Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Updating product, template, and VPB data from the office to the Framework Sales Advice Management database.

  • Submitting client, sales advice, land, and quotation data to the office for later importation into Framework ECM.

  • Synchronisation between the local computer and the Framework Sales Advice Management database.

Considerations and Timing for the Synchronising of Data between Framework ECM and Sales Advice Management (SAM)

Releasing new system data or document updates from the Administration Module (incl' Administration App) or VPB to SAM is controlled by the Framework Systems Administrator. Until the LAN Synchronise has been performed, updates will not appear in SAM. Deciding when to make the new content available to the salespeople is a decision for the business. It isn’t uncommon for SAM to be updated several weeks after new product designs and pricing has been created and checked. This would typically be released to the salespeople close to the launch date of new House Product to the public and only after testing by nominated staff and/or departments.

...