How To Use Metis Smart Modeling
From Metis Documentation
m (Video links) |
|||
| Line 1: | Line 1: | ||
Metis Smart Modeling is the administration tool of the Metis Smart Suite. It enables the management of the product portfolio (i.e. material products, services, their prices etc.), the contents made available to the users, the features made available to the users. Metis Smart Modeling also enables the creation of models to help the Smart Quotes user in easily configuring a system/sub-system and outputting automatically the necessary parts (i.e. material and service products). | Metis Smart Modeling is the administration tool of the Metis Smart Suite. It enables the management of the product portfolio (i.e. material products, services, their prices etc.), the contents made available to the users, the features made available to the users. Metis Smart Modeling also enables the creation of models to help the Smart Quotes user in easily configuring a system/sub-system and outputting automatically the necessary parts (i.e. material and service products). | ||
| + | |||
| Line 118: | Line 119: | ||
| Please refer to the section about the [[Description of the Menu Versions| versions]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Menu Versions| versions]] from the Metis Smart Modeling manual for additional information. | ||
}} | }} | ||
| + | |||
== Users == | == Users == | ||
| Line 126: | Line 128: | ||
| How to create a user? | | How to create a user? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/1/1d/VID_CreatingAUser.png'>File:Creating_a_user_OK.mp4</mediaplayer> |
| A Metis user can be granted access to Smart Modeling, Smart Quotes and/or Smart Monitoring. In addition, each Metis user can have different privileges. | | A Metis user can be granted access to Smart Modeling, Smart Quotes and/or Smart Monitoring. In addition, each Metis user can have different privileges. | ||
| Line 143: | Line 145: | ||
| How to create a NOMAD user? | | How to create a NOMAD user? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/e/e0/VID_CreatingNomadUser.png'>File:Creating_a_nomad_user_OK.mp4</mediaplayer> |
| A NOMAD user can log into any Smart Quotes sub-versions (children versions, grand-children versions, etc.) and perform all desired actions smoothly, as a regular user of this sub-version. | | A NOMAD user can log into any Smart Quotes sub-versions (children versions, grand-children versions, etc.) and perform all desired actions smoothly, as a regular user of this sub-version. | ||
| Line 164: | Line 166: | ||
| How to create a position? | | How to create a position? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/6/68/VID_Creating_a_Position.PNG'>File:Creating_a_Position_OK.mp4</mediaplayer> |
| The catalogue of products is defined in this menu. A Smart Modeling user can import the positions or create them manually. | | The catalogue of products is defined in this menu. A Smart Modeling user can import the positions or create them manually. | ||
| Line 186: | Line 188: | ||
| How to create an attribute? | | How to create an attribute? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/78/VID_CreatingAnAttribute.png'>File:CreatingAnAttribute_OK.mp4</mediaplayer> |
| An attribute is generally a characteristic of a product such as the weight, the length, the installation time, etc. The attributes can be used in an input for calculation process (i.e. the generation of the material and service positions according to the Smart Quotes user input parameters within the masks). | | An attribute is generally a characteristic of a product such as the weight, the length, the installation time, etc. The attributes can be used in an input for calculation process (i.e. the generation of the material and service positions according to the Smart Quotes user input parameters within the masks). | ||
| Line 209: | Line 211: | ||
| How to create a section, hierarchy and a group of hierarchies? | | How to create a section, hierarchy and a group of hierarchies? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d7/VID_Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.png'>File:Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.mp4</mediaplayer> |
| A product could be part of a sub-section but it should be part of a section. This section should be linked with a hierarchy. Then, the hierarchy should be linked with a group of hierarchy. This classification makes the task of the Smart Modeling user easier when defining the authorized products for a version and/or a Smart Quotes user. | | A product could be part of a sub-section but it should be part of a section. This section should be linked with a hierarchy. Then, the hierarchy should be linked with a group of hierarchy. This classification makes the task of the Smart Modeling user easier when defining the authorized products for a version and/or a Smart Quotes user. | ||
| Line 230: | Line 232: | ||
| How to define the prices? | | How to define the prices? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/e/ea/VID_OverviewPriceConcept.png'>File:Price_Concept_OK.mp4</mediaplayer> |
