Preparing Products for Quotes
The quoted price of a product depends on a few aspects:
Product Price: This is the price of the product itself and service, usually quoted for the USA.
Zones: contains elements that are applied on top of the product price, which allows us to account for different shipping costs, traveling costs, region-specific costs, and foreign exchange risk. There are terms and checklist items that are also specific to different zones.
Business Unit: allows zones to have different zone elements based on market and staffing conditions.
This document focuses on product price, see here for the others.
Configuring New Users A product must be created in the Quote - Products table before it can be used in quotes. The Rover V4.5 Complete System, for example, can be
quoted as a standalone product or configured with additional options such as Rover Elevator, Fleet Manager, or Track Option. “Quote Catalog Administrators“ group members make quote products available by creating new records
in the Quote - Products table after determining the product price with sales management. Alternatively, TIGA offers the Generate Quote Product action in the Items table to create a Quote - Product record automatically.
The system will automatically check the Instrument, Consumable, and Service Estimates checkboxes and populate product information,
including price calculation, based on procurement type, item cost, and hardware or software price. You can edit the record
and change it if needed. Generate Quote Product Action Important The three fields highlighted in the first red box below (Travel Chance, Ship Chance, and Ship Weight) are used to calculate the S&TC
(Shipping & Travel Cost), which will affect the product’s final price. Rover Product Formula of Price and S&TC for Rover Tip If you need to offer a special one-time price or add a product outside the existing catalog, you can use the Custom filter when configuring
a quote. This allows you to enter a custom description and price manually. Learn more about configuring a custom product here. Custom Filter in Configure Window Once finished, the Rover V4.5 Complete System is available in the Quote - Products table and can be selected when configuring a quote. Rover in the Line Items Section TIGA will prompt you to create a sales tag for the newly created quote product. A Prompt to Create a Sales Tag for the Product Note If the product needs to be available in the eStore, see Managing the Product Catalog for the eStore
to complete the required setup. Once a product is created, you can define which additional products should appear when the main product is selected. These can be either product options or suggested products marked with a blue thumb icon |BlueThumbIcon|. For example, we will configure the Charging Dock as a product option and Rover PC as a suggested product for the Rover V4.5 Complete System. Prerequisites: You are a member of the “Quote Catalog Administrators“ group. Both Charging Dock and Rover PC products have been created in the Quote - Products table. To add a product option: In the Quote - Products table, select Rover V4.5 Complete System as the main product you just created. Click the Quote - Product Options (Parent Product)/Related Tables and add a new record. Important In the Product Option Type field, select Suggested Product to recommend the Rover PC as a complementary item or select Product Option
to make the Charging Dock a component for the main product. Then, link the related product in the Single Product section. The minimum and maximum quantities for each separate product must be set to be added. To make the option mandatory, set the Minimum Required
value to any whole number greater than 0. Product Option for Rover Tip Enable Override Price and set Price Override to “0” if the product should always appear free of charge. Override the product name using the Name Override field. Adjust the shipping cost using the Shipping Override (%) field. Sort product options using the Default Order field in the Line Items section and dropdowns. Lower numbers
will appear first. If no default order is specified, the system will sort product options by Item ID in ascending order. Repeat the steps above for the remaining product option. Post Condition: The Rover PC as a suggested product and the Charging Dock as a product option are now automatically included when the Rover
V4.5 Complete System is selected in a quote. Any applied overrides and settings will be reflected in the Configure window. Product Option and Suggested Product For products with multiple configuration choices, an Option Group allows sales teams to select from predefined options
instead of including a fixed item. In this tutorial, we will create a Track Configuration Option Group for Rover V4.5 Complete System, allowing users to choose
