Quote Catalog Administrator
The quote catalog administrator is responsible for configuring and managing quote configurations, including products, options, shipping costs, authorized approvers, terms, checklists, tags, and sales tags. They directly influence the options available to the salesperson and quote processor when they generate quotes for potential customers.
Read the following topics to learn more about the key components of the quote catalog.
Note
Only “Quote Catalog Administrators” group members can configure the quotes-related tables and perform the tasks listed below.
Defining Products and Options
Products and their available options are configured in the Quote - Products and Quote - Product Options tables. These tables define the pricing list, customer-friendly product names, marketing description, minimum quantity, and other relevant information set by the management team. For a detailed tutorial, refer to Adding the ROCK IMAGER as the Main Product.
Adding Product to Quote Configuration
Creating a product catalog begins with configuring products and associated information. Products are divided into single products and option groups, as follows:
Types
Descriptions
Methods
Single Product
A standalone item available for sale. It can be linked to other products as a Product Option or Suggested Product.
Product Option allows you to pair a single product with specific variations, offering customers useful and related products. For example, you can pair Rock Imager 360 as the parent with Imager PC as the product option.
Suggested Product is a recommendation that appears alongside the single products in a quote. It is marked with a blue thumb icon
in the Configure Quote window.
Read how to add ROCK MAKER as a suggested product and/or product option for a more detailed tutorial.
Note
Product Option and Suggested Product have Item ID#.
Manual & Automatic
Option Group
An option group is a “dummy” product used to prepare a bundle or package of items requested by a salesperson. This bundle allows multiple related products to be grouped together by designating the dummy as the parent, with related products linked to it.
For example, an option group named “RI360 Temperature Option” includes different product options based on operating temperature.
Note
An option group does not have an Item ID#, but the related options do.
Manual
Types of Product
Adding Product Manually
You can manually add a product to the quote configuration by creating a record in the Quote - Products table.
Adding Product Automatically
Depending on your quote type, a single product can be automatically added to the table.
Quotes Types
Descriptions
Any Quotes
Use the Generate Quote Product action after selecting an item in the Items table. TIGA will automatically check the checkboxes for Instrument, Consumable, and Service Estimates.
Important
You can only add Service Parts items to Instrument and Consumable quotes.
Generate Quote Product Action
Service Estimates (SE) and Support Invoice Monthly (SIM)
Use the Import Parts button when configuring the quote. TIGA then directs you to the Items table to select the item.
Import Parts Button in SE and SIM Quotes
Configuring Shipping and Installation/Service Cost
Shipping and installation/service costs are important in determining the final pricing across various quote types. These costs can depend on factors such as product family, business unit, sales zone, and the destination used for quotes where region-specific pricing applies. Read how to add shipping cost for ROCK IMAGER for a detailed tutorial.
The table below describes the rules and conditions for each quote type.
Quote Type
Shipping Costs
Installation / Service Costs
Instrument
Shipping costs are automatically calculated based on the product family, sales zone, and business unit set by stakeholders in the Quote - Shipping Zone Cost table.
Shipping Cost per Product Family for Australia Zone
Installation/service costs have a default price of 1500 USD, as defined in the Quote - Service/Installation Zone Cost table.
Installation Costs and Price Factor for LH in Australia Zone
Note
The installation costs remain the same if multiple instruments are added to the quote.
Consumable
The quote processor/salesperson must apply a shipping cost manually when configuring the quote based on weight and the sales zone.
No installation costs are applied.
Service Contract
Shipping costs may be included within the contract or charged separately based on the specific needs of the customer.
Installation/service costs may be included within the contract or charged separately based on the specific needs of the customer.
Service Estimate
Shipping cost depends on the line item chosen, such as “Shipping” line item.
Note
Support managers estimate these costs based on prior experience.
Installation/service cost depends on the line item selected, such as “FSE Site Visit (FSESV)” line item.
Note
Support managers estimate these costs based on prior experience.
Setting Maximum Discount Limits for Authorized Approvers
The quote catalog administrator decides who can approve quotes with discounts beyond certain limits in the Quote - Authorized Approvers table. Each approver has a Max Discount Approval % to approve either Sales (Instrument & Consumable) or Service Contract quotes. If a discount exceeds the limit of the first approver, TIGA automatically adds the Vice President of Sales & Service Contracts as an approver with a maximum limit of 100%.
Authorized Approver with 100% Maximum Discount
Managing Sales Terms
Sales terms help each party agree on a set of expectations and avoid disagreements that might cause conflicts over a quote. Terms are created in the Quote - Sale Terms / Checklist table. TIGA fetches and displays them in the Terms section based on the product and its sales tags. The salesperson can add or remove terms from the quote before finalizing it. For a detailed tutorial, read how to create sale terms for the ROCK IMAGER.
The types of terms that can be used in the quote include both regular and custom terms. The following table outlines the different term types and their descriptions:
Term Types
Description
Regular Terms
Standard terms of a product. It also includes:
Special Terms: These terms appear first in the quote PDF and are prioritized as Order 1 in the Quote - Term / Checklist table.
Default Terms: Pre-configured terms that appear automatically for specific quote types.
Custom Terms
Added manually by the salesperson when configuring the quote.
A Term Tied to A Specific Zone and Quote Type
Note
Terms for Service Contract quote are still hardcoded in TIGA, but the quote processor or salesperson can add custom terms when configuring the quote.
Arranging the Checklist
The checklist guides the salesperson through the quoting process by ensuring all necessary actions have been applied to a quote. The quote catalog administrator creates and manages these checklists for internal use only, which are configurable in the Quote - Sale Terms / Checklist table. These checklists are linked to sales tags and fetched based on the products added to the quote. For a detailed tutorial, read how to create a quote checklist for the ROCK IMAGER.
A Checklist Tied to A Specific Zone and Quote Type
Assigning Tags & Sales Tags
In TIGA, tags and sales tags work together to organize products, terms, and checklists in quotes. Tags provide general categorization, while Sales Tags specifically link terms and checklists to products.
Table
Description
Quote - Tags
Tags serve as general labels to organize terms or checklists by categories and can represent the following attributes:
Product Family: FLO, NT8, FAST, etc.
Business Unit: LH, PC, Cell.
Specific categories: Default or Barcode Printer.
Quote - Sales Tags
Sales tags connect predefined tags to specific products, terms, and checklists. When a product with an assigned sales tag is added to a quote, TIGA automatically pulls in the correct terms and checklists based on the assigned sales tags.
Sales Tag Links Tags With Predefined Term
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