ABB Software tools - CAT7

1. Help
ABB SACE – A Division of ABB S.p.A., MK-TO, 2009 May
CAT 7
Product selection and configuration
Quotation management
© ABB Group
May 28, 2010 | Slide 1

2. Contents
Main features
Products Selection and Configuration
Quotation Management
Options Management
Support Tools
© ABB Group
May 28, 2010 | Slide 2

3. CAT
Main features
© ABB Group
May 28, 2010 | Slide 3

4. Main 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
© ABB Group
May 28, 2010 | Slide 4

5. Main features
Products Managed
Distribution Enclosures (ArTu, Gemini)
Automation Enclosures (IS2, AM2, SR, ...)
LVB Service (Retrofitting Kits – Spare Parts)
© ABB Group
May 28, 2010 | Slide 5

6. Main features
User Interface available languages
English
Italian
French
German
Spanish
Products Descriptions available languages
English
Italian
Customizable thru the user-defined Pricelist
© ABB Group
May 28, 2010 | Slide 6

7. Main features
Main Window – Quick Access toolbar
Click the CAT icon to open, save,
print and close a project.
© ABB Group
May 28, 2010 | Slide 7

8. Main features
Main Window – Ribbons
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 28, 2010 | Slide 8

9. Main features
Main Window – Ribbons
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 28, 2010 | Slide 9

10. Main features
Main Window - Cart
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 28, 2010 | Slide 10

11. Main features
Main Window - Cart
The Totals area shows the
value of the quotation and
gives the chance to insert a
global discount.
© ABB Group
May 28, 2010 | Slide 11

12. CAT
Product Selection and Configuration
© ABB Group
May 28, 2010 | Slide 12

13. Products selection and configuration
Parametric Selection Tool Window
Enter the selection windows by choosing the proper product family from the main toolbar
© ABB Group
May 28, 2010 | Slide 13

14. Products selection and configuration
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
© ABB Group
May 28, 2010 | Slide 14

15. Products selection and configuration
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
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 28, 2010 | Slide 15

16. Products selection and configuration
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
All the product range series in a
unique selection window
Sum of the prices for the whole
configuration
Details for the products
composing the configuration
Button for adding
products to the basket
© ABB Group
May 28, 2010 | Slide 16

17. Products selection and configuration
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
© ABB Group
May 28, 2010 | Slide 17

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
© ABB Group
May 28, 2010 | Slide 18

19. Products selection and configuration
© ABB Group
May 28, 2010 | Slide 19

20. Products selection and configuration
Search Engine
In each Parametric Selection Window
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21. Products selection and configuration
Search Engine
In the Main Window
© ABB Group
May 28, 2010 | Slide 21

22. Products selection and configuration
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
© ABB Group
May 28, 2010 | Slide 22

23. Products selection and configuration
LVB Service Products Selection Tool
Retrofitting Kits
Defining the parameters
for the old device
Available kit in accordance
with the defined parameters
Enter the window for the
new circuit breaker selection
List of the selected kits
and circuit breakers
© ABB Group
May 28, 2010 | Slide 23

24. Products selection and configuration
Aided Accessories Selection
Compatibility rules are managed by CAT avoiding configuration errors
Easy to identify the Accessories thru descriptions and pictures
© ABB Group
May 28, 2010 | Slide 24

25. Products selection and configuration
Aided Accessories Selection – Product Managed
Emax, New Emax, Emax X1
Tmax
SN201, S200, S290, S800, DS9xx, F200
© ABB Group
May 28, 2010 | Slide 25

26. Products selection and configuration
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
© ABB Group
May 28, 2010 | Slide 26

27. Products selection and configuration
LVB Service Products Selection Tool
Retrofitting Kits
Spare Parts
© ABB Group
May 28, 2010 | Slide 27

28. Products selection and configuration
LVB Service Products Selection Tool
Retrofitting Kits
Megamax
Novomax G2 – G6
Novomax G30
Otomax
Modul
IsolZ - FusolFz
© ABB Group
May 28, 2010 | Slide 28

