YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of...
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Transcript of YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of...
![Page 1: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/1.jpg)
YP QUOTES
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.
![Page 2: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/2.jpg)
YP QUOTES
INSTALLATION
1. 1 Install package from the installation link.
1. 2 Proceed through the installation wizard.
![Page 3: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/3.jpg)
YP QUOTES
1. 3 Install YP Configurator 2.
INSTALLATION
![Page 4: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/4.jpg)
YP QUOTES
2. 1 Change Product Page Layout.
SET UP – Configure Installation
2. 2 Drag and Drop “Product Category” to Product Detail Section and Save Page Layout.
![Page 5: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/5.jpg)
YP QUOTES
2. 3 Go to Set Up->Customize->Products->Buttons and Links and Click “View”.
SET UP – Configure Installation
2. 4 Override View with YP2__Product_Page.
![Page 6: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/6.jpg)
YP QUOTES
2. 5 Activate Quotes and Change Opportunity Page Layout Assignments.
SET UP – Configure Installation
2. 6 Select corresponding Opportunity Layout.
![Page 7: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/7.jpg)
YP QUOTES
2. 7 In Opportunity Page Layout select Relation List and remove standard Quote Object .
SET UP – Configure Installation
2. 8 In Opportunity Page Layout select Buttons and drag-and-drop ‘Create Qoute’ button on the Opportunity Layout.
![Page 8: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/8.jpg)
YP QUOTES
2. 7 To set up a New Product Category go to All Tabs->Product Category.
SET UP – Product Category
2. 8 Connect selected product to the new category.
![Page 9: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/9.jpg)
YP QUOTES
2. 9 To set up a child product(s) go to “Products Tab”, select parent product and click“Edit“ in the Child Products Section.
SET UP – Child products
2. 10 Configure Child Products.
![Page 10: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/10.jpg)
YP QUOTES
2. 11 To set up product choices go to Setup->Create->Objects->Product relationshipand click on “Choice” (YP2__Choice__c)
SET UP – Product Choices
2. 12 Add/Change Product Choice Picklist values.
![Page 11: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/11.jpg)
YP QUOTES
2. 13 To change PDF Template(s) go to All Tabs ->PDF Template.
SET UP – PDF Templates
2. 14 Customize PDF header and footer.
![Page 12: YP QUOTES YP CONFIGURATOR 2 MANUAL Configurator 2 is the optimized solution based on 3 years of customer feedback. This heavy-duty native SalesForce application.](https://reader036.fdocuments.us/reader036/viewer/2022062417/551aab145503466b3a8b5d45/html5/thumbnails/12.jpg)
YP QUOTES
3. 1 Go to Quote and click “Configure”.
USAGE
3.2 Enjoy YP Configurfator 2.