Questionnaire - Line items
Create new position
If an item is to be inserted below an existing structural element, click on the New button. A new window will open and you can enter all the details of the requested position.
Quantity scales:
If you want to include the quantity scales in the information request and define them yourself, you must activate the button Quantity scale.
Must-Have Position:
If this checkbox is set, the supplier cannot send the quotation if no quotation is stored for this position.
Position Type:
Here you can select whether the position should be a standard position, an alternative position or an optional position. The items are displayed accordingly in the overview.
Cost Type:
The cost type can be used to determine whether the requested item belongs to the fixed or variable costs. If this is stored, it can be taken into account in the later comparison in the break-even analysis.
Save and Close saves the changes. If several positions are to be entered consecutively, click on the Save and New button.
Assign material group at item level
It is possible to assign material groups at item level. If this assignment is to be used, the checkbox in the Administration, Settings, Custom Settings, Requests area must be activated.
After activation, a material group can be assigned for each inquiry item.
Insert additional fields
Additional fields can be used to store other important attributes for your information request items. To do this, go to the Additional fields tab for an information request item and click the New additional field button.
In the new window that opens, the details of the additional field can be defined and the field type can be specified as follows:
Text
Number
Date
Selection
Field group
Save and Close saves the changes. If further additional fields are to be defined, this is done by clicking on the Save and New button.
Import items via Favorites/Catalog/Auto-Learn list
Other ways to import items are:
The transfer of positions from favorites, from a catalog or from the Auto-Learn list is done by selecting the desired button and confirming the selection with OK.
After searching for the desired article from a catalogue, transfer it to the open enquiry by clicking on the Use button.
Now revise the article, by clicking on the title. Now, for example, the position no. to specify where this position should appear in the request. Additional fields can be defined or further remarks can be stored. After saving, the article appears in the item list of the inquiry.
Proceed in the same way if an article is to be transferred from the Favorites list or the Auto-Learn list.
Import items via Excel import file
After clicking the button Excel-Import-File you will get to the following page:
On this page, the template for the import can be downloaded via the link Template. Please use this template only. Via the link Order units you can see the order units created in the company in the area Administration, Internal organization, Order units and via the link Currencies the currencies stored in the system. On the other hand, the filled and saved file can be selected and imported into the opened query via the Import button.
Once the import has been started, the status of the import can be checked by clicking the Refresh button.