Master Data
- Global Cache for Master Data
- Language
- Currencies
- Country, Regions & Time Zones
- Fiscal Periods
- Gender
User & Access Management
- Session Management and Lock Handling
- Employee Management
- User Management
- Password Policy
- Sales Team
- Role Management
Accounts & Contacts
Opportunities
Leads
Activities
Equipment
Product Modelling
- Introduction to Product Modelling
- Product Creation
- Product Characteristics Definition
- Product BOM Definition
- Product Rules Definition
- Calculations
Guided Selling
Visual Product Finder
Quotes
- Introduction to Quotes
- Knowledge Bases version update in Quotes
- Specification View for Configuration
- The New Configurator UI - Workspace
- System Generated Documents
- Assistive Selling – Material Variant Finder
Pricing
- Introduction to Pricing
- Pricing Scheme Determination Guide
- Introduction to Internal Pricing
- Internal Pricing Engine
- Internal Pricing Audit & Debug
- Internal Pricing Configuration (Excel)
Approvals
- Notes
- Introduction to Approvals
- Status Flow with Actions
- Document Flow in Quote
- Approval Process
- Email Approval
Reporting / Analytics
Templates
UI Configuration
- Sort/Filter Content
- System User Preferences
- Relative Selects
- Saved Search
- Home Page Analytics
- UI Profile
Extensibility
Commerce
- Introduction to Commerce
- Process Overview: Commerce Login & Landing Page
- Process Overview: Search, Navigation & Visual Product Finder
- Process Overview: Equipment (After-Sales)
- Process Overview: Product Details
- Process Overview: Inquiries