Sales Advice Tools

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Feb 03, 2019
2 min read

Browse VPB

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

  1. From the VPB Version drop-down list, select the required VPB version.
  2. From the VPB Area drop-down list, select the required VPB area.
  3. From the VPB Sections list, select the required VPB section.
  4. Click View. The Section dialog will be displayed.

Viewing A VPB Item

  1. From the VPB Version drop-down list, select the required VPB version.
  2. From the VPB Area drop-down list, select the required VPB area.
  3. From the VPB Sections list, select the required VPB section. The Items list will update.
  4. From the Items list, select the required VPB item.
  5. Click View. The Note Item dialog, Standard Item dialog, or the General tab of the Table Item dialog will be displayed.

Browse House Product

The Browse House Product screen is used to provide quick access to all available house product and their pricing under various promotions.

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.

House product is synchronised from Framework ECM and cannot be modified in Framework Sales Advice Management. 

Procedures

Viewing A House Package

  1. From the Select Product Browse Criteria group, select the filter options. The House Product list will be updated.
  2. From the House Product list, select a house product.
  3. Click View. The House Package dialog will be displayed.

Template Version 2

The Template Version 2 screen is used to view version 2 VPB templates that are available for selection in a sales advice document.

Templates are synchronised from Framework ECM and cannot be modified in Framework Sales Advice Management.


Procedures

Viewing A Master Template (Version 2)

  1. From the Document Groups list, select a document group. The Master Templates and Document Templates (by version) lists will be updated.
  2. From the Master Templates list, select the required master template.
  3. Click View. The Master Template dialog will be displayed.
  4. Click Close. The dialog will close.

Viewing Items In Template V2

  1. From the Document Groups list, select a document group. The Master Templates and Document Templates (by version) lists will be updated.
  2. From the Master Templates list, select the relevant master template. The Document Templates (by version) list will be updated.
  3. If required, click the Version drop-down list to further filter the Document Templates (by version) list.
  4. From the Document Templates (by version) list, select the required template.
  5. Click View. The Document Template Version dialog will be displayed.