Once you have created a Project it can be time consuming to add the Terms every time. With this update you can now create default terms for a Project Type which can be set at either Company, Shop or User level.
When set up you can quickly select from a drop down list the Project Type under the Additional Information > Sales Information in the Project Details, the Terms will be auto populated with the defaults you have created.
Project type defaults
Project Type mapping links to one or more Terms values.
You can configure the following fields:
- Delivery Time
- Delivery Terms
- Transport Terms
- Payment Terms
- Dealer Project Terms
These can be configured at the following levels:
- Company
- Shop
- User
If a mapping exists at more than one level, the system uses the following order of precedence:
First: User
Second: Shop
Third: Company
Before you go to configure the terms follow the steps below:
- On Flex Cloud go to Projects and select a project.
- Select Project Details from the top toolbar.
- Click on the tab Additional Information and go to the section Sales Information.
- Select the pencil icon under the heading Project Type.
- In the window Edit standard texts, click on the option +Add standard text.
- Give the standard text a Key and fill in the Text that will be visible in the box Project Type.
- Once you have added these you can follow the steps in the below options and your text will be available to select under the heading Project Type.
Configure company-level Terms defaults
- Select the Settings cog in the bottom left corner.
- Select Company.
- Click on the tab Settings.
- Go to the section Project Settings.
- Click on +Add New Row.
- Select a Project Type.
- Select one or more Terms values.
- Select Save Company from the top toolbar.
Configure shop-level Terms defaults
- Select the Settings cog in the bottom left corner.
- Select Shops and select the required Shop and click Edit Shop.
- Select General Shops Settings.
- Go to the Project Settings section, uncheck the box Inherit from Company Settings.
- Click +Add New Row.
- Select a Project Type.
- Select the Terms values that you want to set as a default for this Project Type.
- Select Save Shop from the top toolbar.
Configure user-level Terms defaults
- Select the Settings cog in the bottom left corner.
- Under User Settings select User Preferences.
- Uncheck the box Inherit from Showroom Settings.
- Click +Add New Row.
- Select a Project Type.
- Select the required Terms values.
- Select Save Default Settings from the top toolbar.
Create a project using a mapping
- Create a Project with a name and a contact, then save it.
- Go to Additional Information and scroll to the section Sales Information.
- Select a Project Type from the drop down options.
If mapping exists for the selected Project Type, the configured Terms values are automatically populated in the project.