Overview
This feature allows Items and Parts to have Alternate Descriptions. These could be more user friendly descriptions compared to the Vendor description OR they can be alternate languages to support multi-lingual regions. Additionally, these fields have been added in SedonaOffice and can be brought over to SalesAutomation through SedonaCloud. Finally, these fields have been made available in eForms so that customer facing documents can take advantage of them.
Technical Information
Alternate Descriptions have been added to both AlarmBiller/SalesAutomation and the SedonaOffice/SalesAutomation products. This means it can be added to Items and Parts in two ways.
- Defined in SedonaOffice and Sync'ed over into SalesAutomation
- Defined in AlarmBiller/Sales Automation
Items have one new field called Alt Description. This also applies to Recurring Items. Parts have three new fields called Alt Part Description, Alt Sales Description, and Alt Service Description.
SedonaOffice
An alternate description can be added in SedonaOffice for Items and Parts.
Items:
Recurring Items:
Parts:
You then synchronize over to the SalesAutomation product through the SedonaCloud integration.
AlarmBiller/SalesAutomation
You can add Alternate Descriptions from the Items/Parts setup in SalesAutomation or AlarmBiller.
Once these have been added, they can be seen on a proposal. When editing the proposal, the alternate descriptions can be added/updated as well. This applies to Items, Parts, and RMR.
eForms
These new Alternate Descriptions can then be used on an eForm so that the customer document can be in an Alternate Language or with clear descriptions.
Installation
No special installation is needed. Just AlarmBiller, SalesAutomation, eForms and/or a linked SedonaOffice through SedonaCloud for the full functionality.
Configuration
No additional configuration is needed.
Integration
Requires SedonaCloud integration connected to a SedonaOffice DB.