between Benchtop Track and Hanging Track. Prerequisites: You are a member of the “Quote Catalog Administrators“ group. Both benchtop and hanging track products have been created in the Quote - Products table. To create an option group: In the Quote - Products table, create a new record and select the Option Group checkbox to create one. Option Group Checkbox Note The Option Group product is a “dummy” parent product, and the Item field must be empty. Post Condition: The Track Configuration option group is added to the Quote - Products table. Track Configuration in the Quote - Products table To add dropdown options to the option group: In the Quote - Products table, select the Track Configuration Option Group you just created. Open the Quote - Product Options (Parent Product)/Related Tables and add a new record. Important In the Single Product section, link the Benchtop Track from the Product field and enter the Track Configuration in the Group Name field. Minimum and maximum quantities for the product must be set for it to be added. To make the option mandatory, set the Minimum Required value to any whole number greater than 0. Single Product Section Tip Enable Override Price and set Price Override to “0” if the product should always appear free of charge. Override the product name using the Name Override field. Adjust the shipping cost using the Shipping Override (%) field. Sort product options using the Default Order field in the Line Items section and dropdowns. Lower numbers
will appear first. If no default order is specified, the system will sort product options by Item ID in ascending order. Repeat the steps above for a Hanging Track product. Post Condition: The Track Configuration now contains dropdown selections from which users can choose. Track Configuration with Its Dropdown Selections To link the option group to the main product: In the Quote - Products table, select the main product for the dropdown. In this tutorial, the main product is the Rover V4.5 Complete System. Click the Quote - Product Options (Parent Product)/Related Tables and add a new record. Important In the Product Option Type field, select Suggested Product to recommend the Option Group as a complementary
item or select Product Option to make it a regular child item for the main product. Then, link the option group in
the Dropdown Option section. Minimum and maximum quantities for the product must be set for it to be added. To make the option mandatory, set the
Minimum Required value to any whole number greater than 0. Dropdown Option Section Post Condition: The Track Configuration Option Group is now linked with its main product. When the Rover V4.5 Complete System is added to a
quote, any linked product options will appear, and the salespersons can choose from the available dropdown options. Option Groups of Rover System If multiple products are always sold together, you can create a bundle in which all required products are grouped as one
package. For example, you can create a Rover Starter Pack that includes a Rover V4.5 Lite Instrument, a Fleet Manager Basic,
and a Rover Elevator. Prerequisite: You are a member of the “Quote Catalog Administrators“ group. To add a bundle: In the Quote - Products table, create a new product and select Bundle as the Product Type. Bundle Product Type Select the record you created and open Quote - Product Options (Parent Product)/Related Tables. Add all the required product options for the bundle. Post Condition: The Rover Starter Pack bundle is linked to its related options and is available as a single quote item. Rover Starter Pack Bundle Sale terms and checklists ensure that quotes include mandatory conditions and verification steps. For example, to include a
sale term for an Instrument quote shipped to Vietnam, members of the “Quote Catalog Administrators” group add a new
record in the Quote - Sale Terms / Checklist table, specifying whether it is a term or checklist in the Type dropdown. A Sale Term The sale term for the Instrument quote shipped to Vietnam will be available in the Quote - Sale / Checklist table.
However, it will not appear in a quote until it is linked to a sales tag. In this tutorial, we will use sales tags to assign a term or checklist to a tag and reuse it across multiple products or
link a term or checklist directly to a product. It ensures that the correct terms or checklists automatically appear when
configuring a quote. Prerequisites: You are a member of the “Quote Catalog Administrators“ group. You have created Quote - Tags and Quote - Sale Terms or Checklists records. To link a term or checklist to a product using a tag: Add a new record in the Quote - Sales Tag table. Fill in the Tag and Term fields. An Example of Sales Tag for LH Tag Click Create once finished. Then, create another sales tag record using the Product and Tag fields. Post Conditions: TIGA automatically adds the Quote - Sales Tag record. The product linked to the tag will automatically include all terms or checklists that are associated with that tag when
configuring a quote. Sales Terms with LH Tag in the Terms Section To link a term or checklist to a specific product: Go to the Quote - Sales Tags table and add a new record. Fill in the Product and Term fields. Click Create once done. Post Conditions: TIGA automatically adds the Quote - Sales Tag record. The selected product will include the specific term or checklist during quote configuration. Sales Terms with Product Tag in the Terms SectionAdd a Product
Add Product Options
Make an Option Group
Make a Bundle
Add Sale Terms or Checklists
Add Sales Tag
