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BIGMACHINES ADMINISTRATION ESSENTIALS

Version 11 Where Selling Happens

WELCOME

Introductions Logistics and housekeeping items Schedule for the week Begin B G General l Ad Admin

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LOGISTICS AND HOUSEKEEPING ITEMS

Class time 9:00am to 5:00pm (1hr break at noon)


Ends at 5pm on Thursday

Drinks and snacks located in break area in offices


Lunch will be provided Tuesday thru Thursday

Admin Certification Test on Thursday


Taking the test is optional

If y you need anything y g Amanda Klufetos is available at the front desk

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WELCOME

Introductions Logistics and housekeeping items Schedule for the week Begin B G General l Ad Admin

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SCHEDULE FOR THE WEEK

Day Monday
1pm-5pm

Topics Introductions, General Administration Configuration g Complete Configuration Commerce Processes Document Engine Certification Test

Moderator(s) Jeff Russ

Tuesday y
9am-5pm

Jeff Russ J Jeff Russ

Wednesday
9am-5pm

Thursday
9am-5pm

Jeff Russ

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WELCOME

Introductions Logistics and housekeeping items Schedule for the week Begin B G General l Ad Admin

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GENERAL ADMIN
TRAINING GUIDE

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CONTENTS

BigMachines Process Overview Userside Overview Administrator Overview Blueprint Process Tools
File Manager Site Branding, Header and Footer, Customizing Text Part/Item Master Administration Bulk Upload of Attributes, Parts, CRM data, etc.

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USER SIDE OVERVIEW

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BIGMACHINES OVERVIEW

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BIGMACHINES OVERVIEW

Select what we want to configure, then configure it!

What do we need to select to build our server?

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BIGMACHINES OVERVIEW

Now that our server is configured, what do we need to finish a quote?

Discounts? Markups? M k ? Manager Approvals?

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BIGMACHINES OVERVIEW

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USER SIDE DEMO

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ADMINISTRATOR OVERVIEW

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ROLE OF THE BIGMACHINES ADMINISTRATOR

Configures the BigMachines application to satisfy user needs d Maintains data and rules from application requirements Uploads new data tables and part masters as needed Adds additional products, attributes, and rules when new features arrive Provides front-line user support for the companys BigMachines implementation

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ADMIN TERMINOLOGY OVERVIEW

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ADMIN TERMINOLOGY

Configuration:
Define and Maintain your Products and Catalogs. This section allows you to manage your configuration models including: Product Hierarchy Configurable Attributes Configuration Flows Configuration Rules

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CONFIGURATION HOME PAGE TERMINOLOGY

Product Family Product Lines Model

P d Product Family F il Product Lines Model

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CONFIGURATION HOME PAGE TERMINOLOGY

Product Family Product Lines Model

P d Product Family F il

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CONFIGURATION HOME PAGE TERMINOLOGY

Product Family Product Lines Model

Product Lines

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CONFIGURATION HOME PAGE TERMINOLOGY

Product Family Product Lines Model

Model

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CONFIGURATION PAGE TERMINOLOGY

Tabs

Groups

Attributes

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CONFIGURATION PAGE TERMINOLOGY

Tabs

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CONFIGURATION PAGE TERMINOLOGY

Groups

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CONFIGURATION PAGE TERMINOLOGY

Attributes

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CONFIGURABLE ATTRIBUTE TERMINOLOGY

T pes of Attributes: Types Attrib tes


Text Field
Free form box or area that can be populated by the user

Single Select Menu


Menu option; can only select one of the menu items

Multi Select Menu


Menu option; can select multiple options at once

HTML
Allows HTML code to be included in the configuration pages via an attribute 27 confidential

CONFIGURABLE ATTRIBUTE TERMINOLOGY

Types of Attributes:
Date Attributes
The date attribute is displayed as a text box with a date selector tool. tool

This gives the user the option to either enter a date manually or select one from the calendar. There is an automatic validation that runs to ensure that the date complies with the application and user profile information. Date attributes can be of array or non-array type. Date arrays cannot be displayed as menus.

