big machines general admin document

BIGMACHINES ADMINISTRATION BIGMACHINES ADMINISTRATION ESSENTIALS

Version 11

Where Selling Happens

WELCOME

IntroductionsIntroductions Logistics and housekeeping items Schedule for the week

B G l Ad Begin General Admin

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LOGISTICS AND HOUSEKEEPING ITEMS

Class time 9:00am to 5:00pm (1hr break at noon)Ends at 5pm on Thursday

Drinks and snacks located in break area in officesLunch will be provided Tuesday thru Thursday

Admin Certification Test on ThursdayTaking the test is optional

If you need anything Amanda Klufetos is available y y gat the front desk

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WELCOME



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SCHEDULE FOR THE WEEK

Day Topics Moderator(s)

Monday 1pm-5pm

Introductions, GeneralAdministration

Jeff Russ

Tuesday Configuration Jeff Russy9am-5pm

g J

Wednesday9am-5pm

Complete ConfigurationCommerce Processes

Jeff Russ

Thursday9am-5pm

Document EngineCertification Test

Jeff Russ

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WELCOME



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GENERAL ADMINTRAINING GUIDE TRAINING GUIDE

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CONTENTS

BigMachines Process Overview Userside Overview Administrator Overview Blueprint Process Tools File Manager Site Branding, Header and Footer, Customizing Text Part/Item Master Administration Bulk Upload of Attributes, Parts, CRM data, etc.

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USER SIDE OVERVIEW

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BIGMACHINES OVERVIEW

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Select what we want to configure, then configure it!

What do we need to select to build our server?

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Now that our server is configured, what do we need to finish a quote?

Discounts?M k ? Markups? Manager Approvals?

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USER SIDE DEMO

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ADMINISTRATOR OVERVIEW

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ROLE OF THE BIGMACHINES ADMINISTRATOR

Configures the BigMachines application to satisfy duser needs

Maintains data and rules from application requirementsrequirements

Uploads new data tables and part masters as needed

Adds additional products, attributes, and rules when new features arrive

Provides front-line user support for the companys BigMachines implementation

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ADMIN TERMINOLOGY OVERVIEW

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ADMIN TERMINOLOGY

Configuration:Define and Maintain your Products and Catalogs.

This section allows you to manage your configuration models including:

Product Hierarchy Configurable Attributes Configuration Flows Configuration Rules

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CONFIGURATION HOME PAGE TERMINOLOGY

Product Family Product Lines Model

P d F ilProduct Family

Product Lines

Model

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P d F ilProduct Family

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Product Lines

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Model

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CONFIGURATION PAGE TERMINOLOGY

TabsGroups

Attributes

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Tabs

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Groups

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Attributes

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CONFIGURABLE ATTRIBUTE TERMINOLOGY

T pes of Attrib tes Types of Attributes: Text FieldFree form box or area that can be populated by the user

Single Select MenuMenu option; can only select one of the menu itemsMenu option; can only select one of the menu items

Multi Select MenuMenu option; can select multiple options at once

HTML

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Allows HTML code to be included in the configuration pages via an attribute

CONFIGURABLE ATTRIBUTE TERMINOLOGY

Types of Attributes:

Date AttributesThe date attribute is displayed as a text box with a date selector toolThe date attribute is displayed as a text box with a date selector tool.

This gives the user the option to either enter a date manually or select one from the calendar.

There is an automatic validation that runs to ensure that the date There is an automatic validation that runs to ensure that the date complies with the application and user profile information.

Date attributes can be of array or non-array type.

Date arrays cannot be displayed as menus.

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ADMIN TERMINOLOGY

Commerce Processes:Setup Quoting, Ordering, Approval, and other W kfl P

C A b

Workflow Processes

Commerce Attributes Groups Actions Actions

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COMMERCE : TRANSACTION LAYOUT

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COMMERCE : LAYOUT ELEMENTS

A iActions

Panels + Tabs

Attributes

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Line Items


Outer Panels

Tabs

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COMMERCE

Attributes

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COMMERCE

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Line Items


A iActions

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ADMIN TERMINOLOGY

Document EngineCreate, edit, and produce the documents you use as

t f l part of your sales process

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DOCUMENT ENGINE

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BLUEPRINT

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BIGMACHINES IMPLEMENTATION METHODOLOGY

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CONFIGURATION DESIGN PROCESS

Business Requirements

Functional Requirements

BuildSolution

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WHAT ARE WE GOING TO BUILD?

Amo la Pizza di Chicagois a small family owned business that operates in is a small family owned business that operates in suburban Chicago. They would like to branch out and work with local fund-raising for groups like school athletics teams, Boy and Girl Scouts, and study-abroad programs.

In order to accomplish this, they have selected BigMachines to help them develop an online application to place and manage group orders.

