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.

YP QUOTES

INSTALLATION

1. 1 Install package from the installation link.

1. 2 Proceed through the installation wizard.

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1. 3 Install YP Configurator 2.

INSTALLATION

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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.

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.

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2. 5 Activate Quotes and Change Opportunity Page Layout Assignments.

SET UP – Configure Installation

2. 6 Select corresponding Opportunity Layout.

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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.

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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.

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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.

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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.

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2. 13 To change PDF Template(s) go to All Tabs ->PDF Template.

SET UP – PDF Templates

2. 14 Customize PDF header and footer.

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3. 1 Go to Quote and click “Configure”.

USAGE

3.2 Enjoy YP Configurfator 2.