Overview
This functionality lets users in SalesAutomation create a set of groups (called charges) on proposals and put both items and parts in those groups. This grouping can then be used on eForms as a method of breaking down lists of charges to the end user in a manner determined by the central station / dealer instead of just enforced by the "type" defined in AlarmBiller. It gives the ability to decide to display a sub-total for the charges groups on a selective basis.
This feature is only available on Proposals (both SA and AB), Sales Packages, and eForms. It will show up on a PDF from eForms but NOT on the standard Proposal PDF.
Technical Information
There are two ways to create these groups:
- Define them on a Sales Package
- Create/edit them on a per-Proposal basis
In both cases, you are able to rework a combined list of containing both Items and Parts into user defined groups.
These groups are purely a UI functionality. This means that until saved, these groups only exist on the Client.
The groups can be created new or you can move to an existing group.
Currently, each one must be moved to a group individually. The primary use case is to define a Sales Package and then if individual things are added for a unique proposal, they must be added to groups manually.
If the Display Subtotal is on, then each group will show a sub-total for that group.
The entire group list can be reordered. Just drag/drop into the desired order.
Things in a group can be either moved to another group, or completely removed from the group (back to Ungrouped state). You can also Ungroup All everything.
eForms
Proposal templates in eForms can be edited to include the groups.
Installation
No special installation is needed. Just SalesAutomation and eForms for the full value.
Configuration
The ideal use for this is with Sales Packages. These Charge groups can be defined and then applied to proposals easily.
First, add Items and Parts to your Sales Package. Then you can go to the Charges tab and build out a package.
They start out "Ungrouped" but you can then define the groups you want. This setup will be applied to any proposal that uses this sales package.
