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Big Machines General Admin document
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BIGMACHINES ADMINISTRATION BIGMACHINES ADMINISTRATION ESSENTIALS
Version 11
Where Selling Happens
WELCOME
IntroductionsIntroductions Logistics and housekeeping items Schedule for the week
B G l Ad Begin General Admin
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LOGISTICS AND HOUSEKEEPING ITEMS
Class time 9:00am to 5:00pm (1hr break at noon)Ends at 5pm on Thursday
Drinks and snacks located in break area in officesLunch will be provided Tuesday thru Thursday
Admin Certification Test on ThursdayTaking the test is optional
If you need anything Amanda Klufetos is available y y gat the front desk
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WELCOME
IntroductionsIntroductions Logistics and housekeeping items Schedule for the week
B G l Ad Begin General Admin
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SCHEDULE FOR THE WEEK
Day Topics Moderator(s)
Monday 1pm-5pm
Introductions, GeneralAdministration
Jeff Russ
Tuesday Configuration Jeff Russy9am-5pm
g J
Wednesday9am-5pm
Complete ConfigurationCommerce Processes
Jeff Russ
Thursday9am-5pm
Document EngineCertification Test
Jeff Russ
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WELCOME
IntroductionsIntroductions Logistics and housekeeping items Schedule for the week
B G l Ad Begin General Admin
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GENERAL ADMINTRAINING GUIDE TRAINING GUIDE
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CONTENTS
BigMachines Process Overview Userside Overview Administrator Overview Blueprint Process Tools File Manager Site Branding, Header and Footer, Customizing Text Part/Item Master Administration Bulk Upload of Attributes, Parts, CRM data, etc.
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USER SIDE OVERVIEW
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BIGMACHINES OVERVIEW
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BIGMACHINES OVERVIEW
Select what we want to configure, then configure it!
What do we need to select to build our server?
v
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BIGMACHINES OVERVIEW
Now that our server is configured, what do we need to finish a quote?
Discounts?M k ? Markups? Manager Approvals?
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BIGMACHINES OVERVIEW
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USER SIDE DEMO
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ADMINISTRATOR OVERVIEW
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ROLE OF THE BIGMACHINES ADMINISTRATOR
Configures the BigMachines application to satisfy duser needs
Maintains data and rules from application requirementsrequirements
Uploads new data tables and part masters as needed
Adds additional products, attributes, and rules when new features arrive
Provides front-line user support for the companys BigMachines implementation
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ADMIN TERMINOLOGY OVERVIEW
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ADMIN TERMINOLOGY
Configuration:Define and Maintain your Products and Catalogs.
This section allows you to manage your configuration models including:
Product Hierarchy Configurable Attributes Configuration Flows Configuration Rules
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CONFIGURATION HOME PAGE TERMINOLOGY
Product Family Product Lines Model
P d F ilProduct Family
Product Lines
Model
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CONFIGURATION HOME PAGE TERMINOLOGY
Product Family Product Lines Model
P d F ilProduct Family
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CONFIGURATION HOME PAGE TERMINOLOGY
Product Family Product Lines Model
Product Lines
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CONFIGURATION HOME PAGE TERMINOLOGY
Product Family Product Lines Model
Model
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CONFIGURATION PAGE TERMINOLOGY
TabsGroups
Attributes
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CONFIGURATION PAGE TERMINOLOGY
Tabs
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CONFIGURATION PAGE TERMINOLOGY
Groups
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CONFIGURATION PAGE TERMINOLOGY
Attributes
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CONFIGURABLE ATTRIBUTE TERMINOLOGY
T pes of Attrib tes Types of Attributes: Text FieldFree form box or area that can be populated by the user
Single Select MenuMenu option; can only select one of the menu itemsMenu option; can only select one of the menu items
Multi Select MenuMenu option; can select multiple options at once
HTML
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Allows HTML code to be included in the configuration pages via an attribute
CONFIGURABLE ATTRIBUTE TERMINOLOGY
Types of Attributes:
Date AttributesThe date attribute is displayed as a text box with a date selector toolThe date attribute is displayed as a text box with a date selector tool.
This gives the user the option to either enter a date manually or select one from the calendar.
