Version Release Highlights: Enhanced Purchase Receives Management and Sales Reporting

This release introduces significant improvements to purchase receives management and sales reporting. Franchisees can now manager and track purchase receives with full accountability, ensuring accurate inventory levels through purchase order verification and manager authorization. Additionally, newly added sales reports—Scheme, FOC, Regular, and PRORATA—offer deeper insights into sales performance, helping store managers and owners monitor trends, track progress, and make informed decisions. These updates streamline operations, reduce errors, and empower franchisees to optimize sales strategies.

Ability to manage and track purchase receives in PlayClay

Ability to create a purchase executive as Store Executive

Franchisees previously encountered significant challenges with their purchase receives process. There was no system to track who received stock or when, making it difficult to hold anyone accountable, particularly in the absence of the store manager. Without a formal verification process, discrepancies between received stock and purchase orders were common. Moreover, the lack of manager oversight allowed stock to be received without proper authorization, which led to potential inventory errors. These issues contributed to inaccurate inventory levels, audit gaps, and operational inefficiencies, ultimately impacting sales and order fulfilment.

To resolve these challenges, we implemented a system for managing purchase receives, allowing franchisees to track both who received the stock and when. This new process ensures accountability by verifying stock against purchase orders and requiring manager approval for receipt authorization. The result is improved accuracy in inventory levels, better oversight, and streamlined operations, reducing errors and minimizing disruptions to sales and order fulfilment.

To capture a purchase receive in PlayClay, the store manager should follow these steps:

1. Click on "Purchase Receives" in the Hamburger Menu.

Figure 1: Purchase Receive action under Hamburger Menu

1. Upon clicking "Purchase Receives," the store manager will be redirected to the Purchase Receive Listing Page, where the store manager can view all previously created purchase receives.

Figure 2 : Purchase Receive Listing User Interface to view purchase receive

1. Here ,the store manager should click on the "Create Receive" button, which will redirect the store manager to the Create Purchase Receive page.

Figure 3: Create Receive button in the Purchase Receive Listing Interface

1. Upon clicking of “Create Receive”, store manager will be taken to the Create Purchase Receive User Interface.

Figure 4: Create Purchase Receive User Interface

1. Here Store Manager can add the purchase receive details and click on submit button
2. Upon clicking of Submit , the purchase receive will be captured successfully and will be sent for approval

Figure 4: Success message on creation of purchase receives

Ability to approve a purchase receive as a store manager

Once a purchase receive is captured either via PlayClay or OrderZen mobile application , store managers can quickly track and approve these pending orders in PlayClay

To approve Purchase Receives in PlayClay, the store manager should follow these steps:

1. Click on the Approve button under the Actions dropdown as shown in the screenshot below

Figure 5: Approve button against a pending purchase receive

1. On click of which , store manager will be redirected to the Approve Purchase Receive Page as shown in the screenshot below where the store manager will be able to review the purchase receive details

Figure 6: Approve Purchase Receive User Interface

1. Once reviewed , store manager can quickly approve the purchase receive by clicking on the Approve Button as shown in the screenshot below

Figure 7: Approve button on Approve Purchase Receive User Interface

1. Once approved store manager will receive the success message as shown in the screenshot below

Figure 8 : Success message on approval of purchase receives

Addition of Sales Reports

The addition of Scheme Sales Report, FOC Sales Report, Regular Sales Report, PRORATA Sales Report equips store managers and store owners with powerful tools to gain deeper insights into sales performance. These reports provide detailed data on daily, weekly, or monthly sales, helping users track trends, monitor progress against targets, and make informed, data-driven decisions. By having access to more granular and consolidated sales data, store managers and owners can improve decision -making, identify opportunities for growth, and optimize overall sales strategies.

To access the required sales report in playclay, store manager needs to do the following steps

1. Navigate to the dashboard page
2. Select the required sales report from the List of Sales Report Dropdown as shown in the screenshot below

Figure 9 : Select Sales Report dropdown in Dashboard Page

Version Release Highlights: Enhanced Order and Receipt Management with Advanced Reporting Features for Franchisees

This release introduces several key enhancements to improve the efficiency and flexibility of managing sales orders, receipts, and sales performance for franchisees. Store Managers can now re-approve sales orders, quickly view and approve pending receipts, and perform tasks like assigning deliveries and uploading invoices directly from the Order Listing User Interface. Additionally, the introduction of Regular Sales Reports and Consolidated Sales Reports provides deeper insights into sales performance, helping Store Managers and Owners track trends, monitor targets, and make data-driven decisions. These updates streamline processes, reduce time spent navigating between pages, and offer more immediate access to essential order, receipt, and sales data.

Re-Approval of Sales Orders Before Invoice Generation

Previously, store managers could only approve a sales order once it was in a "pending approval" state. If any updates or changes were needed after initial approval, the system did not allow for re-approval of the sales order. This limitation made it difficult for store managers to make corrections or updates to the order details before the invoice was generated.

To address this issue, we’ve introduced the ability to approve or re-approve sales orders until an invoice is generated. This new functionality allows store managers to make necessary updates or corrections to order details without the need to finalize the invoice, improving flexibility and accuracy in managing sales orders.

To re-approve a sales order in PlayClay, the store manager should follow these steps:

1. Click on the Approve Button against the order that needs to be re-approved

Figure 1 : Approve Button against Sales Order

1. On click of which, store manager will be redirected to the Approve Order Page where store manager will be able to update the required details like the sales order line items.
   1. Note : Store Managers will be restricted to add duplicate line items at any point

View Order Details in Order Listing User Interface

Previously, store managers could not view all relevant order details directly in the Order Listing User Interface, which made it difficult to quickly access key information such as invoice status, delivery progress, or assigned

executives without navigating through the system which was in turn a time-consuming process.

To improve visibility and streamline order management process the following new columns have been added to the Order Listing UI:

• Invoice No: Displays the serial no if a serial number is captured for the order.
• Serial No Status: Shows the status of the serial number linked to the order.
• Invoice File Status: Indicates the status of the invoice file associated with the order.
• Invoice File Link: Provides a direct link to the uploaded invoice file.
• Delivery Status: Displays the latest delivery status of the order.
• Delivered Executive: Shows the name of the delivery owner

With these additions, store managers can now view all critical order-related details directly within the Order Listing UI, reducing the need for additional navigation and improving efficiency.

Figure 2 : Addition of columns to Order Listing User Interface

Quick Delivery Assignment from Order Listing User Interface

Previously, when clicking the "Assign Delivery" button for an order, the store managers or billing executive were redirected to the Create Delivery User Interface, which was a time-consuming process, especially when they needed to quickly assign deliveries.

To improve efficiency, we've introduced an Assign Delivery Pop-Up Window for quicker delivery assignment. Now, when the "Assign Delivery" button is clicked for orders with a "Pending Delivery" status , a pop-up will appear, allowing store managers / billing executives to assign delivery directly without navigating away from the page.

To quickly assign a delivery against an order , store manager / billing executive needs to do the following steps

1. Click on the Assign Delivery button against the order for which delivery must be created

Figure 3 : Assign Delivery Button against Sales Order

1. On click of which , store manager / billing executive will be able to “Assign Delivery” popup window

where the store manager / billing executive can specify the required delivery details

Figure 4: Assign Delivery Popup Window

1. On click of Submit , the delivery details will be updated

Quick Invoice Upload from Order Listing Page

Previously, store managers / billing executives had to navigate through multiple steps and pages to upload an invoice file. This process was time-consuming and inefficient, as they were required to go into the specific order details before being able to upload the invoice.

To streamline the process, we've introduced a quick upload functionality using which store managers and billing executives can quickly upload the invoice file without having to leave the order listing page, saving time and improving workflow efficiency.

To quickly upload an invoice file an order , store manager / billing executive needs to do the following steps

1. Click on the Attach Invoice button against the order for which delivery must be created

Figure 5: Attach Invoice button against a Sales Order

1. On click of which , store manager / billing executive will be able to view the “Attach Invoice” popup

window where the store manager / billing executive can quickly upload the required invoice file

Figure 6: Attach Invoice popup window

1. On click of Submit , the invoice details will be updated.

Quick Approval of Pending Receipts

Previously, store managers had to navigate through multiple pages and interfaces to view or approve pending receipts. The process was time-consuming, especially when there was a need to quickly check or confirm pending receipts.

To enhance efficiency, we've introduced a streamlined process for quickly viewing and approving pending receipts. This update allows store managers to instantly view pending receipts, saving time by eliminating the need for multiple steps. Additionally, with the new quick approval feature, store managers can approve pending receipts directly from the Receipt Listing Page, speeding up the approval process and improving overall workflow.

To quickly view and approve a pending receipt , store managers need to do the following steps

1. Navigate to the List of Receipts Page

Figure 7 : Receipts Listing User Interface

1. Click on the Approve Receipt button against the receipt that needs to be approved

Figure 8 : Approve Button against a Pending Receipt

1. On click of which , store manager will be able to view the Approve Receipt User Interface , where store manager can add the necessary receipt details like Physical Receipt No

Figure 9 : Approve Receipt Popup Window

1. On click of Submit, the receipt details will be updated

Addition of Sales Reports

The addition of Regular Sales Reports and Consolidated Sales Reports equips store managers and store owners with powerful tools to gain deeper insights into sales performance. These reports provide detailed data on daily, weekly, or monthly sales, helping users track trends, monitor progress against targets, and make informed, data-driven decisions. By having access to more granular and consolidated sales data, store managers and owners can improve decision-making, identify opportunities for growth, and optimize overall sales strategies.

To access Regular Sales Report or Consolidated Sales report in PlayClay , store managers or store owners need to do the following steps

1. Click on the Dashboard button under the Hamburger Menu
2. On click of which , store manager will be redirected to the by default Sales Dashboard User Interface
3. Click on the Regular Sales Report or Consolidated Sales Report button to access the respective report

Figure 10 : Regular Sales Report

Figure 11 : Consolidated Sales Report

Mailing of Daily Sales Reports

Previously, Store Owners had to manually access the system to download and review daily sales reports. This process was time-consuming and required constant monitoring to stay updated on sales performance.

