Adding the ROCK IMAGER as the Main Product¶
In this tutorial you’ll configure a very simple ROCK IMAGER and make it available for sale. This particular product in this case will have no options, we’ll add them later. You can use this methodology to add any product to the catalog, from a simple case of tips to a ROCK IMAGER.
Prerequisites
You are authorized to create and/or modify product information for quotes in the Quote - Products table. Please contact the TIGA team to receive authorization.
An item has been created for the RI1000LCP.
You have collected all marketing information about it, including description, price, etc.
To add a ROCK IMAGER:
In the Quote - Products table, create a new record (as shown below) by clicking Add in the Record dropdown menu. See also a general tutorial on how to specify the task fields and options in the Product Catalog Entries Overview section.
Task Fields in the Product Window with ROCK IMAGER Example
Important: The three fields indicated by the red box above dictate the shipping and travel cost (S&TC) for the product as it will appear when creating a quote.
Post Conditions
When the user is creating a quote, the ROCK IMAGER will be available in the Quote Line Items section of the Configure window. They can search for it by any value, e.g. Item #. But, at this point, it will still be missing product options and suggestions.
The ROCK IMAGER in the Quote Line Items Section
You can continue adding these options related to the ROCK IMAGER in the Quote - Product Options table. Please read the next tutorial to learn more.
Important: The price of the ROCK IMAGER that appears in the Configure window will include the base price, the software price, and the S&TC. It will also be affected by the price factor of the zone you’re shipping to.
Include a computer with the ROCK IMAGER
When configuring the ROCK IMAGER for a quote, it’s price includes a computer. This same computer can be sold separately at a price of $2,488.00. We can configure the catalog so that the computer’s real price is overridden and is included as part of the ROCK IMAGER’s price. We will show you how to do this in the following tutorial:
Prerequisites
A product has been created for the computer, as seen in the screenshot below. As you can see, it has its original price of $2,488.00.
A Computer for the ROCK IMAGER - ROCK IMAGER has been configured as a Main Product, as seen in the prior tutorial. **To include a computer with the ROCK IMAGER**: #. In the **Quote - Products** table, select the ROCK IMAGER product you just configured above. In the related tables section on the right side of the screen, create a record on the **Quote - Product Options** table. #. Check off the **Override Price** box. Set the Price Override field to 0, so that the computer is quoted at no cost. #. Select the computer in the **Single Product** section. You can find it by the product number **366140** (as seen in the screenshots below).
The Single Product Section .. _post-conditions-1: **Post Conditions** - When a user is creating a quote, TIGA will add the computer to the **Quotes Line Items** section of the **Configure Quote** window. Notice how it has a price of zero!
A Computer for the ROCK IMAGER In the previous section you defined a drop down that shows all the
license options for ROCK MAKER. In this tutorial, we’ll show you how to
add it so it shows as a suggested product during the quoting process. Prerequisites A product exists for ROCK MAKER license dropdown as defined in the
previous tutorial. Your list of ROCK MAKER licenses has been defined as dropdown
options. To add the ROCK MAKER software as a suggested product: Find the ROCK IMAGER record in the Quote - Products main table. Go to the Quote - Product Options related section of the Quote
- Products table, click Record, then click Plus button. In the Quote - Product Options window, select ROCK MAKER
Commercial Option in the Product Option field under the
Dropdown Option section. You have to set the minimum required and
maximum possible in order for the product option to be added (see
below). The ROCK MAKER Commercial Option as the New Dropdown Option Click Create in the lower-right corner of the window. Post Conditions The specified product options will be available in the Quote Line
Items section of the Configure window, when you are making a
quote. Click here to learn more about creating a
quote. The Quote Line Items Section In this tutorial, we will show you how to add Sale Terms to a quote,
still using the example of the ROCK IMAGER 1000 being shipped to
Australia. Sale Terms That Are Created in the Quote - Sale Terms/Checklist Table Prerequisites You are in the Quote Tool Administrators group. If you are not
currently in this group, please contact the TIGA team in order to
join. To create Sale Terms: In the CRM application, open the Quote - Sale Terms/Checklist
table. Click the Plus button on the table bar. Fill in all of the fields in the Quote - Sale Terms/Checklists
window (see the table above for definitions of each of the task
fields). Click Create. At this point, the Sale Term that you’ve already
defined will be available in the main table and in the Quote
wizard. You can then apply Sales Tags to Sale Terms via the Quote -
Sales Tags related section, as needed. Post Conditions The first image below illustrates some sample Term settings in the
Quote - Sale Terms/Checklists window, while the second image
shows you how all of the recorded Terms appear in the Quote
Wizard as you create a quote. Recorded Sale Terms in the Edit Terms Section of the Quote Wizard Prerequisites You are in the Quote Tool Administrators group. If you are not
currently in this group, please contact the TIGA team in order to
join. To create a checklist: The method for creating Quote Checklists and Sales Terms is
exactly the same, except you select Checklist as the Type,
instead of Term (see above table for Checklist Task Field
definitions/actions). Note What you have entered into the Term field will appear as an item in the checklist. Repeat this process for each Checklist item that you want to add. Post Conditions The first image below illustrates the sample Term settings in the
Quote - Sale Terms/Checklists window, while the second image
shows you how all of the recorded Terms will appear in the Quote
Wizard as you create a quote. Checklist Samples in the Edit Terms Section of the Quote WizardAdd ROCK MAKER as a suggested product and/or product option on a quote
Create Sale Terms for the ROCK IMAGER
Create Quote checklists for the ROCK IMAGER