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Welcome to ProSelectproduct selection software!

This guide
will help you get started fast, by explaining how to complete
some of the most common tasks youll need to setup and get
the most out of this software. It might be helpful to print this
guide for reference as you explore this amazing new instrument
to select and quote commercial refrigeration equipment.
WebApplicationGuide:Steps510
Quick-Start Guide
ClientBasedSystemRequirements:
Beforeinstallingthesoftwareontoyourcomputer,youwillneed to
affirmthatismeetscertainsystemconfigurationandresources
requirements.
MinimumSystemRequirements
Windows2000(ServicePack4)
800x600,16bitDisplay
1.1GBofHardDrivespace
1GHzProcessor
600MBRAM
Office2000(Word2000)
RecommendedSystemRequirements
WindowsXP(ServicePack3) orbetter
1152x864,32bitDisplay orbetter
1.1GBofHardDrivespace ormore
2.2GHzIntelCore2 orbetter
1.25GBRAM orbetter
Office2007(Word2007)
Alsorequiredforapplicationupdates
BroadbandspeedInternetAccess
InstallingClientBasedProSelect Software:
Youmusthaveaccesstotheinstallationprogram
todownloadthesoftwareontoyourcomputer.
Therearetwosourcesforthisdownload
FlashDrive withProSelect Installer
Onlyforinstallationbyyourlocal
HeatcraftRefrigerationProducts
fieldsalesperson.
Access2Answers (A2A)
Availabletoallcustomerswhohavea
logonIDandpassword.Contactyour
localHeatcraftRefrigerationProducts
fieldsalespersontoobtainalogon
UserIDandpasswordtoA2A.
ProSelect QuickStartGuide 1 Revision1.0
ProSelect QuickStartGuide 2 Revision1.0
Theinstallationprogramscreenindicateswhichoperatingsystem version
itwillloadontoyourcomputeralongwithanyprerequisitesrequired.
Isyourcomputers
operatingsystem
shownhere?
1. Checkthatyourcomputersoperatingsystemisshown.
(oneoftheinstallationpackagesisforWindows2000
theotherpackageisforWindowsXPandlater)
2. Onceyouaresurethecorrectoperatingsystemversionwillbe
loadedontoyourcomputer,clicktheInstall button.
3. TheinstallprogramwillalsoloadthecorrectversionsofSQL
ServerExpressand.NETFrameworkontoyourmachinealong
withtheProSelect software.
NOTE:Theinstallationmaytakeaconsiderableamountoftimeto
installalloftheseprograms.Pleasebepatient.Duringthe
installation,youmaycontinuetouseyoucomputernormally.
PleasecontactHeatcraft
Refrigerationifyouhaveany
problemsorquestions.
WhenProSelect opensforthefirsttime,
youwillbepromptedtosetupyour
preferences.
Inputyourcontact information
Inputyourcompanylogo
Selectyourlanguage preference
Selectyourbrand ofproductpreference
Selectyourunitsofmeasurement
Additionalfeatureselections
Inputsforyour
contactinformation
whichwillappearon
outputdocuments
Selectionforunits
ofmeasurements
Inputforyour
companys
logo
Selectionsfor
language,brand
andother
preferences
advanced
functionsand
assistancepanel
visibility
ClickonRegister or
SaveChanges ifyou
arealreadyregistered.
YouMUSTregisterto
getprogramupdates.
Assistancepanel
provideshelp
(canbeturnedoff)
ProSelect QuickStartGuide 3 Revision1.0
UsingIcons(neartopofMainscreen):
Cut Data Help
FindMaint.
Find&CopyQuote
Open List
WorkfolderPaste Maint.
FindCalculate
NewConfiguration RoomLoad
Workfolder
Product
Catalog
Afteryouhaveinputyourcontact
information,youmustregisterasauser
toobtainnoticesofupdatestothe
program. IFYOUDONOTREGISTER,
YOUWILLNOTGETNOTICESOFANY
UPDATESTOTHISPROGRAM.
