Encompass 2.0       FREQUENTLY ASKED QUESTIONS

The FAQs divided under four main headings to make this tool easier to use. Click on one of these headings to be directed to the questions and answers for the related topics:

  1. General Questions and Getting Started
  2. Selecting Pumps
  3. Configuring Pumps with Options and Pricing
  4. Quotation Management and Order Placement



1) General Questions and Getting Started

 

How do I find and navigate to the Encompass 2.0 login screen?

Which browser should I use?

How do I request a login user name and password?

How do I change units of measure from Metric to US Standard and vice versa?

How do I find the Getting Started instructions?

How do I set up my computer to work properly with Encompass 2.0?

What are Preferences, and what are the different types of Preferences?

What is a Default Preference?

What is a Session Preference?

What is a Curve Preference?

What is a Unit Preference?

What is the purpose of the green "i" buttons?

On which columns can I sort data?

Can I shift between ISO and single line for both efficiency and shaft power on the curve?

How can I determine the lead time?

How can I determine the weight?

How can I determine the cubic volume?

How can I determine the cubic volume?

How can I determine the freight costs?

How can I determine the cost of export boxing or crating?

How do I set preferences for vertical turbine curve appearance?

How do I set preferences for vertical turbine head calculation?

What are "required" fields that are indicated by a red asterisk?

How do I change from 60 Hz (Hertz) to 50 Hz (Hertz), for the cycles, and vice versa?


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Selecting Pumps

How do I begin the process of selecting fire pumps?

How do I begin the process of selecting reciprocating pumps?

How do I select a liquid other than water?

Can I specify a solids size, and will it impact the selection?

How do I change the quantity of pumps?

Can I change the specified Conditions of Service after I have priced the pump?

How can I make sure that the motor is not overloaded over the complete range of the curve?

What is a Near Miss selection?

Can I change the impeller diameter?

Can I change the operating speed?

How do I display the system curve?

Can I display multiple speed curves?

How can I select a pump type that does not appear in the List of Sizes?

How can I print a curve or other screen?

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Configuring Pumps with Options and Pricing

How do I select an option, such as a non-standard seal or impeller material?

How can I generate a dimension print?

 

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Quotation Management and Order Placement

What is a Customer?

How do I create a Customer file?

What is the purpose of the Default quote?

How do I begin the process of creating a new quote file?

After creating a quote file, how do I select a pump for this file?

Can I select more than one Item (pump) for a quote?

How do I re-number an Item Number?

How to I rename an Item?

Can I delete an Item?

Can I delete a quote?

Can I copy and paste an existing quote into a new quote?

Can I copy an existing Item and paste it as a new Item into a new or existing quote?

What quote documents can be generated?

How do I generate quote documents?

How do I generate a cover letter for my quote?

How can I attach Terms and Conditions to my quote?

How can I add my company's logo to the quote documents?

How can I put my phone number, address, and other contact information on the quote documents?

How can I attach an external document such as a sales brochure to a quote?

How do I save PDF documents to my hard drive?

How can I send the quote and documents to my customer?

How do I place an order with the factory using this software?


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