With the introduction of Mailing of Daily Sales Reports, Store Owners will now receive automated, daily sales reports directly to their email. This feature saves time, ensures they are always informed of sales performance, and enables quicker decision-making without the need to log into the system. By having immediate access to daily insights, Store Owners can track sales trends, monitor progress against targets, and take timely actions to improve business performance.

Known Issues

• Receipts listing page display the receipts only by Status ,and not by the current system date
• In the create shipment, Vehicle Category Name was made to a mandatory field (for reports purpose)

Version Release Highlights: Streamlined Order Management and Collections for Franchisees

Franchisees frequently relied on spreadsheets or manufacturer-provided accounting tools to manage orders, invoices, deliveries, and collections. While these accounting systems functioned adequately for invoicing, they faced significant challenges in managing and tracking the order, delivery, and collection data they needed. The inability to customize these accounting tools to capture essential data across their business process made it difficult to coordinate operations effectively. As a result, franchisees struggled to track individual responsibilities and monitor incoming cash flow, leading to inefficiencies and potential financial shortfalls

To address these challenges, we introduced a comprehensive solution that enables franchisees to manage orders, invoices, deliveries, and collections seamlessly. Our user-friendly platform offers

customizable features that align with each franchisee’s unique business processes, allowing for more effective data tracking and enhanced operational efficiency. As a result, franchisees can now efficiently track responsibilities and monitor incoming cash flow, significantly reducing inefficiencies and mitigating potential financial shortfalls.

Manage Orders with PlayClay

In the past as mentioned above, franchisees relied on manual methods, primarily using spreadsheets and manufacturer provided accounting systems to manage and track sales orders. This approach led to several challenges, including inaccuracies from manual data entry, inefficiencies in tracking orders across multiple documents, and poor communication between field executives and store managers.

Additionally, the accounting systems lacked the capability to track essential data, making it difficult for franchisees to generate the insights needed for informed decision-making. These issues often resulted in delayed invoicing and fulfilment, ultimately impacting cash flow and customer satisfaction.

Franchisees can now leverage PlayClay’s order management solution to configure business flows according to their specific needs. This platform enables them to track essential data, such as who captured the order, capture date, approved by, and approval date. By centralizing order management and improving communication between field executives and store managers, franchisees can enhance data accuracy and efficiency, leading to timely invoicing and fulfilment, ultimately improving cash flow and customer satisfaction.

Once an order is captured in OrderZen mobile application , store managers can quickly track and approve these pending orders in PlayClay

To approve a sales order in PlayClay, the store manager should follow these steps:

1. Click on "Orders" in the Hamburger Menu.

Figure 1: Order action under Hamburger Menu

1. Upon clicking "Orders", store manager will be redirected to the Order Listing Page, where store manager can view the orders awaiting approval.

Figure 2: Order Listing User Interface to view orders awaiting pending approval

1. Here , store manager needs to click on the "Approve Order" button for the specific order that is to be approved

Figure 3: Approve action against a pending approval order

1. Upon clicking of “Approve”, store manager will be taken to the Approve Order User Interface, where store manager can review all relevant order details and approve the order.

Figure 4: Approve Order User Interface to approve order

1. Click "Approve."

Figure 5: Approve action in Approve Order User Interface

1. Upon clicking of Approve the order will then be marked as approved and will be ready for invoicing.

Figure 6: Success message on successful order approval

Manage Invoices with PlayClay

In the past, franchisees faced significant challenges managing invoice details through manual methods, often relying on word documents and spreadsheets. This approach resulted in various issues, including inaccuracies in invoice information, inefficient workflows due to fragmented systems, and difficulties in tracking and reconciling orders with invoices.

With the introduction of PlayClay’s Invoicing capabilities, franchisees can now streamline their invoicing process significantly. They can easily update invoice details directly against an order, ensuring accuracy and consistency. Once invoice details are added, billing executives can quickly assign delivery for the order, facilitating a smoother workflow. This streamlined process will help franchisees manage their invoicing with greater ease, ultimately leading to faster order fulfilment and a more organized approach to financial management.

To attach an Invoice in PlayClay , billing executive should follow these steps

1. Click on "Orders" in the Hamburger Menu.
2. Upon clicking "Orders," billing executive will be redirected to the Order Listing Page, where store manager can view the orders awaiting invoicing

Figure 7: Order Listing User Interface to view pending invoice orders

1. Here , billing executive needs to click on the "Add Serial No" button for the specific order for which the Invoice No is to be added

Figure 8: Add Serial No action against pending invoice orders

1. Upon clicking of “Add Serial No”, billing executive will be able to view the Add Serial No popup window to add the required serial no

Figure 9: Add Serial No popup window to add invoice no

1. Click Submit.

Figure 10: Submit action in Add Serial No popup window

1. Upon clicking of submit the invoice will be created and the order is now ready for delivery

Figure 11: Success message on successful creation of invoice

Manage Deliveries with PlayClay

Franchisees frequently faced challenges in managing deliveries due to a manual process. After the billing executive generated the invoice, they would hand it over to the delivery executives along with the assignment of a delivery vehicle. The delivery executives would then deliver the orders, collect signatures, and return to the store to submit the signed invoices. This cumbersome method led to delays in marking orders as delivered and made it difficult to verify delivery status, resulting in inefficiencies and potential customer dissatisfaction.

To address these challenges, we implemented PlayClay’s Delivery Management system, which streamlines the delivery process for franchisees. With this solution, store managers can quickly assign deliveries to delivery executives and monitor their progress in real-time. Automated updates reduce manual tasks, enhancing efficiency and accountability. This improvement not only accelerates order processing but also boosts customer satisfaction by providing greater visibility

throughout the delivery journey.

To assign a delivery in PlayClay , billing executive should follow these steps

1. Click on "Orders" in the Hamburger Menu.
2. Upon clicking "Orders”, billing executive will be redirected to the Order Listing Page, where billing executive can view the orders awaiting delivery

Figure 12: Order Listing User Interface to view pending delivery orders

1. Here , billing executive needs to click on the "Assign Delivery" button for the specific order for which delivery is to be assigned

Figure 13: Assign Delivery action against a pending delivery order

1. Upon clicking of Assign Delivery button, billing executive will be redirected to Create Delivery page where the billing executive will be able to add the required delivery details

Figure 14: Create Delivery User Interface to add delivery details

1. Click Submit

Figure 15: Submit action in the Create Delivery User Interface

1. Upon clicking of the Submit button, the delivery will be created and assigned to the delivery executive successfully

Figure 16: Success message on successfully assigning a delivery

Once a delivery is created and assigned to the delivery executive, store manager can track the delivery status. To track delivery status, Store Manager should follow these steps

1. Click on "Orders" in the Hamburger Menu.
2. Upon clicking "Orders," Store Manager will be redirected to the Order Listing Page, where store manager can view the running delivery status

Figure 17 : Order Listing User Interface to view delivered orders

Manage Receipts with PlayClay

Franchisees faced challenges in managing and tracking customer payments. When customers requested payment collection, store managers would send a field executives to collect payments made through various methods like UPI, cash, or cheques. However, there was no system to track the payment mode, leading to inefficiencies. Once the collected amount was returned to the store, store managers would manually record it in a receipt notebook before entering it into the accounting system. This process not only delayed receipt creation but also increased the risk of errors, hindering effective financial management and impacting cash flow.

Franchisees can now leverage PlayClay Receipts to streamline their receipts / collection process. This solution allows them to easily track who collected each payment and the collection date, ensuring greater accountability. By integrating various payment methods into a centralized system, franchisees can efficiently manage collections and automatically record transactions, reducing the risk of errors. This enhancement simplifies the collection process, improves cash flow monitoring, and ultimately strengthens financial management.

Once a receipt is collected using OrderZen mobile application, store manager can quickly track and approve this pending receipt in PlayClay.

To track and approve a pending receipt in PlayClay, store manager needs to the following steps

1. Click on "Receipts" in the Hamburger Menu.

Figure 18 : Receipt action in Hamburger Menu

1. Upon clicking "Receipts” , store manager will be redirected to the Receipt Listing Page, where store manager can view the receipts awaiting approval

Figure 19: Receipt Listing User Interface to view pending receipts

1. Here , store manager needs to click on the "Confirm Receipt” button against the receipt that is to be approved

Figure 20: Confirm Receipt action against a pending receipt

1. Upon clicking on “Confirm Receipt” button store manager will be redirected to the Confirm Receipt page where store manager will be able to review the receipt details and add the physical receipt no

Figure 21 : Confirm Receipt User Interface to review receipt details

1. Click Submit

Figure 22 : Submit Action against in the Confirm Receipt User Interface

1. Upon clicking on submit the receipt is approved successfully

Figure 23: Success message on approving receipt successfully

Tracking Daily Sales Reports with PlayClay

Using PlayClay , franchisees can now effectively track daily sales reports, allowing them to monitor the total quantity of products sold across each product category. This insight helps identify trends, optimize inventory management, and inform purchasing decisions. Additionally, by tracking total receipts collected, along with amounts and payment modes, franchisees can manage cash flow more effectively and evaluate the success of different payment methods. This comprehensive approach empowers franchisees to enhance operational efficiency, improve financial management, and drive business growth.

To Track Daily Sales Report in PlayClay , store manager / owner needs to do the following steps

1. Click on “Dashboards” under the hamburger menu

Figure 24 : Dashboard action under the hamburger menu

1. Upon clicking of Dashboards , store manager / owner will be redirected to the Daily Sales Report Page , where store manager / owner will be able to track the daily sales report

Figure 25: Daily Sales Report User Interface to track sales data

Version 1.1.29 Release Highlights: Enhanced Account & Product Management Capabilities

Enhanced Account Management Capabilities

The PlayClay account object has been upgraded to enable service managers to easily manager their franchisee / dealer accounts. The following new business fields have been introduced to streamline account management:

• Integration ID: This new field enables service managers to record and manage Integration Codes for franchisee and dealer accounts. It supports better organization and facilitates easier retrieval of integration-specific information, ensuring comprehensive and accurate records.
• Franchisee & Dealer Account Types: Service managers can now categorize accounts with greater precision by using the updated account types. This enhancement improves segmentation and allows for more targeted management, helping service managers tailor their approach for more effective service and support.

