How To Use Metis Smart Quotes
From Metis Documentation
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Metis Smart Quotes is the configurator and the offer creation tool of the Metis Smart Suite. It is intended for the sales representatives. | Metis Smart Quotes is the configurator and the offer creation tool of the Metis Smart Suite. It is intended for the sales representatives. | ||
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== Setup == | == Setup == | ||
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| Please refer to the section about the [[Description of the Menu Setup | Setup]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Menu Setup | Setup]] from the Metis Smart Quotes manual for additional information. | ||
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== Addresses == | == Addresses == | ||
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| How to create a company and a contact person? | | How to create a company and a contact person? | ||
| - | | <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/d8/VID_Creating_a_company_and_a_contact_person.png'>File:Creating_a_company_and_a_contact_person_OK.mp4</mediaplayer> |
| The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with. | | The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with. | ||
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| How to import a contact from SalesForce.com? | | How to import a contact from SalesForce.com? | ||
| - | | <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/fe/VID_importing_a_contact_from_sales_force.png'>File:Importing_a_company_from_SalesForce_OK.mp4</mediaplayer> |
| Smart Quotes can interface with CRM tools to import the client portfolio. | | Smart Quotes can interface with CRM tools to import the client portfolio. | ||
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| Please refer to the section about the [[Description of the Menu Exchange | Import / Export of offers]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Menu Exchange | Import / Export of offers]] from the Metis Smart Quotes manual for additional information. | ||
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== Project == | == Project == | ||
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| Please refer to the section about the [[Description of the Menu Project#Adding a Sub-system | Project menu]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Menu Project#Adding a Sub-system | Project menu]] from the Metis Smart Quotes manual for additional information. | ||
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== Design == | == Design == | ||
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| Please refer to the section about the [[Description of the Menu Design | Design menu]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Menu Design | Design menu]] from the Metis Smart Quotes manual for additional information. | ||
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== Price == | == Price == | ||
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| 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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| + | | How to edit the prices? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fe/VID_Editing_the_prices_in_an_offer.png'>File:EditingPrices.mp4</mediaplayer> | ||
| + | | A broad flexibility as been given to the Smart Quotes user when editing the prices. | ||
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| + | Related topics include: | ||
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| + | * Editing the [[Description of the Menu Price | prices]] | ||
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| + | | 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 == | ||
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| How to generate a document? | | How to generate a document? | ||
| - | | <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/ab/VID_GeneratingDocuments.PNG'>File:Generate_Documents.mp4</mediaplayer> |
| Documents can be generated at the offer level and at the system / sub-system level. Various formats are supported (PDF, Word, Crystal Reports, etc.) | | Documents can be generated at the offer level and at the system / sub-system level. Various formats are supported (PDF, Word, Crystal Reports, etc.) | ||
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| How to order an offer? | | How to order an offer? | ||
| - | | <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/b9/VID_Orderinganoffer.PNG'>File:Ordering_an_offer_OK.mp4</mediaplayer> |
| When the offer submitted to an end customer has been approved, the final stage of the sales process is the placement of the order. | | When the offer submitted to an end customer has been approved, the final stage of the sales process is the placement of the order. | ||
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| How to use the send to support feature? | | How to use the send to support feature? | ||
| - | | <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/0/0c/VID_SendToSupport.PNG'>File:Send_To_Support_Feature.mp4</mediaplayer> |
| The support team can be contacted by e-mail in case of problems with the tool. | | The support team can be contacted by e-mail in case of problems with the tool. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Asking for [[Description of the Metis Smart Quotes Button#Send to support | support]] |
| Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support | Send to Support]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support | Send to Support]] from the Metis Smart Quotes manual for additional information. | ||
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| How to find details about the version or the release? | | How to find details about the version or the release? | ||
| - | | <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/9/9a/VID_AboutMetisMenu.png'>File:About_Metis.mp4</mediaplayer> |
| General pieces of information can be found in this window such as the version in which the user is currently logged-in and the contents he/she has access to. General data about the release and some of its components is also available. | | General pieces of information can be found in this window such as the version in which the user is currently logged-in and the contents he/she has access to. General data about the release and some of its components is also available. | ||
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Related topics include: | Related topics include: | ||
| - | * Accessing the [[ | + | * Accessing the [[Description_of_the_Metis_Smart_Quotes_Button#About_Metis | About Metis]] window. |
| - | | Please refer to the section about the [[Description of the Metis Smart Quotes | + | | Please refer to the section about the [[Description of the Metis Smart Quotes Button#About Metis | About Metis]] from the Metis Smart Quotes manual for additional information. |
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| How to use iBase? | | How to use iBase? | ||
| - | | <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/3/3d/VID_Using_Inventory.png'>File:Using_the_Inventory_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, an existing configuration can be read and imported in Metis. | | Metis can interface with third parties applications. In this case, an existing configuration can be read and imported in Metis. | ||
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| How to use Configuration Service? | | How to use Configuration Service? | ||
| - | | <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/7/7f/VID_Configuration_Service.png'>File:Configuration_Service_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external configurator. Then, the configuration from this external configurator can be imported back to Metis. | | Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external configurator. Then, the configuration from this external configurator can be imported back to Metis. | ||
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| How to use ENScore? | | How to use ENScore? | ||
| - | | <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_ENScore.PNG'>File:ENScore_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external service configurator. Then, the configuration from this external configurator can be imported back to Metis. | | Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external service configurator. Then, the configuration from this external configurator can be imported back to Metis. | ||
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| How to use SORA? | | How to use SORA? | ||
| - | | <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/0/04/VID_SORA.PNG'>File:SORA_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to a service. Then, the configuration from this external service can be imported back to Metis. | | Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to a service. Then, the configuration from this external service can be imported back to Metis. | ||
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