There is an automatic validation that runs to ensure that the date There is an automatic validation that runs to ensure that the date complies with the application and user profile information.
Date attributes can be of array or non-array type.
Date arrays cannot be displayed as menus.
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ADMIN TERMINOLOGY OVERVIEW
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ADMIN TERMINOLOGY
Commerce Processes:Setup Quoting, Ordering, Approval, and other W kfl P
C A b
Workflow Processes
Commerce Attributes Groups Actions Actions
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COMMERCE : TRANSACTION LAYOUT
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COMMERCE : LAYOUT ELEMENTS
A iActions
Panels + Tabs
Attributes
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Line Items
COMMERCE : LAYOUT ELEMENTS
Outer Panels
Tabs
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COMMERCE
Attributes
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COMMERCE
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Line Items
COMMERCE : LAYOUT ELEMENTS
A iActions
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ADMIN TERMINOLOGY OVERVIEW
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ADMIN TERMINOLOGY
Document EngineCreate, edit, and produce the documents you use as
t f l part of your sales process
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DOCUMENT ENGINE
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BLUEPRINT
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BIGMACHINES IMPLEMENTATION METHODOLOGY
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CONFIGURATION DESIGN PROCESS
Business Requirements
Functional Requirements
BuildSolution
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WHAT ARE WE GOING TO BUILD?
Amo la Pizza di Chicagois a small family owned business that operates in is a small family owned business that operates in suburban Chicago. They would like to branch out and work with local fund-raising for groups like school athletics teams, Boy and Girl Scouts, and study-abroad programs.
In order to accomplish this, they have selected BigMachines to help them develop an online application to place and manage group orders.
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REQUIREMENTS ANALYSIS
1. Define Attributes
2. Identify Relationships
3. Associate Pricing
4 Enhance User Experience4. Enhance User Experience
Business Requirements
Functional Requirements
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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES
What is an attribute?What is an attribute?An attribute is a property that helps define the configured product.
A ib l d f U Sid i i k Attributes are most commonly used for User Side interactions to make selections for the configuration.
For Example:p
v
Cheese Pepperoni Crust Size
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CONFIGURABLE ATTRIBUTES
Not all product attributes are fit to be a BigMachines configurable attribute. Ask yourself the following questions to see if it needs to be included:Ask yourself the following questions to see if it needs to be included:
Does it drive any constraints or recommendations? Does it drive any hiding attribute rules? Does it drive any hiding attribute rules?
Other attributes will be shown/hidden based on this
Does it affect the BOM? Does it affect Pricing?Does it affect Pricing? Is it required for any system calculated values? Does it drive any text that need to be displayed on the printer-friendly proposal?
If the answer is YES to ANY of the above questions, then it should be a configurable attribute
If the answer is NO to ALL of the above questions, then it is not required to be a configurable attribute
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configurable attribute to be a configurable attribute
REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES
Configuration Design Template (patent pending)Contains all the information you need to define each attribute, including:
Label Name Type (e.g. Menu, Textbox) Menu Options Required? Hidden? Default Value
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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES
How do I know what attributes I need?Consult the product specification!
Small Medium LargeThin Crust $10.00 $12.00 $15.00 Side OrdersDeep Dish* n/a $17.00 $20.00Each Topping $1.00 $1.00 $1.00
*Deep Dish not available in Small size
Mozzarella Sticks $4.00Fried Calamari $5.00Garlic Bread $3.00Soup of the Day $2.00
R h M i Di i S
ToppingsPepperoni, Sausage, Green Pepper, Onion, Mushroom
Specialties
Ranch or Marinara Dipping Sauce Available for free
SandwichesHot Sandwiches, Cold Sandwiches,
b hSpecialtiesMeat Eaters Pepperoni & SausageThe Works Sausage, Green Pepper, Onion, & mushroom
or both
Promotion: Buy any Side Order, get $2.00 off your Pizza!
