How To Use Metis Smart Quotes
From Metis Documentation
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In this menu, the Smart Quotes user can edit the prices. The sales representative can also edit the list of material and service items. | In this menu, the Smart Quotes user can edit the prices. The sales representative can also edit the list of material and service items. | ||
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| How to create a manual item? | | How to create a manual item? | ||
| - | | <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/b8/VID_Creating_manual_positon.png'>File:Creating_a_manual_position_OK.mp4</mediaplayer> |
| Items (also named positions) which are not part of the list of material and service items can be created by the Smart Quotes user for his/her sole use. | | Items (also named positions) which are not part of the list of material and service items can be created by the Smart Quotes user for his/her sole use. | ||
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Related topics include: | Related topics include: | ||
| - | * Creating a [[Description of the Menu Price | | + | * Creating a [[Description of the Menu Price | manual position]] |
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| How to add an item from the list? | | How to add an item from the 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/8/8b/VID_Adding_a_position_from_the_material_list.png'>File:Adding_a_position_from_the_material_list_OK.mp4</mediaplayer> |
| When editing the parts list, the Smart Quotes user can add items from the catalogue of official products. | | When editing the parts list, the Smart Quotes user can add items from the catalogue of official products. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Adding a [[Description of the Menu Price | position from the list]] |
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| How to edit an item? | | How to edit an item? | ||
| - | | <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/1/1a/VID_Editing_a_position.png'>File:Editing_a_position_OK.mp4</mediaplayer> |
| Some properties of the position can be changed by the Smart Quotes user. | | Some properties of the position can be changed by the Smart Quotes user. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Editing a [[Description of the Menu Price | position]] |
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| How to replace items? | | How to replace items? | ||
| - | | <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/f7/VID_FindingAndReplacingItem.png'>File:Finding_and_replacing_items_OK.mp4</mediaplayer> |
| When editing the parts list, the users can replace items with others items from the catalogue of official products. | | When editing the parts list, the users can replace items with others items from the catalogue of official products. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Replacing a [[Description of the Menu Price | position]] |
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| How to copy / paste items? | | How to copy / paste items? | ||
| - | | <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/b0/VID_Copying_positions.png'>File:Copying_positions_OK.mp4</mediaplayer> |
| When editing the parts list, the users copy / paste items from the same or a different offer. | | When editing the parts list, the users copy / paste items from the same or a different offer. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Copying and pasting a [[Description of the Menu Price | position]] |
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| How to create a Customer View? | | How to create a Customer View? | ||
| - | | <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/8/86/VID_Creating_a_customer_view.png'>File:Creating_a_Customer_View_OK.mp4</mediaplayer> |
| Items of the material list can be organized in a different structure. This structure can be defined by the Smart Quotes user. | | Items of the material list can be organized in a different structure. This structure can be defined by the Smart Quotes user. | ||
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| How to configure an offer in Expert mode? | | How to configure an offer in Expert mode? | ||
| - | | <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/3/3e/VID_ExpertMode.PNG'>File:Expert_Mode_OK.mp4</mediaplayer> |
| When editing the parts list, the Smart Quotes user can enable a mode in which he/she gains more editing possibilites. | | When editing the parts list, the Smart Quotes user can enable a mode in which he/she gains more editing possibilites. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Using the [[Description of the Menu Price | Expert Mode]] |
| Please refer to the section about the [[Description of the Menu Price | Prices menu]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Menu Price | Prices menu]] from the Metis Smart Quotes manual for additional information. | ||
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== Documents == | == Documents == | ||