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ADMIN TERMINOLOGY OVERVIEW

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ADMIN TERMINOLOGY

Commerce Processes:
Setup Quoting, Ordering, Approval, and other W kfl Workflow P Processes

Commerce C Attributes A b Groups Actions

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COMMERCE : TRANSACTION LAYOUT

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COMMERCE : LAYOUT ELEMENTS

A i Actions Panels + Tabs

Attributes

Line Items
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COMMERCE : LAYOUT ELEMENTS

Outer Panels

Tabs

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COMMERCE

Attributes

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COMMERCE

Line Items
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COMMERCE : LAYOUT ELEMENTS

A i Actions

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ADMIN TERMINOLOGY OVERVIEW

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ADMIN TERMINOLOGY

Document Engine
Create, edit, and produce the documents you use as part t of f your sales l process

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DOCUMENT ENGINE

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BLUEPRINT

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BIGMACHINES IMPLEMENTATION METHODOLOGY

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CONFIGURATION DESIGN PROCESS

Business Requirements

Functional Requirements

Build Solution

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WHAT ARE WE GOING TO BUILD?

Amo la Pizza di Chicago


is a small family owned business that operates in suburban Chicago. They would like to branch out and work with local fund-raising for groups like school athletics teams, Boy and Girl Scouts, and study-abroad programs. In order to accomplish this, they have selected BigMachines to help them develop an online application to place and manage group orders.

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REQUIREMENTS ANALYSIS

1. Define Attributes 2. Identify Relationships 3. Associate Pricing 4 Enhance User Experience 4.


Business Requirements Functional Requirements

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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES

What is an attribute?
An attribute is a property that helps define the configured product. Attributes A ib are most commonly l used df for U User Sid Side interactions i i to make k selections for the configuration.

For Example: p

Cheese

Pepperoni

Crust

Size

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CONFIGURABLE ATTRIBUTES

Not all product attributes are fit to be a BigMachines configurable attribute.


Ask yourself the following questions to see if it needs to be included:
Does it drive any constraints or recommendations? Does it drive any hiding attribute rules?
Other attributes will be shown/hidden based on this

Does it affect the BOM? Does it affect Pricing? Is it required for any system calculated values? Does it drive any text that need to be displayed on the printer-friendly proposal? If the answer is YES to ANY of the above questions, then it should be a configurable attribute If the answer is NO to ALL of the above questions, then it is not required to be a configurable attribute

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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES

Configuration Design Template (patent pending)


Contains all the information you need to define each attribute, including:
Label Name Type (e.g. Menu, Textbox) Menu Options Required? Hidden? Default Value

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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES

How do I know what attributes I need?


Consult the product specification!
Small
Thin Crust Deep Dish* Each Topping
*Deep Dish not available in Small size

Medium
$12.00 $17.00 $1.00

Large
$15.00 $20.00 $1.00

$10.00 n/a $1.00

Side Orders
Mozzarella Sticks Fried Calamari Garlic Bread Soup of the Day $4.00 $5.00 $3.00 $2.00

Toppings
Pepperoni, Sausage, Green Pepper, Onion, Mushroom

Ranch R h or Marinara M i Dipping Di i Sauce S Available for free

Sandwiches
Hot Sandwiches, Cold Sandwiches, or both b h

Specialties
Meat Eaters Pepperoni & Sausage The Works Sausage, Green Pepper, Onion, & mushroom

Promotion: Buy any Side Order, get $2.00 off your Pizza!

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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES

How do I know what attributes I need?