These improvements are designed to provide service managers with better tools for managing account details, leading to increased efficiency and effectiveness in handling franchisee and dealer accounts.

Enhanced Product Management Capabilities

The PlayClay product object has been enhanced to support service managers in more effectively managing their product details. The following new business fields have been introduced to streamline product management:

• Vehicle Model(s): This new field allows service managers to capture and manage vehicle model details, improving the ability to track and oversee products associated with various vehicle models.
• Fuel Type: This field enables service managers to record the fuel type of each product, enhancing product classification and management based on fuel specifications.
• Battery Brand: This field enables service managers to capture details about the battery brand, providing more comprehensive tracking of battery-related information.

These enhancements are designed to support service managers in maintaining a detailed and organized product database, facilitating better tracking, classification, and management.

Version 1.1.27 Release Highlights: Simplifying Quoting Journey for Reps and Distributors representing METRO manufacturer

Custom Sign- Up Page in PlayClay.io for METRO’s independent reps & distributors

A dedicated sign-up page is introduced in playclay.io to enable reps and distributors representing METRO manufacturer, to create quotes using METRO’s latest pricelist and template.

• Custom Sign-Up URL : https://admin.playclay.io/#/signup/metro

Figure 1 : Sign- Up into PlayClay using Custom Sign-Up Page

Note : This page is only accessible by users (reps & distributors) who will have access to the campaign URL. Hence reps & distributors are requested to share this Sign-Up page URL only with reps and distributors who represents METRO manufacturer.

Create & Email Quotes using METRO’s Pricelist and Template

Once an independent representative / distributor sign’s up using the campaign URL, they will land in the homepage in PlayClay, where they will be able to view a popup window as shown in the screenshot below.

Figure 2: View popup message post successful sign-up

Here rep / distributor needs to click on the “View” button to access the latest METRO’s pricelist. On click of the “View" button in the popup window (as shown in the screenshot above) , rep/distributor will land in the “List of Pricelist” user interface where the rep / distributor will be able to access the latest METRO’s pricelist as shown in the screenshot below

Figure 3: Access Latest Pricelist from METRO in List of Pricelist user interface

Here, rep / distributor needs to click on the three dots under the action column against the pricelist record and then click on the “View” button as shown in the screenshot below to access the details of the pricelist line items from METRO’s pricelist.

Figure 4: Click of the "View" button to access pricelist details

On click of the “View” button (as shown in the screenshot above), rep/distributor will be redirected to the pricelist details user interface as-is shown in the screenshot below where rep/distributor will be able to view all the details of the pricelist line items.

Figure 5: Access the details of latest pricelist from METRO Manufacturer

Note : Rep/Distributor will not be able to update the pricelist details as this pricelist belongs to METRO manufacturer.

Once the rep / distributor has viewed the pricelist details, rep/ distributor can easily create a quote using this pricelist. To create a quote using this pricelist , rep/ distributor needs to click on the “Create Quote” button in the pricelist details user interface as-is shown in the screenshot below.

Figure 6 : Click on "Create Quote" button in the pricelist details page

On click of the “Create Quote" button , rep / distributor will be redirected to the create quote user interface where rep/distributor will be able to create a quote using this pricelist.

Figure 7: Create Quote using latest pricelist from METRO

Note :

• To add the line items to the quote line-item table rep/distributor needs to type any initials of the required line item from the METRO pricelist (as shown in the screenshot below)

Figure 8 : Type any Pricelist Line-Item initials in the Quote Line-Item Table

Now on click of “Enter” button in the keyboard , rep / distributor will be able be view the “Add Line Item” popup window where rep / distributor will be able to search / select the required pricelist line items.

Figure 9 : Select pricelist list line items from the add line-item popup window

On click of insert button in the add line-item popup window all the selected line items from METRO’s

pricelist will be added to the quote line-item table (as shown in the screenshot below)

Figure 10 : Addition of pricelist line Items to quote line-item table

Once the rep/distributor has added all the required details , rep/distributor needs to click on the “Next” button in the create quote user interface to view the quote summary as shown in the screenshot below.

Figure 11 : Click on the Next button in the create quote user interface

On click of the “Next” button in the create quote user interface , rep/distributor will be redirected to the quote summary user interface where rep/distributor will be able to review the quote details.

Figure 12 : Review quote details in the quote summary user interface

Now that quote details are ready, rep/distributor needs to click on the “Submit” button in the quote summary user interface as shown below in the screenshot below.

Figure 13 : Click on Submit button in the Quote Summary User Interface

On click of the “Submit" button in the quote summary user interface, rep/distributor will land in the “Send Email “ popup window, where rep/distributor will be able to review the quote details in METRO’s quote template.

Figure 14 : Review quote details in METRO's Quote Template in the Send Email popup window

Once rep/distributor has added the required details in the send email pop window rep/distributor will be able to email the quote to customer by simply clicking on the “Send Email” button in the send email popup window as shown in the screenshot below.

Figure 15 : Click on the Send Email button in the Send Email popup window

On click of the “Send Email” button in the send email popup window , the quote will be sent to the customer and the rep/distributor will be able to see the confirmation message as shown in the screenshot below.

Figure 16 : View confirmation message once email is sent to customer

new feature called as Address Autocomplete is introduced in PlayClay which will enable a rep , distributor, or manufacturer to capture accurate and reliable address data at the point of an address entry thereby reduces errors and saving time.

Seamlessly add billing/shipping address in Quotes using address auto-complete

User can seamlessly search/ add an accurate billing /shipping address in the Quote Creation User Interface. To add a billing/shipping address in the quotes using address autocomplete, user needs to first type the address initials in the billing /shipping address field in the create quote user interface. On search of which, user will be able to view the suggested address in the billing/shipping dropdown field, from which user will be able to select and add the required address to the quote.

Figure 17: Adding a billing address against a quote using address auto-complete feature.

Figure 18: Adding a shipping address against a quote using address auto-complete feature.

Seamlessly add billing/shipping address for an account using address auto complete.

User can seamlessly search/ add an accurate billing /shipping address in the Account User Interface using address auto-complete feature. To add a billing/shipping address in the account using address autocomplete, user needs to first type the address initials in the billing /shipping address field. On search of which, user will be able to view the suggested address in the billing/shipping dropdown field, from which user will be able to select and add the required address to the account.

Figure 19: Adding a billing address against an account using address auto-complete feature.

Figure 20: Adding a shipping address against an account using address auto-complete feature.

Introduction of Address AutoComplete

A new feature called as Address Autocomplete is introduced in PlayClay which will enable a rep , distributor, or manufacturer to capture accurate and reliable address data at the point of an address entry thereby reduces errors and saving time.

Seamlessly add billing/shipping address in Quotes using address auto-complete

User can seamlessly search/ add an accurate billing /shipping address in the Quote Creation User Interface. To add a billing/shipping address in the quotes using address autocomplete, user needs to first type the address initials in the billing /shipping address field in the create quote user interface. On search of which, user will be able to view the suggested address in the billing/shipping dropdown field, from which user will be able to select and add the required address to the quote.

Figure 1: Adding a billing address against a quote using address auto-complete feature.

Figure 2: Adding a shipping address against a quote using address auto-complete feature.

Seamlessly add billing/shipping address for an account using address auto complete.

User can seamlessly search/ add an accurate billing /shipping address in the Account User Interface using address auto-complete feature. To add a billing/shipping address in the account using address autocomplete, user needs to first type the address initi als in the billing /shipping address field. On search of which, user will be able to view the suggested address in the billing/shipping dropdown field, from which user will be able to select and add the required address to the account.

Figure 3: Adding a billing address against an account using address auto-complete feature.

Figure 4: Adding a shipping address against an account using address auto-complete feature.

Version 1.1.25 Release Highlights: Performance Improvements to optimize user experience.

Seamlessly Search Capabilities

Enhancement of PlayClay Search Capabilities so that Reps or Distributors can easily and quickly search for account / contact /or any of the subscribed distributors / pricelist / sales representatives and add them to the quote.

Search and Add Distributors to a Quote

User can seamlessly search and add distributors in quotes. To add distributors in quotes , user needs to click on the distributor field in the create quote user interface. On click of the distributor field , user will be able to view the distributor popup window, where user will be able to search , select and add the required distributors to the quote.

Figure 1: Distributor popup window to search and add distributors in quote.

Search and Add Account to a Quote

User can seamlessly search and add an account in quote. To add an account in quotes , user needs to click on the account field in the create quote user interface. On click of the account field , user will be able to view the account dropdown , where user will be able to search and add the required account to the quote.

Figure 2 : Account dropdown to search and add an account in quote.

Search and Add Contact to a Quote

User can seamlessly search and add a contact in quotes . To add a contact user needs to click on the contact field in the Quote Creation user interface. On click of the contact field , user will be able to view the contact dropdown , where user will be able to search and add the required contact to the quote.

Figure 3 : Contact dropdown to search and add a contact in quote.

Search and Add Pricelist to a Quote

User can seamlessly search and add a pricelist in quotes. To add pricelist in quotes , user

needs to click on the pricelist field in the Quote Creation user interface. On click of the pricelist field , user will be able to view the pricelist popup window, where user will be able to search , select and add the required pricelist to the quote.

Figure 4 : Pricelist popup window to search and add pricelist in quote.

Search and Add Sales Representative to a Quote

User can seamlessly search and add a sales representative in quotes. To add sales representative in quotes , user needs to click on the sales representative field in the Quote Creation user interface. On click of the sales representative field , user will be able to view the sales representative dropdown field, where user will be able to search , select and add the required sales representative to the quote.

Figure 5: Sales Representative dropdown to search and add a sales rep to a quote.

Version 1.1.24 Release Highlights: Improved Subscriber Management Features

Rep and Distributor Management for Manufacturers

With the new "Manage Subscriber" feature, PlayClay now enables manufacturers to efficiently oversee all their subscriber representatives and distributors in a single platform. Subscriber Reps and Subscriber Distributors refer to independent sales representatives and distributors partnered with a manufacturer to market their products and services within specific geographical areas. This functionality allows manufacturers to conveniently track and manage their subscribers from a centralized location.

