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| | * [[Description of the Menu Documents | DOCUMENTS]] | | * [[Description of the Menu Documents | DOCUMENTS]] |
| | * [[Description of the Menu Order | ORDER]] | | * [[Description of the Menu Order | ORDER]] |
| | + | * [[News | NEWS]] |
| | + | * [[Description of the Menu Exchange | EXCHANGE]] |
| | + | * [[Description of the Menu Addresses | ADDRESSES]] |
| | + | * [[Description of the Menu Setup | SETUP]] |
| | + | * [[Description of the Metis Smart Quotes Button | MSQ FEATURES]] |
| | | | |
| | | | |
| | Each menus are described in their respective sections. | | Each menus are described in their respective sections. |
| | | | | | |
| - | [[Metis_Smart_Suite_-_License| Licence]] | + | * [[Metis_Smart_Suite_-_License| Licence]] |
| | | | |
| - | [[Metis_Smart_Quotes_-_LogIn| Log In]] | + | * [[Metis_Smart_Quotes_-_LogIn| Log In]] |
| | | | |
| - | [[Metis_Smart_Quotes_-_Layout| Graphical User Interface]] | + | * [[Metis_Smart_Quotes_-_Layout| Graphical User Interface]] |
| | + | |TOOLBAR : [[Metis_Smart_Quotes_-_123| 1-2-3 ]] - [[Metis_Smart_Quotes_-_Addresses | Addresses]] - [[Metis_Smart_Quotes_-_Setup | Setup]] - [[Metis_Smart_Quotes_-_MetisSmartQuotes | Metis Smart Quotes]] |
| | }} | | }} |
| | | | |
| - | == Log In ==
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| | | | |
| | | | |
| | + | == How to? == |
| | | | |
| - | == Layout ==
| + | * [[How_To_Use_Metis_Smart_Quotes | Metis Smart Quotes - How To Use Metis Smart Quotes Features?]] |
| - | | + | |
| - | The section provides an overview of:
| + | |
| - | * Metis Smart Quotes Graphic User Interface | + | |
| - | * Buttons and icons which are commons to all the menus
| + | |
| - | | + | |
| - | === Graphic User Interface ===
| + | |
| - | | + | |
| - | Metis Smart Quotes graphic user interface can be divided into 5 main parts as shown below:
| + | |
| - | | + | |
| - | | + | |
| - | [[File:MetisSmartQuotesZones.PNG|center]] | + | |
| - | | + | |
| - | | + | |
| - | # The title bar
| + | |
| - | # The top buttons area
| + | |
| - | # The header area
| + | |
| - | # The menu area
| + | |
| - | # The core information area
| + | |
| - | | + | |
| - | | + | |
| - | The title bar shows the name of the application. Depending on certain settings, the release number and the version in which the Smart Quotes user is currently logged into may also appear.
| + | |
| - | | + | |
| - | The top buttons area consists of the following buttons:
| + | |
| - | * 1, 2, 3: to open and work on 3 different offers at the same time. The Smart Quotes user receives a message when trying to open an offer which is already open in another window.
| + | |
| - | * Exchange: to export or import offers. This functionality is described in details in a [[Description of the Menu Exchange | separate section]].
| + | |
| - | * Addresses: to manage the companies and the contacts. This functionality is described in details in a [[Description of the Menu Addresses | separate section]].
| + | |
| - | * Setup: to define some settings and preferences when using the application. This functionality is described in details in a [[Description of the Menu Setup | separate section]].
| + | |
| - | * About Metis Smart Quotes: to get general information about the application's version or to contact the support. The features of the About Metis Smart Quotes window are described in details in a [[Description of the Menu About Smart Quotes | separate section]].
| + | |
| - | | + | |
| - | | + | |
| - | The header area shows the project, offer and system currently selected. On the left part, Project, Offer and System become active buttons once a project, an offer and/or a system have been selected. Clicking on one of these buttons opens the Edit Project, Edit Offer and the Edit System window respectively, no matter in which menu the Smart Quotes user currently is.
