The Header Information twistie provides input fields and drop down menus. The input fields can be used to capture specific information to identify the selection, while the drop down menus provides selection options to filter the available products. The image below is an example of the Header Information twistie on the Operating Conditions tab of the Conditions of Service Page.
Click on the fields below to learn more.
This field is used to capture the customer's name for the item. This field will be automatically populated by the information entered in the Quote Manager. If your implementation does not have a Quote Manager, then this field will be editable. The data entered here will appear on all appropriate output documents.
This field is used to capture a customer reference for the item. This field will be automatically populated by the information entered in the Quote Manager. If your implementation does not have a Quote Manager, then this field will be editable. The data displayed here will appear on all appropriate output documents.
This is the customer's item number which used to identify each item within a multi-item inquiry or proposal. The data entered here will appear on all output documents such as the Performance Datasheet and the Performance Curve.
This is an additional field used to further identify the type of service that the item will be used in. .
This is the number of pumps required by the customer for this item. This data will be transferred to the Configurator and will be used as the default quantity for options and to calculate total item and proposal prices.
This filed is used to capture a quote number. The data entered here will appear on all appropriate output documents. If applicable, this field will be automatically populated by the information in the Quote Manager.
The selected industry will be used to filter the available products in the Product Lines page to only those that are applicable to that industry. This drop-down also appears on the Product Lines page to allow the user to easily determine which products relate to specific industries. The options in this drop-down are defined and controlled by the pump supplier, and can be used to control other performance option lists such as Liquid type. Examples: "Building services", "Chemical process".
The selected product classification will be used to filter the available products in the Product Lines page to only those that are applicable to that classification. This drop-down also appears on the Product Lines page to allow the user to easily determine which products relate to specific classifications. The options in this drop-down are defined and controlled by the pump supplier. Example: "Overhung, flexibly coupled".
The selected orientation will be used to filter the available products in the Product Lines page to only those that are applicable to that orientation. This drop-down also appears on the Product Lines page to allow the user to easily determine the orientation of each product. The options in this drop-down are defined and controlled by the pump supplier. Example: "Horizontal".