29. Products selection and configuration
LVB Service Products Selection Engine
Spare Parts
Megamax
Novomax G2 – G6
Novomax G30
Otomax
Modul
IsolZ – FusolFz
New Emax
Emax
Tmax
Isomax
© ABB Group
May 28, 2010 | Slide 29

30. Products selection and configuration
LVB Service Products Selection Engine
Spare Parts
Defining the parameters
for the old device
Available spare parts in accordance
with the defined parameters
Insert the quantity for selecting a
spare part
List of the selected spare parts
© ABB Group
May 28, 2010 | Slide 30

31. Products selection and configuration
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
© ABB Group
May 28, 2010 | Slide 31

32. CAT
Quotation Management
© ABB Group
May 28, 2010 | Slide 32

33. Quotation 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
© ABB Group
May 28, 2010 | Slide 33

34. 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
© ABB Group
May 28, 2010 | Slide 34

35. 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 28, 2010 | Slide 35

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 28, 2010 | Slide 36

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
© ABB Group
May 28, 2010 | Slide 37

38. CAT
Options Management
© ABB Group
May 28, 2010 | Slide 38

39. Options Management
Default Settings
Applied to each new Project
© ABB Group
May 28, 2010 | Slide 39

40. Options Management
Customers Data
Default Discount Profile
Set the default discount profile
for the current customer
© ABB Group
May 28, 2010 | Slide 40

41. Options Management
Discount Profile Management
Define the profile name
Define the discount levels
number (up to three) and the
possibility to define a mark-up
© ABB Group
May 28, 2010 | Slide 41

42. Options Management
Price List Management
Add a new pricelist
Export the selected price
list in .xls format
Delete the selected
price list
© ABB Group
May 28, 2010 | Slide 42

43. Options Management
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
© ABB Group
May 28, 2010 | Slide 43

44. 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
© ABB Group
May 28, 2010 | Slide 44

45. 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
© ABB Group
May 28, 2010 | Slide 45

46. 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
© ABB Group
May 28, 2010 | Slide 46

47. Options Management
Price List Management - Import new Price List - 2/8
Define the Price List Name, Validity Period and Currency
© ABB Group
May 28, 2010 | Slide 47

48. Options Management
Price List Management - Import new Price List - 3/8
Select the column containing the ABB Identity Number by clicking on
the column header
© ABB Group
May 28, 2010 | Slide 48

49. 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
© ABB Group
May 28, 2010 | Slide 49

50. Options Management
Price List Management - Import new Price List - 5/8
Select the column containing the User Description by clicking on the column header
© ABB Group
May 28, 2010 | Slide 50

51. Options Management
Price List Management - Import new Price List - 6/8
Select the column containing the Price by clicking on the column header
© ABB Group
May 28, 2010 | Slide 51

52. Options Management
Price List Management - Import a new Price List - 7/8
The validation check runs ...
© ABB Group
May 28, 2010 | Slide 52

53. Options Management
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
© ABB Group
May 28, 2010 | Slide 53

54. Options Management
Price List Management - Import a new Price List - 8/8
Pricelist imported successfully
© ABB Group
May 28, 2010 | Slide 54

55. Video Tutorial
Printouts
© ABB Group
May 28, 2010 | Slide 55

56. Support Tools
CAT
Support Tools
© ABB Group
May 28, 2010 | Slide 56

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 28, 2010 | Slide 57

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 28, 2010 | Slide 58

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 28, 2010 | Slide 59

60. ABB Software Desktop
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 Group
May 28, 2010 | Slide 60

61. Assistance
How to contact us – Software support
Ask the ABB SACE Software Assistance for any question you may
have regarding the software tools
Email
software.tools@it.abb.com
Call Center
+39 035 395 570
On line
http://bol.it.abb.com
© ABB Group
May 28, 2010 | Slide 61

62. How to obtain the software
Ask the ABB SACE Software Assistance for obtain the software
Email
software.tools@it.abb.com
On line
http://bol.it.abb.com
© ABB Group
May 28, 2010 | Slide 62

63. © ABB Group
May 28, 2010 | Slide 63