Release Notes - appero quote 22.100.1
- Phu Nguyen (Unlicensed)
Quoting process
Extension of the field values from the price book entry
Price books in Salesforce are used to assign specific prices to products. The differentiation of prices can be due to different customer groups or regions, for example. When the product is inserted into the quote, the price book entry is transferred as the list price.
Changes in appero quote Spring 22: You also have the option to predefine additional column values in the quote editor via custom fields on the price book entry.
Action required: If necessary, create the appropriate field at the price book entry, and please pay attention to the correct API name and field type. When inserting the product into the quote, the corresponding columns are automatically filled with the field value and are included in the calculation.
Link to the documentation: Custom Fields on the Price Book Entry
Server Product Search
For the standard product search of appero quote, all active and matching price book entries of the opportunity price book are loaded when the quote editor is opened. This can lead to longer loading times for a very large number of products and reaches the limits of Salesforce with more than 50,000 price book entries.
Changes in appero quote Spring 22: Using the new setting "Use server product search" (parameter name useProductQueryModal), you can disable the default search and query the products from the editor directly from the server.
The display is similar to the search mask for opportunity products. Using the setting "Layout for server product search" (parameter productQueryModalLoadColumnsByListView) you can store your own list view for the Product2 and display in the search mask exactly those fields that help your users to find the right product.
The two main advantages are the shorter loading time, because the query is started only when the dialog is opened and the products are reloaded "as needed", and the removed limit of price book entries. In addition, several products can also be selected and inserted at once.
Action required: If necessary, activate the setting in the "Interface" area. Please note that the server product search is only conditionally compatible with the external price query via Apex Hooks. In this case, do not select multiple products at the same time.
Link to the documentation: Configuration of the Server Product Search
Quote editor
Free definition of sections for product placement
Products are automatically inserted in the right place in the quote. Mostly this is done with the help of product groups, which at the same time structure the quote template.
Changes in appero quote Spring 22: With the new anchor functionality you have the possibility to place products at any position in the quote document independent of product groups. Set the so-called anchor at an existing Quote Line Item, and all subsequently added products will automatically be placed above it.
In this way, sections of several products can be freely defined in the quote individually and independently of product groups.
Action required: If necessary, activate the "Let users decide where to place new products via Anchors" setting in the Interface section.
Link to the documentation: Positioning of Products in the Quote
Product image
The quote item "Image" allows the integration of images into the quote document. The images can already be stored in the template, saved as a brick or uploaded directly in the quoting process.
Changes in appero quote Spring 22: In addition to the stand-alone image item, appero quote also offers you the option of storing images directly on the product record and displaying them in a separate line below the product description and, if applicable, product properties.
Action required: If necessary, activate the setting "Display Product Image Tab" (parameter name showProductImageTab) in the "Interface" area and store the image URL in the "Product image" field (sf42_quotefx__SF42_ProductImageUrl__c).
Link to the documentation: Product Image
Further optimizations and bug fixes
The quote count is now independent of the preventOpportunityUpdate setup text. VAT can be calculated even if product search is disabled. Additions to the permission set.