Lowe’s M20 System April 2014

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M2O: Main Screen

Step 1: Open M20 • Select ‘New Quote’

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M2O: Choose Division

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Step 2: Lumber • Choose LUMBER

under division

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M2O: Select Product

Step 3: Select Product Arbors/Carports/Gazebo’s

or Barns/Sheds

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M2O: Select Manufacturer

Step 4: Select Manufacturer • Heartland / Heartland Florida

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M2O: Select Installation/DIY

Step 5: Select Installed or DIY

Step 6: Select Model

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M2O: Select Model

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M2O: Select Size

Step 7: Select Size

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M2O: Select Shingle

Step 8: Select Shingle Color

Step 9: Select Paint Upgrade • Enter Valspar Paint Name • Enter Valspar Paint Number • If it doesn’t match – it will

show TBD

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M2O: Paint Upgrade

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Step 10: Select Door Style • Value Series – Standard Door Only • Classic Series – Choice as shown above

M2O: Door Style

Premium Raised Panel Door Upgrade

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M2O: Package Upgrade

Step 11: Package Upgrade • If a Guardian Package is

selected, TF or Felt will not be an option for add on independently

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M2O: Windows

Step 12: Add On Windows • Select single or multiple windows • Select the quantity required

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M2O: Storage Loft

Step 13: Storage Loft • One Loft is (included) • If “Additional” loft is

needed – select additional loft and quantity.

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M2O: Additional Work

Step 14: Additional Work • All accessories are chosen

through process • Additional work question

(similar to ISST layout) Scope/Price

• Fill in Description • Fill in Cost/Value

Warning Messages: • HOA • Permits • Zoning • Leveling • Clearance

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M2O: Warning Messages

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Step 15: Complete/Save Quote • Total project pricing will show at

bottom of screen • Save Quote

M2O: Complete/Save Quote

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Step 16: Submit Quote • Print 2 copies of the Quote- one

for the customer and one for Heartland

• Click the ‘Submit’ button in the top right corner to make the quote available in ISST

M2O: Submit Quote

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ISST: Upload in ISST

Step 17: Upload in ISST • Upload project in ISST • Select ‘Customer Search’ at the top

of page and look up by customers’ phone #

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ISST: Finalize Purchase

Step 18: Finalize Purchase • Open Quote and include any other

purchases • Click ‘Checkout’ at bottom of

page to finalize purchase • Print Contract for Customer to sign • Print Store Copy and Installers

Copy • Process Payment • Fax M2O copy and Installers copy

to Heartland – 1-734-242-6960