ClickontheRegisterbuttonatthe
bottomofthepreferencescreen.
Theprogramwillopenawindowwith
yourregistrationinformationforyouto
editasneeded.
ClickonRegister buttonwhenfinished.
Workareaforworkfolders
containingquotesand
configurations(thatcan
onlybeusedacrossall
quotesofthisworkfolder).
Workareafortemplates
containingquotesand
configurationsthatcanbe
usedacrossall
workfolders.
Findanexistingquote
(tochangeorduplicate)
Createnewquote
(startatquoteheaderlevel)
Selectequipment
(preliminarytocreatingquote)
Calculateroomload
(whenloadisunknown
Newterminology:
Workfolders arelike
jobfolders.Theycan
bedesignatedinanyway
theuserwants.
(example:jobfolderfor
XYZRefrigerationcould
containallthequotes
foraparticularcustomer.
Configurations are
onlyavailabletousersof
Advanced functionality.
Theycanbeusedmany
timesfordifferentquotes.
AssistancePanel maybe
desirableuntiluserismore
familiarwiththeprogram.
ProSelect QuickStartGuide 4 Revision1.0
Ifyoudonotknowtheloadrequirements
foraunitcooler,therefrigeratedspace
loadrequirementneedstobecalculated.
Thiscausestheroomloadcalculatorto
beexecuted.Thissamecalculatorisused
forsystemsandcondensingunits.
(Note:differentloadcalculatorsareused
forfluidcoolersandremotecondensers.)
Clickonnavigationarrowsatbottom
ofthescreenortheoverheadtabsto
gotodifferentscreens.
Thistaskisusedmostoftentoselect
equipmentbeforesettingupthe
quotationdetails.
TheCategory screenopensinsidea
windowofthemainscreenwhenyou
clickontheSelectEquipmentbutton.
Userscanchangetheirpreferenceshere
andselectthecategoryandtypeofunits
tobeselectedalongwithaknownload
requirementandpowerfrequency.
Paynoattentiontoothericonsorcontrols
outsidetheequipmentselectionwindow.
Exampleusedisforwalkinunitcoolerfor
coolerwithunknownloadrequirements.
Changingthebrand
alsochangesthe
brandgraphic
shown.
CategorySelections:
Unitcoolers
CondensingUnits
Systems
RemoteCondensers
FluidCoolers
UnitCoolerTypes:
Reachins
Walkins
Glycol
Load: Onlyinputifknown
LoadCalculatorswill
appearinnextwindow,if
unknown.
Original
preferences
canbe
changedfor
eachquote.
Forassistance
panel,click
onthe?.
Inputambientand
room
temperatures
(orselectlocation)
Roomdimensions
(alternateshapes
areavailable)
Loadsourcesare
shownhere.Quick
calculationisbasedon
defaults.(clickonload
editorbuttonsto
change)
Forassistance
panel,clickon
the?.
Clickon
arrowsto
navigateto
otherscreens.
Clickontabs
tonavigateto
otherscreens.
ProSelect QuickStartGuide 5 Revision1.0
Thisscreenoffersunitsforconsideration
basedontheselectioncriteriainputor
defaulted.
Defaultselectionistheleastexpensive
unitwithintheselectionrangewithfocus
onmeetingorexceedingcapacity
requirements.
Selectionisalsoshownatbottomof
screenwithruntimeestimateandother
pertinentunitpropertiestoconsider.
Customerequipmentpreferencesalong
withapplicationandjobconstraintsor
limitationcanbecapturedforeasier
equipmentselection.
Usingthesefilterswillalsodecrease
numberofunitstoevaluateandamount
oftimerequiredtoprocessthenumber
ofvalidselections.
Desiredequipment
style andquantities
areinput.
Otherequipment
features tobeselected,
Equipmentfilters canbe
imposedonselection
Factors which
influencecapacity
arecaptured
here.
Clickfor
selection
guidelines.
Datasheetwill
provideadditional
informationonstyle
selection.
