abb software tools - cat 7

© ABB Group May 28, 2010 | Slide 1

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CAT 7Product selection and configurationQuotation management

ABB SACE – A Division of ABB S.p.A., MK-TO, 2009 May


Contents

� Main features

� Products Selection and Configuration

� Quotation Management

� Options Management

� Support Tools


CATMain features


� 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


� Products Managed

� Distribution Enclosures (ArTu, Gemini)

� Automation Enclosures (IS2, AM2, SR, ...)

� LVB Service (Retrofitting Kits – Spare Parts)

Main features


� User Interface available languages

� English

� Italian

� French

� German

� Spanish

� Products Descriptions available languages

� English

� Italian

� Customizable thru the user-defined Pricelist

Main features


� Main Window – Quick Access toolbar

Main features

Click the CAT icon to open, save, print and close a project.


� 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


� 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


� 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


� Main Window - Cart

Main features

The Totals area shows the value of the quotation and gives the chance to insert a global discount.


CATProduct Selection and Configuration


� Parametric Selection Tool Window

� Enter the selection windows by choosing the proper product family from the main toolbar

Products selection and configuration



� 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







� All the not possible choices are visible in disabled mode


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






� All the not possible choices are visible in disabled mode


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



� 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





� 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



� Search Engine

� In the Main Window



� 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



� LVB Service Products Selection Tool

� Retrofitting Kits


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


� Aided Accessories Selection

� Compatibility rules are managed by CAT avoiding configuration errors

� Easy to identify the Accessories thru descriptions and pictures



� Aided Accessories Selection – Product Managed

� Emax, New Emax, Emax X1

� Tmax

� SN201, S200, S290, S800, DS9xx, F200



� 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





� Spare Parts





� Megamax

� Novomax G2 – G6

� Novomax G30

� Otomax

� Modul

� IsolZ - FusolFz



� LVB Service Products Selection Engine

� Spare Parts

� Megamax

� Novomax G2 – G6

� Novomax G30

� Otomax

� Modul

� IsolZ – FusolFz

� New Emax

� Emax

� Tmax

� Isomax



� LVB Service Products Selection Engine

� Spare Parts


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


� 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



CATQuotation Management


� 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


� 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

� Print




� Project Data – Economic Data

� The most important to define the project and the economic parameters are:

� Project

� Customer

� Discount profile

� Price list



� 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



� 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


CATOptions Management


� Default Settings

� Applied to each new Project

Options Management


� Customers Data

� Default Discount Profile

Options Management

Set the default discount profile for the current customer


� 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


� Price List Management

Options Management

Add a new pricelist

Export the selected price list in .xls format

Delete the selected price list


� 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


� 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


� 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


� 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



� Define the Price List Name, Validity Period and Currency

Options Management



� Select the column containing the ABB Identity Number by clicking on the column header

Options Management


� 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



� Select the column containing the User Description by clicking on the column header

Options Management



� Select the column containing the Price by clicking on the column header

Options Management



� The validation check runs ...

Options Management



� 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



� Pricelist imported successfully

Options Management


Video Tutorial

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� Printouts


Support ToolsCATSupport Tools


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



� Manage the languages� 16 available languages

� Italian

� English

� German

� French

� Spanish

� Portuguese, Danish, Turkish, Chinese, Polish, Hungarian, Czech, UA Russian, RU Russian, Bulgarian, Finnish



� 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


� 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



Assistance

� How to contact us – Software supportAsk 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://bol.it.abb.com


How to obtain the software

Ask the ABB SACE Software Assistance for obtain the software

� Email

� [email protected]

� On line

� http://bol.it.abb.com

abb software tools - cat 7

Technology

cart abb group

configuration abb group

main window abb group

basket abb group

folder abb group

main toolbar abb group

selection windows

division of abb