Finding your Subscriber Reps

You can find your subscriber reps under “Manufacturers’ Reps" section of the hamburger menu.

Figure 1: Finding Manufacturers' Reps in the hamburger menu.

View and Search your Subscriber Reps

Once you click on the “Manufacturers’ Reps” as mentioned in the screenshot above, you will be able to view the list of subscriber reps as shown in the screenshot below.

Figure 2: List of Subscribed Manufactures' Representatives

Finding your Subscriber Distributors

You can find your subscriber distributors under “Distributors” in the hamburger menu.

Figure 3: Finding Distributors in the hamburger menu.

View and Search your Subscriber Distributors

Once you click on the “Distributors” as mentioned in the screenshot above, you will be able to view the list of subscriber distributors as shown in the screenshot below.

Figure 4: List of subscribed distributors.

Note for Manufacturers’ Reps and Distributors: PlayClay also enables manufacturers’ reps and

distributors to easily manage all their subscriber manufacturers in a centralised location.

Auto-Population of Billing/Shipping Details of Distributors in Quotes

PlayClay now auto-populates the billing/shipping details of Distributors in Quotes. To experience the same, reps need to select the required distributors from the distributor list. Once selected, the system auto-populates the billing/shipping details in billing/shipping details section as shown in the screenshot below.

Figure 5: Adding Distributor Billing/Shipping details in Quotes.

UX / UI changes in PlayClay

Based on the feedback received from our customers we have positioned actionable buttons in the designated places as shown in the Quote Page.

Figure 6: Re-Positioning of Cancel and Next Buttons on Top

What ‘s new in Version 1.1.23 : Track and Manage Activities

Use PlayClay – Activities to plan, track, and organize all your customer communications today. For example, you can take notes, send email, make phone calls, set up appointments, and assign yourself tasks as you work on a sale or resolve a service case. These actions are all considered types of activities. You and other people on your team can scroll through the activities to see the history as you work with a customer.

To get the most out of PlayClay, it's important for everyone in the organization to track all their customer interactions by adding an activity for every email, phone call, task, or appointment. That way, a customer's history is complete.

Find your activities.

You can find your activities under Activities in the hamburger menu.

Figure 1: Find Activities in Hamburger Menu

Filter the list of activities

Once you click on the “Activities List” as mentioned in the screenshot above you will be able to view the list of ongoing activities in your organization

Figure 2: List of current activities in organization.

You can now quickly filter activities to see the activities you want. For example, you can filter Activity Owner field to quickly see the activities that either assigned to you or any of your team members from your organization.

PlayClay activities enables you to filter the list of activities to see only the ones you're interested in. For example, you can further limit the activities you are seeing in a view by using the activity type filter. The activity type filter allows you to filter activities based on the type, such as email, task, phone call, and so on.

Figure 3: Filter activities by activity type.

Create or edit an activity.

You can create independent activities that aren't yet associated with any customer or sales record. To do so, in the List of Activities page , select Create Activities , you can simply start of by selecting the activity type Email or Meeting or Call or Task, depending on which activity you want to create.

Figure 4: Create Activity

To edit an existing activity record, simply click on the “Edit” button under the three dots.

Figure 5 : Edit Activity

Add a new activity for a customer.

Most often, you'll want to add an activity associated with a contact, opportunity, account etc to help you keep track of all the communication history you have with a customer.

Figure 6 : Add an activity against a customer.

As your organization's relationship with a customer build over time, you and other people on your team can look through the activity feed as you work with the customer and see the history of your interactions.

Add an activity for yourself.

Add a task yourself when you want a reminder to do something personal, like attend an event etc.

Figure 7 : Add an activity for yourself.

Otherwise, to keep a history of your interactions with a customer, you should add new activities that are associated with a customer's record, so those activities become part of the history that other people on your team can view.

What ‘s new in Version 1.1.22.3 : Email Quotes to your distributors

Added Features

Quick upload of distributors list:

PlayClay now offers an easy-to-use feature called as “Bulk Upload of Distributors” using which you will enable you to quickly upload large volumes of your distributor records in seconds.

Figure 1: Bulk Upload user interface.

Please make sure that you upload an csv or excel file for a successful bulk-upload. Once uploaded you need to map the required excel fields with PlayClay merge fields.

Figure 2: Field Mapping Screen for bulk upload.

Once your distributors records are successfully uploaded into PlayClay , PlayClay automatically subscribes you to your uploaded distributors . As shown in the screenshot below , you will be able to view the uploaded distributors in your manage subscription listing page.

Figure 3: Subscribed distributor list post bulk- upload.

Email Quotes to Distributors

Now that you are subscribed to the distributors , you will be able to email quotes to required distributors. To email quotes to your distributors, you need to select the required set of distributors from the distributor dropdown list during the quote creation process in PlayClay.

Figure 4: Subscribed distributor list in quote creation process.

Once selected , you can now email quotes to your distributors via adding their email addresses.

What ‘s new in Version 1.1.22.1: Identify, track, and prioritize potential opportunities throughout your sales process

Enhancements

Identify , Track and Prioritize all your opportunities in one place:

The Opportunities list view page now provides users a holistic view of all the opportunity records in their organization. Users can now easily identify , track, and prioritize opportunities that needs immediate attention all in one place.

Figure 1: Introduction of Opportunities Listing Page in PlayClay

Opportunities listing page comes with quick tools highlighted in the screenshot below which empowers the user to quickly update their opportunity details.

Figure 2: Quick functions to be performed against an opportunity record.

Note :

• To enable “Opportunities”, users should activate the "Opportunities" field in the Features List.

The Create / Update opportunity user interface now offers a personalized experience so enable a user to capture their business transaction with a customer in alignment with their business needs.

Figure 3: Personalized user interface to create opportunities.

Note : Our support team can help you with your standard and required custom fields

Known Issues

• When a user selects or creates a contact/account on the opportunity page and hits the

edit button, the user cannot see the contact/account that was created or selected. User might witness it when there exists huge number of accounts and contacts causes a problem.

• For old opportunities user needs to update the opportunity stage to get expected revenue.

The Multiplier Field now incorporates a dropdown menu for a convenient selection, and the product recommendations are now easy with product suggestions.

Added Features:

Choose Your Multiplier Values: Simple Selection with Dropdown Convenience

• Select the multiplier values based on your distributor type using a dropdown menu. Our support team can modify these values to align with the organization's requirements.

Fig: 1.1 Multiplier Field with dropdown options

Enhancement in "Product Line Items" while creating a quote:

• To enable “Product recommendation”, users should activate the "Product Recommendation" field in the Features List.

Fig:1.2 Enabling the “Product Recommendation" field in the Feature list

• While creating Quote we've updated our product line to suggest more fitting product codes for your related product line items.

Fig: 1.3 Related Products in Line Items

Now, easily explore product recommendations with Suggestions in our latest Version R1.1.21

Added Features:

Enhancement in "Product Line Items" while creating quote:

• We've updated our product line to suggest more fitting product codes for your related product line items.

Fig: 1.1 Related Products in line items

User Interface Improvements:

• Enhanced the user interface on every page in Playclay. Leads, Products, Contacts, Activities, opportunities.

Fig: 1.2 Create Lead page changed UI

Fig: 1.2 Create product page changed UI

What ‘s new in Version 1.1.20.4

Added Features:

Enhancement to "Prepaid Freight Minimum" Field:

• The term "Net" has been incorporated into the "Prepaid Freight Minimum," Field to provide clarity.

Fig: 1.1 Prepaid Freight Minimum

 

User Interface Improvements:

• • The "Back" button has been removed from the pages Including
    • • Features
      • Invite Users
      • Organization
      • Identify Provider
      • Purchase
      • Manage Users.

• A new "Continue" button has been introduced. Clicking on this button directs users to the Configurations page.

Fig: 1.2 Continue button on Features page

Fig: 1.3 Continue button on “Invite Users” page

Disclaimer

This document, in any format, software, or printed form, contains proprietary information exclusive to FocalCXM. The contents herein may not be disclosed, copied, reproduced, or distributed to external parties without prior written consent from FocalCXM. Intended solely for informational purposes, this document aims to assist in planning the implementation and upgrade of the described product features. It does not constitute a commitment to deliver specific materials, code, or functionality, and should not be the sole basis for purchasing decisions. The decision to develop, release, or time any features or functionality outlined in this document remains at the discretion of FocalCXM. Due to the product architecture's nature, it may not be feasible to safely incorporate all features described herein without risking significant code destabilization.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Delivered Scope

PlayClay R1.1.20.2 has been launched, and as of November 30th, 2023, this is the current version available. This document outlines the major areas of innovation scheduled for PlayClay Version R1.1.20.2, as detailed below.

Enhancements in PlayClay Web Application

The ability for Manufacturers/Independent Reps to select Distributors

• Now Manufacturers/Independent can select different types of distributors. Please find the below flow to do the same.

Navigate to the Configurations Listing Page:

• Once the Independent Representative/Manufacturer has signed into PlayClay, the Independent Representative/Manufacturer needs to navigate to the Configurations Listing Page. To do so the Independent Representative/Manufacturer needs to click on the username dropdown and then click on the configurations button as shown in the screenshot below. This will redirect the user to the Configurations Listing Page

Figure 1: Configurations button under username dropdown

Navigate to Manage Subscription Listing Page:

• After accessing the Configurations Listing Page, the Independent Representative/Manufacturer should select the "Manage Subscription Card." Upon clicking this card, the system will redirect them to the Manage Subscription Listing Page.

Figure 2: Introduction of Mange Subscription Card in the Configurations Listing Page

Subscribe to different types of Distributors:

• Upon reaching the Manage Subscription Listing Page, the Independent Representative/Manufacturer can search for and choose the desired distributors. Subsequently, they can subscribe to the selected distributors. Please consult the provided screenshot for reference.

Figure 3: Introduction of Subscription Listing Page to enable a user to subscribe to Distributors

After the Independent Representative/Manufacturer has subscribed to the distributors successfully, they will encounter a success message stating "Subscription Completed Successfully." Please consult the accompanying screenshot for clarification.

Figure 4: Toaster message when a subscription is completed successfully.