| From a Smart Quotes user perspective, the price category is the element that determines the prices applied to the products present in an offer. The price category consists of price groups (e.g. the sales price and the cost prices). A price group can be sales price of a price category and the cost price of a different price category. | | From a Smart Quotes user perspective, the price category is the element that determines the prices applied to the products present in an offer. The price category consists of price groups (e.g. the sales price and the cost prices). A price group can be sales price of a price category and the cost price of a different price category. | ||
| Line 254: | Line 256: | ||
| How to create a basic system? | | How to create a basic system? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/54/VID_Creating_a_system.PNG'>File:Creating a System OK.mp4</mediaplayer> |
| The system is one of the core parts of the modeling process. A system can be linked with one or several sub-systems. | | The system is one of the core parts of the modeling process. A system can be linked with one or several sub-systems. | ||
| Line 271: | Line 273: | ||
| How to create a sub-system? | | How to create a sub-system? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/e/ed/VID_CreatingASubsystem.png'>File:Creating_a_subsystem_OK.mp4</mediaplayer> |
| A sub-system can be linked with one or several systems. | | A sub-system can be linked with one or several systems. | ||
| Line 288: | Line 290: | ||
| How to create and manage a system family? | | How to create and manage a system family? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/9/9d/VID_Creating_a_System_Family.png'>File:Creating_a_System_Family_OK.mp4</mediaplayer> |
| The systems can be grouped within a family. This helps the Smart Quotes user in quickly finding and selecting the desired system. | | The systems can be grouped within a family. This helps the Smart Quotes user in quickly finding and selecting the desired system. | ||
| Line 307: | Line 309: | ||
| How to define a document in Smart Modeling? | | How to define a document in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/89/VID_Defining_a_document_in_Smart_Modeling.png'>File:Defining_a_document_in_Smart_Modeling_OK.mp4</mediaplayer> |
| A document can be defined at the offer or system level. Several types of documents are supported (PDF, Word, Crystal Reports, etc.) | | A document can be defined at the offer or system level. Several types of documents are supported (PDF, Word, Crystal Reports, etc.) | ||
| Line 316: | Line 318: | ||
| - | | Please refer to the section about the [[Metis Smart Modeling - Documents | | + | | Please refer to the section about the [[Metis Smart Modeling - Documents | Documents]] from the Metis Smart Modeling manual for additional information. |
}} | }} | ||
| Line 332: | Line 334: | ||
| How to add a country, state and city? | | How to add a country, state and city? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/58/VID_CreatingCityState.PNG'>File:Creating_State_City_OK.mp4</mediaplayer> |
| - | | The list of country, state and city can be imported or manually created. They displayed in a drop-down list when creating a company or a contact person (for example). | + | | The list of country, state and city can be imported or manually created. They are displayed in a drop-down list when creating a company or a contact person (for example). |
| Line 348: | Line 350: | ||
| How to create an address role? | | How to create an address role? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/6/67/VID_Defining_an_adress_role.png'>File:Defining_address_roles_OK.mp4</mediaplayer> |
| In Smart Quotes, a company or a contact person must be mapped with an address role. An address role can be defined at the project, offer and system level. An address role can be, for example, a delivery address. | | In Smart Quotes, a company or a contact person must be mapped with an address role. An address role can be defined at the project, offer and system level. An address role can be, for example, a delivery address. | ||
| Line 364: | Line 366: | ||
| How to create and manage a list? | | How to create and manage a list? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_CreatingList.PNG'>File:Creating_a_List_OK.mp4</mediaplayer> |
| The list is to be used in Smart Quotes. The administrator can create a list with pre-defined entries that the Smart Quotes user can choose from. | | The list is to be used in Smart Quotes. The administrator can create a list with pre-defined entries that the Smart Quotes user can choose from. | ||
| Line 380: | Line 382: | ||
| How to a create and manage the notes? | | How to a create and manage the notes? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/3/36/VID_Defining_managing_notes.png'>File:Defining_and_managing_the_notes_OK.mp4</mediaplayer> |
| The note is to be used in Smart Quotes. The administrator can create a note at the offer or the system/sub-system level. The Smart Quotes user can then type in a text or personal notes that can be printed out in the documents. | | The note is to be used in Smart Quotes. The administrator can create a note at the offer or the system/sub-system level. The Smart Quotes user can then type in a text or personal notes that can be printed out in the documents. | ||
| Line 396: | Line 398: | ||
| How to add a clipart? | | How to add a clipart? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/56/VID_Adding_Cliparts.png'>File:Adding_a_clipart_OK.mp4</mediaplayer> |