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REQUIREMENTS ANALYSIS

1. Define Attributes

2. Identify Relationships

3. Associate Pricing

4 Enhance User Experience4. Enhance User Experience

Business Requirements

Functional Requirements

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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES

What is an attribute?What is an attribute?An attribute is a property that helps define the configured product.

A ib l d f U Sid i i k Attributes are most commonly used for User Side interactions to make selections for the configuration.

For Example:p

v

Cheese Pepperoni Crust Size

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CONFIGURABLE ATTRIBUTES

Not all product attributes are fit to be a BigMachines configurable attribute. Ask yourself the following questions to see if it needs to be included:Ask yourself the following questions to see if it needs to be included:

Does it drive any constraints or recommendations? Does it drive any hiding attribute rules? Does it drive any hiding attribute rules?

Other attributes will be shown/hidden based on this

Does it affect the BOM? Does it affect Pricing?Does it affect Pricing? Is it required for any system calculated values? Does it drive any text that need to be displayed on the printer-friendly proposal?

If the answer is YES to ANY of the above questions, then it should be a configurable attribute

If the answer is NO to ALL of the above questions, then it is not required to be a configurable attribute

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configurable attribute to be a configurable attribute


Configuration Design Template (patent pending)Contains all the information you need to define each attribute, including:

Label Name Type (e.g. Menu, Textbox) Menu Options Required? Hidden? Default Value

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How do I know what attributes I need?Consult the product specification!

Small Medium LargeThin Crust $10.00 $12.00 $15.00 Side OrdersDeep Dish* n/a $17.00 $20.00Each Topping $1.00 $1.00 $1.00

*Deep Dish not available in Small size

Mozzarella Sticks $4.00Fried Calamari $5.00Garlic Bread $3.00Soup of the Day $2.00

R h M i Di i S

ToppingsPepperoni, Sausage, Green Pepper, Onion, Mushroom

Specialties

Ranch or Marinara Dipping Sauce Available for free

SandwichesHot Sandwiches, Cold Sandwiches,

b hSpecialtiesMeat Eaters Pepperoni & SausageThe Works Sausage, Green Pepper, Onion, & mushroom

or both

Promotion: Buy any Side Order, get $2.00 off your Pizza!

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How do I know what attributes I need?Identify the Identifiers

Small Medium LargeThin Crust $10.00 $12.00 $15.00 Side OrdersDeep Dish* n/a $17.00 $20.00Each Topping $1.00 $1.00 $1.00

*Deep Dish not available in Small size

Mozzarella Sticks $4.00Fried Calamari $5.00Garlic Bread $3.00Soup of the Day $2.00

R h M i Di i S

ToppingsPepperoni, Sausage, Green Pepper, Onion, Mushroom

Specialties

Ranch or Marinara Dipping Sauce Available for free

SandwichesHot Sandwiches, Cold Sandwiches,

b hSpecialtiesMeat Eaters Pepperoni & SausageThe Works Sausage, Green Pepper, Onion, & mushroom

or both

Promotion: Buy any Side Order, get $2.00 off your Pizza!

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C l t th T l tComplete the Template

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EXERCISE

EXERCISE EXERCISE (10 MIN)

Add the remaining attributes to the design Add the remaining attributes to the design spreadsheet, capturing their display types and available options

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REQUIREMENTS ANALYSIS IDENTIFY RELATIONSHIPS

What are relationships?pA relationship is an interaction between attributes defined by a rule.

Types:RecommendationsBased on attribute A, recommend option B for attribute C

ConstraintsCo st a tsBased on attribute A, constrain option B for attribute C

HidingBased on attribute A, hide attribute B

Recommended ItemsBased on attribute A, add part XYZ

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REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS

RecommendationsRecommendations Force attribute selections Change attributes Display messages

For Example:

SpecialtiesMeat Eaters: Pepperoni & SausageThe Works: Sausage, Green Pepper, Onion, & Mushroom

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It forces Topping selection based on a selection for the Specialties attribute.


ConstraintsConstraints Hide choices for attributes Prevent attribute selection Display error messages

For Example:

*Deep Dish not available in Small sizeDeep Dish not available in Small size

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It limits the choices of Crust Type based on the selection for Size


HideHide Hide non-applicable attributes

For Example:

Ranch or Marinara Dipping Sauce available for freeRanch or Marinara Dipping Sauce available for free

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Dipping Sauce is only applicable when a Side Order is chosen. This means it can be hidden otherwise.


Recommended ItemsRecommended Items Add parts as line items on the

quote

Add parts as mandatory or optional (up-sells)

For Example:

Mozzarella Sticks $4.00 Garlic Bread $3.00Fried Calamari $5.00 Soup of the Day $2.00Ranch or Marinara Dipping Sauce available for free

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Its easy to see how these parts relate to the selections for Side Orders and Dipping Sauce.