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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES
How do I know what attributes I need?Identify the Identifiers
Small Medium LargeThin Crust $10.00 $12.00 $15.00 Side OrdersDeep Dish* n/a $17.00 $20.00Each Topping $1.00 $1.00 $1.00
*Deep Dish not available in Small size
Mozzarella Sticks $4.00Fried Calamari $5.00Garlic Bread $3.00Soup of the Day $2.00
R h M i Di i S
ToppingsPepperoni, Sausage, Green Pepper, Onion, Mushroom
Specialties
Ranch or Marinara Dipping Sauce Available for free
SandwichesHot Sandwiches, Cold Sandwiches,
b hSpecialtiesMeat Eaters Pepperoni & SausageThe Works Sausage, Green Pepper, Onion, & mushroom
or both
Promotion: Buy any Side Order, get $2.00 off your Pizza!
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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES
C l t th T l tComplete the Template
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EXERCISE
EXERCISE EXERCISE (10 MIN)
Add the remaining attributes to the design Add the remaining attributes to the design spreadsheet, capturing their display types and available options
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REQUIREMENTS ANALYSIS IDENTIFY RELATIONSHIPS
What are relationships?pA relationship is an interaction between attributes defined by a rule.
Types:RecommendationsBased on attribute A, recommend option B for attribute C
ConstraintsCo st a tsBased on attribute A, constrain option B for attribute C
HidingBased on attribute A, hide attribute B
Recommended ItemsBased on attribute A, add part XYZ
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REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS
RecommendationsRecommendations Force attribute selections Change attributes Display messages
For Example:
SpecialtiesMeat Eaters: Pepperoni & SausageThe Works: Sausage, Green Pepper, Onion, & Mushroom
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It forces Topping selection based on a selection for the Specialties attribute.
REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS
ConstraintsConstraints Hide choices for attributes Prevent attribute selection Display error messages
For Example:
*Deep Dish not available in Small sizeDeep Dish not available in Small size
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It limits the choices of Crust Type based on the selection for Size
REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS
HideHide Hide non-applicable attributes
For Example:
Ranch or Marinara Dipping Sauce available for freeRanch or Marinara Dipping Sauce available for free
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Dipping Sauce is only applicable when a Side Order is chosen. This means it can be hidden otherwise.
REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS
Recommended ItemsRecommended Items Add parts as line items on the
quote
Add parts as mandatory or optional (up-sells)
For Example:
Mozzarella Sticks $4.00 Garlic Bread $3.00Fried Calamari $5.00 Soup of the Day $2.00Ranch or Marinara Dipping Sauce available for free
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Its easy to see how these parts relate to the selections for Side Orders and Dipping Sauce.
REQUIREMENTS ANALYSIS: ASSIGN PRICING
Pricing a configuration?
$Pricing a configuration?
Options$ Part Pricing Pricing Rules
A ib V l B d P i i
$ Attribute Value Based Pricing
Which option should I use?pConsult the business requirements!
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REQUIREMENTS ANALYSIS: ASSIGN PRICING
Small Medium LargeThin Crust $10.00 $12.00 $15.00
Side OrdersMozzarella Sticks $4.00
Deep Dish* n/a $17.00 $20.00Each Topping $1.00 $1.00 $1.00
Fried Calamari $5.00Garlic Bread $3.00Soup of the Day $2.00
We know we have parts for Side Orders Use Part Pricing for those itemsPi i d d Si C t T d T iPizza price depends on Size, Crust Type, and Toppings This suggests a Pricing Rule might be the best option
Use Pricing Rules when:Use Pricing Rules when: You dont have parts, but need to assign a price Price is dependant on many different attributes, or combinations of attributes. Your business uses a base price + adder pricing scheme
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Your business uses a base price + adder pricing scheme
REQUIREMENTS ANALYSIS: ENHANCE USER EXPERIENCE
Blueprint ProcesspCan be very open-ended and will require frequent refactoring
Blueprint Considerations:Blueprint Considerations: Will it need to support configuring multiple pizzas at the same time? Can side orders be configured without a pizza?
H i i f i d h i i h ? How easy is it for a novice to update the pricing scheme? Can someone unfamiliar with the product use it?
Extra time spent during blueprint will save 2x 5x the time during construct.
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FILE MANAGER
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FILE MANAGER: OVERVIEW
The File Manager is used mainly to house images that will be used on your site in overall look and feel such as header be used on your site in overall look and feel such as header and footer, as well as images that appear in your proposal documents.
