• all

  • The owner is the current user or a subordinate of the current user
  • Or related team members include the current user or the current user's subordinates
  • Or configure the customer's "Data Sharing" rule in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee, the department of the current employee, or the user group to which the current employee belongs.
  • or "My department's" data.

• I am responsible for : The owner is the current user

• I am involved in : The relevant team contains the current user

• I am in charge of the department:

  • The current user is the department head of the main department
  • At the same time, the main department of the relevant team members in the record is this department.
  • Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".

• My subordinates are responsible for: the person in charge is a subordinate of the current user

• My Subordinates Participated in: The relevant team contains the current user's subordinates

• Shared to me: Configure the "Data Sharing" rule of the contact in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or current employee's user group

Remarks:

• "CRM Admin" can view all data.
• All records whose status is "Obsolete" can only be seen by "CRM administrator", and other personnel are not visible.

• Availability range open switch:

  • Cannot be closed after opening
  • After opening, orders, quotations, and business opportunities 2.0 will request the selected customer/or partner, and the applicable "sellable range", including sellable products and list of sellable items

• Whether to implement the priority of the range of sales: (for details, see 4.3)

  [Available range for specified customers] takes precedence over [Available range that satisfies the conditions] takes precedence over [Available range applicable to all customers]

  • On: Execution Priority
    1. If multiple salable ranges are maintained, only the "applicable range" of [sellable range-sellable customers] is different: the salable range has a higher priority
    2. If multiple sales ranges are maintained, only the "applicable range" of [sales range-sales customers] is the same: the sales range is the union of multiple sales ranges
  • Disabled: take the union of multiple salable ranges

• Applicable organization: People in the "applicable organization" are bound by the scope of sale

  • All: applicable organizations

  • Meet the specified conditions: Based on the fields of the "Person" object, set the organization

• Business Description: Add available customers to the available range for orders, quotations, and business opportunities 2.0. When selecting customers, whether all customers, a class of customers, or certain customers are subject to this sales range .

• Three scene settings:

  • All: All customers are subject to this sales scope

  • Meet the specified conditions: a category or a batch of customers defined by a certain field of the customer are subject to the scope of sale

    • Between the conditions, it can be the relationship of "and (AND)" or "or (OR)"
      • And (AND): Satisfied at the same time; set up to 5 AND conditions;
      • Or (OR): only one of them can be met; set up to 5 OR conditions;

1. How to add, modify, or delete some customers, how to operate the sales range?
   • When maintaining "all" and "meeting the specified conditions" in "customers available for sale": because the conditions will automatically calculate the customers with changes, the customers who can be sold do not need to do anything
   • When maintaining "specified customer" in "saleable customer": If the changed customer needs to be bound by a certain saleable range, then you need to make a corresponding new one in the corresponding "saleable range-saleable customer" Add, modify, delete customer operations
2. When the fields on the customer object are changed, how to operate the sales range?
   • The update of "customer" in the sales scope of the customer or partner, such as adding contacts, modifying the value of customer object fields, such as customer level, customer contact person, customer responsible person, etc., because of the adjustment of the customer itself , it will be calculated automatically, and it has no effect on whether the customer is selected for the sales range, so the sales range and customers do not need to do anything
     • Because the adjustment of the customer itself has no effect on whether the customer is selected for sale, so in the "saleable customer" maintenance "all", "meet the specified conditions", and "designated customer" are no need to do anything

• Meet the specified conditions: a category or batch of products defined by a certain field of the product, subject to the scope of sale

  • Between the conditions, it can be the relationship of "and (AND)" or "or (OR)"

    • And (AND): Satisfied at the same time

    • or (OR): one of them is enough

1. How to add, modify, or delete some products, how to operate the range of sales?
   • When "Saleable Products" maintains "All", "Meets Specified Conditions", and "Follows Applicable Price List Range": Because the conditions will automatically calculate the products that include changes, no action is required for the salable products
   • When maintaining "designated product" in "saleable product": If the changed product needs to be subject to a certain sales scope, then it is necessary to make a corresponding new one in the corresponding "saleable scope-saleable customer" Add, modify, delete customer operations
2. When the fields on the product object are changed, how to operate the range of sales?
   • The "product" in the sales range of the customer or partner has been updated, such as adding a person in charge, modifying the value of the product object field, such as loading and unloading, product code, barcode, etc., because the adjustment of the product itself will automatically Calculation, whether this product is checked or not has no effect on the salable range, so there is no need to do any operations on the salable range and the salable products
     • Because the adjustment of the product itself has no effect on whether it is selected for sale, so in the "saleable products" maintenance "all", "meet the specified conditions", "follow the applicable price list range", "specified products", all ** No action required**

• **Business description:**Add a list of available prices for the range of sales, which is used for orders, quotations, and business opportunities 2.0. After selecting customers, add details, when "adding from products" or "adding from price list details" , the selected product, from which price list can get the price.
  • The price of the final selected product is the price with the highest priority set in the price list priority:
    • Mandatory priority is "add from product", at this time, other price lists cannot be switched
    • The priority is not enforced, it is added for "Details from the price list", at this time, you can switch to other price lists and get the price of other price lists
• **Add method: **Add from the price list list, you can "add a line", you can "add in batches from the price list name"

