Description of the Sub-Menu Price categories
From Metis Documentation
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| - | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find price category profiles based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list. | |
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The contents of the Profiles table is sorted in alphabetical order meaning it cannot be sorted differently. | The contents of the Profiles table is sorted in alphabetical order meaning it cannot be sorted differently. | ||
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=== Adding a Price Category Profile === | === Adding a Price Category Profile === | ||
| - | + | In the '''Price Category Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Price Category Profile. When it is clicked, the '''Price Category Profile''' creation window opens, it allows to define all related information. | |
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| - | The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. | + | The properties of a profile consist of the profile name and the authorized price categories. The administrator must first provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. |
| + | The table under the profile name contains all the price categories available in the [[Description of the Sub-Menu Price categories | Prices menu]]. To provide access specific Price categories, the administrator should check the appropriate ones in the list. Once the Price Category Profile name is provided and at least on Price Category is selected for the Profile, the administrator has to validate the window in order to save the new Price Category Profile. | ||
| - | + | A padlock icon might appear to indicate that the price category has been inherited. By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized price categories first, then the unauthorized ones. The reverse order is also possible. By clicking on the header of the '''Price Categories''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a price category by clicking on the magnifying glass icon. | |
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| - | + | | If no price category is selected, no price category is available to Metis Smart Quotes end-users. | |
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Below the price category table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | Below the price category table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | ||
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{{Note | {{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 Price Category Profile can be saved by validating the '''Price Category Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Creating a Duplicate Price Category Profile === | === Creating a Duplicate Price Category Profile === | ||
| - | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. | + | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The Price Category Profile window appears as shown in the following example: |
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| - | To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The Price Category Profile window appears as shown in the following example: | + | |
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The administrator can then define the properties of the new profile (i.e. the authorized price categories). Once the Price Category Profile name is provided and at least on Price Category is selected for the Profile, the administrator has to validate the window in order to save the new Price Category Profile. | The administrator can then define the properties of the new profile (i.e. the authorized price categories). Once the Price Category Profile name is provided and at least on Price Category is selected for the Profile, the administrator has to validate the window in order to save the new Price Category Profile. | ||
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| + | Once all related mandatory and optional information have been set, the new Price Category Profile can be saved by validating the '''Price Category Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Editing a Price Category Profile === | === Editing a Price Category Profile === | ||
| - | + | In the '''Price Category Profiles''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Price Category Profile. Selecting a Price Category Profile and clicking on it opens the '''Price Category Profile''' edition window where all related properties and information can be edited. | |
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| - | If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears, which will warn him that he cannot edit the selected Price Catgeory Profile. He will only be able to preview it. | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Price Category Profile. Modifications applied to the selected Price Category Profile will only be saved once the Price Category Profile edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. |
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| + | {{Note | ||
| + | | If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears, which will warn him that he cannot edit the selected Price Catgeory Profile. He will only be able to preview it. | ||
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=== Deleting a Price Category Profile === | === Deleting a Price Category Profile === | ||
| - | + | In the '''Price Category Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Price Category Profile. Selecting a Price Category Profile and clicking on it displays the following confirmation window. | |
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If the profile has been attributed to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | If the profile has been attributed to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | ||
| - | + | Once the warning is confirmed, the selected Price Category Profile is removed from Metis Smart Suite and deleted from the Metis Database. | |
{{Note | {{Note | ||
| Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
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=== Previewing a Price Category Profile === | === Previewing a Price Category Profile === | ||
| - | + | In the '''Price Category Profiles''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Price Category Profile. Selecting a Price Category Profile from the list and clicking on it opens the '''Price Category Profile''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Price Category Profile. | |
[[File:MSM_Profiles_Prices_Categories_Preview.png|center|600x400px]]MSM_Profiles_Prices_Categories_Preview.png | [[File:MSM_Profiles_Prices_Categories_Preview.png|center|600x400px]]MSM_Profiles_Prices_Categories_Preview.png | ||
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{{Note | {{Note | ||
| - | | | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. |
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