Identify the Identifiers
Small
Thin Crust Deep Dish* Each Topping
*Deep Dish not available in Small size

Medium
$12.00 $17.00 $1.00

Large
$15.00 $20.00 $1.00

$10.00 n/a $1.00

Side Orders
Mozzarella Sticks Fried Calamari Garlic Bread Soup of the Day $4.00 $5.00 $3.00 $2.00

Toppings
Pepperoni, Sausage, Green Pepper, Onion, Mushroom

Ranch R h or Marinara M i Di i Sauce Dipping S Available for free

Sandwiches
Hot Sandwiches, Cold Sandwiches, or both b h

Specialties
Meat Eaters Pepperoni & Sausage The Works Sausage, Green Pepper, Onion, & mushroom

Promotion: Buy any Side Order, get $2.00 off your Pizza!

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REQUIREMENTS ANALYSIS: DEFINE ATTRIBUTES

C Complete l t th the T Template l t

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EXERCISE

EXERCISE (10 MIN) Add the remaining attributes to the design spreadsheet, capturing their display types and available options

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REQUIREMENTS ANALYSIS IDENTIFY RELATIONSHIPS

What are relationships? p


A relationship is an interaction between attributes defined by a rule.

Types:
Recommendations
Based on attribute A, recommend option B for attribute C

Co st a ts Constraints
Based on attribute A, constrain option B for attribute C

Hiding
Based on attribute A, hide attribute B

Recommended Items
Based on attribute A, add part XYZ

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REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS

Recommendations
Force attribute selections Change attributes Display messages
For Example:
Specialties
Meat Eaters: Pepperoni & Sausage The Works: Sausage, Green Pepper, Onion, & Mushroom

It forces Topping selection based on a selection for the Specialties attribute.

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REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS

Constraints
Hide choices for attributes Prevent attribute selection Display error messages
For Example:
*Deep Deep Dish not available in Small size

It limits the choices of Crust Type based on the selection for Size

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REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS

Hide
Hide non-applicable attributes

For Example:
Ranch or Marinara Dipping Sauce available for free

Dipping Sauce is only applicable when a Side Order is chosen. This means it can be hidden otherwise.

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REQUIREMENTS ANALYSIS: IDENTIFY RELATIONSHIPS

Recommended Items
Add parts as line items on the quote Add parts as mandatory or optional (up-sells)
For Example:
Mozzarella Sticks $4.00 Fried Calamari $5.00 Garlic Bread Soup of the Day $3.00 $2.00

Ranch or Marinara Dipping Sauce available for free


Its easy to see how these parts relate to the selections for Side Orders and Dipping Sauce.

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REQUIREMENTS ANALYSIS: ASSIGN PRICING

$
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Pricing a configuration?
Options
Part Pricing Pricing Rules Attribute A ib V Value l B Based dP Pricing i i

Which option p should I use?


Consult the business requirements!

REQUIREMENTS ANALYSIS: ASSIGN PRICING

Small
Thin Crust Deep Dish* Each Topping $10.00 n/a $1.00

Medium
$12.00 $17.00 $1.00

Large
$15.00 $20.00 $1.00

Side Orders
Mozzarella Sticks Fried Calamari Garlic Bread Soup of the Day $4.00 $5.00 $3.00 $2.00

We know we have parts for Side Orders Use Part Pricing for those items Pizza price Pi i depends d d on Size, Si Crust C t Type, T and d Toppings T i This suggests a Pricing Rule might be the best option

Use Pricing Rules when:


You dont have parts, but need to assign a price Price is dependant on many different attributes, or combinations of attributes. Your business uses a base price + adder pricing scheme

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REQUIREMENTS ANALYSIS: ENHANCE USER EXPERIENCE

Blueprint p Process
Can be very open-ended and will require frequent refactoring

Blueprint Considerations:
Will it need to support configuring multiple pizzas at the same time? Can side orders be configured without a pizza? H How easy is i it i for f a novice i to update d the h pricing i i scheme? h ? Can someone unfamiliar with the product use it?

Extra time spent during blueprint will save 2x 5x the time during construct.

