How To Use Metis Smart Modeling
From Metis Documentation
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Metis Smart Modeling is the administration tool of the Metis Smart Suite. It enables the management of the product portfolio (i.e. material products, services, their prices etc.), the contents made available to the users, the features made available to the users. Metis Smart Modeling also enables the creation of models to help the Smart Quotes user in easily configuring a system/sub-system and outputting automatically the necessary parts (i.e. material and service products). | Metis Smart Modeling is the administration tool of the Metis Smart Suite. It enables the management of the product portfolio (i.e. material products, services, their prices etc.), the contents made available to the users, the features made available to the users. Metis Smart Modeling also enables the creation of models to help the Smart Quotes user in easily configuring a system/sub-system and outputting automatically the necessary parts (i.e. material and service products). | ||
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| Please refer to the section about the [[Description of the Menu Positions | Positions]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Menu Positions | Positions]] from the Metis Smart Modeling manual for additional information. | ||
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== Attributes == | == Attributes == | ||
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| Please refer to the section about the [[Description of the Menu Hierarchies|Hierarchies]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Menu Hierarchies|Hierarchies]] from the Metis Smart Modeling manual for additional information. | ||
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== Prices == | == Prices == | ||
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| Please refer to the section about the [[Description of the Menu Prices | Prices]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Menu Prices | Prices]] from the Metis Smart Modeling manual for additional information. | ||
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== Systems == | == Systems == | ||
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| Please refer to the section about the [[Description of the Menu Systems | Systems]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Menu Systems | Systems]] from the Metis Smart Modeling manual for additional information. | ||
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== Documents == | == Documents == | ||
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| Please refer to the section about the [[Metis Smart Modeling - Documents | Documents]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Metis Smart Modeling - Documents | Documents]] from the Metis Smart Modeling manual for additional information. | ||
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== Modeling == | == Modeling == | ||
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| Please refer to the section about the [[Description of the Sub-Menu Customizing | Customizing]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Sub-Menu Customizing | Customizing]] from the Metis Smart Modeling manual for additional information. | ||
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== Profiles == | == Profiles == | ||
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| How to create a Smart Quotes profile group? | | How to create a Smart Quotes profile group? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f3/VID_CreatingAProfileGroup.png'>File:Creating_a_Profile_Group_OK.mp4</mediaplayer> |
| The profile group contains the authorized products, attributes, price categories, systems, service models, tax models and variant. | | The profile group contains the authorized products, attributes, price categories, systems, service models, tax models and variant. | ||
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| How to create a Smart Quotes functionality profile? | | How to create a Smart Quotes functionality profile? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/46/VID_CreatingASmartQuotesFunctionalityProfile.png'>File:Creating_a_Functionality_Profile_OK.mp4</mediaplayer> |
| The functionality profile defines the features authorized to the Smart Quotes user. | | The functionality profile defines the features authorized to the Smart Quotes user. | ||
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| How to create a Smart Modeling functionality profile? | | How to create a Smart Modeling functionality profile? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a0/VID_CreatingSmartModelingFunctionalityProfile.PNG'>File:Creating_a_smart_modeling_functionality_profile_OK.mp4</mediaplayer> |
| The functionality profile defines the features authorized to the Smart Modeling user. | | The functionality profile defines the features authorized to the Smart Modeling user. | ||
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* Creating a [[Description of the Menu Users#Employees | user]] | * Creating a [[Description of the Menu Users#Employees | user]] | ||
* Creating a [[Description of the Menu Versions#Versions | version]] | * Creating a [[Description of the Menu Versions#Versions | version]] | ||
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| How to set a right to invisible or read-only? | | How to set a right to invisible or read-only? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a6/VID_Invisible_Read_Only.png'>File:Setting_a_right_to_invisible_or_read_only_OK.mp4</mediaplayer> |
| A right can have a status. Depending upon the status, the right cannot be edited by the administrator of the sub-versions. | | A right can have a status. Depending upon the status, the right cannot be edited by the administrator of the sub-versions. | ||
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| How to translate Metis Smart Quotes? | | How to translate Metis Smart Quotes? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/8c/VID_Translating_SmartQuotes.png'>File:Translate_Smart_Quotes_OK.mp4</mediaplayer> |
| The contents of Metis as well as its GUI can be translated in any language. | | The contents of Metis as well as its GUI can be translated in any language. | ||
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| How to import data in Smart Modeling? | | How to import data in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/b/bb/VID_Importing_data.PNG'>File:Importing_Data_OK.mp4</mediaplayer> |
| Contents such as products can be imported in Metis from an Excel or CSV file. | | Contents such as products can be imported in Metis from an Excel or CSV file. | ||
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| How to create a macro in Smart Modeling? | | How to create a macro in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/41/VID_CreatingMacro.PNG'>File:Creating_a_Macro_OK.mp4</mediaplayer> |
| A macro is a series of mapping to be executed in sequence. | | A macro is a series of mapping to be executed in sequence. | ||