Click?
forhelp,
Clickon
arrowsto
gotoother
screens.
SelectionRange
basedonload
(canbe
changed)
Selectionbasedon
leastexpensive
withinrange(tries
tomeetorexceed
capacityrequired)
Unitselectionwith
pertinentattributes
tomeettheselection
criteriainputbyuser
Showsmany
attributesfor
consideration
Clickon
arrowsto
navigateto
otherscreens.
ProSelect QuickStartGuide 6 Revision1.0
Thesummaryscreenisthefinalscreen
oftheselectionorconfiguration
process.Itindicatesthemodel(s)
selectedalongwiththeirpricing,
options,quantitiesanddescriptions.
Thisscreenalsoshowanypotential
energysavingsavailablewithsome
options.Formoreawarenessofthese
options,thesavingsareshown
whetherornottheoptionswas
selected.
Thisscreenwilldisplayonlythose
optionsandshippedlooseaccessories
thatareavailablefortheparticular
model/unitselected.
Mountedoptionsareconstrainedbased
oncompatibilityvalidationrulesforthe
unitselected.Shippedlooseoptionsare
basedonperunitorpersystembasisto
assureproperselectionquantities.
Customoptionsarealsoavailableby
clickingontheCustomButtonand
inputtingalltherequireddata.
Equipmentselection
andattributes
shown
Multipleshipped
looseaccessoriescan
beselectedonper
unit basis.
Multipleshippedloose
accessoriescanbealso
selectedonpersystem
basis.
Optionnotes
canbeadded
foroutput
documents
Mountedoptions can
beselectedbasedon
constraintsorrules
Click?
forhelp,
Clickon
arrowsto
gotoother
screens.
Listofallequipment
selectedwith
pricing,quantityand
description.
TotalListpriceof
equipmentselected
forthislineitem.
Energysavings
availablewith
certainoption
selections.
Clickon
arrowsto
navigateto
quotescreen.
ProSelect QuickStartGuide 7 Revision1.0
Togenerateproposaldocuments,click
oniconthathasMicrosoftWord
symbolonit(seeabovequoteiconbar).
Programwillaskifyouwanttosave;
clickonYesbutton.
QuoteHeader QuoteHeader
Iconbarfor
quotes
Quoteterms
andconditions
area
Descriptionand
submittalfeatures
controlarea.
Quotation
pricingand
currency
controlarea
Areatoinputnotes
toappearonquote
docs
Lineitem
pricing
controlarea
Customer
and
contact
selection
Clickhereto
inputproject
dataforjob
andquote
recipientinfo
Quotation
LineItem(s)
Lineitemedit
icon
SaveUndoDelete
QuoteRevertLineitem
DeleteAddGenerate
QuoteLineitemProposal
Tomodify aquotelineitem,
Highlightsubline0oflineitem
Clickonicon
Listofalldocument
templatesavailable
toselectforoutput
ofthisquotation.
ClickGenerate;wait
untilthedocuments
havebeengenerated,
andtheView buttonis
activated toclickon
View toseethequote
documentsinWord.
Document
languagecan
bechanged
from
preferences
Selectoutput
templatesand
clickgreen
arrow toadd
tooutputlist.
Useup/down
arrowstoset
outputorder.
ProSelect QuickStartGuide Revision1.0 8
SampleOutputDocuments SampleOutputDocuments
Additionaltutorialsandinstructionscan
belocatedatthefollowingURLaddress:
http://www.heatcraftrpd.com/proselect
ContactInformation:
HeatcraftRefrigerationProducts,LLC
2175WestParkPlaceBlvd.
StoneMountain,GA30087
Ph:8003211881
Email:proselect@heatcraftrpd.com
Tobeginanewquote: Tobeginanewquote:
Clickontheclose Clickontheclose X X
inupperrightcornerof inupperrightcornerof
quotationwindow. quotationwindow.
Or Or
Clickonnewquoteicon Clickonnewquoteicon
ofmainscreeniconbar ofmainscreeniconbar