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| - | In the Setup menu, the Metis Smart Quotes user can manage settings concerning the use and the maintenance of the application. | + | In the Setup menu, the Metis Smart Quotes user can manage settings and default values associated with the application. |
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| - | Upon clicking on Setup, a menu appears as shown in the following example:
| + | Clicking on the '''Setup''' button displays a menu with the following options: |
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| - | [Screenshot of the Setup menu with the 2 options]
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| - | The Setup menu contains the following options:
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| | * [[#User Data | User Data]] | | * [[#User Data | User Data]] |
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| | These options are described below. | | These options are described below. |
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| | == User Data == | | == User Data == |
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| | Upon clicking on the User Data option, the User Setup window opens. This window contains the following tabs: | | Upon clicking on the User Data option, the User Setup window opens. This window contains the following tabs: |
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| | * [[#User Data | User Data]] | | * [[#User Data | User Data]] |
| | * [[#Parameters | Parameters]] | | * [[#Parameters | Parameters]] |
| - | * [[#Segment Price | Segment Price]]
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| | Each tab is described below. | | Each tab is described below. |
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| | === User Data === | | === User Data === |
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| | The User Data tab lists the information regarding the Smart Quotes user who is currently logged in, as shown in the following example: | | 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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| - | [Screenshot of the Setup menu / User Data / User Data tab]
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| - | Most of the information consists of the user's personal data and data related to his/her office. These pieces of information are defined by default by the administrator. Depending on the rights granted by the administrator, the Smart Quotes user may edit some pieces of information. In this case, the changes made by the Smart Quotes supersede the administrator's settings.
| + | [[File:MetisSmartQuotesSetupUserDataTab.png|center|800x700px]] |
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| - | !!! Ask Onur to test this (i.e. change 2 or 3 settings and check what we have in Metis PM and in the database). Also, for the offline mode, check what happens after a prepare update (data overwritten?) !!!
| + | 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 settings. |
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| - | !!! Check the order of the data and if they exist in PM (Building? Why after Address? Why 2 Faxes? Why 2 Tel? Why Main coming after? City at the very End !!!
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| | === Parameters === | | === Parameters === |
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| - | The Parameters tab contains settings concerning the use and the maintenance of the application, as shown in the following example: | + | The Parameters tab allows the Smart Quotes users to define his/her preferences, as shown in the following example: |
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| - | [Screenshot of the Setup menu / Parameters tab]
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| - | The Parameters tab consists of the following sections:
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| - | * [[#Default Values | Default Values]]
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| - | * [[#Synchronization | Synchronization]]
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| - | * [[#Sales Force | Sales Force]]
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| - | Each sections is described below.
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| - | ==== Default Values ====
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| - | The Default Values section allows the Smart Quotes users to define his/her preferences. These settings have an influence on the following parts of Smart Quotes:
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| - | [Screenshot of the Edit Offer window + Price Cat + Variant fields highlighted]
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| - | [Screenshot of the Open Project window + Start Date highlighted]
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| - | [Screenshot of the Open Offer window + Start Date highlighted]
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| - | [Screenshot of the equivalent of the "Update" button or Icon when updates are ready highlighted] | + | [[File:MetisSmartQuotesSetupParametersTab.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" | Auto Update | + | |style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | Single Sign On |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To launch the update process manually or automatically. This setting is only applicable to the offline versions.
| + | |style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | To automatically launch Smart Quotes without the need of typing in the credentials in the login window |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No
| + | |style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | Yes or No |
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Single Sign On
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To automatically launch Smart Quotes without the need of typing in the credentials in the login window | + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No | + | |
| | |} | | |} |
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| - | ==== Synchronization ====
| + | These settings have an influence on the following parts of Smart Quotes: |
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| - | The settings available in this section are only applicable to the versions in the offline synchronized mode. These settings have an influence on the synchronization of the data on the server and on the Smart Quotes user local installation.
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| - | The following table describes the available settings:
| + | [[File:MetisSmartQuotesSetupImpactOpenProject.png|center|800x700px]] |
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| - | {| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5"
| + | [[File:MetisSmartQuotesSetupImpactOpenOffer.png|center|800x700px]] |
| - | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Setting
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| - | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description
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| - | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Possible Value
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | At Start
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To launch the synchronization process when the application starts
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | On Shutdown
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To launch the synchronization process when the application shuts down
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Addresses and Contacts
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To include the addresses and the contacts in the synchronization process
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Users
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | To include the user's personal data as well as the list of existing users (e.g. users available in the Sales field in the New Offer window) in the synchronization process
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Yes or No
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| | + | [[File:MetisSmartQuotesSetupImpactNewOfferWindow.png|center]] |
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| - | !!! For the setting Users, add hyperlink to the description of the New Offer window when this page will exist !!!
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| - | ==== Sales Force ==== | + | {{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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| - | The settings available in this section are required to be able to import data from SalesForce.com. These settings allow to connect to the web service. They consist of the following pieces of information:
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| - | * Login
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| - | * Password
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| - | * Security Token
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| - | | + | {{Video |
| - | {{Note | + | | <mediaplayer width='400' height='300'>File:Activating_Single_Sign_On.mp4</mediaplayer> |
| - | | The password is hidden when the user types in this information (i.e. typed in characters appear as black dots). Once this information is saved, in any cases, five stars are displayed in the password field (i.e. the actual number of characters is ignored). | + | | How to activate the single sign on. |
| | }} | | }} |
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| - | {{Note
| + | == Change Language == |
| - | | These pieces of information are not provided by Xpert Technologies. For any issues regarding the connection information, refer to the appropriate person of contact.
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| - | }}
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| - | === Segment Price ===
| + | This option allows the Metis Smart Quotes user to select the language of Smart Quotes, as shown in the following example: |
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| - | The Segment Price tab contains a table with a list of segments for which the Smart Quotes user can define a discount and a margin, as shown in the following example:
| + | [[File:MetisSmartQuotesChangeLanguage.png|center|850x750px]] |
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| - | [Screenshot of the Setup menu / Segment Price tab]
| + | 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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| - | The settings that a Smart Quotes user define in the Segment Price tab are strictly applicable to him/herself only. Therefore, when two or more different users are working on the same offer, they may have different prices and totals due to differing definitions of discount and margin percentages.
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| - | These settings have no influence on blocked or ordered offers.
| + | {{Note |
| | + | | A maximum of four languages may be displayed in the '''Change Language''' menu option. |
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| - | The first column displays the name of the segment.
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| - | The second column contains the discount percentage. The Smart Quotes user can type in a negative or a positive discount. The value defined in this column has an influence on the purchase price of the positions linked to a specific segment.
| + | {{Video |
| - | | + | | <mediaplayer width='400' height='300'>File:Changing_Language.mp4</mediaplayer> |
| - | The third column contains the margin percentage. The Smart Quotes user can type in a negative or a positive margin. The value defined in this column has an influence on the selling price of the positions linked to a specific segment.
| + | | How to change the language. |
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| - | {{Warning | + | |
| - | | If the user does not define a discount but defines a margin, the sales price will be higher than the one originally indicated by the administrator. | + | |
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| - | == Change Language ==
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| - | This option allows the Metis Smart Quotes user to select the language of the tool, as shown in the following example:
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| - | [Screenshot of the Setup menu / Language / English ticked]
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