For Example:
This image can be placed in the File Manager and can then be used in the site header
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used in the site header.
File Manager
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FILE MANAGER: OVERVIEW
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FILE MANAGER: OVERVIEW
You can use folders in order to organize your files
Click a folder to view its files
Click the Edit Button to manage these folders
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FILE MANAGER: OVERVIEW
Browse for the single file you would like to Add to this folderReplace isnt supported through this method.
Click Add File when you are done
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FILE MANAGER: OVERVIEW
B f ZIP Fil ll t i i di id l fil Browse for .ZIP File allows you to zip individual files together and the system will automatically unzip the files to this folder.
Click Add/Update File when you are done
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FILE MANAGER: OVERVIEW
Replace will replace (update) a single fileReplace will replace (update) a single file.
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FILE MANAGER: BEST PRACTICES
Files unzipped in the File manager will also replace any existing files in this folder that have the same filename.
Be careful when deleting or moving files. The File Location changes when this happens. If the file is referenced anywhere on the site, this link will be broken.
Wh f i Fil M fil f h When referencing a File Manager file from the Header/Footer/Config HTML Template, etc., use the $BASE_PATH$ shorthand URL.
Example of Shorthand URL: Example of Shorthand URL: $BASE_PATH$/Branding/logo_small.gif
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FILE MANAGER: BEST PRACTICES
When referencing a File Manager file from anywhere else, use the FULL URL.
Th i t t t th FULL P th f i i t i ht li k
Example of Full URL:http://training.bigmachines.com/bmfsweb/training/image/Branding/logo_small.gif
The easiest way to get the FULL Path from an image is to right click on the file name, then select either Copy Link Location in FireFox or Copy Shortcut Location in IE. This can then be pasted in where needed.
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FILE MANAGER: EXERCISE
EXERCISE EXERCISE (10 MIN)
Log in and go to the administration page G t th Fil M t f ld ( th f ld t t) d l d Go to the File Manager, create a folder (name the folder test) and load
an image to the folder
If you dont have an image, use Google to find one and save it to your desktop Then upload the image into the test folder your desktop. Then upload the image into the test folder.
Call up the image from the file manager in a new browser window using the Full URL.
Use right click - copy/paste to get the FULL URL into the window
ExampleExamplehttp://training1.bigmachines.com/bmfsweb/training1/image/test/LakeTahoe.jpg
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SITE BRANDING, HEADER/FOOTER, AND CUSTOMIZING TEXTAND CUSTOMIZING TEXT
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SITE BRANDING CSS STYLESHEET BRANDING
Stylesheet Manager
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SITE BRANDING: CSS STYLESHEET BRANDING
The Stylesheet Managerallows users to customize the branding options according to branding options according to their needs. You may edit the sites colors, fonts, sizes, etc.
These edits may be These edits may be accomplished through the web interface or by downloading the CSS (Cascading Style Sh ) d di i h Sheet) and editing that directly.
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SITE BRANDING: CSS STYLESHEET BRANDING
You can download the CSS generated for the site.
You can upload a new or modified CSS
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SITE BRANDING: CSS STYLESHEET BRANDING
Once the branding is complete, its advisable to preview your changes by clicking the Previewb Fi ll l h b di li k h button. Finally, to apply the branding, click the Accept button at the bottom of the page.
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SITE BRANDING: CSS STYLESHEET BRANDING
HeaderHeader
Define yourHeader & Footer
You can customize the Header and Footer across all pages of the site. The HTML that you define for the header & footer will be displayed at the b i i d d f h p f h
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beginning and end of each page of the system.
SITE BRANDING: CSS STYLESHEET BRANDING
You can directly enter HTML into the boxes below
You can also click the Edit button to bring up the HTML Editor
Its advisable to first preview your changes by clicking the Preview button. Finally, to apply the Header & Footer, click the Accept button.
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SITE BRANDING:TEXT ADMINISTRATION
Text Administration
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SITE BRANDING:TEXT ADMINISTRATION
Select the letter text you wish to edit
Select the text youwish to editwish to edit
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SITE BRANDING:TEXT ADMINISTRATION
Click Override
Enter your preferred phrasingpreferred phrasing
Click Update to save your changes
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SITE BRANDING: EXERCISE
EXERCISE EXERCISE (10 MIN)
Customize the look and feel of your site to properly reflect our Pizza Company (image in header, font, colors, etc )Pizza Company (image in header, font, colors, etc.)