REQUIREMENTS ANALYSIS: ASSIGN PRICING

Pricing a configuration?

$Pricing a configuration?

Options$ Part Pricing Pricing Rules

A ib V l B d P i i

$ Attribute Value Based Pricing

Which option should I use?pConsult the business requirements!

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REQUIREMENTS ANALYSIS: ASSIGN PRICING

Small Medium LargeThin Crust $10.00 $12.00 $15.00

Side OrdersMozzarella Sticks $4.00

Deep Dish* n/a $17.00 $20.00Each Topping $1.00 $1.00 $1.00

Fried Calamari $5.00Garlic Bread $3.00Soup of the Day $2.00

We know we have parts for Side Orders Use Part Pricing for those itemsPi i d d Si C t T d T iPizza price depends on Size, Crust Type, and Toppings This suggests a Pricing Rule might be the best option

Use Pricing Rules when:Use Pricing Rules when: You dont have parts, but need to assign a price Price is dependant on many different attributes, or combinations of attributes. Your business uses a base price + adder pricing scheme

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Your business uses a base price + adder pricing scheme

REQUIREMENTS ANALYSIS: ENHANCE USER EXPERIENCE

Blueprint ProcesspCan be very open-ended and will require frequent refactoring

Blueprint Considerations:Blueprint Considerations: Will it need to support configuring multiple pizzas at the same time? Can side orders be configured without a pizza?

H i i f i d h i i h ? How easy is it for a novice to update the pricing scheme? Can someone unfamiliar with the product use it?

Extra time spent during blueprint will save 2x 5x the time during construct.

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FILE MANAGER

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FILE MANAGER: OVERVIEW

The File Manager is used mainly to house images that will be used on your site in overall look and feel such as header be used on your site in overall look and feel such as header and footer, as well as images that appear in your proposal documents.

For Example:

This image can be placed in the File Manager and can then be used in the site header

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used in the site header.

File Manager

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You can use folders in order to organize your files

Click a folder to view its files

Click the Edit Button to manage these folders

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Browse for the single file you would like to Add to this folderReplace isnt supported through this method.

Click Add File when you are done

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B f ZIP Fil ll t i i di id l fil Browse for .ZIP File allows you to zip individual files together and the system will automatically unzip the files to this folder.

Click Add/Update File when you are done

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Replace will replace (update) a single fileReplace will replace (update) a single file.

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FILE MANAGER: BEST PRACTICES

Files unzipped in the File manager will also replace any existing files in this folder that have the same filename.

Be careful when deleting or moving files. The File Location changes when this happens. If the file is referenced anywhere on the site, this link will be broken.

Wh f i Fil M fil f h When referencing a File Manager file from the Header/Footer/Config HTML Template, etc., use the $BASE_PATH$ shorthand URL.

Example of Shorthand URL: Example of Shorthand URL: $BASE_PATH$/Branding/logo_small.gif

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FILE MANAGER: BEST PRACTICES

When referencing a File Manager file from anywhere else, use the FULL URL.

Th i t t t th FULL P th f i i t i ht li k

Example of Full URL:http://training.bigmachines.com/bmfsweb/training/image/Branding/logo_small.gif

The easiest way to get the FULL Path from an image is to right click on the file name, then select either Copy Link Location in FireFox or Copy Shortcut Location in IE. This can then be pasted in where needed.

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FILE MANAGER: EXERCISE


Log in and go to the administration page G t th Fil M t f ld ( th f ld t t) d l d Go to the File Manager, create a folder (name the folder test) and load

an image to the folder

If you dont have an image, use Google to find one and save it to your desktop Then upload the image into the test folder your desktop. Then upload the image into the test folder.

Call up the image from the file manager in a new browser window using the Full URL.

Use right click - copy/paste to get the FULL URL into the window

ExampleExamplehttp://training1.bigmachines.com/bmfsweb/training1/image/test/LakeTahoe.jpg

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SITE BRANDING, HEADER/FOOTER, AND CUSTOMIZING TEXTAND CUSTOMIZING TEXT

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SITE BRANDING CSS STYLESHEET BRANDING

Stylesheet Manager

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SITE BRANDING: CSS STYLESHEET BRANDING

The Stylesheet Managerallows users to customize the branding options according to branding options according to their needs. You may edit the sites colors, fonts, sizes, etc.

These edits may be These edits may be accomplished through the web interface or by downloading the CSS (Cascading Style Sh ) d di i h Sheet) and editing that directly.

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You can download the CSS generated for the site.

You can upload a new or modified CSS

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Once the branding is complete, its advisable to preview your changes by clicking the Previewb Fi ll l h b di li k h button. Finally, to apply the branding, click the Accept button at the bottom of the page.

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HeaderHeader

Define yourHeader & Footer

You can customize the Header and Footer across all pages of the site. The HTML that you define for the header & footer will be displayed at the b i i d d f h p f h

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beginning and end of each page of the system.


