Learning Objectives

Upon completion of this course, you will:

Have increased understanding of the selection, configuration and quoting process.
Identify the new and improved common features.
Understand the importance of a rules based Configuration
Understanding the power of Quote Manager
Have increased confidence in planning.
Be able to control preferences.
Know how to review, find and revise documents
Understand the full life cycle and workflows
Understand how training is an integral piece to success in using the tool.
Adding “Specials” to pump configurations
How to handle “RFQ”

Course Description

This course presents a comprehensive overview of PACO Express Suite (PXS). This course presents how to use the Suite focusing on the key areas of Selector, Configurator, and Quote Manager. Participants will learn how to select, configure and quote a project. The course also addresses problematic areas of the Suite. Participants are shown how to voice their questions. Participants will learn how to gain the knowledge needed to effectively use the Suite.

Course Agenda

Individual instructors may order this outline as fits the needs of their individual courses. In addition, they may place more emphasis on some areas than on others. What is assured is that this particular list is covered in the course. Other topics may be added to a course as the instructor sees fit, and as time and interest allow.

General

Logging in
Forgot Password
System Requirements
Browser Support
Use of “I” buttons
Selector vs. Quote Manager – Workflows
Registration
Frequently Asked Questions (FAQ)
How to get help.

Selector

Pick from a list – Select from model number.
Default Quote
Conditions of Service (COS) – Select from head and flow. Add GPM/TDH
Variable Speeds (Warning)
Pumps in Parallel.
Multiple Conditions
Multiple conditions for multiple speeds.
Changing Pump Trim
Changing Speeds
Plotting Multispeed curves
Customize plots
Add additional properties (fluid, temp, etc…)
Use of thumbnails
Changing Motor Sizes

Configurator

Changing Scope of Supply.
Configure special motors by inputting frame size
Price Override
Set Multipliers
Set Distributor Margin
Add custom materials, buyouts, etc…
Adding additional items to configuration
Freight
Add accessories
Change items in Configurator
Change motor options
Quick Save
Adding Suction diffusers and combination values.
BIM Drawings
Internal Price Sheet

Quote Manager

Customer List – Creating and managing customers.
Setting up a Quote
Finding documents
Arrange submittals
Copy quote
Copy line items
Searching for quotes, Wild card searches.
Complete document package
Library Documents
Header Information
Quote Docs
Item Summary