Description of the Menu Positions
From Metis Documentation
(→Creating a Cost Group) |
(→Variants) |
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== Variants == | == Variants == | ||
| - | When Metis Smart Suite is deployed in a multi-market structure, systems may require to be adapted based on the target market. For example, a power-cord sold in Switzerland is not identical to one sold in the US. This requires the offer for an identical system to include the appropriate one based on the market. The Variants functionality implemented in Metis Smart Suite allows to defined | + | When Metis Smart Suite is deployed in a multi-market structure, systems may require to be adapted based on the target market. For example, a power-cord sold in Switzerland is not identical to one sold in the US. This requires the offer for an identical system to include the appropriate one based on the market. The Variants functionality implemented in Metis Smart Suite allows to defined Variants for each market which may require such changes. This will mean for the Metis Smart Quotes user that the position will be modified automatically based on the selected variant for the offer. In the example above, the power-cord position will be set to the one for the Variant defined on the offer level. |
| - | In the Variants sub-menu, the user can define those | + | In the Variants sub-menu, the user can define those Variants. The data regarding the substitution will have to be imported. The main window shows a table listing the defined Variants. When a lock is shown in the leftmost column, in means that the Variant was defined in a parent version and that it cannot be modified nor deleted. |
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=== Creating a Variant === | === Creating a Variant === | ||
| - | + | In the '''Variants''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table/list allows the user/administrator to create a new Variant. When it is clicked, the '''Variant''' creation window opens, it allows to define all related information. The administrator simply has to provide a name (designation field) for the new variant and validate the window. The variant will them be added to the Metis Smart Suite database and be listed in the Variants main window. | |
[[File:MSM_Positions_Variants_Add.png|center]] | [[File:MSM_Positions_Variants_Add.png|center]] | ||
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new Variant can be saved by validating the '''Variant''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| A variant is only represented by its name in Metis Smart Modeling, the data are only visible when the variant is used in an offer in Metis Smart Quotes. | | A variant is only represented by its name in Metis Smart Modeling, the data are only visible when the variant is used in an offer in Metis Smart Quotes. | ||
}} | }} | ||
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=== Deleting a Variant === | === Deleting a Variant === | ||
| - | + | In the '''Variants''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table/list allows the user/administrator to delete the selected Variant. Selecting one or more Variant and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Variant is removed from Metis Smart Suite and deleted from the Metis Database. | |
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| When deleting a variant, only the name of the variant is erased from the Metis Smart Suite Database. The imported data is not removed. | | When deleting a variant, only the name of the variant is erased from the Metis Smart Suite Database. The imported data is not removed. | ||
}} | }} | ||
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