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Hinzufügen von Konfigurationen
Über das Symbol können dem Projekt Konfigurationen hinzugefügt werden Detaillierte Informationen zur Konfiguration und Kalkulation (Abb. 1) . Anschließend erscheint eine Auswahlliste von allen zur Verfügung stehenden Produkten (Abb. 2). Hier kann jetzt das entsprechende Produkt hinzugefügt werden. Nach der Auswahl des Produktes, kann dieses konfiguriert und dem Projekt hinzugefügt werden.
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Produkte können im Backend (PIA) eingestellt werden. Je nach Hersteller kann dieser Bereich in der Produkten variieren. |
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Funktion - Menge, Kopieren, Löschen von Konfigurationen mit Hilfe der Gestensteuerung
Mit Hilfe der Gestensteuerung kann der Anwender Konfigurationen aus dem Projekt die Menge verändern, das Projekt kopieren oder das Projekt löschen. Mit einer Wischgeste nach links hat der Anwender die Möglichkeit, einer der drei Optionen auszuwählen (Abb. 3). In der WebApp hat der Anwender die Möglichkeit über die Symbole die identischen Optionen auszuwählen.
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Funktion der Wischgeste nur in der SalesApp vorhanden. |
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Kopie von Konfigurationen
Bei einer Kopie der Konfiguration kann diese Konfigurationskopie in einem neuen Projekt oder zu einem bestehenden Projekt hinzugefügt werden. Hierbei wird die Kopie 1:1 kopiert. Alle damals eingetragenen Optionen und Werte werden berücksichtigt und kopiert (Abb. 4).
Die Konfiguration TK-1000XL (EXT_TYP_01606_21
vom 30.05.2022 wurde 1:1 in das bestehende Projekt (OD-71444) kopiert. Die kopierte Konfiguration findet sich unterhalb der originalen. Ein blaues Info Icon kennzeichnet die Konfiguration, da diese noch nicht im Projekt gespeichert wurde.
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Bearbeiten von Konfigurationen
Im rechten Bereich der Ansicht werden im 1. Bereich die gewählten “Optionen” angezeigt und im 2. Bereich die “Kalkulation” dargestellt, die sich dort auch weiter bearbeiten lässt.
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Zusätzlich kann dort auch ein 3. Bereich “Abwicklung“ angezeigt werden, wo weitere Daten hinterlegt werden können (Bsp KRONE). |
Die Bearbeitung der Konfiguration / Kalkulation steht zur Verfügung, wenn das Produktmodell aktiv ist und das Kalkulationsschema der Konfiguration gültig ist (Abb. 7).
Unterscheidet sich der aktuelle Bearbeiter der Konfiguration zum vorherigen Bearbeiter, wird ein Hinweis im Bereich der Konfigurations-Kalkulation angezeigt (Abb. 8).
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Übertragung von gewählten Optionen auf neues Produktmodell
Wenn in einem Projekt ältere (nicht mehr aktive) Konfigurationen vorhanden sind, lassen sich diese trotzdem öffnen. Die App fängt diesen Zustand ab (Abb.9).
Die Bearbeitung der Optionen ist gesperrt
In der Konfigurationsansicht erscheint ein Dialogfeld mit aktiven Produktmodellen, zwischen denen der Anwender wählen kann
Die App stellt sicher, dass Optionen, die auch im neuen Produktmodell enthalten sind, wieder ausgewählt werden, die übrigen Optionen gehen verloren
Ist die damals verlinkte Konfigurationskalkulation nicht mehr gültig, erscheint der Hinweis hinter dem Schema => [Inaktiv]” (Abb.10).
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Aktionen in der Konfiguration
In der Konfigurationsansicht stehen dem Anwender im oberen Bereich unterschiedliche Aktionen zum Projekt zur Verfügung (Abb. 11).
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Funktion Aufklappbare Konfigurationsliste - Zuklappfunktion
Hier kann der Anwender die Konfigurationsliste zu- (Abb. 12) und aufklappen (Abb. 13).
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Funktion Konfiguration zurücksetzen
Durch den Button kann der Anwender die Konfiguration zurücksetzen (Abb. 14).
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Funktion Konfiguration speichern
Die Konfiguration kann gespeichert oder eine Konfiguration kann geladen werden, in dem der Anwender auf das Stern Symbol klickt (Abb. 15).
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Funktion Konfiguration drucken
Die Konfiguration kann über den PDF Assistent gedruckt werden (Abb. 16).
Modul → PDF Assistent - Projekt
...
finden sich im Modul Konfigurator.
Übersicht Modul Konfigurator
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Funktion Änderungen übernehmen
Der Anwender kann über die Funktion Änderungen übernehmen, die geänderte Konfigurationsanpassung übernehmen (Abb. 17). Das Menü springt direkt zurück in die Projektansicht wie zu Anfang. Das System stellt durch keine zusätzliche Abfrage sicher, ob die Anpassung übernehmen werden soll.
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