: Choose the Window Vendor
For vinyl windows choose Andersen, Jeld-Wen, or American Craftsman.
For wood windows choose Jeld-Wen or Andersen.
Step 3: Pick Product category from Window types
18 Millwork Quoting Basics-MyCD
You can see the options for all windows on the left side of the screen shot. Go over options with
customer to build a complete unit to satisfaction.
General Window Information:
New construction windows are used for new construction purposes and have a nailing fin attached
Replacement windows are used for replacement purposes and have a block frame
LOW-E and Argon are films and inert gases that help with the energy ratings of the window such as
saving on heating costs in the winter and cooling costs in the summer
Mulling is the process of attaching windows together
U-Factor (UF) measures how well a window stops heat
Solar Heat Gain Coefficient (SHGC) measures how well glazing blocks the sun’s heat
Visible Transmittance (VT) tells how much light passes through
All windows come double paned, two pieces of glass with space in between
Chapter 2 19
Saving or Submitting a Design
Now that the unit is saved, let’s look at the next step. The next step in the process is saving the design or
submitting the design to the Special Services System. Again, you can refer back to the graphic of the
design process in chapter 1, “The Design Process Diagram” on page 4, to see where you are in the
process.
When you save the design, you are saving the order and one or more units, and you are attaching a
customer to the order. The design is stored in MyCD.
Here are a few guidelines and key points to remember when you save a design.
The design is saved after all the units are saved.
The design remains in MyCD for 180 days.
You can save the design with an incomplete unit, but the unit appears in red on the Shopping Cart
screen.
You must enter a description title.
You can print the design after it has been submitted to Special Services.
When the customer wants to complete the purchase today, submit the design to the Special Services
System so you can print the customer contract. When you submit the design to the Special Services
System, it is automatically saved.
Here are a few guidelines and key points to remember when you submit a design.
After the design has been submitted, an order number is assigned to the design.
A design will not submit to the Special Services system if all product questions have not been
answered.
A design will not submit if a SKU has not been assigned to the unit.
20 Millwork Quoting Basics-MyCD
Printing a Design
The last step that we will cover in the design process is printing. For more details, refer back to the
graphic in chapter 1, “The Design Process Diagram” on page 4.
Printing the design is quick and easy. Once the design is submitted to Special Services, you can click print
button and the design prints. After the design prints, review the document with the customer.
You can only use the print function after you have saved or submitted the design.
Chapter 2 21
Chapter Summary
As you can see, the order process builds. It’s important that you understand how to open, create, save
or submit, and print a design.
In this chapter you learned to save a unit, save a design, submit a design to the Special Services System,
and print the design.
Chapter 3 23
Fly Chapter 3
24 Millwork Quoting Basics-MyCD
Chapter 3- Editing an Existing Order
Introduction
In this chapter, you will focus on editing designs. There are several editing options available before the
order is saved and after the order is saved.
By the end of this chapter, you will be able to
Identify the available editing buttons such as undo, redo, etc
Open an existing unit or design
Save an existing design
Copy a saved unit or design
Chapter 3 25
Edit Functions
The customer may decide to make changes after you have entered the order. What do you do? You may
make a mistake while entering an order. How do you correct it? This section focuses on the edit
functions.
There are several editing buttons available while you are creating a unit and after the unit has been
saved.
Item Configuration Edit Buttons—These buttons are located on the screen that you use to create a unit.
Icon Description
Save Saves the unit
Cancel Cancels the current unit and brings you to the shopping cart screen
Next Unit Saves the current completed unit to the shopping cart screen and starts a new unit
Clear Unit Clears all entries on the current init and starts a new unit
Prefs Preferences button allows you to set up default answers for certain brands of products
Configure Sets up mulling options when you are working with windows or doors that will be joined
Undo Reverses the previous action
Redo Recreates the previous action that was undone
26 Millwork Quoting Basics-MyCD
Changing an Existing Design
Now that we have reviewed the available edit buttons and functions, let’s look at the guidelines.
Here are a few guidelines you should consider while editing a unit or design.
If the design has been submitted
o Use the save as function on the edited design if the customer wants to save the original
design and the edited design
o Changes made to the submitted design are NOT reflected in the Special Services System.
Resubmit the design.
If the design has not been submitted, you can freely make changes
Chapter 3 27
Copying a Saved Unit
You may have noticed there are a lot of questions you answer while creating a unit. Some units have
over 30 questions. A fast and efficient way to save time while creating similar units is using the copy
function.
The copy function lets you copy a unit and make changes to the copy. Here’s an example: if a customer
is purchasing multiple windows from the same vendor yet the sizes are different, you can create the first
unit, and then use it as a template. You can copy that unit, open the copied unit, edit the sizes, and go to
the next unit.
When you copy a saved unit, there are four basic steps you should follow from the Shopping Cart
screen:
1. Copy the unit
2. Enter the location for the copied unit
3. Make changes to the copied unit
4. Save the copied unit
28 Millwork Quoting Basics-MyCD
Using Search and Replace
The Search and Replace function is a great time saving feature. It works really well when you get
through and realize that you have made a mistake on the order that needs to be changed. Many times,
customers will change their mind about a feature and you will need to go back and make a change.
You can use the search and replace function when all of the following criteria are met.
You have entered multiple items in an order
All of the items that need the change are from the same manufacturer
Chapter 3 29
Chapter Summary
As you can see, the editing functions provide the flexibility and ease of use. There are several ways you
can change an order before and after it has been saved.
In this chapter you learned to
Identify the available editing buttons such as Undo, Redo, Copy a Unit, etc
Open an existing unit or design
Make changes to an existing unit or design
Save an existing design
Copy a saved unit or design
Index 31
Index
Create, 12, 13 Help, 7, 8, 9 main menu, 3, 7, 10 Millwork Quoting System, 3, 6 MyCD, 1, 3, 6, 7, 10, 12, 13, 20 New construction windows, 19 New Design, 7, 8 Open Design, 7, 8 Print, 6, 9, 12 Replacement windows, 19
Save, 6, 9, 12, 13, 24, 25, 27, 29 save a unit, 13, 22 Shopping Cart screen, 3, 8, 9, 10, 20, 27 Solar Heat Gain Coefficient, 19 special order, 4, 6 Special Services, 6, 9, 12, 20, 21, 22, 26 Submit, 6, 12 U-Factor, 19 Visible Transmittance, 19