Overview
This feature will create greater ease of use for sales reps quote configuration process and bring in additional sales from creating more crisp concise proposals for their prospects. Dependency notes are notes pre-assigned to parts, items and recurring items and can appear on the proposal depends on the proposal eForms template setup. These are free form text fields with up to 1,000 characters available and are setup in the setup tables in SalesAutomation.
Technical Information
There are several places where these show up. They can be seen on the view grid for Items and Parts. Also, Proposals show these fields when building up the Items, Parts, and RMR lists. Finally, these fields can be included in eForms.
Item/Part
You can add Dependency notes from the Items/Parts setup in SalesAutomation or AlarmBiller.
From there, you simply edit an item to set the note.
Dependency Note Quick Grid
In SalesAutomation there is a quick grid to show these Dependency Notes and quickly add new ones. It is found under the Proposal Setup area.
This provides a quick way to setup Items, Parts, and RMR dependency notes as well as Edit and Delete them.
You can add new ones, which will bring up a list of all the things that do not yet have a Dependency Note. There is a search feature here as well if you are looking for a specific thing. Simply click the Add Dependency Note button to quickly attach a note to the desired thing.
Proposal
Dependency Notes can also be added/changed directly from the Proposal. In edit mode, the default value will come from the underlying item or the sales package. But this can be added/modified directly on the proposal. This can be done for Items, Parts, and RMR.
Sales Package Edit
These will be used to populate a Proposal with default values. You can set Dependency Notes on Items, Parts, And RMR from here. If you add one that already has an underlying Dependency Note, it will be used as the default one. But you can then edit it as needed.
eForms
Depending on how the end user wants the form to appear, the Dependency Note values can be displayed on Charges, Items, Parts, and RMR lists on an eForm.
Installation
No special installation is needed. Just SalesAutomation and eForms for the full functionality.
Configuration
Setting up Dependency Notes can be done in many areas.
- From the Item/Part Edit form
- From the Dependency Note Quick Grid
- From the Proposal Edit form
- From the Sales Package Edit form
Each of these provides a way to set a note providing additional details or clarity.
Integration
N/A
