How To Use Metis Smart Quotes - Revision history

Ibrahim: moved Metis Smart Quotes - How To? to How To Use Metis Smart Quotes

2012-10-25T13:36:34Z

moved Metis Smart Quotes - How To? to How To Use Metis Smart Quotes

← Older revision

Revision as of 13:36, 25 October 2012

Ibrahim: Blam

2012-10-25T13:16:21Z

Blam

← Older revision		Revision as of 13:16, 25 October 2012
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	Metis Smart Quotes is the configurator and the offer creation tool of the Metis Smart Suite. It is intended for the sales representatives.		Metis Smart Quotes is the configurator and the offer creation tool of the Metis Smart Suite. It is intended for the sales representatives.
		+

	== Setup ==		== Setup ==
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	\| Please refer to the section about the [[Description of the Menu Setup \| Setup]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Setup \| Setup]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Addresses ==		== Addresses ==
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	\| Please refer to the section about the [[Description of the Menu Addresses \| Addresses]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Addresses \| Addresses]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Import / Export of Offers ==		== Import / Export of Offers ==
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	\| Please refer to the section about the [[Description of the Menu Exchange \| Import / Export of offers]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Exchange \| Import / Export of offers]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Project ==		== Project ==
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	\| Please refer to the section about the [[Description of the Menu Project#Adding a Sub-system \| Project menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Project#Adding a Sub-system \| Project menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Design ==		== Design ==
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	\| Please refer to the section about the [[Description of the Menu Design \| Design menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Design \| Design menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Price ==		== Price ==
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	\| Please refer to the section about the [[Description of the Menu Price \| Prices menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Price \| Prices menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Documents ==		== Documents ==
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	\| Please refer to the section about the [[Description of the Menu Documents\| Documents menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Documents\| Documents menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Order ==		== Order ==
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	\| Please refer to the section about the [[Description of the Menu Order\| Order menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Order\| Order menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Send to Support ==		== Send to Support ==
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	\| Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support \| Send to Support]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support \| Send to Support]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== About Metis ==		== About Metis ==
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	\| Please refer to the section about the [[Description of the Metis Smart Quotes Button#About Metis \| About Metis]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Metis Smart Quotes Button#About Metis \| About Metis]] from the Metis Smart Quotes manual for additional information.
	}}		}}
		+

	== Customized Features ==		== Customized Features ==

Ibrahim: Video for Price

2012-10-25T12:59:23Z

Video for Price

← Older revision		Revision as of 12:59, 25 October 2012
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	* Using the [[Description of the Menu Price \| Expert Mode]]		* Using the [[Description of the Menu Price \| Expert Mode]]
		+
		+
		+	\| Please refer to the section about the [[Description of the Menu Price \| Prices menu]] from the Metis Smart Quotes manual for additional information.
		+	}}
		+
		+
		+	{{Video_List_Element
		+
		+	\| How to edit the prices?
		+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fe/VID_Editing_the_prices_in_an_offer.png'>File:EditingPrices.mp4</mediaplayer>
		+	\| A broad flexibility as been given to the Smart Quotes user when editing the prices.
		+
		+
		+	Related topics include:
		+
		+	* Editing the [[Description of the Menu Price \| prices]]

Ibrahim: Video links

2012-10-25T06:47:48Z

Video links

← Older revision		Revision as of 06:47, 25 October 2012
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	\| How to use iBase?		\| How to use iBase?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/3/3d/VID_Using_Inventory.png'>File:Using_the_Inventory_OK.mp4</mediaplayer>
	\| Metis can interface with third parties applications. In this case, an existing configuration can be read and imported in Metis.		\| Metis can interface with third parties applications. In this case, an existing configuration can be read and imported in Metis.

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	\| How to use Configuration Service?		\| How to use Configuration Service?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/7f/VID_Configuration_Service.png'>File:Configuration_Service_OK.mp4</mediaplayer>
	\| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external configurator. Then, the configuration from this external configurator can be imported back to Metis.		\| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external configurator. Then, the configuration from this external configurator can be imported back to Metis.

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	\| How to use ENScore?		\| How to use ENScore?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.PNG'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d7/VID_ENScore.PNG'>File:ENScore_OK.mp4</mediaplayer>
	\| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external service configurator. Then, the configuration from this external configurator can be imported back to Metis.		\| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external service configurator. Then, the configuration from this external configurator can be imported back to Metis.

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	\| How to use SORA?		\| How to use SORA?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.PNG'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/0/04/VID_SORA.PNG'>File:SORA_OK.mp4</mediaplayer>
	\| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to a service. Then, the configuration from this external service can be imported back to Metis.		\| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to a service. Then, the configuration from this external service can be imported back to Metis.

