Who is this document intended for?
Business Information Technology System Resources
LAN Synchronisation
The synchronisation of data between Framework Sales Advice Management and Framework ECM is an important process in the ongoing use of Framework Sales Advice Management.
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- 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.
We recommend to businesses when preparing to release a new VPB to SAM that they provide their Sales Consultants adequate time to get signatures from their clients on any open/outstanding quotes e.g. 6 weeks notice, to lock-in current pricing for those clients, rather than moving them to the new VPB. This allows the salespeople time to discuss with their client's potential price increases once the new VPB is released (and might motivate the client to sign?). *Note: Variations will always use the most recent pricing/VPB.
Where a client fails to sign a quote in time, our recommendation is that the quote must start from new and be created with the latest Template linked to the new VPB. Sale staff would then add items from the new VPB as required. This is important as the VPB Administrator will have likely restructured the VPB and the VPB items reference numbers will have change between VPB versions.
*Note: Refreshing a copied quote, linked to a newer VPB via the toggle Standard VPB Item? runs the risk of bringing into the document a completely different VPB Item.
LAN Synchronise Dialog - Clients Tab
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The Client tab is only relevant to users working in a local environment. If Framework Sales Advice Management is run in a hosted environment, such as Citrix or Remote Desktop Protocol (RDP), the sales advice documents do not require synchronising. |
The Clients tab is used to synchronise client's sales advice documents between the sales advice database and the sales advice master database.
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Button | Description |
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| Click to update the static data from ECM. |
<< | Click to copy the selected VPB(s) from Framework ECM to Framework Sales Advice Management. |
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Button | Description |
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| Click to update the static dataHouse Product from ECM. |
| << | Click to copy the selected house product from Framework ECM to Framework Sales Advice Management. |
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Column | Description |
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# | Template number. |
Name | Template name. |
Notes | Notes relating to the template. |
Buttons
Button | Description |
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| Click to update the Template Structure from ECM. |
| << | Click to copy the selected templates from Framework ECM to Framework Sales Advice Management. |
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The Administration tab is used to copy region/division and user information from Framework ECM to Framework Sales Advice Management. TheThe Administration tab also supports the updating of salespeople details.
Note: Updating the 'Salesperson Name' field enables the Salesperson to be seen in the Salesperson list.
Sales Advice (Region/Divisions) List
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- From the Sales Advice Users group, select the required user. The Salesperson group will update.
- From the Salesperson group, click the Salesperson in Framework drop-down list to select the required salesperson. The Salesperson Name field will be refreshed.
- Enter the salesperson location, phone, and email address details, as required.
- Click Save.
- Click Close. The LAN Synchronise dialog will close.
- Restart Framework Sales Advice Management, if required.
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Import Sales Advice Reports 
The Toolbar has a function to import updated Sales Advice reports from ECM.
Data updates are required to utilise this function. For further information, please Contact Insula Software.
Import Screen Code Preferences 
The Work Flow screen code preferences set in ECM can be imported to SAM to support customise screens at both the Default and Context (Region/Division) levels.