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Introduction
The Brick Editor in appero quote offers you the possibility to edit Bricks outside the quoting process. If the brick has not yet been created in the quote and is available as a data record, you can also create an empty data record first by clicking the "New" button on the related lists of bricks. With the creation of a Brick record you assign name and if necessary price book, locale as well as currency of a Brick. You can also decide whether the brick should remain deactivated for the time being. Only active bricks are available in the quoting process.
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Such a newly created Brick dataset does not have any components yet. You can only add and edit them in the Brick Editor. To do so, click the button of the same name on the dataset page.
Structure of the Brick Editor
The Brick Editor provides a reduced user interface with all essential information and functions for editing a Brick:
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Header
In addition to the "Save & Quit" function, the header has a purely informative character:
Label | Function |
|---|---|
.png?version=1&modificationDate=1641389581828&cacheVersion=1&api=v2) | Display of the editor mode, in this case Bricks |
.png?version=1&modificationDate=1641389589247&cacheVersion=1&api=v2&width=680) | Name of the brick |
.png?version=1&modificationDate=1641389594303&cacheVersion=1&api=v2&width=680) | Status: active / inactive |
.png?version=1&modificationDate=1641389598538&cacheVersion=1&api=v2&width=680) | Save & Quit |
Column layout
Via the gear icon you have the possibility to select a suitable column layout.
In contrast to the normal column menu you cannot configure the columns freely, but you can select an existing column layout from your templates. Alternatively, you can select the default setting from the setup:
.png?version=1&modificationDate=1641389713998&cacheVersion=1&api=v2&width=680)
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Please note that if your Bricks contain column headers, they have to match the configuration of the quote you will insert the Brick into afterwards. Otherwise, columns may be mapped incorrectly in the quote. |
If your Brick has no relation to a column layout, e.g. because it consists only of texts and images, you don't have to configure the column layout separately, of course.
Quote items
All items except Products and Sum Discounts can be selected using the vertical toolbar on the side.
Label | Function |
|---|---|
 | If a price book is assigned to your Brick record, the plus icon for the product search is visible. |
 | List of available quote items to choose from. |
 | Existing bricks can also be inserted as quote items. |
 | Save. |
The items themselves can be edited normally in the editor. Images can also be uploaded directly in the Brick and are then available to all users:
.png?version=1&modificationDate=1641390057625&cacheVersion=1&api=v2)
Products
Provided that a price book is assigned to your Brick record, you can also add products using the familiar product search:
.png?version=1&modificationDate=1641390069734&cacheVersion=1&api=v2)
The calculation of products in the Brick Editor and when using the Brick in the quote behaves the same as the calculation of products in templates.
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If a Brick with products is created in the quote editor, the price book of the quote is automatically assigned to it. Please note that a Price Book must also be assigned to use Sum Discounts/Price Rebates in the Brick Editor. |
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Currently bundle products (type "component" or "bundle accessory" cannot be used in Bricks yet. Therefore they are not available in the product search. |
Clone Bricks
When copying a Brick it is important to copy not only the parent Brick data set but also the associated BrickLineItems, otherwise your new Brick would not contain any components in the quote editor. The appero quote button "Clone" therefore copies both the Brick record and the associated LineItems.
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If needed, hide the clone button ( |
Likewise, when you delete a Brick, the associated positions are also removed.