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FILE MANAGER

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FILE MANAGER: OVERVIEW

The File Manager is used mainly to house images that will be used on your site in overall look and feel such as header and footer, as well as images that appear in your proposal documents.
For Example:

This image can be placed in the File Manager and can then be used in the site header. header
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File Manager

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FILE MANAGER: OVERVIEW

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FILE MANAGER: OVERVIEW

You can use folders in order to organize your files

Click a folder to view its files

Click the Edit Button to manage these folders

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FILE MANAGER: OVERVIEW


Browse for the single file you would like to Add to this folder Replace isnt supported through this method.

Click Add File when you are done

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FILE MANAGER: OVERVIEW


Browse for B f .ZIP ZIP File Fil allows ll you to t zip i i individual di id l fil files together and the system will automatically unzip the files to this folder.

Click Add/Update File when you are done

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FILE MANAGER: OVERVIEW

Replace will replace (update) a single file. file

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FILE MANAGER: BEST PRACTICES

Files unzipped in the File manager will also replace any existing files in this folder that have the same filename. Be careful when deleting or moving files. The File Location changes when this happens. If the file is referenced anywhere on the site, this link will be broken. Wh When referencing f i a File Fil M Manager fil file f from the h Header/Footer/Config HTML Template, etc., use the $BASE_PATH$ shorthand URL.
Example of Shorthand URL: $BASE_PATH$/Branding/logo_small.gif

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FILE MANAGER: BEST PRACTICES

When referencing a File Manager file from anywhere else, use the FULL URL.
Example of Full URL: http://training.bigmachines.com/bmfsweb/training/image/Branding/logo_small.gif

Th The easiest i t way to t get t th the FULL Path P th from f an image i is i to t right i ht click li k on the file name, then select either Copy Link Location in FireFox or Copy Shortcut Location in IE. This can then be pasted in where needed.

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FILE MANAGER: EXERCISE

EXERCISE (10 MIN)


Log in and go to the administration page Go to G t the th File Fil M Manager, create t a folder f ld (name ( th the f folder ld t test) t) and dl load d an image to the folder If you dont have an image, use Google to find one and save it to your desktop. desktop Then upload the image into the test test folder. folder

Call up the image from the file manager in a new browser window using the Full URL. Use right click - copy/paste to get the FULL URL into the window

Example

http://training1.bigmachines.com/bmfsweb/training1/image/test/LakeTahoe.jpg

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SITE BRANDING, HEADER/FOOTER, AND CUSTOMIZING TEXT

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SITE BRANDING CSS STYLESHEET BRANDING

Stylesheet Manager

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SITE BRANDING: CSS STYLESHEET BRANDING

The Stylesheet Manager allows users to customize the branding options according to their needs. You may edit the sites colors, fonts, sizes, etc. These edits may be accomplished through the web interface or by downloading the CSS (Cascading Style Sh ) and Sheet) d editing di i that h directly.

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SITE BRANDING: CSS STYLESHEET BRANDING


You can download the CSS generated for the site.

You can upload a new or modified CSS

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SITE BRANDING: CSS STYLESHEET BRANDING

Once the branding is complete, its advisable to preview your changes by clicking the Preview b button. Finally, Fi ll to apply l the h branding, b di click li k the h Accept button at the bottom of the page.

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SITE BRANDING: CSS STYLESHEET BRANDING

Header

Define your Header & Footer

You can customize the Header and Footer across all pages of the site. The HTML that you define for the header & footer will be displayed at the b i i and beginning d end d of f each hp page of f the h system.

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SITE BRANDING: CSS STYLESHEET BRANDING


You can directly enter HTML into the boxes below

You can also click the Edit button to bring up the HTML Editor

Its advisable to first preview your changes by clicking the Preview button. Finally, to apply the Header & Footer, click the Accept p button.

