Changes made in Panoply - Version 2.162

1. Enquiry Creation (Sales)

Few changes have been introduced in Enquiry Management

Two new columns - 'Supplier' and 'Product' have been added in the Product Details tab. These are not mandatory fields during enquiry capture. However, if user keys-in the 'Supplier' and 'Product', system will automatically fetch the 'Product Group' and 'Product Type' associated for that product (ref below screenshot) 

Below points are to be noted for Equipment category enquiries:-

- 'Lead Estimated Value' has now been mandatory only when qualifying a lead. System will expect a value during call                  qualification. 

- When multiple products are entered (in Product Details tab), the total of estimated value of all products will be reflected in the 'Approx Quote Val' field, in the Enquiry Details tab (Ref below screenshot).

Below points to be noted for CSD/SSD category enquiries:-

- Lead-level estimated value can be entered in 'Approx Quote Val' field.

- However, keying-in the approximate lead value is not mandatory. 

Note: CSD/SSD enquiries will get auto-qualified.

2. Bulk Lead Closure (Sales)

A new screen has been introduced to carry out closure of sales leads in bulk. However, note that only those leads that have NOT been mapped to orders can be closed.

Users who want to close leads in bulk will have to fill out and send to Panoply support, an excel sheet containing the below fields:-

- 'Enquiry Number' 

- 'Quote Customer Name' 

- 'Reason'

Note: 'Closereason' HAS TO BE those predefined in Panoply. If users do not have the latest list of reasons (defined in Panoply), they need to write to Panoply support asking for the same. Users also need to send to support, an approval email from the respective sales managers for lead closure.

Also note that access to the Bulk lead closure screen is based on a privilege which currently will be available only to the Panoply support team. However, it could be made available to sales coordinators in due course, after approval from Sales Managers. 

3. Pricelist Upload (Sales)

'Product Line' (PL), 'Category' and 'Sub-Category' have been made as mandatory columns in the excel upload of Price List.

Note that this condition has been enforced for only GBA. 

4. Grouping of Items in Quote (Sales)

Config items (n Lead Configuration) can be categorized into any of the 4 below types:-

- Accessories

- Spares

- PM Kits

- Spares and Consumables

Note that these items can be marked as 'optional' as well. 

Now, shown on the cover page section (in the 'Quote' tab) are config item types which have been tagged 'Optional' and included in the quote.  A free-text 'description' field has been added against the item type as well. User can enter their own description against the item type (ref below screenshot). Note that the description entered will be displayed in the quote as well. 

In the quote, Config items have now been grouped based on their item type. This grouping has been extended for optional items as well (ref below screenshot)

5. SSD Leads - End Customer change (Sales)

For SSD leads, users can change the end-customer ONLY when 'Refer Install Base' has been set to "No".

However, if user needs to change the lead's end-customer AND 'Refer Install-Base' has been set to "Yes", then he can mark (edit) 'Refer Install Base' as "NO" and then change the end-customer. However, it must be noted that changing from "Yes" to "No" will delete the configuration for the lead.

6. Quotes Submitted for Per-Incident Leads (Sales)

A new scheduled job has been created that will compile the list of per-incident SSD quotes submitted in the the last 7 days. This list will be sent by email to the Sales Coordinators and the SSD Manager.

7. Supplier Installation (Service)

Whenever product installation has been carried out by the supplier, POI (proof of installation) has to be attached at the time of order sign-off. Note that this is a mandatory condition BUT will be applicable only for Agilent products.