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The Browse VPB screen is used to view all the Variation Book (VPB) items available for selection for a sales advice document.

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Procedures

Viewing A VPB Section

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The screen provides a simple method of searching and filtering the list of products to match required criteria. Similar to the techniques of managing clients, the fields contained in the Select Product Browse Criteria group at the top of the screen can be used to limit the house product displayed when the product list is refreshed.

Note: House product is synchronised from Framework ECM and cannot be modified in Framework Sales Advice Management. 

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Procedures

Viewing A House Package

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Important: Templates are synchronised from Framework ECM and cannot be modified in Framework Sales Advice Management.

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Procedures

Viewing A Master Template (Version 2)

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