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SITE BRANDING: TEXT ADMINISTRATION

Text Administration

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SITE BRANDING: TEXT ADMINISTRATION

Select the letter text you wish to edit

Select the text you wish to edit

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SITE BRANDING: TEXT ADMINISTRATION

Click Override

Enter your preferred phrasing

Click Update to save your changes

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SITE BRANDING: EXERCISE

EXERCISE (10 MIN)


Customize the look and feel of your site to properly reflect our Pizza Company (image in header, font, colors, etc.) etc ) Header and Footer Edit the HTML under the Header/Footer tab to include the Pizza Logo. Find the image file for the Pizza header located in the Pizza folder (Replace "$BASE_PATH$/JR/admintraining.png with the correct path for your image in the HTML) Change the background color for the header Hint: add the bgcolor tag to the HTML code within the <td> tag

StyleSheet Adjust the size of the Error Error Message Message text, text change to 16 point Change the Font Family for the Top and Bottom Bars

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PART/ITEM MASTER ADMINISTRATION

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PARTS

Parts are different than Attributes in that Parts are brought into the quote by Attribute selection. Rules bring parts into the quote based on a users Attribute selections. Parts data includes:
part numbers serial i l numbers b part associations serial number associations.

There are two ways you can create parts data:


bulk upload process manual entry y

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PARTS: PARTS ADMIN

P t Parts

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PARTS: SERIAL NUMBERS AND PARTS

Add New Serial Number Add New Part

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PARTS: ADDING A PART

Enter Part or Serial Number Information

Click Add 86 confidential

PARTS: CUSTOM FIELDS AND FILTERS

For more info use Help: Custom Part fields Part Associations Parts Master Integrations

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BULK UPLOAD AND DOWNLOAD

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BULK DATA: OVERVIEW

BigMachines provides a way to upload and download data in order to speed up implementation implementation. The format of the upload and download is in a Compressed (zipped) folder containing XML or CSV files.

Components that can be uploaded and downloaded in bulk include: Account Data Commerce Process Configurable Attributes Configuration Rules Parts Site Users

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BULK DATA: DOWNLOAD

Download

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BULK DATA: DOWNLOAD

Select a component p to download

If you are downloading Product Lines or Models, you will need to select a Product Family from the select menu.

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BULK DATA: SEARCH CRITERIA


You can filter the results to include in the download by specifying a search criteria. Filter fields will vary depending on the component type. Below is a Configurable Attributes example. To include ALL results, just leave the criteria blank. Download

You can schedule the download to start at any y time. The default is set to the current time.

Filter Fields

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BULK DATA: DOWNLOAD STATUS

This page shows the status of all downloads that have been scheduled in the past seven days. If you are done with a download and have no use for keeping the file on the server, you can check the box next to the M d l name and Module d hit Delete. D l t
Hit Refresh periodically until the Status says Complete

You can choose to Stop Current Task if you wish. This will immediately discontinue this download.

Right-click and Save Target As. Save it as a .zip file to your computer. Open up the .zip zip file and unzip the file that is inside to your computer. 93 confidential

BULK DATA: UPLOAD

Upload

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BULK DATA: UPLOAD


Click Browse to select a file. Then Click Add

After adding the file, select it and click Upload.

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BULK DATA: UPLOAD

Open the upload log to see if there were any errors. If the system comes across any bad XML code or CSV fields, it will skip that record.

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BULK DATA: BEST PRACTICES

If you are not sure about b the h format f for f the h upload, l d just j download some data from the site of that same component. Be sure to add a value to the <action> tag or Action (Update) column. column Valid Actions are: Add adds dd a record d errors on duplicates d l Delete removes a record Modify adds a record if one isnt present modifies any values following a record match Update U d t only l updates d t an existing i ti record d Check the log after all uploads to ensure that your upload was processed without error. p

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BULK DATA: EXERCISE

EXERCISE (30 MIN)


Add a part from your part master manually into the system (part_spreadsheet file in the Class Documents folder in the File Manager) Download D l d out the h existing i i parts d data (fil (filter b by todays d date) d ) to get the proper CSV format Using the part master provided, enter the part information into the CSV format downloaded Upload your CSV (via .zip through the Upload section) part data Confirm your part data is now in the parts database

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