Product Specification

By using the Product Specification record, you can quickly create a product that you estimate often. It allows you to store the product's specification, such as its layout details, substrate, and Specification Characteristics, so as to make your job easier when you are creating a new Estimate. If you want, you can even calculate and save the Engineering related to the product's production and fix some aspects of it, so the system already knows which processes to use.

You may need to use this feature, for example, when the same customer constantly requests quotes for very similar Carton Box products, and you only need to change the colors used. It helps you to avoid mistakes when creating an Estimate and to save some time by not having to configure the same layout several times.

Thus, the Product Specification acts as a sort of product repository that you can use as a way to not begin your Estimate, Job, or Sales Order from scratch.

External Uses

You can also use the Product Specification as a reference when creating an Estimate or Sales Order from outside iQuote, through the Price Service, Vertical Application, or Radius workflow. In the Radius case, for example, iQuote creates the requested Job by searching for a Product Specification record that matches the stock item from Radius.

Note: For more information regarding the use of Product Specification in the Price Service, see Setting up Product Specification.

Prerequisites

To be able to use the Product Specification, your iQuote User must have the access controls detailed below. To set them up, navigate to Administration > User > User Profile > Permissions.

ePS > SALES > IQUOTE > PRODUCT SPECIFICATION

ePS > SALES > IQUOTE > PRODUCT SPECIFICATION > AUTOMATICALLY CREATES NEW INVENTORY ITEM WHEN CREATING A NEW SPECIFICATION PRODUCT VERSION

ePS > SALES > IQUOTE > PRODUCT SPECIFICATION > CHANGE

ePS > SALES > IQUOTE > PRODUCT SPECIFICATION > CREATE NEW FROM ESTIMATE

ePS > SALES > IQUOTE > PRODUCT SPECIFICATION > CREATE NEW FROM JOB

ePS > SALES > IQUOTE > PRODUCT SPECIFICATION > CREATE NEW VERSION

ePS > SALES > IQUOTE > PRODUCT SPECIFICATION > VIEW

How It Works

The following table describes how the Product Specification feature works:

Step	Performed By	Action
1	You	Create an Estimate or Job, defining all the products and their respective details.
2	You	Create a new Product Specification record, based on the Estimate or Job that you created.
3	You	Define the Product Specification details, add versions, and exceptions if needed.
4	You	Use the Product Specification to create Estimates and Sales Orders.
5	System	Creates new Estimates and/or Sales Orders using the information from the Product Specification to fill in the necessary fields and define some setups.