Commercial Characteristics
The Commercial Characteristics record allows the user to create filters for use in the Engineering. The Engineering has a list of default characteristics, commonly used as filters for the Production Groups. This list contains technical characteristics such as paper, product size, materials, etc.
In the Commercial Characteristics record the user can, for example, create a filter based on customer name, salesperson name, product line name, etc – commercial information that is not commonly used as filters by the Engineering.
Information on the Commercial Characteristics Record Window
Go to Sales > Records > iQuote > Engineering > Commercial Characteristic
Tip: For more information on the buttons in this toolbar refer to “Standard toolbar” in Basic Navigation.
Tip: For more information on adding or editing search features refer to "Searching” in Basic Navigation.
Tip: For more information on how to add other information in columns, refer to "Views" in Basic Navigation.
Add Commercial Characteristics
The user is required to have enabled the following access options, for adding commercial characteristics:
EPS > SALES > RECORDS > IQUOTE > ENGINEERING > COMMERCIAL CHARACTERISTICS > ADD COMMERCIAL CHARACTERISTICS
In the system’s main menu, click Sales > Records > iQuote > Engineering > Commercial Characteristics or enter "Commercial Characteristics" in the Quick Search field
Click Add. The following screen will open:
Complete the fields as described below:
|
Field |
Description |
|
Description |
Name of the filter linked to the Production Group. This name will be used later for selecting the characteristic in the Production Group filters. |
|
Active |
Commercial characteristic situation that indicates if it can be linked to the Production Group. |
Double-click Activation Criterion to add the commercial characteristics validation criteria. The following screen will open:
Complete the fields as described below:
|
Field |
Description |
|
Field |
Set of characteristics that can be used to create filters in the system. The characteristics come from Agency, Customer, Company, Product line, Specification component type, Type of inclusion and Salesperson. For more information, refer to "Setting Filters". |
|
Condição |
Condition to be respected so that the filter can be selected. The conditions can be displayed according to the information selected in Field. For more information, refer to "Setting Filters". |
|
Valor |
Value to be compared with the field. It may be a text, part of a text, a number, a date, etc. Example: If the selected characteristic is salesperson and the condition is Equal, then the value field will display all recorded salespeople. When selecting the salesperson name in the list, the complete filter will be displayed as follows: Seller - is equal to - John |
Click OK.
When finished, click Save.
Edit Commercial Characteristics
The user is required to have enabled the following access options, for adding commercial characteristics:
EPS > SALES > RECORDS > IQUOTE > ENGINEERING > COMMERCIAL CHARACTERISTICS > EDIT COMMERCIAL CHARACTERISTICS
In the system’s main menu, click Sales > Records > iQuote > Engineering > Commercial characteristic or enter "Commercial characteristic" in the Quick Search field
Click the appropriate commercial characteristic to select it.
Click Edit.
Edit as needed. For more information on the buttons and fields on this screen, refer to “Add Commercial Characteristic.”
When finished, click Save.
Note: Commercial characteristics can not be deleted, only disabled. The disabled characteristic will remain in the lists of the Production Group filters, but will no longer be considered a valid filter for the Engineering calculation.
Link a Commercial Characteristics to a Production Group
The user is required to have enabled the following access options, for accessing Production Groups:
EPS > SALES> RECORDS > IQUOTE > ENGINEERING > PRODUCTION GROUPS > PRODUCTION GROUPS ADVANCED SETTINGS
In the system’s main menu, click Sales > Records > iQuote > Engineering > Production Group or enter "Production Group" in the Quick Search field.
Click to select the appropriate Production Group to select it.
Click Advanced Settings.
Choose a functionality and click Output.
Click on the appropriate filter.
Double click Filter. The following window will open:
Click the arrow next to the Field box and select the Commercial characteristics option. The recorded commercial characteristics will be displayed. For more information, refer to "Add Commercial Characteristics".
Click the appropriate commercial characteristic to select it. The Value field displays Yes, indicating the characteristic must be true. For example, if the commercial characteristic is Product line – Magazine, the option Yes will indicate the product line must be "magazine" so the condition is considered true.
Tip: For linking a commercial filter to the other tabs it is necessary tho create it first in the Production Group filter options. For more information, refer to "Add Filters to the Production Group.”
Tip: For more information on setting filters for a functionality output, refer to “Restrictions for selecting an Engineering Functionality.”