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 the Company, Shop, or User level.
When set up, you can quickly select the Project Type from a drop-down list under Additional Information > Sales Information in the Project Details. The Terms will be automatically 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
- Showroom
- User
If a mapping exists at more than one level, the system uses the following order of precedence:
First: User
Second: Showroom
Third: Company
Before you configure the terms, follow the steps below:
- In Flex Cloud, go to Projects and select a project.
- Select Project Details from the top toolbar.
- Click the Additional Information tab and go to the Sales Information section.
- Select the pencil icon under the Project Type heading.
- In the Edit standard texts window, click the +Add standard text option.
- Give the standard text a Key and enter the Text that will be visible in the Project Type box.
- Once you have added these, you can follow the steps in the options below, and your text will be available for selection under the Project Type heading.
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 showroom-level Terms defaults
- Select the Settings cog in the bottom left corner.
- Select Showroom and select the required Showroom and click Edit Showroom.
- Select General Showroom 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 Showroom 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 Sales Information section.
- Select a Project Type from the drop-down options.
If a mapping exists for the selected Project Type, the configured Terms values are automatically populated in the project.