Starting with 11.0, companies can edit all of the information that is displayed on a Proposal about the Series and Brand associated with the Models that were selected. For example, the Warranty information or Features can be changed along with the Sales Description and product image. This feature is great for companies that need to add State-specific language for the equipment being sold.
Video - How to Edit Brand and Series
Instructions - How to Edit Brand and Series
- From the Command Center, click on Settings
- Under the ESM Equipment section, click on Brand/Series Selection
- Select the Brand
- Click the Edit Brand button
- Select the Equipment Type
- Select the Series
- Click the Edit Series button
- Change the information
- Click Save
- When 11.0 goes live, all Brand and Series information will be the same as currently in the product library. Therefore, nothing has to be done by your company unless you want to change the display of the information.