1. How to add, modify, or delete certain price lists, and how to operate the range of sales? 【Be sure to make corresponding adjustments in the sales range-sales list】
   • Method 1: When the price list is changed, use shortcut operations to directly add or modify the existing sales range (under construction, plan 730 version)
   • Method 2: Find the corresponding sales range, click "Price List" to add, modify, or delete the price list.
2. When the fields on the price list object are changed, how to operate the sales range?
   • The "Price List" in the sales scope of the customer or partner has been updated, such as adding products, deleting products, modifying the value of the price list object field, such as effective time range, price list selling price, price list discount... ...and so on, then, because the adjustment of the price list itself has no effect on whether the price list is selected for the saleable range, there is no need to do any operations on the saleable range and the saleable list
     • Due to the adjustment of the price list itself, the range of sale is added according to the dimension of the price list, which has no effect on whether the sale is selected. Therefore, Sellable Range-Price List, no need to do anything

• Business Description: After maintaining multiple sales ranges, orders, quotations, and business opportunities 2.0 select customers or partners, which is restricted by the sales range, and is restricted by the "whether to implement the sales range priority" of the sales range switch

  • The sales range of designated customers: [designated customers] selected in the "applicable range" of [sellable customers]

  • Scope of sale that meets the conditions: [Meet the specified conditions] selected in the "Applicable Scope" of [Sellable Customers]

  • Use the sales range of all customers: [All] selected in the "Applicable Range" of [Sellable Customers]

• Multi-sell range effective introduction:

  • Turn on [Whether to implement the priority of the range available for sale]
    1. The "*Applicable Scope" of [Available Customers] is different: only the high-priority Available Scope will take effect
       • "*Scope of application" is different: it refers to [all] for some maintenance, [meets the specified conditions] for some maintenance, and [designated customers] for some maintenance
       • Priority applies to: orders, quotations, business opportunities 2.0, when selecting which sales range corresponds to the customer confirmation
       • The priority is: [specified customer] is prioritized over [meets specified conditions] and [all]
    2. The "applicable scope" of [available customers] is the same: multiple available scopes are effective
       • "*applicable scope" is the same: it refers to either [all], or [meets specified conditions], or [designated customers]
       • priority applied to: same as 1
       • The priority is: not valid, all available ranges are valid
  • Turn off [whether to implement the priority of the range available for sale], and multiple ranges available for sale will take effect

    • Regardless of whether the "*applicable scope" of [available customers] is the same or not, multiple available scopes are valid

    • priority applied to: same as 1

• Sales Order, Quotation, Opportunity 2.0

  • open price list
    • [Available range] is turned on, when creating, editing, copying, mapping, and adding historical order products
      1. The [Available Range-Available Price List] applicable to and selected by the current personnel's main department determines the price list that can be used for this order.
      2. Order products can only be added from [Available Range-Available Products].
      3. The price of the order product is the price obtained from the price list with the highest priority in the price list in [Available Range-Available Price List].
         • Forced priority is not turned on, "Add in batches from price list details", after getting the price list price with high priority, you can switch to other price list prices
         • Enable mandatory priority, "add from product", after obtaining the price list price with high priority, you cannot switch to other price list prices
    • [Available range] is not enabled, when creating, editing, copying, mapping, and adding historical order products
      1. The whole company and all customers can use the standard price list
      2. Order products can add standard price list products
      3. The price standard price list price of the order product
  • No price list opened
    • Turn on [Available Range], when creating, editing, copying, mapping, and adding historical order products
      1. 2. It is consistent with opening the price list and opening [Available Range]
         3. The price of the order product is the price in the product
    • [Available range] is not enabled, when creating, editing, copying, mapping, and adding historical order products
      1. No price list
      2. Order products can add all products
      3. The price in the product can be used by the whole company and all customers

• other objects

• Calling【Available Range】【Price List】is not yet supported

• After selecting a customer, the mandatory logic of selecting the price list first, and then selecting the product/details in the sales order, quotation, and business opportunity 2.0 is canceled. You can

• Add details, logical instructions from each entry:

  1. Add from Product:

     Products: Only display the list of "products available for sale" under this customer;

     price:

     ​ - Mandatory Priority: The price list with higher priority corresponds to the latest product price

     ​ - No mandatory priority: This entry is not displayed, you can switch the price list & price list details in the order product after backfilling the product

  2. Add historical order products:

     Products: Only display the list of "products available for sale" under this customer;

     price:

     ​ - Mandatory priority: the price list with higher priority corresponds to the detailed price of the latest order product

     ​ -Priority is not enforced: the default price list with high priority and the detailed price of the corresponding price list can be switched between the price list and price list details in the order product after backfilling the product

  3. Add details from price list:

     Products: Only display the list of "products available for sale" under this customer;

     price:

     ​ - Mandatory Priority: Do not show this entry

     ​ -Priority is not enforced: the price list with high default priority and the detailed price of the corresponding price list, you can switch the price list & price list details on the add product page

• Switch price list & price list details: priority is not mandatory, after order products can be backfilled, switch price list & price list details

• Determine orders, quotations, and business opportunities 2.0 according to the switch of "whether to enforce the best price of price list priority":

  • When adding details:
    • Open, do not display【Add from price list details】click girl
    • Not enabled, do not display [Add from product] button
  • Whether to switch other price list prices based on the default price after selecting a product:
    • On, not toggleable
    • not turned on, can be toggled

• According to whether to implement the priority of the range of sales (see 4.3 for details)

• Quotes alone have feature change descriptions:

  • Historical quotations: all historical quotations of the "products within the saleable range" under this customer
  • Last transaction price: The latest order details of the product in the "available range"
  • Last quotation: Details of the latest quotation of the product "for products within the saleable range"

  When reusing the above historical quotation, the latest price is taken according to the price of the available range and the priority corresponding to the price list, not the historical price