Header and Footer Edit the HTML under the Header/Footer tab to include the
Pizza Logo.
Find the image file for the Pizza header located in the Pizza folder (Replace "$BASE_PATH$/JR/admin-training.png with the correct path for your image in the HTML)
Change the background color for the header Hint: add the bgcolor tag to the HTML code within the tag
StyleSheet Adjust the size of the Error Message text change to 16 point
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Adjust the size of the Error Message text, change to 16 point
Change the Font Family for the Top and Bottom Bars
PART/ITEM MASTER ADMINISTRATIONADMINISTRATION
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PARTS
Parts are different than Attributes in that Parts are brought into the quote by Attribute selection.selection.
Rules bring parts into the quote based on a users Attribute selections.
Parts data includes: part numbers i l b serial numbers part associations serial number associations.
There are two ways you can create parts data: bulk upload process manual entry
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PARTS: PARTS ADMIN
P tParts
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PARTS: SERIAL NUMBERS AND PARTS
Add New Serial Number
Add New Part
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PARTS: ADDING A PART
Enter Part or Serial Number Information
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Click Add
PARTS: CUSTOM FIELDS AND FILTERS
For more info use Help:
Custom Part fields Custom Part fields Part Associations Parts Master Integrations
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BULK UPLOAD AND DOWNLOADAND DOWNLOAD
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BULK DATA: OVERVIEW
BigMachines provides a way to upload and download data in order to speed up implementation The format of the upload and order to speed up implementation. The format of the upload and download is in a Compressed (zipped) folder containing XMLor CSV files.
Components that can be uploaded and downloaded in bulk include:
Account Data Commerce Process Configurable Attributes Configuration Rules Configuration Rules Parts Site Users
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BULK DATA: DOWNLOAD
Download
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BULK DATA: DOWNLOAD
Select a component to downloadp
If you are downloading Product Lines or Models, you will need to select a Product Family from the select menu.
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Click Next to continue
BULK DATA: SEARCH CRITERIA
You can filter the results to include in the download by specifying a search criteria. Filter fieldswill vary depending on the component type. Below is a Configurable Attributes example.
To include ALL results, just leave the criteria blank.Download
You can schedule the download to start at any time. The default yis set to the current time.
Filter Fields
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BULK DATA: DOWNLOAD STATUS
This page shows the status of all downloads that have been scheduled in the past seven days. If you are done with a download and have no use for keeping the file on the server, you can check the box next to the M d l d hit D l tModule name and hit Delete.
Hit Refresh periodically until the Status says Complete
You can choose to Stop Current Task if you wish. This will immediately discontinue this download.
Right-click and Save Target As. Save it as a .zip file to your computer. Open up the zip file and unzip the file that is
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up the .zip file and unzip the file that is inside to your computer.
BULK DATA: UPLOAD
Upload
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BULK DATA: UPLOADClick Browse to select a file. Then Click Add
After adding the file, select it and click Upload.
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BULK DATA: UPLOAD
Open the upload log to see if there were any errors. If the system comes across any bad XML code or CSV fields, it will skip that record.
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BULK DATA: BEST PRACTICES
If b h f f h l d j If you are not sure about the format for the upload, just download some data from the site of that same component. Be sure to add a value to the tag or Action (Update) columncolumn.
Valid Actions are:Add dd d d l Add adds a record errors on duplicates
Delete removes a record Modify adds a record if one isnt present modifies
any values following a record match
U d t l d t i ti d Update only updates an existing record Check the log after all uploads to ensure that your upload was
processed without error.
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BULK DATA: EXERCISE
EXERCISE EXERCISE (30 MIN)
Add a part from your part master manually into the system Add a part from your part master manually into the system (part_spreadsheet file in the Class Documents folder in the File Manager)
D l d h i i d (fil b d d ) Download out the existing parts data (filter by todays date) to get the proper CSV format
Using the part master provided, enter the part information into the CSV format downloaded
Upload your CSV (via .zip through the Upload section) part data Confirm your part data is now in the parts database
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