You can directly enter HTML into the boxes below

You can also click the Edit button to bring up the HTML Editor

Its advisable to first preview your changes by clicking the Preview button. Finally, to apply the Header & Footer, click the Accept button.

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p

SITE BRANDING:TEXT ADMINISTRATION

Text Administration

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Select the letter text you wish to edit

Select the text youwish to editwish to edit

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Click Override

Enter your preferred phrasingpreferred phrasing

Click Update to save your changes

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SITE BRANDING: EXERCISE


Customize the look and feel of your site to properly reflect our Pizza Company (image in header, font, colors, etc )Pizza Company (image in header, font, colors, etc.)

Header and Footer Edit the HTML under the Header/Footer tab to include the

Pizza Logo.

Find the image file for the Pizza header located in the Pizza folder (Replace "$BASE_PATH$/JR/admin-training.png with the correct path for your image in the HTML)

Change the background color for the header Hint: add the bgcolor tag to the HTML code within the tag

StyleSheet Adjust the size of the Error Message text change to 16 point

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Adjust the size of the Error Message text, change to 16 point

Change the Font Family for the Top and Bottom Bars

PART/ITEM MASTER ADMINISTRATIONADMINISTRATION

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PARTS

Parts are different than Attributes in that Parts are brought into the quote by Attribute selection.selection.

Rules bring parts into the quote based on a users Attribute selections.

Parts data includes: part numbers i l b serial numbers part associations serial number associations.

There are two ways you can create parts data: bulk upload process manual entry

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PARTS: PARTS ADMIN

P tParts

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PARTS: SERIAL NUMBERS AND PARTS

Add New Serial Number

Add New Part

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PARTS: ADDING A PART

Enter Part or Serial Number Information

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Click Add

PARTS: CUSTOM FIELDS AND FILTERS

For more info use Help:

Custom Part fields Custom Part fields Part Associations Parts Master Integrations

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BULK UPLOAD AND DOWNLOADAND DOWNLOAD

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BULK DATA: OVERVIEW

BigMachines provides a way to upload and download data in order to speed up implementation The format of the upload and order to speed up implementation. The format of the upload and download is in a Compressed (zipped) folder containing XMLor CSV files.

Components that can be uploaded and downloaded in bulk include:

Account Data Commerce Process Configurable Attributes Configuration Rules Configuration Rules Parts Site Users

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BULK DATA: DOWNLOAD

Download

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BULK DATA: DOWNLOAD

Select a component to downloadp

If you are downloading Product Lines or Models, you will need to select a Product Family from the select menu.

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Click Next to continue

BULK DATA: SEARCH CRITERIA

You can filter the results to include in the download by specifying a search criteria. Filter fieldswill vary depending on the component type. Below is a Configurable Attributes example.

To include ALL results, just leave the criteria blank.Download

You can schedule the download to start at any time. The default yis set to the current time.

Filter Fields

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BULK DATA: DOWNLOAD STATUS

This page shows the status of all downloads that have been scheduled in the past seven days. If you are done with a download and have no use for keeping the file on the server, you can check the box next to the M d l d hit D l tModule name and hit Delete.

Hit Refresh periodically until the Status says Complete

You can choose to Stop Current Task if you wish. This will immediately discontinue this download.

Right-click and Save Target As. Save it as a .zip file to your computer. Open up the zip file and unzip the file that is

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up the .zip file and unzip the file that is inside to your computer.

BULK DATA: UPLOAD

Upload

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BULK DATA: UPLOADClick Browse to select a file. Then Click Add

After adding the file, select it and click Upload.

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BULK DATA: UPLOAD

Open the upload log to see if there were any errors. If the system comes across any bad XML code or CSV fields, it will skip that record.

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BULK DATA: BEST PRACTICES

If b h f f h l d j If you are not sure about the format for the upload, just download some data from the site of that same component. Be sure to add a value to the tag or Action (Update) columncolumn.

Valid Actions are:Add dd d d l Add adds a record errors on duplicates

Delete removes a record Modify adds a record if one isnt present modifies

any values following a record match

U d t l d t i ti d Update only updates an existing record Check the log after all uploads to ensure that your upload was

processed without error.

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BULK DATA: EXERCISE


Add a part from your part master manually into the system Add a part from your part master manually into the system (part_spreadsheet file in the Class Documents folder in the File Manager)

D l d h i i d (fil b d d ) Download out the existing parts data (filter by todays date) to get the proper CSV format

Using the part master provided, enter the part information into the CSV format downloaded

Upload your CSV (via .zip through the Upload section) part data Confirm your part data is now in the parts database

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big machines general admin document

Documents

bigmachines administrator

bigmachines application

housekeeping items schedule

weekb g

configuration models

housekeeping items class

crm data

available y y gat