Recommendation: Ensure all users have exit from Sales Advice (SAM) before performing Synchronisations
When making changes in the Variation Price Book (VPB) and/or creating a new VPB in Framework you must ensure a Synchronise is performed in Sales Advice in order for the changes to be available for SAM users.
Note: The VPB should be compiled and finalised prior to continuing.
Open the Sales Advice Module:
- Click on File and then LAN Sync.
- Click on the VPB tab.
TO ADD A NEW VPB TO SAM
- Click on the VPB Version you wish to add under the Framework section.
- Click on the arrow (to the left), this will push the VPB version into SAM.
Note: The VPB will now be available for SAM users.
Tip |
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This task can take some time, depending on the size of your VPB. Where possible allow your PC to process this task prior to proceeding with other tasks |
TO UPDATE AN EXISTING VPB IN SAM
- Select the current version of the VPB located under the Sales Advice heading as this needs to be deleted in order to bring across an updated version.
- Click to delete the current version.
- Click on the VPB Version you wish to add under the Framework section.
- Click on the arrow (to the left), this will push the VPB version into SAM.
Note: The VPB will now be available for SAM users.
Tip |
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This task can take some time, depending on the size of your VPB. Where possible allow your PC to process this task prior to proceeding with other tasks |