Browse VPB
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VPB items cannot be modified in Framework Sales Advice Management. |
The Browse VPB screen is used to view all the Variation Book (VPB) items available for selection for a sales advice document.
Procedures
Viewing A VPB Section
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The Browse House Product screen is used to provide quick access to all available house product and their pricing under various promotions.
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| This screen is used by salespeople only if house packages are created and managed within Framework ECM. |
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.
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| Info |
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| House product is synchronised from Framework ECM and cannot be modified in Framework Sales Advice Management. |
Procedures
Viewing A House Package
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The Template Version 2 screen is used to view version 2 VPB templates that are available for selection in a sales advice document.
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| Warning |
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Templates are synchronised from Framework ECM and cannot be modified in Framework Sales Advice Management. |
Procedures
Viewing A Master Template (Version 2)
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