The Manage Subscription Listing Page displays a comprehensive list of distributors registered and uploaded in PlayClay. The Independent Representative/Manufacturer can subscribe to these distributors by clicking on the respective subscribe buttons. Upon successfully subscribing to the distributors, the Independent Representative/Manufacturer can view a success message indicating "Subscription Completed Successfully."

Notes for Independent Representatives and Manufacturers:

• PlayClay facilitates the inclusion of all distributors who have registered on the platform and those whose lists have been uploaded by our support team.
• For uploading your distributor list, please reach out to our support team at support@focalcxm.freshdesk.com.

Ability to Enable Multiplier Field:

• • After our support team uploads the distributor list to PlayClay, the Independent Rep/Manufacturer should log in using their credentials.
  • Navigate to the "Configurations" section from the drop-down menu under the Username button on the Home page.
  • Within Configurations, click on the "Features list" Card, which will open a new page titled "Features."
    • On the Features page, activate the "Multiplier" button to ensure this field is accessible on the "Create Quote" page. Refer to the provided screenshot for guidance.

Figure 5: configurations Page

Figure 6: Multiplier field

Ability to create and email quotes to the subscribed distributor as an Independent Representative/Manufacturer:

• Upon reaching the "Create Quote" page, the Independent Representative/Manufacturer will encounter a new field labeled "Distributor." In this section, they must choose the specific type of distributor to whom they intend to send an email. The "Distributor" field displays a list of distributor types subscribed to the Independent Representative/Manufacturer, and a selection must be made. The Multiplier field's value adjusts based on the chosen distributor type, as illustrated in the accompanying screenshots.
• The Prepaid Freight Minimum field and charges remain standard, with Prepaid Freight Minimum charges set at $1500 net. Adjustments to line items are visible in Figure:7, reflecting changes based on the selected "Multiplier" field.
• If the Independent Representative/Manufacturer wishes to modify the "Multiplier" value, a simple click on the respective line allows them to make the desired adjustments.

Figure 7: Distributor, Multiplier & Minium Prepaid Fields.

Figure 8: Distributor, Multiplier & Minium Prepaid Fields

Note:

• The multiplier value varies according to the chosen distributor type.
• Avoid selecting two different distributor types in the "Distributor" fie

Ability to send email to subscribed Distributors:

• After completing all the fields on the Create Quote page, the Independent Representative/Manufacturer should proceed by clicking the "Next" button. This action directs them to the Quote Summary page. Upon reviewing the quote summary, simply click the "Submit" button.
• Subsequently, the Independent Representative/Manufacturer encounters a pop-up page for sending emails. Within this page, the "Email to" field is automatically populated with the email IDs of subscribed distributors. Additionally, users have the option to manually include other email IDs, separating them with a comma. Refer to the provided screenshot for visual guidance.

Figure 9: Send Email pop-up page.

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of November 3^rd, 2023, the version of PlayClay available in the market is R1.1.20.2 This document highlights the key areas of innovation planned for PlayClay Version R1.1.20.2 as described below.

Enhancements in PlayClay Web Application

Ability to subscribe to a manufacturer as an independent representative to have access to the manufacturer's pricelist , products, and quote templates.

A new feature called as “Manage Subscription” is introduced in PlayClay which will enable the Independent Representatives to subscribe to a Manufacturer so that the Independent Representatives is able to access the manufacturer assets like manufacturer pricelist , products, and quote templates etc. To subscribe to a manufacturer, the Independent Representative shall do the following:

• Navigate to the Configurations Listing Page : Once the Independent Representative has signed into PlayClay , the Independent Representative needs to navigate to the Configurations Listing Page . To do so the Independent Representative needs to click on the username dropdown and then click on the configurations button as shown in the screenshot below. This will redirect the user to the Configurations Listing Page

Figure 1: Configurations button under username dropdown

• Navigate to Manage Subscription Listing Page : Once the Independent Representative has landed in the Configurations Listing Page , the Independent Representative needs to click on the Manage Subscription Card on click of which system will redirect to the Manage Subscription Listing Page .

Figure 2: Introduction of Mange Subscription Card in the Configurations Listing Page

• Subscribe to Manufacturer: Once the Independent Representative has landed in the Manage Subscription listing page , the Independent Representative will be able to search for and select his required manufacturer and will be able to subscribe to the manufacturer. Please refer to the screenshot below

Figure 3: Introduction of Subscription Listing Page to enable a user to subscribe to Manufacturers

Once the Independent Representative has successfully subscribed to a manufacturer, the Independent Representative will be able to view the success message “Subscription Completed Successfully”. Please refer to the screenshot below

Figure 4: Toaster message when subscription is completed successfully.

This Manage Subscription Listing Page will list all the signed-up manufacturers in PlayClay to which the Independent Representative can subscribe to via clicking on the subscribe button. Once the Independent Representative have subscribed to a Manufacturer, s/he will be able to view the success message “

Notes for Independent Representatives and Manufacturers

• PlayClay will enable a signed-up manufacturer to publish assets like Pricelist , Product Catalogues , Quote Templates and will also enable such a manufacturer to be subscribed by Independent Representatives
• PlayClay will enable a signed up Independent Representatives to subscribe to a Manufacturer.
• Once subscribed the Independent Representatives have subscribed to the manufacturer, the independent representative will have access to the manufacturer’s pricelist , product catalogues and quote templates.

Ability to share product specifications documents against quoted items in the quote email as an Independent Representatives

It has been observed that a sales representative at times needs to share the product specification document against the quoted items in the quote email with the prospective customer because this product specification documentation consists of all the required product details that helps in the decision-making process of the plumber.

To enable a user to upload and share the product specification link against the quoted line items following changes are made.

Add/Update or update products specification link against products as a Manufacturer.

The existing add/update product page is enhanced to accommodate a new field called as “Product Specs” which will enable a manufacturer to add/update the product link for a product.

Figure 5: Introduction of Product Specs field in the Add/Update Product page so as to add product specs link for a product

Note :

• Any user a manufacturer/Independent Representative will be able to add/ update the product specification link against any product code. However, if the product specification document was added by the manufacturer , system will not allow an Independent Representative to update the

Ability to add products specs for quoted line items in the quote email as an Independent Representatives

The existing “Send Email” popup window is enhanced to accommodate a new button called as “Include Product Specs” which will enable the user to decide if product specs are to be included or not against the quoted line items . If user has toggled the button system will include the product specifications link for the quoted line items in the quote email. By default, this button will always be turned off, hence user needs to toggle the button if product specs are to be included.

Figure 6: Introduction of Include Product Spec button in the Send Email popup window.

Now, if user has toggled on the button and has sent the quote email , then user will be able to view the following message “ Product Specs attached, and email sent successfully” once the email is successfully sent.

Figure 7: Enhancement of the toaster message when a quote email is sent including product specifications.

Note : Independent Representatives will be able to email the quote to multiple email ids. For the same Independent Representatives needs to add all the email address in the email to field as shown in the screenshot below where each email address shall be separated by comma

Figure 8: Email quotes to multiple email addresses

Requested UI Changes

Update of the Quote Id field to Quote ID. Please refer to the screenshot below

Figure 9: Update of the Quote ID text

Updates for the UI placement of Additional Discount and Master Discount Field in the Quote Summary Page. Please refer to the screenshot below

Figure 10: Repositioning of the Master Discount and Additional Discount field

Enhancements in PlayClay Mobile Application _ Order Zen

Ability to create and email quotes to multiple customers as an Independent Representatives

Pre- Requisites

• The Independent Representatives needs to sign up in PlayClay application (playclay.io) and once the independent representative has successfully signed in the independent representative needs to subscribe to the manufacturer as-is mentioned above.

Once the Independent representative has signed into OrderZen Mobile application , the Independent Representative will be able to land on the homepage of OrderZen Mobile application, where the Independent Representative will be able to view the Quotations Card as-is shown in the screenshot below.

Figure 11: Quotation card in OrderZen homepage

Here the Independent Representative needs to click on the Quotations Card , on click of which the Independent Representative will be able to select an account from the list of all available accounts as-is created earlier in PlayClay.

Figure 12: Account selection Dropdown in the Quote Creation Flow

Once the Independent Representative has selected an account , OrderZen will enable the Independent Representative to select any of the pre-subscribed manufacturer’s pricelist, from which the Independent Representative would want to insert the quote line items. Please refer to the screenshot below

Figure 13: Pricebook selection dropdown in the quote creation flow

Now that the Independent Representative has selected a pricelist , the independent representative will be able to search and add such pricelist line items into the quote and specify the quantity that is required against these quoted line items. Once the Independent Representative have specified the quantity, OrderZen will add those quoted line items to the cart as is shown in the screenshot below.

Figure 14: Add Quote Line-Item user interface in the quote creation flow

Once the Independent Representative have added all the required quote line items to the cart, the Independent Representative needs to click on the cart button , on click of which the Independent Representative will be redirected the Estimate Summary Page, where s/he will be able to specify discounts if any. Please Note: OrderZen will enable the Independent Representative to apply custom discounts against each quote line item. Please refer to the screenshot below

Figure 15: Addition of discounts user interface in the quote creation flow

Once the Independent Representative have added the discounts, the Independent Representative can quickly the total amount (as-is shown in the screenshot above) and click on the Checkout button as shown in the screenshot above.

On click of the checkout button, the Independent Representative will be redirected to the Additional Details Page , where the Independent Representative will be able to add following additional information.

• Project Code
• Project Name
• Quote Date
• Quote Expiry Date
• Notes to Customer

In addition to above mentioned points, OrderZen will also enables the Independent Representative to quickly view the Net Value of the quoted line items. Please refer to the screenshot below

Figure 16: Ability to add additional details like project code , name etc in the quote creation flow.

Once the Independent Representative has added all the required quote details , the Independent Representative can move ahead to do the following.

• Select the manufacturer’s quote template from the Select Template dropdown in the Additional Details Page.
• Specify the email address of the customer in the “Email To” field.
  • Note : Independent Representatives will be able to email the quote to multiple email ids. For the same Independent Representatives needs to add all the email address in the email to field as shown in the screenshot below where each email address shall be separated by comma

Figure 17: Email to multiple email address

• Specify where to include product specs in the quote email via toggling on the “Include Product Specs” button.

