Description of the Sub-Menu Status and Reasons
From Metis Documentation
(→Modifying a Status or a Reason) |
|||
| Line 1: | Line 1: | ||
| - | In this menu, statuses | + | In this menu, statuses for offers and systems together with the reason behind those statuses can be defined for Metis Smart Suite. The user must first define the phase of the offer or system, being either in the offering or ordering phase. Those phases are defined by the application and are the ground elements for defining Statues and Reasons as they not only relate to parts of the project in Metis Smart Quotes, but also set the milestones for the offering process. Thus the information selected by the End-User in Metis Smart Quotes for those objects can then be used in Metis Smart Monitoring. |
[[File:MSM-Data-Management-SnR.png|center|600x400px]] | [[File:MSM-Data-Management-SnR.png|center|600x400px]] | ||
| + | |||
== Phases == | == Phases == | ||
| - | Statuses and reasons can be created for all four stages of the sales process, meaning that there are different statuses and reasons for each of the four stages: | + | Statuses and reasons can be created for all four stages of the sales process defined in Metis Smart Suite, meaning that there are different statuses and reasons for each of the four stages: |
*'''Offer status in the offering phase''' of the proposal (e.g. “In negotiation”) | *'''Offer status in the offering phase''' of the proposal (e.g. “In negotiation”) | ||
| Line 15: | Line 16: | ||
| - | The statuses above are just examples, users can create statuses to whatever best fits their needs. Statuses are by no means absolute, they can be changed at any time to reflect the current state of the sales process. A reason can then be created to complement a status, giving an explanation | + | The statuses above are just examples, users can create statuses to whatever best fits their needs. Statuses are by no means absolute, they can be changed at any time to reflect the current state of the sales process. A reason can then be created to complement a status, giving an explanation as to why exactly that offer or system has that particular status. |
For example, a reason can be linked to an offer to indicate why the offer has been won. The reasons in the drop-down menu depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc. | For example, a reason can be linked to an offer to indicate why the offer has been won. The reasons in the drop-down menu depend on the administrator settings. Some sample reasons may be the price, the technical aspect, etc. | ||
| Line 26: | Line 27: | ||
| - | On the left-hand side of the window, a '''Search''' feature is found. | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Statuses and Reasons 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 table. |
| Line 56: | Line 57: | ||
{{Note | {{Note | ||
| - | | As shown in the screenshots above, both objects | + | | As shown in the screenshots above, both objects hold the same functions for edition. |
}} | }} | ||
{{Note | {{Note | ||
| - | | The default | + | | The default check-box is only editable from the status or reason properties window. |
}} | }} | ||
| Line 69: | Line 70: | ||
}} | }} | ||
| - | == Creating a Status or a | + | == Creating a Status or a Reason == |
| - | + | In the '''Status and Reasons''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the corresponding table allows the user/administrator to create a new Status or a Reason. When it is clicked, the corresponding creation window opens, it allows to define all related information. | |
| Line 80: | Line 81: | ||
*'''Icon''' : A picture can be selected from the cliparts menu by clicking on the blue square in the middle of the window | *'''Icon''' : A picture can be selected from the cliparts menu by clicking on the blue square in the middle of the window | ||
| - | *'''Default''': The user has the option to make the new status the default option by ticking the default | + | *'''Default''': The user has the option to make the new status the default option by ticking the default check-box. |
*'''Description''': The status can be named for each of the available languages. | *'''Description''': The status can be named for each of the available languages. | ||
| Line 89: | Line 90: | ||
The following properties must be provided when adding a new reason: | The following properties must be provided when adding a new reason: | ||
| - | *'''Default''': The user has the option to make the new reason the default option by ticking the default | + | *'''Default''': The user has the option to make the new reason the default option by ticking the default check-box. |
*'''Description''': The reason can be named for each of the available languages. | *'''Description''': The reason can be named for each of the available languages. | ||
| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
| + | |||
| + | Once all related mandatory and optional information have been set, the new Status or a Reason can be saved by validating the creation window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
| Line 99: | Line 104: | ||
== Modifying a Status or a Reason == | == Modifying a Status or a Reason == | ||
| - | + | In the '''Status and Reason''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the corresponding table allows the user/administrator to apply modifications to all properties related to the selected Status or a Reason. Selecting a Status or a Reason and clicking on it opens the corresponding edition window where all related properties and information can be edited. | |
| Line 105: | Line 110: | ||
| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Status or a Reason. Modifications applied to the selected Status or a Reasonwill only be saved once the edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the tables displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | |
| Line 117: | Line 122: | ||
}} | }} | ||
| - | |||
| - | |||
| - | + | == Deleting a Status or a Reason == | |
| + | |||
| + | In the '''Status and Reason''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main tables allows the user/administrator to delete the selected Status or a Reason. Selecting a Status or a Reason and clicking on it displays the following confirmation window. | ||
| Line 127: | Line 132: | ||
| - | + | Once the warning is confirmed, the selected Status or a Reason is removed from Metis Smart Suite and deleted from the Metis Database. | |
| Line 138: | Line 143: | ||
}} | }} | ||
| + | |||
| + | |||
== Previewing a Status or a Reason == | == Previewing a Status or a Reason == | ||
| - | + | In the '''Status and Reasons''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main tables allows the user/administrator to see all properties and information related to the selected Status or a Reason. | |
| - | + | ||
| - | + | ||
| - | + | [[File:MSM-Data-Management-SnR-Preview.png|center|600x400px]] | |
| - | + | ||
| + | |||
| + | Selecting a Status or a Reason from the tables and clicking on it opens the corresponding preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Status or a Reason. | ||