	\|		\|
	}}		}}

Ibrahim: Video links

2012-10-25T06:40:34Z

Video links

← Older revision		Revision as of 06:40, 25 October 2012
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	\| How to find details about the version or the release?		\| How to find details about the version or the release?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/9/9a/VID_AboutMetisMenu.png'>File:About_Metis.mp4</mediaplayer>
	\| General pieces of information can be found in this window such as the version in which the user is currently logged-in and the contents he/she has access to. General data about the release and some of its components is also available.		\| General pieces of information can be found in this window such as the version in which the user is currently logged-in and the contents he/she has access to. General data about the release and some of its components is also available.

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	Related topics include:		Related topics include:

-	* Accessing the [[~~Description of the Metis Smart Quotes Buttons~~#~~About Metis~~ \| About Metis]] window.	+	* Accessing the [[Description_of_the_Metis_Smart_Quotes_Button#About_Metis \| About Metis]] window.


-	\| Please refer to the section about the [[Description of the Metis Smart Quotes ~~Buttons~~#About Metis \| About Metis]] from the Metis Smart Quotes manual for additional information.	+	\| Please refer to the section about the [[Description of the Metis Smart Quotes Button#About Metis \| About Metis]] from the Metis Smart Quotes manual for additional information.
	}}		}}
-

	== Customized Features ==		== Customized Features ==

Ibrahim: Video links

2012-10-25T06:37:36Z

Video links

← Older revision		Revision as of 06:37, 25 October 2012
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	\| How to use the send to support feature?		\| How to use the send to support feature?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.PNG'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/0/0c/VID_SendToSupport.PNG'>File:Send_To_Support_Feature.mp4</mediaplayer>
	\| The support team can be contacted by e-mail in case of problems with the tool.		\| The support team can be contacted by e-mail in case of problems with the tool.

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	Related topics include:		Related topics include:

-	* ~~Contacting~~ [[Description of the Metis Smart Quotes Button#Send to support \| ~~Send to Support~~]]	+	* Asking for [[Description of the Metis Smart Quotes Button#Send to support \| support]]

	\| Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support \| Send to Support]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support \| Send to Support]] from the Metis Smart Quotes manual for additional information.
	}}		}}
-

	== About Metis ==		== About Metis ==

Ibrahim: Video links

2012-10-25T06:34:44Z

Video links

← Older revision		Revision as of 06:34, 25 October 2012
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	\| How to order an offer?		\| How to order an offer?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.PNG'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/b/b9/VID_Orderinganoffer.PNG'>File:Ordering_an_offer_OK.mp4</mediaplayer>
	\| When the offer submitted to an end customer has been approved, the final stage of the sales process is the placement of the order.		\| When the offer submitted to an end customer has been approved, the final stage of the sales process is the placement of the order.

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	\| Please refer to the section about the [[Description of the Menu Order\| Order menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Order\| Order menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
-

	== Send to Support ==		== Send to Support ==

Ibrahim: Video links

2012-10-24T14:57:24Z

Video links

← Older revision		Revision as of 14:57, 24 October 2012
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	\| How to generate a document?		\| How to generate a document?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.PNG'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/ab/VID_GeneratingDocuments.PNG'>File:Generate_Documents.mp4</mediaplayer>
	\| Documents can be generated at the offer level and at the system / sub-system level. Various formats are supported (PDF, Word, Crystal Reports, etc.)		\| Documents can be generated at the offer level and at the system / sub-system level. Various formats are supported (PDF, Word, Crystal Reports, etc.)

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	\| Please refer to the section about the [[Description of the Menu Documents\| Documents menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Documents\| Documents menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
-

	== Order ==		== Order ==

Ibrahim: Video links

2012-10-24T14:56:06Z

Video links

← Older revision		Revision as of 14:56, 24 October 2012
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	\| How to create a company and a contact person?		\| How to create a company and a contact person?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d8/VID_Creating_a_company_and_a_contact_person.png'>File:Creating_a_company_and_a_contact_person_OK.mp4</mediaplayer>
	\| The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with.		\| The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with.

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	\| How to import a contact from SalesForce.com?		\| How to import a contact from SalesForce.com?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fe/VID_importing_a_contact_from_sales_force.png'>File:Importing_a_company_from_SalesForce_OK.mp4</mediaplayer>
	\| Smart Quotes can interface with CRM tools to import the client portfolio.		\| Smart Quotes can interface with CRM tools to import the client portfolio.