After specifying the details as-is mentioned above , the Independent Representative can click on the Submit button so as to save the quote, on click of which the Independent Representative will be able to view the success message “Quote Saved Successfully”.

Figure 18: Toaster message once quote is saved successfully.

Once the Independent Representative have successfully saved the quote , the independent representative can now quickly preview the quote via clicking on the Preview button as-is shown in the screenshot above. On clicking on the preview button, independent representative will be able to preview view the quote details in the selected quote template. Please refer to the screenshot below

Figure 19: Preview of quote in desired quote template in the Quote Creation Flow

Once the Independent Representative has previewed the quote , the independent representative can now email the quote to prospective customer via clicking on the Send Email button , as-is shown in the screenshot below.

Figure 20: Send Email button in the Quote Creation Flow to send email to customer.

On click of the Send Email button, the quote will be emailed to the prospective customer’s email address , and the Independent Representative will be able to view the success message “Product Specs attached, and email sent successfully” as shown in the screenshot below

Figure 21: Introduction of Toaster message on email sent successfully.

 

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functional ity, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of September 9^th, 2023, the version of PlayClay available in the market is R1.1.19.1 This document highlights the key areas of innovation planned for PlayClay Version R1.1.19.1 as described below.

Extending PlayClay to Other Industries

PlayClay is now enhanced to support users from other Industries like Manufacturers and Distributors. With this enhancement any Manufacturer or Distributor can now easily sign up for PlayClay using the newly introduced dropdown values as shown in the screenshot below.

Figure 1: Addition of newly introduced Industry dropdown values

Revamp of Create Account Page in PlayClay_ Backend Update

PlayClay “Create Account” page is revamped to support personalized account creation process that is in line with the business and industry needs. This revamp of the “Create Account” page covers the following changes. With this update any user will be able to configure any of the fields mentioned in the Create Account Page as per their business neds

Figure 2: Revamp of the Create Account Page UI

Introduction of Chat GPT in PlayClay

PlayClay is enhanced to support Chat GPT integration. With this enhancement sales rep can now easily connect to Chat GPT within PlayClay and can manage their sales process like Lead Search , Devise Customer Responses etc easily. To avail ChatGPT feature in PlayClay , please follow the steps mentioned below.

A new button called “ChatGPT” is added in the hamburger menu burger menu as shown in the screenshot below.

Figure 3: Addition of ChatGPT button in hamburger menu

On click of the ChatGPT button , user will be redirected to the ChatGPT page . Here user will be able to interact with ChatGPT and receive responses accordingly. Please refer to the screenshot below

Figure 4: Introduction of ChatGPT user interface in P

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of September 25^th 2023, the version of PlayClay available in the market is R1.1.19 This document highlights the key areas of innovation planned for PlayClay Version R1.1.19 as described below.

Email Quotes using Business email address.

Earlier user aka sales representative was not able to rollout/send quotes to prospective customers using their personal business emails which in turn challenged the sales rep to establish a seamless sales communication channel with the prospective customer. Because they had to use the default email address contact@playclay.io to email quotes. Though sales representative was able to send emails but was not able to receive emails from the customers effectively.

To enable the same a new feature called “Email Quotes using business email address” is introduced in PlayClay Quotes to enable a sales representee to use their business email address for communication. This will enable the sales representative to establish professionalism and security in their communication channel.

To use a business email address to roll out quotes please follow the steps mentioned below to avail this feature.

Step 1: Add new sender email address (which is to be used for sending emails) in the in the quote email popup window.

Figure 1: Addition of Email From field in the Send Email popup window

A new dropdown field called “Email From” is added in the Send Email popup window as is shown in the screenshot

above where user will enable to add or select the required sender email address.

Once user clicks on the “Email From” field user will be able to access the dropdown menu where user will be able to view/access the newly added button/field called “Verify Sender Address”. Please refer to the screenshot below

Figure 2: Addition of Verify Sender Email Address field/button in the email from dropdown field.

Here user needs to add a valid email address in the email address field as shown in the screenshot below.

Figure 3: Add business email address in the email field.

After adding the email address , user need to click on the “Verify Sender Address” button , on click of which system will check for validate basic conditions such as the added email address format is valid etc. and if all the required conditions are met system will process the email address for verification check.

Once the email is considered for verification check , user will be able to see the confirmation message in the quote email popup window “An email with a verification link has been sent to your email address . Please verify the email address withing 24 hours to use it as a sender address”. Please refer to the screenshot below

Figure 4: Verification check confirmation message in quote email popup window post sending email address for verification check.

Note : However, if the required below mentioned conditions are not met on click of the “Verify Sender Address”

button, user will be able to view error messages as required. Please refer to the points mentioned below.

• In case the user has not added any email address in the email address field in the “Verify Sender details” section , user will not be able to click on the “Verify Sender Address” button.
• In case user has added an already verified email address in the email address field and has clicked on the

“Verify Sender details” button system will throw an error “You've already verified this email address.”

Figure 5: Error message on addition of already verified email address.

• In case user has entered an email address in the email address field that has failed verification check previously than on click of the “Verify Sender Address” system will issue the verification link again as mentioned in step 2 below

Step 2: Check Inbox for Verification Email received from contact@playclay.io to confirm verification of sender email address.

At this point user needs to check the email inbox of the respective email address , where user will receive a verification email from contact@playclay.io. Please refer to the screenshot below

Figure 6: Verification email from contact@playclay.io

In this email user needs to click on the verification email link to get the email verified, on clicking of which user will be redirected to verification success page. Please refer to the screenshot below

Figure 7: Redirection page on click of the verification link if the email address has passed verification check.

.

As seen in the screenshot above, the email is successfully verified , now user needs to log in to playclay to send emails using the respective address. However, if there was a failure in the verification process then user will be redirected to failed verification page as -is shown in the screenshot below.

Figure 8: Redirection page on click of the verification link if the email address has failed verification check.

Step 3 : Use the verified email address to email quotes to prospective customers.

Once the email address is verified user will be able to view and select the respective email address in the “email from” dropdown list in the quote email popup window as shown in the screenshot below. Please note that only verified email addresses can be used to email quotes to prospective customers.

Figure 9: View/Select verified email address from the email from dropdown in the quote email popup window

In addition to that user will be able to view the list all the previously verified/unverified email address if any in the email from dropdown .

As this email from dropdown field lists all the verified or failed to be verified email address, to enable quick search of the verified email address a new search box is added the email from dropdown list which will enable the user to search for a verified email address only in the email from field. Please refer to the UI below

Figure 10: Addition of search box to enable quick search and selection of verified email address.

However, user can only select any of the verified email address only to email quotes. Once user has selected any of the verified email addresses , user will be able to email quotes to prospective customers using the respective business/personalised email address.

Note

• By default, if user has not verified or selected business email address , than system will always consider contact@playclay.io to email quotes to prospective customers

Revamp of Account Listing Page

PlayClay “Account Listing” page is revamped to support personalized account listing view that is in line with the business and industry needs. Please refer to the changes mentioned below.

Revamp of Account Listing User Interface in case there exists no accounts in user organization.

In case if there is no account in the user organization than user will be able to view the following user interface in the Account Listing Page. Please refer to the attached UI.

Figure 11: Addition of account listing page in case of no accounts

As there are no accounts at this point , to enable quick addition of accounts two new buttons called “Create New Account” and “Upload Data” are introduced which will enable the user to add or upload accounts if any.

Figure 12: Addition of "Create New Account" and "Upload Data" button in the account listing page in case of no accounts.

As shown in the screenshot above , on click on the “new account” or “create account” button , user will be redirected to the “Create Account” page. However, if user clicks on the “upload data” or “upload account” button, user will redirect the user to the Bulk Upload page of “Accounts”.

Revamp of Account Listing User Interface in case there exists accounts in user organization.

In case if there exists any account in the organization user will be able to access the available accounts in the account listing page. User will be able to view details like Account Name , Parent Name , Account Owner etc against each account record in the account listing page. Please refer to the screenshot below

Figure 13: Account listing page in case of accounts in the organization

In addition to above mentioned details this page will also have an actions button and an eye button , on click of which user will be able to access/execute the following.

Figure 14: Three dots button in account listing page

Actions: On click of the Actions button as-is shown in the screenshot above , against an account record user will be able to view the actions dropdown menu , which will list the following buttons. Please refer to the attached screenshot

Figure 15: List of options in the action’s dropdown in the account listing page

• Edit : On click of the edit button , user will be redirected to the update account page of the designated account record
• Delete : On click of the delete button, user will be able to view a popup window seeking confirmation from the user .Please refer to the screenshot below

Figure 16: Introduction of Confirmation Popup Window in the account listing page on click of the delete button.

If clicked on “cancel” button in the popup window user will be redirected back to the Account Listing page. However, if user clicks on the “Yes” button in the popup window , user will receive the confirmation message “Account deleted successfully”. Please refer to the attached UI

Figure 17: Delete confirmation message in the account listing page in case account is deleted by the user.

In addition to edit/delete buttons this action dropdown also houses the following buttons. Please refer to the screenshot below

Figure 18: Addition of extended options in the action’s dropdown in the account listing page

• Create Quote : . On click of the “Create Quote” button , user will be redirected to the “Create Quote” Page.
• Create Contact : On click of the “Create Contact” button , the user will be redirected to the “Create Contact”

Page.

• Create Opportunity: On click of the “Create Opportunity” button , the user will be redirected to the “Create Opportunity” Page.

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of September 6^th, 2023, the version of PlayClay available in the market is R1.1.18 This document highlights the key areas of innovation planned for PlayClay Version R1.1.18 as described below.

Ability to send quote pdf attachment in the quotation email.

Earlier user was not able to email quote pdf attachments in mail while email quotations to prospects. Instead of the same, when user use to email prospects, system use to attach the quote pdf link in the quotation email. This at times hindered the prospect user to access the quotation document as this prospect user needs access to internet and browser every time to access the pdf link.

So, to enable the prospect user to easily access the quotation document anytime , PlayClay will now attach the pdf attachment in the quotation email while rolling out the email to the prospect.

Ability to configure date format and currency details for an organisation.

