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Funktion - (blue star) Auswahl von Projekt- und Konfigurations-Schemata

Auf Projektebene hat der Anwender die Möglichkeit festzulegen, mit welchem Projekt- und Konfigurations-Schemata das Projekt kalkuliert wird. In der Standard Version kann der Anwender zwischen Standard Schemata (Projekt) und Standard Schemata (Konfigurator) auswählen (Abb. 2 [Standard]). In der Krone Version kann der Anwender im Projekt - Schemata zwischen Verkaufspreiskalkulation mit oder ohne Skonto auswählen. Im Konfigurations - Schemata kann zwischen Einkaufspreiskalkulations - Händler und Basis Partner gewählt werden (Abb. 3 [KRONE]).

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Funktion -(blue star)Archivieren des Projektes

Hier fragt das System den Anwender, ob das jeweilige Projekt archiviert bzw. wiederhergestellt werden soll (Abb. 4). Bei einem archivierten Projekt liegen nicht alle Projektdaten in den Anwendungen vor. Nur die relevanten Daten werden geladen und verarbeitet. Der Speicherplatzbedarf (bzw. das Laden und Verarbeiten der Daten) wird bei archivierten Projekten somit sehr gering gehalten.

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Ist ein Projekt bereits archiviert, kann es über diesen Button wiederhergestellt werden. Es werden dann nicht mehr nur die relevanten Daten geladen und verarbeitet.

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Funktion - (blue star) Löschen des Projektes

Das ausgewählte Projekt kann gelöscht werden. Das System stellt durch eine zusätzliche Abfrage sicher, ob der Anwender das Projekt wirklich löschen möchte (Abb. 5).

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Funktion - (blue star)Kopieren des Projektes

Mit diesem Button kann der Anwender eine Kopie des Projektes anlegen (Abb. 6). In einem neuen Dialog kann der Benutzer die Kopieroptionen individuell einstellen (Abb. 7). Je nach ausgewählter Kopieroptionen wird das Projekt dann kopiert.

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Funktion - (blue star) Exportieren des Projektes

Über diesen Menüpunkt exportiert der Anwender die Projektdaten zu EasySelect (Abb. 8). Die Datei kann dann vom Anwender heruntergeladen werden und beispielsweise via E-Mail versendet werden.

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Funktion - (blue star) Drucken des Projektes

Das Projekt kann über den PDF Assistent gedruckt werden (Abb. 9).

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Funktion (blue star) Aktivieren / Deaktivieren des Inkognito Modus

Eingetragene Konditionen und Zahlungsbedingungen können über den Button in der Projektansicht angezeigt (Abb. 10) oder verborgen (Abb. 11) werden. Nur die jeweiligen Titel der Zwischensummen werden angezeigt. Der Preis wird mittels “--“ übertragen.

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Funktion - Aktion wählen (Bestellen/ Weiterleiten)

Der Anwender kann über “Aktion wählen” den Status des Projektes ändern und z.B. das Angebot an einen Kunden abgeben (Abb. 12 [Standart]).

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