Master Data
See all 8 articlesUser & Access Management
- Employee Management
- User Management
- Password Policy
- Sales Team
- Role Management
- Read Restriction Rules
Accounts & Contacts
Product Modelling
- Introduction to Product Modelling
- Product Creation
- Product Characteristics Definition
- Product BOM Definition
- Product Rules Definition
- Calculations
Equipment
Activities
Leads
Opportunities
Quotes
- Introduction to Quotes
- Knowledge Bases in Quotes
- Quote Table - Fast entry of line-item specific data
- The New Configurator UI - Workspace
- Specification View for Configuration
- Assistive Selling – Material Variant Finder
Orders
Pricing
- Introduction to Pricing
- Pricing Scheme Determination Guide
- Introduction to Internal Pricing
- Internal Pricing Engine
- Internal Pricing Audit & Debug
- Internal Pricing Configuration (Excel)
Guided Selling
Visual Product Finder
Reporting / Analytics
UI Configuration
Templates
- Introduction to Templates
- Report Templates
- Reporting Engine Introduction
- Reporting Engine Implementation
- Email Templates
- Rich Text Editor Attributes
Approvals
Extensibility
Commerce
- Introduction to Commerce
- Process Overview: Submit Inquiry for Configurable Machine
- Customer Data Pre-Requisites
- Commerce User Management
- Global Settings, Login & Landing Page Banners
- Manage Header Navigation