Earlier PlayClay supported only a standard date format and currency format which was same across all organizations i.e., MM/DD/YY and USD ($) format. While this worked for US based users but this at the same time it restricted users from non-US users to use PlayClay for the quoting process as the created quotes were not in user’s local currency and date format.

So, to support users across the globe , PlayClay is enhanced to accommodate a new feature called as “Configuration for date and currency format” using which a user will be able to control user’s local currency and the date format for user’s respective organization in PlayClay. To configure the local currency and date format please follow the below mentioned instructions.

Step 1 : Click on the username dropdown and then click on the “Configurations” button in the dropdown menu.

Figure 1: Click on the Configurations button under the settings menu.

Step 2 : On click of the “Configurations” button , user will be redirected to the “Configurations” page as shown in the

screenshot below. Here user needs to click on the Organization Card as highlighted in the screenshot below.

Figure 2: Click on the organization card in the configurations page.

Step 3: On click of the “Organizations” card, user will be redirected to the list of organizations page where user will be

able to view his organization id card. Please refer to the screenshot below

Figure 3: Click on the organization id card in the organization listing page

Step 4 : Now user needs to click on the organization id card as shown in the screenshot above, on click of which user

will be redirected to the “Organization Edit” page as shown in the screenshot below. Here as you see , user will be able to do the following.

• Country Field : A new dropdown field called as “Country” is added in the “Organization Edit” page using

which user will be able to select his/er designated “Country”. Please refer to the attached screenshot below

Figure 4: Addition of Country field in the organization edit page.

• Date Format : A new dropdown field called as “Date Format” field is added in the “Organization Edit” page using which user will be able to select his/er required date format. Please note that this field is dependent on the “Country” field hence when user selects a country in the country dropdown system will default the mapped “date format” associated with the selected country. Please refer to the attached screenshot

Figure 5: Addition of the Date Format field in the Organization edit page.

Once user has saved the updated date format , the respective date formats will start reflecting across PlayClay Modules

• Currency : A new dropdown field called as “Currency” is added in the “Organization Edit” page using which

select his/er required local currency. Please refer to the attached screenshot

Figure 6: Introduction of currency field in the organization edit page.

Once user has saved the updated local currency format , the respective currency format will start reflecting across PlayClay Modules

Revamp of Create Account Page in PlayClay

PlayClay “Create Account” page is revamped to support personalized account creation process that is in line with the

business and industry needs. This revamp of the “Create Account” page covers the following changes.

UI enhancement of the Create Account Page

The Create Account page user interface is updated to the UI mentioned in the screenshot below. Please Note : Although the UI is updated the functional validations continue to remain as-is existed earlier. i.e it is mandatory for the user to add the account name to create an account successfully.

Figure 7: Revamp of the Create Account Page UI

Support of personalized “Create Account” page.

PlayClay Quoting tool is enhanced to support personalized account creation process that is in line with the business needs. To achieve the same, the “Create Account” page now only business fields that is relevant to the business needs.

Addition of user requested business fields.

The following business fields are added to the “Create Account” page as requested by business earlier due to underlying reasons.

• Phone No : Earlier sales rep were not able to capture contact details like phone number for accounts which in turn impacted the quotes that were created against the respective account because every time the sales rep creates a quote against this account the rep to manually search the phone no and then add it. To mitigate the same a new numeric field is introduced both in the Billing/Shipping address section "Create/Update Account " page in which will enable a user to add a phone no to the respective account. This is not a mandatory field. However, user will be able to view an error message as "Please enter valid 10 -digit phone number" , in case user has added any value apart from positive whole numbers. Please refer to the screenshot below.

Figure 8: Addition of Phone field in the billing/shipping address section in Create Account page.

Also , please note that if a account has a phone details associated with the same would be defaulted in the phone field in quote creation page if the quote is create against the respective account.

• Email Address 1 and 2 : Earlier sales rep were not able to capture additional multiple email addresses against the account. To enable the same two new email fields named as “Email Address 1” and “Email Address 2” are added in the “Billing/Shipping address section in the Create/ Update Account page where users will be able to specify another email address if any. This is not a mandatory field. However, this will continue to follow the “Email” validations as-is today. This is not a mandatory field. Please refer to the attached UI

Figure 9: Addition of email 1 and email 2 field in the billing/shipping address section in the create account page.

Also , please note that if an account has both email address 1 and 2 associated with then email address 1 would be defaulted in the email in quote creation page if the quote is created against the respective account . However, if the account has any one email address 1 or 2 associated with then the present email address 1 or 2 would be defaulted in the email in quote creation page if the quote is created against the respective account.

Quick functions to Create Account Page

• Same As Billing Address: A new checkbox called "Same as billing address" is added in the Billing/Shipping section in the Create/Update account page which will enable a user to quickly auto-fill all the shipping address fields with the billing address details if required via flagging this checkbox. Please note : At any point when the checkbox is enabled system will update the shipping address fields details with the current billing address details. This is not a mandatory field. Please refer to the attached UI

Figure 10: Addition of Same as billing address checkbox in the create account page.

• Defaulting of the “Owner” field with the logged-in username: System will default the owner field with the username of the logged-in user to reduce the added step of adding the owner against the respective account. Please Note: Though defaulted user will be able to update the owner if required. Please refer to the attached screenshot

Figure 11: Defaulting of the account owner field with logged in username in the create account page.

Ability to view error message on upload of unsupported pricelist format.

Earlier there was no way via which user could know the reason behind the failure of the bulk-upload of pricelist for reasons like unsupported file format , which in turn blocked the user to upload the pricelist at hand.

Figure 12: Addition of error message popup window in case of upload of unsupported file format

To fix this problem, playclay is enhanced to throw an error as “Unsupported file format. Please upload a UTF-8 csv file” when user attempts to upload a pricelist which is not as per playclay accepted format. Please refer to the screenshot above

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of August 7th^th, 2023, the version of PlayClay available in the market is R1.1.17 This document highlights the key areas of innovation planned for PlayClay Version R1.1.17 as described below.

Support for configuring email templates for rolling out quotes to potential prospects.

Earlier user was not able to configure email templates to roll out the quote to potential customers. Instead, user was only able to send non-editable email which in turn restricted the user to customize their branding information or any other required details.

PlayClay Quoting tool is now enhanced to enable a user to configure / design branded email templates to roll out quote. This is achieved via newly introduced feature called as playclay email template editor which will enable the user to configure /design email templates for quotes as per their business needs. Please refer to the steps mentioned below.

Introduction of quote email template editor in PlayClay

To navigate to this email template editor user needs to click on the username dropdown and then click on the “Admin Email Templates” button as is shown in the screenshot below.

Figure 1: Addition of the Admin Email Template button in the settings dropdown

On click of the “Admin Email Template” button in the dropdown shown above user will be redirected to the “Email Template listing page” as-is shown below

Figure 2: Introduction of email template listing page in PlayClay

As seen in the screenshot above user will be able to view all the pre-created email templates if any in the template listing page. Now to create a new email template user needs to click on the “Email Template” button as shown in the UI below.

Figure 3: Introduction of the create email template button in the email template listing page.

On click of the this create “Email Template” button user will be redirected to the template editor page as shown in the

screenshot below

This email template editor will enable the user to configure the email template using the standard editing options but while creating the email template user needs to make sure user has add all the mandatory details like :

• Template Name
• Subject

In case these mandatory fields are not populated by the user , user will be able to view inline errors on click

of the “Save” button.

Editing options of email text editor

The email text editor comes with the standard editing tools like font styling, font colour, font formatting, alignment etc however there are couple of OOB key editing tools which are listed below :

• Quote fields : Using this option user will be able to add quote fields in the email template to address recurring prospect details like contact name /account name etc. On click on the quote fields button user will be able to view a dropdown which will list all the quote fields and user will be able to add any of the listed quote fields to where user has pointed the cursor. Please refer to the screenshot below

Figure 4: Addition of Quote fields in email text editor

Figure 5: Insertion of quote fields in email text editor

• Link : Using this user will be able to position where the quote link shall be attached as part of the email template. Please refer to the screenshot below

Figure 6: Option to add PDF link in required point in the email template.

Once user has added all the required details and saved the respective template user will be redirected to the template listing page where user will be able to view the newly created template. Please refer to the screenshot below

Now in case the user wants to edit a previously created template user will be able to do so via the edit option against the email template record in the template listing page. Please refer to the screenshot below

User will be able to access the above-mentioned edit button via clicking on the action’s dropdown , under which user will be able to view/access the edit button. Now on click on the edit button user will be redirected to the edit email template editor page with all the details being defaulted but user will be able to edit/update if required.

Impact on Quote Send Email Popup Window

The quote send email popup window is enhanced to enable the user to select any of the pre-created email templates. To do so user needs to select a desired quote email template from the “Select Email Template” dropdown as shown in the screenshot below:

Figure 7: Selection of required email template from the select email template dropdown.

On selection of the desired email template in the select email template dropdown, user will be able to view/update the configured details of the email template like the email subject and email text being defaulted in the email subject field and the email text field respectively.

Figure 8: Defaulting of email details in the email subject and email text field

Impact on the Rendered Email :

Once user has rolled out the quote to the prospective customer , the customer will be able to view the email template details in the rolled-out quote email. Please refer to the screenshot below

Figure 9: View of the email details in the rolled-out email.

Support for Personalized Quote Creation Process

PlayClay quoting tool is enhanced to support sales reps working with multiple manufacturers across multiple industries. The “playclay personalized quoting process” feature is enabled at the user’s organization level. In order to avail support for personalized quoting experience in PlayClay, please contact playclay support team : contact@playclay.io to personalize your quoting experience today.

Please Note : Personalized Quoting Experience is only configured for the selected organization on request only to support their organizational needs.

Today PlayClay offers personalized quotation process in the following ways.

Customization of required business fields

• • Support for recurring additional charges.
  • Support for volume-based line-item discounting

Customization of required business fields

The quote creation page is enhanced accommodate customized business fields that is applicable to sales representatives’ organizations like Blu Avo Group. For more information on Blu Avo Group please visit : https://bluavo.group/.

