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YP QUOTES

YP CONFIGURATOR 2 MANUAL.

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YP QUOTES

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  1. YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application will help create and maintain any enterprise level product catalog. Being top pick of US Healthcare industry Configurator 2 allows you to take full control of "Products -to-Quotes" process. YP QUOTES

  2. INSTALLATION 1. 1 Install package from the installation link. 1. 2 Proceed through the installation wizard. YP QUOTES

  3. INSTALLATION 1. 3 Install YP Configurator 2. YP QUOTES

  4. SET UP – Configure Installation 2. 1 Change Product Page Layout. 2. 2 Drag and Drop “Product Category” to Product Detail Section and Save Page Layout. YP QUOTES

  5. SET UP – Configure Installation 2. 3 Go to Set Up->Customize->Products->Buttons and Links and Click “View”. 2. 4 Override View with YP2__Product_Page. YP QUOTES

  6. SET UP – Configure Installation 2. 5 Activate Quotes and Change Opportunity Page Layout Assignments. 2. 6 Select corresponding Opportunity Layout. YP QUOTES

  7. SET UP – Configure Installation 2. 7 In Opportunity Page Layout select Relation List and remove standard Quote Object . 2. 8 In Opportunity Page Layout select Buttons and drag-and-drop ‘Create Qoute’ button on the Opportunity Layout. YP QUOTES

  8. SET UP – Product Category 2. 7 To set up a New Product Category go to All Tabs->Product Category. 2. 8 Connect selected product to the new category. YP QUOTES

  9. SET UP – Child products 2. 9 To set up a child product(s) go to “Products Tab”, select parent product and click “Edit“ in the Child Products Section. 2. 10 Configure Child Products. YP QUOTES

  10. SET UP – Product Choices 2. 11 To set up product choices go to Setup->Create->Objects->Product relationship and click on “Choice” (YP2__Choice__c) 2. 12 Add/Change Product Choice Picklist values. YP QUOTES

  11. SET UP – PDF Templates 2. 13 To change PDF Template(s) go to All Tabs ->PDF Template. 2. 14 Customize PDF header and footer. YP QUOTES

  12. USAGE 3. 1 Go to Quote and click “Configure”. 3.2 Enjoy YP Configurfator 2. YP QUOTES

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