| - | | In several places of Metis, icons or pictures can be used to make the tool more user friendly. These icons or pictures must be uploaded. | + | | In several places of Metis, icons or pictures can be used to make the tool more user friendly and ease the task of the users. These icons or pictures must be uploaded beforehand. |
| Line 412: | Line 414: | ||
| How to enable the connection to other databases? | | How to enable the connection to other databases? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_Enable_the_connection_to_other_databases.png'>File:Enable_connection_to_other_databases_OK.mp4</mediaplayer> |
| After the login, Metis users can connect to and work with other authorized databases. | | After the login, Metis users can connect to and work with other authorized databases. | ||
| Line 429: | Line 431: | ||
| How to add a customized field at the project level? | | How to add a customized field at the project level? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/4b/VID_AddingFieldProjectLevel.PNG'>File:Adding_a_Field_at_the_Project_Level_OK.mp4</mediaplayer> |
| - | | It is possible | + | | It is possible to add customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the project properties. |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| Line 461: | Line 447: | ||
| How to add a customized field at the offer level? | | How to add a customized field at the offer level? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/7c/VID_AddingFieldOfferLevel.PNG'>File:Adding_a_Field_at_the_Offer_Level_OK.mp4</mediaplayer> |
| - | | It is possible to customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the offer properties. | + | | It is possible to add customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the offer properties. |
| Line 481: | Line 467: | ||
| How to create a Smart Quotes profile group? | | How to create a Smart Quotes profile group? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f3/VID_CreatingAProfileGroup.png'>File:Creating_a_Profile_Group_OK.mp4</mediaplayer> |
| The profile group contains the authorized products, attributes, price categories, systems, service models, tax models and variant. | | The profile group contains the authorized products, attributes, price categories, systems, service models, tax models and variant. | ||
| Line 498: | Line 484: | ||
| How to create a Smart Quotes functionality profile? | | How to create a Smart Quotes functionality profile? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/46/VID_CreatingASmartQuotesFunctionalityProfile.png'>File:Creating_a_Functionality_Profile_OK.mp4</mediaplayer> |
| The functionality profile defines the features authorized to the Smart Quotes user. | | The functionality profile defines the features authorized to the Smart Quotes user. | ||
| Line 516: | Line 502: | ||
| How to create a Smart Modeling functionality profile? | | How to create a Smart Modeling functionality profile? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a0/VID_CreatingSmartModelingFunctionalityProfile.PNG'>File:Creating_a_smart_modeling_functionality_profile_OK.mp4</mediaplayer> |
| The functionality profile defines the features authorized to the Smart Modeling user. | | The functionality profile defines the features authorized to the Smart Modeling user. | ||
| Line 525: | Line 511: | ||
* Creating a [[Description of the Menu Users#Employees | user]] | * Creating a [[Description of the Menu Users#Employees | user]] | ||
* Creating a [[Description of the Menu Versions#Versions | version]] | * Creating a [[Description of the Menu Versions#Versions | version]] | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| Line 551: | Line 520: | ||
| How to set a right to invisible or read-only? | | How to set a right to invisible or read-only? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a6/VID_Invisible_Read_Only.png'>File:Setting_a_right_to_invisible_or_read_only_OK.mp4</mediaplayer> |
| A right can have a status. Depending upon the status, the right cannot be edited by the administrator of the sub-versions. | | A right can have a status. Depending upon the status, the right cannot be edited by the administrator of the sub-versions. | ||
| Line 571: | Line 540: | ||
| How to translate Metis Smart Quotes? | | How to translate Metis Smart Quotes? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/8c/VID_Translating_SmartQuotes.png'>File:Translate_Smart_Quotes_OK.mp4</mediaplayer> |
| The contents of Metis as well as its GUI can be translated in any language. | | The contents of Metis as well as its GUI can be translated in any language. | ||
| Line 588: | Line 557: | ||
| How to import data in Smart Modeling? | | How to import data in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/b/bb/VID_Importing_data.PNG'>File:Importing_Data_OK.mp4</mediaplayer> |
| Contents such as products can be imported in Metis from an Excel or CSV file. | | Contents such as products can be imported in Metis from an Excel or CSV file. | ||
| Line 604: | Line 573: | ||
| How to create a macro in Smart Modeling? | | How to create a macro in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/41/VID_CreatingMacro.PNG'>File:Creating_a_Macro_OK.mp4</mediaplayer> |
| A macro is a series of mapping to be executed in sequence. | | A macro is a series of mapping to be executed in sequence. | ||