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Improving Productivity with RSS Feed Readers

March 29th, 2012 by Hazel Lychak

If you sometimes feel like you’re drowning in business information from partners, manufacturers, distributors – the list goes on – then you’re not alone.  It’s a balancing act to stay up to date on what’s happening in the techno-sphere and not evaporate a good portion of your day by getting sucked up into the world wide information vacuum.  A great way to streamline and summarize information on the companies/products that you want to follow is by subscribing to RSS (Really Simple Syndication) feeds, and using a web-based feed reader, like Google Reader, FeedReader, NewsGator, or one of many more, to bring together (or to “aggregate”, to use RSS parlance) these feeds and organize them on one centralized viewing screen.  (Imagine the front page of a newspaper with only the headlines showing).

It’s easy to get started:

First, pick a web-based feed reader of your choice.  Many tech websites like Cnet offer recommendations for readers (also called aggregators) , and some web browsers like Google and Firefox have built-in feed readers, so you may want to do a little research to decide on the best reader for you.   Google Reader is used as an example in this post.

Next, go to the website of a company that you want to keep track of regularly – chances are they have a link to their RSS feed already set up.  Look for a button (that may be located with all of the other social media buttons) that looks like the one below, located on the bottom of the home page of the CorsPro website…

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Incorporate Customer-Specific Pricing into Quotes

March 22nd, 2012 by Brian Cors

Do you have customers with whom you’ve signed long-term contracts to provide specific products and services at agreed-to pricing?

SalesDoc Architect makes it easy to incorporate customer-specific pricing into quotes for situations where the seller is contractually obligated to provide specific items at agreed-to pricing.  You can also incorporate customer-specific costing, such as when a manufacturer provides lower costing to the reseller to support the lower pricing that the reseller provides to a specific end customer.

An SDA user can incorporate customer-specific pricing and costing into a specific quote by connecting to an external price list in a properly formatted Excel file.  The SDA user simply browses for the file by clicking the Architect button, then “Connect to external price list”.

The Excel file containing the price/cost list must be placed in the user’s Data folder (usually c:\CorsPro\PQuote\Data) and must contain the following named Excel ranges*:

  • PriceListName: this is the name of the price list that is referenced on SDA’s Pricing tab.
  • VersionDate: the last update date of the price list that is referenced on SDA’s Pricing tab.
  • PartNumber: this named range should be a single cell range in the part number column, one row above the first part number.
  • UnitSell: this OPTIONAL named range should be a single cell range in the unit sell column, one row above the unit sell price for the first part number.
  • UnitCost: this OPTIONAL named range should be a single cell range in the unit cost column, one row above the unit cost for the first part number.

As mentioned above, UnitSell and UnitCost are each optional.  Usually, only UnitSell is used in the external price list file.  However, in cases where the manufacturer provides customer-specific costing to the reseller, UnitCost can also be used.

Below is a sample of how the external price list file might look…

For situations where the customer-specific pricing must be referenced by multiple SDA users, Architect managers/administrators can push out customer-specific price lists to all users via the normal SDA updates process by placing the external price list Excel file in the SDA server’s Data folder.

* For further information on named Excel ranges, see Excel’s help topic “About labels and names in formulas”

Key Off of Imported Part Numbers to Auto-configure Solutions

March 7th, 2012 by Brian Cors

One of SalesDoc Architect’s greatest benefits is its ability to auto-configure hardware, software, services and output doc content based on other items that have already been configured in the solution.  For example, you might want to auto-configure certain peripheral parts (like racks, cables and power strips) when specific types of systems are configured.  In the past, this was easily implemented, but it usually took a couple of steps to get there.

Last month, we introduced a new and very simple-to-implement capability that enables clients to auto-configure parts, services and docs based on specific part numbers that have been imported onto the Write-In tab.  When might you need to use this capability?  One client recently used this approach to configure a rebate when a specific part number was imported from a manufacturer’s configuration tool.  Another client used this approach to configure a rectifier when a specific control unit was imported from another manufacturer’s configuration tool.

It’s easy to configure parts, services or docs using this approach.  Simply insert a formula with the following syntax into the appropriate quantity or doc selector cell…

=SUMIF(WriteInPart,”[part number]“,WriteInPartQty)

For example, if you want to configure quantity 1 of part number XYZ if the quantity of part number ABC on the Write-In tab is greater than zero, you would type the following formula into the Qty Calcd cell for part XYZ:

= IF(SUMIF(WriteInPart,”ABC”,WriteInPartQty)>0,1,0)