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Client sales advice documents may be moved between the sales advice and sales advice master databases with arrow buttons used to indicate the direction the information will be synchronised.
Select Client Filter Group
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The VPB tab is used to copy and update VPB information from Framework ECM to Framework Sales Advice Management. Synchronising is required because VPB information is created, updated, and maintained in Framework ECM.
Sales Advice List
Column | Description |
|---|---|
Version | VPB version number. |
Name | VPB version name. |
Published | Date the VPB version was published. |
Division | Region/division the VPB version is assigned to in Framework ECM. |
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The Product tab is used to copy and update house product information from Framework ECM to Framework Sales Advice Management. Synchronising house product is required because product information is created, updated, and maintained in Framework ECM.
Sales Advice List
Column | Description |
|---|---|
Promotion | Promotion allocated to the house package. |
Type | House type allocated to the house package. |
Facade | Facade allocated to the house package. |
Price | Price of the house package. |
Framework List
Column | Description |
|---|---|
Promotion | Promotion allocated to the house package. |
Type | House type allocated to the house package. |
Facade | Facade allocated to the house package. |
Price | Price of the house package. |
Buttons
Button | Description |
|---|---|
| Click to update the static data. |
| << | Click to copy the selected house product from Framework ECM to Framework Sales Advice Management. |
Procedures
Synchronising Framework House Products
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The Templates v2 tab is used to copy and update version 2 template information from Framework ECM to Framework Sales Advice Management. Synchronising version 2 templates is required because template information is created, updated, and maintained in Framework ECM.
Select VPB Version Group
Field | Description |
|---|---|
Version | A filter that can be used to display the templates for a specific VPB version for both the Sales Advice Master Templates and Framework Master Templates lists. |
Document Groups List
Field | Description |
|---|---|
Document Groups | Structure of groups and sub-groups used to manage templates. |
Sales Advice Master Templates List
Column | Description |
|---|---|
# | Template number. |
Name | Template name. |
Notes | Notes relating to the template. |
Framework Master Templates List
Column | Description |
|---|---|
# | Template number. |
Name | Template name. |
Notes | Notes relating to the template. |
Buttons
Button | Description |
|---|---|
| << | Click to copy the selected templates from Framework ECM to Framework Sales Advice Management. |
Procedures
Synchronising Framework V2 Templates
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- Click Update to refresh the Document Groups list. This will update the list with the latest Template v2 structure from Framework ECM.
- Click the Version drop-down list to select the required VPB version.
- From the Document Groups list, select the required document group. The Framework Master Templates and Sales Advice Master Templates lists will populate if version 2 templates are available for the selected group.
- Click the Framework Master Templates list. A shadow will appear around the list to indicate it is selected.
- Select one or more templates.
- Click . The Confirm Copy Items dialog will be displayed.
- Click Yes to copy the selected templates. The Synchronisation Complete dialog will be displayed if the copy was successful.
OR
Click No to cancel the process.
OR
Click Cancel to cancel the process. - Click OK to confirm the synchronisation has been completed.
- Click Close. The LAN Synchronise dialog will close.
- Restart Framework Sales Advice Management, if required.
| Tip |
|---|
To re-synchronise existing version 2 templates from the Sales Advice list, highlight the version 2 templates and click |
LAN Synchronise Dialog - Administration Tab
The Administration tab is used to copy region/division and user information from Framework ECM to Framework Sales Advice Management. TheAdministration tab also supports the updating of salespeople details.
Sales Advice (Region/Divisions) List
Column | Description |
|---|---|
# | Region/division number. |
Name | Region/division name. |
Sales Advice Users List
Column | Description |
|---|---|
Name | Name of the user. |
User Name | Login name of the user. |
Staff ID | Entity ID number assigned to the user. |
Salesperson Group
Field | Description |
|---|---|
Salesperson in Framework | A list of salesperson entities available in Framework ECM. Click the drop-down list to select a salesperson entity. |
Salesperson Name | Name of the salesperson selected. This can be edited and is not linked to Framework ECM. |
Location (Line 1) | Sales location address for the selected salesperson. This can be edited and is not linked toFramework ECM. |
Location (Line 2) | Second line for the salesperson's location address. |
Location (Line 3) | Third line for the salesperson's location address. |
| Telephone (BH) | Business hours contact telephone number for the selected salesperson. This can be edited and is not linked to Framework ECM. |
Mobile | Mobile phone contact number for the selected salesperson. This can be edited and is not linked to Framework ECM. |
Fax | Fax contact number for the selected salesperson. This can be edited and is not linked toFramework ECM. |
Email Address | Email address for the selected salesperson. This can be edited and is not linked to Framework ECM. |
Framework (Region/Divisions List)
Column | Description |
|---|---|
# | Region/division number. |
Name | Region/division name. |
Framework Users List
Field | Description |
|---|---|
Name | Name of the user. |
User Name | Login name of the user. |
Staff ID | Entity ID number assigned to the user. |
Buttons
Button | Description |
|---|---|
| Click to save a sales advice user. |
<< Copy Selected Region/Division | Click to copy the selected region/divisions templates from Framework ECM to Framework Sales Advice Management. |
<< Copy Selected Users | Click to copy the selected users from Framework ECM to Framework Sales Advice Management. |
Procedures
Synchronising Framework Region/Divisions
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