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	\| Please refer to the section about the [[Description of the Menu Addresses \| Addresses]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Addresses \| Addresses]] from the Metis Smart Quotes manual for additional information.
	}}		}}
-

	== Import / Export of Offers ==		== Import / Export of Offers ==

Ibrahim: Video links

2012-10-24T14:46:34Z

Video links

← Older revision		Revision as of 14:46, 24 October 2012
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	In this menu, the Smart Quotes user can edit the prices. The sales representative can also edit the list of material and service items.		In this menu, the Smart Quotes user can edit the prices. The sales representative can also edit the list of material and service items.
-
-
-	~~{{Video_List_Element~~
-
-	~~\| How to edit the prices?~~
-	~~\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/VID_CreatingAModel.PNG'>File:Creating a model OK.mp4</mediaplayer>~~
-	~~\| A great flexibility has been given when editing the prices.~~
-
-
-	~~Related topics include:~~
-
-	* Editing the [[Description of the Menu Price \| prices]]
-
-
-	~~\| Please refer to the section about the [[Description of the Menu Price \| Prices menu]] from the Metis Smart Quotes manual for additional information.~~
-	}}


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	\| How to create a manual item?		\| How to create a manual item?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/b/b8/VID_Creating_manual_positon.png'>File:Creating_a_manual_position_OK.mp4</mediaplayer>
	\| Items (also named positions) which are not part of the list of material and service items can be created by the Smart Quotes user for his/her sole use.		\| Items (also named positions) which are not part of the list of material and service items can be created by the Smart Quotes user for his/her sole use.

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	Related topics include:		Related topics include:

-	* Creating a [[Description of the Menu Price \| ~~Customer View~~]]	+	* Creating a [[Description of the Menu Price \| manual position]]


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	\| How to add an item from the list?		\| How to add an item from the list?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/8b/VID_Adding_a_position_from_the_material_list.png'>File:Adding_a_position_from_the_material_list_OK.mp4</mediaplayer>
	\| When editing the parts list, the Smart Quotes user can add items from the catalogue of official products.		\| When editing the parts list, the Smart Quotes user can add items from the catalogue of official products.

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	Related topics include:		Related topics include:

-	* ~~Creating~~ a [[Description of the Menu Price \| ~~Customer View~~]]	+	* Adding a [[Description of the Menu Price \| position from the list]]


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	\| How to edit an item?		\| How to edit an item?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/1/1a/VID_Editing_a_position.png'>File:Editing_a_position_OK.mp4</mediaplayer>
	\| Some properties of the position can be changed by the Smart Quotes user.		\| Some properties of the position can be changed by the Smart Quotes user.

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	Related topics include:		Related topics include:

-	* ~~Creating~~ a [[Description of the Menu Price \| ~~Customer View~~]]	+	* Editing a [[Description of the Menu Price \| position]]


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	\| How to replace items?		\| How to replace items?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f7/VID_FindingAndReplacingItem.png'>File:Finding_and_replacing_items_OK.mp4</mediaplayer>
	\| When editing the parts list, the users can replace items with others items from the catalogue of official products.		\| When editing the parts list, the users can replace items with others items from the catalogue of official products.

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	Related topics include:		Related topics include:

-	* ~~Creating~~ a [[Description of the Menu Price \| ~~Customer View~~]]	+	* Replacing a [[Description of the Menu Price \| position]]


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	\| How to copy / paste items?		\| How to copy / paste items?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/b/b0/VID_Copying_positions.png'>File:Copying_positions_OK.mp4</mediaplayer>
	\| When editing the parts list, the users copy / paste items from the same or a different offer.		\| When editing the parts list, the users copy / paste items from the same or a different offer.

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	Related topics include:		Related topics include:

-	* ~~Creating~~ a [[Description of the Menu Price \| ~~Customer View~~]]	+	* Copying and pasting a [[Description of the Menu Price \| position]]


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	\| How to create a Customer View?		\| How to create a Customer View?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.~~PNG~~'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/86/VID_Creating_a_customer_view.png'>File:Creating_a_Customer_View_OK.mp4</mediaplayer>
	\| Items of the material list can be organized in a different structure. This structure can be defined by the Smart Quotes user.		\| Items of the material list can be organized in a different structure. This structure can be defined by the Smart Quotes user.

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	\| How to configure an offer in Expert mode?		\| How to configure an offer in Expert mode?
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/71/~~VID_CreatingAModel~~.PNG'>File:~~Creating a model OK~~.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/3/3e/VID_ExpertMode.PNG'>File:Expert_Mode_OK.mp4</mediaplayer>
	\| When editing the parts list, the Smart Quotes user can enable a mode in which he/she gains more editing possibilites.		\| When editing the parts list, the Smart Quotes user can enable a mode in which he/she gains more editing possibilites.

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	Related topics include:		Related topics include:

-	* ~~Creating a~~ [[Description of the Menu Price \| ~~Customer View~~]]	+	* Using the [[Description of the Menu Price \| Expert Mode]]


	\| Please refer to the section about the [[Description of the Menu Price \| Prices menu]] from the Metis Smart Quotes manual for additional information.		\| Please refer to the section about the [[Description of the Menu Price \| Prices menu]] from the Metis Smart Quotes manual for additional information.
	}}		}}
-

	== Documents ==		== Documents ==