Description of the Menu Setup
From Metis Documentation
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| - | In the Setup menu, the Metis Smart Quotes user can manage settings | + | In the ''Setup'' menu, the Metis Smart Quotes user can manage settings and default values associated with the application. |
| - | + | Clicking on the ''Setup'' button displays a menu with the following options: | |
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* [[#User Data | User Data]] | * [[#User Data | User Data]] | ||
* [[#Change Language | Change Language]] | * [[#Change Language | Change Language]] | ||
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These options are described below. | These options are described below. | ||
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== User Data == | == User Data == | ||
| - | Upon clicking on the User Data option, the User Setup window opens. | + | Upon clicking on the ''User Data'' option, the ''User Setup'' window opens. |
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| - | + | It is also possible to open this window by clicking on the icon next to the Smart Quotes user's name, as shown in the following example: | |
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| - | + | [[File:MetisSmartQuotesSetupUserDataTabFromUserIcon.png|center|800x190px]] | |
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| - | + | This window contains the following tabs: | |
| - | + | * [[#User Data | User Data]] | |
| + | * [[#Parameters | Parameters]] | ||
| + | * [[#Exchange Rate | Exchange Rate]] | ||
| + | Each tab is described below. | ||
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| - | + | === User Data === | |
| + | The ''User Data'' tab lists the information regarding the Smart Quotes user who is currently logged in, as shown in the following example: | ||
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| - | + | [[File:MetisSmartQuotesSetupUserDataTab.png|center|800x700px]] | |
| - | + | Most of the information consists of the user's personal data and data related to his/her office's location. These pieces of information are generally defined by default by the administrator. Depending on the rights granted by the administrator, the Smart Quotes user may edit some or all pieces of information. In this case, the changes made by the Smart Quotes supersede the administrator's values. | |
| - | + | === Parameters === | |
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| - | + | The Parameters tab allows the Smart Quotes users to define his/her preferences, as shown in the following example: | |
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| - | [ | + | [[File:MetisSmartQuotesSetupParametersTab_SEN.png|center|800x700px]] |
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|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 5 characters | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 5 characters | ||
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Login |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Credentials to connect to Sales Force when importing data from this web service |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Large number of alphanumerical characters |
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Password |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Credentials to connect to Sales Force when importing data from this web service. The password is hidden by dots or stars. |
| - | + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Up to 50 characters | |
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Security Token |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Credentials to connect to Sales Force when importing data from this web service |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Large number of alphanumerical characters |
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Quantity Column Nr |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Column number containing the quantity piece of information when copying and pasting positions from a file to the generic External Configurator window |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Numerical value |
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Order No Column Nr |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Column number containing the order number piece of information when copying and pasting positions from a file to the generic External Configurator window |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | + | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Numerical value |
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | Designation Column Nr |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | Column number containing the designation piece of information when copying and pasting positions from a file to the generic External Configurator window. |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 | + | |style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | Numerical value |
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| - | + | These settings have a visible influence on the following parts of Smart Quotes: | |
| - | + | [[File:MetisSmartQuotesSetupImpactOpenProject.png|center|800x700px]] | |
| - | + | [[File:MetisSmartQuotesSetupImpactOpenOffer.png|center|800x700px]] | |
| - | + | [[File:MetisSmartQuotesSetupImpactNewOfferWindow.png|center]] | |
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| - | {{ | + | |
| - | | | + | {{Video |
| + | | <mediaplayer width='400' height='300'>File:Defining_a_default_price_category_and_variant.mp4</mediaplayer> | ||
| + | | How to define a default price category and variant. | ||
}} | }} | ||
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| - | === | + | === Exchange Rate === |
| - | + | This option allows the Metis Smart Quotes user to change the exchange rates that were defined by the administrator, as shown in the following example: | |
| - | [ | + | [[File:MetisSmartQuotesExchangeRateTab.png|center|800x700px]] |
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| - | + | A table shows the currencies and the exchange rates that were made available by the administrator. The Smart Quotes user can edit all the exchange rate values, except for the same currency (e.g. 1 EUR = 1.000000 EUR). | |
| - | The | + | Values appearing in black correspond to the default values. The values edited by the Smart Quotes user appears in blue. If the Smart Quotes user edits the exchange rate value from one currency to another (e.g. from EUR to USD), the reverse exchange rate (e.g. from USD to EUR) is automatically calculated and displayed in grey. |
| - | The | + | The values shown in this table are then applied to the offers opened by the Smart Quotes user. This means that two different users can see different prices if one of the user has chosen to apply exchange rates different from those defined by the administrator. |
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| - | {{ | + | {{Note |
| - | | If the user | + | | If the administrator changes an exchange rate value, all the changes made locally by the Smart Quotes user remains. It is up to the Smart Quotes user to keep the exchange rates up-to-date. However, the exchange rates from the administrator (in black) are updated if changes were made by the administrator. |
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== Change Language == | == Change Language == | ||
| - | This option allows the Metis Smart Quotes user to select the language of | + | This option allows the Metis Smart Quotes user to select the language of Smart Quotes, as shown in the following example: |
| - | [ | + | [[File:MetisSmartQuotesChangeLanguage.png|center|850x750px]] |
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| + | The ''Change Language'' menu option shows a list of languages that have been made available by the administrator. The language with a green checkmark before it is the current language in use. Changing a language is done simply by clicking on a different language. | ||
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| + | {{Note | ||
| + | | A maximum of four languages may be displayed in the ''Change Language'' menu option. | ||
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| + | {{Video | ||
| + | | <mediaplayer width='400' height='300'>File:Changing_Language.mp4</mediaplayer> | ||
| + | | How to change the language. | ||
| + | }} | ||