| + | |
| - | | + | |
| - | | + | |
| - | For the offer field, icons might appear as shown in the following examples:
| + | |
| - | | + | |
| - | | + | |
| - | [[File:MetisSmartQuotesHeaderWithLockIcon.PNG|center]]
| + | |
| - | | + | |
| - | | + | |
| - | [[File:MetisSmartQuotesHeaderWithCheckmarkIcon.PNG|center]]
| + | |
| - | | + | |
| - | | + | |
| - | | + | |
| - | The green checkmark icon indicates that the currently open offer has been [[Description of the Menu Documents#Blocking an Offer | blocked]]. The padlock icon indicates that the currently open offer has been [[Description of the Menu Order | ordered]].
| + | |
| - | | + | |
| - | | + | |
| - | The menu tabs allow the user to navigate through the application. The list of available menus is described [[#Menus| below]].
| + | |
| - | | + | |
| - | Once the application has been launched, the Open menu is displayed by default. The Project menu is accessible but not the other menus. The Design menu becomes available once an offer has been open or created. The Price, Notes, Documents and Order menus become available once an offer with system(s) has been open or once a system has been added to a new offer.
| + | |
| - | | + | |
| - | | + | |
| - | The contents of the core information area depends on the menu selected by the Smart Quotes user.
| + | |
| - | | + | |
| - | | + | |
| - | {{Video
| + | |
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/dc/OverviewSmartQuotes.png'>File:Smart_Quotes_Overview.mp4</mediaplayer>
| + | |
| - | | Overview of Metis Smart Quotes Graphic User Interface.
| + | |
| - | }}
| + | |
| - | | + | |
| - | | + | |
| - | === Buttons and Icons ===
| + | |
| - | | + | |
| - | The following table describes the buttons and icons which can be found in several menus and windows:
| + | |
| - | | + | |
| - | {| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5"
| + | |
| - | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon
| + | |
| - | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingAddButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To add an element
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingDeleteButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To delete an element
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingEditButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To edit an element
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesCollapseAllButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To collapse the elements of a tree view
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesExtendAllButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To extend the elements of a tree view
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingPreviewButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To preview an element. No edition is permitted in the preview window.
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingOKButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To save the edits that may have been made and exit
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingCancelButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To cancel the edits that may have been made and exit
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingCloseButton.PNG|28x28px]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To close the window (generally the Preview window)
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:SortArrowDown2.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To sort the contents of a table in descending order
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:SortArrowUp.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To sort the contents of a table in ascending order
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MagnifyingGlass.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To search for an item within a table
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:ResizeSearchFilterArea.PNG]] [[File:ResizeSearchFilterAreaHorizontal.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To resize an area (e.g. search area, filter area, tables in the Edit System window, etc.)
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesUpArrow.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To move an element upwards
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesDownArrow.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To move an element downwards
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesSearchButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To launch the search
| + | |
| - | |-
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | [[File:MetisSmartQuotesCalendarButton.PNG]]
| + | |
| - | |style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | To select a date with the calendar
| + | |
| - | |}
| + | |
| - | | + | |
| - | == Menus ==
| + | |
| - | | + | |
| - | | + | |
| - | | + | |
| - | For the detailed description of the Exchange, Addresses, Setup and the Metis Smart Quotes features, refer to the following sections:
| + | |
| - | * [[Description of the Menu Exchange | Exchange]]
| + | |
| - | * [[Description of the Menu Addresses | Addresses]]
| + | |
| - | * [[Description of the Menu Setup | Setup]]
| + | |
| - | * [[Description of the Metis Smart Quotes Button | Metis Smart Quotes button]]
| + | |
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| | | The Metis Smart Modeling administrator is responsible for the contents and the options available to the Metis Smart Quotes users. Therefore and though most of the features are described in this manual, certain options in the program may not be available depending upon settings provided by the Metis Smart Modeling administrator. In this case, refer to your version administrator. | | | The Metis Smart Modeling administrator is responsible for the contents and the options available to the Metis Smart Quotes users. Therefore and though most of the features are described in this manual, certain options in the program may not be available depending upon settings provided by the Metis Smart Modeling administrator. In this case, refer to your version administrator. |
| | }} | | }} |
| - |
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| - |
| |
| - | == How to? ==
| |
| - |
| |
| - | * [[How_To_Use_Metis_Smart_Quotes | Metis Smart Quotes - How To Use Metis Smart Quotes Features?]]
| |