As seen in the screenshot below, the users from the Blu Avo Group will be able to view the following business fields in the Quote Creation Page

• • Term Cost : This calculates the term cost as = Total Line Item *3 .6667
  • Yearly Cost : This calculates the yearly cost as = Total Line Item * 11

Figure 10: Addition of customized business fields in PlayClay Quoting Process

Once these are calculated in the quote creation page , the same would be reflected in the quote summary page.

Figure 11: Addition of customized business fields in quote summary page

Impact on Template Editor :

Please the note the above-mentioned merge fields are also added to the template editor page so that user can easily add the above-mentioned merge fields to configure the quote template as per business needs. Please refer to the screenshot below

Figure 12: Addition of merge fields in template editor

Now if the merge fields are added in the selected quote template , user will be able to view the details of the same in the generated quote template. Please refer to the screenshot below

Figure 13: Rendering of details in quote merge fields in the quote template.

Please Note

• • User needs to provide the required business requirements (like quote fields) to avail the above- mentioned experience.

Support for mostly used additional charges.

Many a times the users /sales reps end up adding the same additional charges against each quote when s/he uses a specific manufacturer’s pricelist. These additional charges must have charges like for example : one time setup cost, platform cost etc which the sales rep is bound to add when s/he is creating a quote representing a certain manufacturer. In such cases entering the same additional charges repeatedly against each quote is cumbersome task

Hence to reduce time and empower users, playclay enables users to configure the mostly used additional charges. Today this achieved at the Organization + Pricelist Level which is a backend driven configuration.

So, if a pricelist has pre-configured additional charges user will be able to view/add such additional charges easily into the quote line-item table via selecting them from the additional charges popup window. Please refer to the screenshot below

Figure 14: Ability to view/add pre-configured additional charges into quote on selection of a pricelist.

This popup window will provide all the configured additional charges against the pricelist and user will be able to select any/all the required additional charges and add them into the quote line-item table. User will also be able to update/delete these additional charges with the update/delete flow as-is today.

Please Note

• • User needs to provide the required business details like the pricelist details and the relevant additional charges to avail the above-mentioned experience.

Support for volume-based line-item discounting

Some manufacturers set discounting rules for their pricelist line items which is utilized by the sales rep to offer a relevant discount based on the ordered quantities.

This is achieved today via the newly introduced feature called as “Volume based line-item discounting” using which sales rep will be able to seamlessly generate error free quotes considering the specific discounting rules that is set against each pricelist line item. This feature is applicable to the organization + pricelist level. Please Note : This is a rules engine setup driven from the backend today.

So, when users create a quote using the specific manufacturer pricelist, user will be able to view discounts being applied to the quote line item based on the quote line-item quantity. User will be able to update the discounts if at all required.

Figure 15: Defaulting of discount values based on rules engine setup

Please Note

• • User needs to provide the required business discounting rules to avail the above-mentioned experience.

Easy Redirection from Quotes to Quote Template Editor

Earlier when user is about to roll out a quote to the potential prospect and in that moment, user might want to configure a quote template quickly so that the rolled-out quote is suited to the business needs.

User was not able to achieve this quickly because user had to go through the end to end Create / Update Template to finally design a template and then navigate back to the respective quote to roll out the email of the quote which was a time-consuming task.

To mitigate the same , playclay quoting experience is now enhanced to enable a user to quickly create a template while the user is about to roll out the quote. Please refer to the steps mentioned below.

Enhancement to Send Email Popup Window :

The existing "Select Quote Template" dropdown is enhanced to accommodate a new button called "Create Custom

Template”. Please refer to the screenshot below

Figure 16: Addition of Create Custom Template button in the Select Quote Template dropdown.

On click of the “Create Custom Template” dropdown user will be redirected to the "Template editor" page

Figure 17: Redirected to Template Editor Page on click of Create Custom Template

After user has configured the template and publishes the template via clicking on the “Publish” button user will be able to view a popup window which will provide the user with necessary options that is required to navigate back to the source quote.

Figure 18: Ability to view confirmation popup window post publish of quote template.

On click of the “Done” button , system will redirect user to the template listing page and will showcase the quote in the respective quote template in the “Send Email” popup window

Known Issues

• • Sending image in email template is not supported this version : If a user is adding an image like company logo or signature while creating an email template the image will not be shown in the end user email. This is not supported as of today however will be taken care of in the upcoming versions.
  • User shall not create email templates with the same name : If user is creating similar name of templates two times only one will be created. Unique name validations will be introduced shortly.
  • Quote PDF link in quote preview: User can see Pdf Link text in the body user will get quote pdf link in mail.
  • Pagination Issue :User might see same email templates appearing after last page. This will be fixed shortly.
  • Witnessing waiting time while redirection: User may face slow redirection from quote preview to template creation vice-versa. This is a performance issue and will be fixed shortly.
  • Users need to select the template : When a user is redirected from template creation to quote preview user needs to select the quote template from the quote template dropdown.

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of July 13^th, 2023, the version of PlayClay available in the market is R1.1.16 This document highlights the key areas of innovation planned for PlayClay Version R1.1.16 as described below.

Revamp of the PlayClay Landing Page

The existing resource page of PlayClay is upgraded to provide a better look and feel to the user and help the user to quickly set up the quoting tool as per the business needs. Please refer to the attached screenshot

Figure 1: Revamp of the PlayClay landing page UI.

As shown in the screenshot above, users will be able to view/access the newly added section called “Set up your Quoting Tool” in the PlayClay resource page which will provide the topmost options to easily set up Quoting Tool as shown in the screenshot below.

Figure 2: Addition of Upload a Pricelist button in the PlayClay Landing Page

• Upload a Pricelist : Once the user lands on the resource /landing page user can now easily

create/upload any of his/er manufacturer’s pricelist using the “Upload a Pricelist” button as shown in the screenshot above, on click of which system will redirect the user to the “Add Pricelist” Page.

Figure 3: Addition of "Create a Lead" button in the PlayClay Landing Page

• Create a Lead : On click of “Create a Lead” button in the “Setup your Quoting Tool” section in the PlayClay resource page system will redirect the user to the “Add Lead” Page.

Figure 4: Addition of Create and Account button in the PlayClay Landing Page

• Create an Account : On click of “Create an Account” button in the “Setup your Quoting Tool” section in the PlayClay resource page system will redirect the user to the “Add Account” Page.

Figure 5: Addition of "Create a Contact" button in the PlayClay Landing page.

• Create Contact : On click of the “Create a Contact” button in the “Setup your Quoting Tool” section in the PlayClay resource page system will redirect the user to the “Add Contact” Page.

Figure 6: Addition of Create a Quote button in PlayClay Landing Page

• Create Quote : On click of the “Create Quote” button in the “Setup your Quoting Tool” section in the PlayClay resource page system will redirect the user to the “Create Quote” Page.

Addition of “Don't show this screen again”.

A new button called “Don’t show this screen again” is added to the resource page. On click of this button , the user will be redirected to the “Dashboard” Page. Please refer to the screenshot below

Figure 7: Addition of "Don’t show this video again" button in the PlayClay Landing Page

Also, the next time the user logs in, the system will always redirect the user to the “Dashboard” Page if the

user has clicked on this button during the last session. This is added so that a user who is well versed with PlayClay might not want to view this page again every time when s/he logs in.

Instead, the user can continue his/er journey in PlayClay via getting the glimpse of the sales funnel as-is

highlighted by the KPI’s in the Dashboard page.

Addition of New Video tutorials of the PlayClay

A new video called “PlayClay-Cloud for Independent Representatives” is added in the PlayClay to educate users on - Why to use PlayClay if you are an Independent Sales Representative. Please refer to the attached screenshot. User will be able to watch a video using the “Watch Video” button as shown in the screenshot below.

Figure 8: Addition of Watch Videos button in the PlayClay Resource Page

On click of the “Watch Video” button , user will be able to view the video popup window and will be able to

start watching the video tutorials starting with “PlayClay-Cloud for Independent Representatives”

Figure 9: Introduction of revamped video popup window in PlayClay landing page.

Introduction of Quick functions in PlayClay

A quick drop-down menu called “Create Menu “is added in the Navigational Panel of the PlayClay which will act as a quick menu option to enable easy navigation/action in PlayClay. Please refer to the screenshot below

Figure 10: Addition of Create Menu option in the Navigation Panel

On click of the “Create Menu” system will list the following options in the dropdown menu

• Upload a Pricelist : On click of “Upload a Pricelist” button system will redirect the user to the “Add Pricelist” Page.
• Create a Lead : On click of the “Create a Lead” button system will redirect the user to the “Add Lead” Page
• Create an Account : On click of the “Create an Account” button system will redirect the user to the “Create Account” Page
• Create Contact : On click of the “Create Contact” system will redirect the user to the “Create Contact” Page
• Create Quote : On click of the “Create Quote” system will redirect the user to the “Create Contact”

Page

• Create Opportunity : On click of the “Create Opportunity “page system will redirect the user to the

“Create Opportunity” Page

Please refer to the screenshot below for the above-mentioned buttons

Figure 11: Introduction of quick functions in Create Menu dropdown.

Addition of disclaimer messages in the template listing page

A new section called “disclaimer section” is added in the template listing page which list the following

message to educate the user on the benefits and necessary steps to quickly create a quote template.

How do templates make work easier for you:

• PlayClay provides ready to use sample templates for Sales Reps to get started. Click on the clone icon [clone icon image]
• You can design any personalized quote template with required details which in turn saves precious time when you have to roll out a quote quickly. Click on the Create Template button [create template button] to get started.

Watch the video “How to create a template to get started” [ Watch Now button ].

Figure 12: Introduction of disclaimer messages in the template listing page

Please Note : On click of the watch now button system will open the as-is media player today and will play the respective video.

Figure 13: Addition of video tutorials in template listing page

User will be able skip/escape the video popup window using the cross button or via clicking anywhere outside the video window on click of which user will land back in the template listing page

Introduction of overlays to guide a first-time user to create a template.

PlayClay Template listing page is enhanced to educate the first-time users on how to create templates in PlayClay via the introduction of minor overlays added .

When a user lands in template listing page for the very first-time system will highlight the “Create Template”

button and will enable tooltips section as is shown in the screenshot below

Figure 14: Introduction of tooltip 1 in template listing page

As seen in the screenshot above this tooltip will have a skip button and a next button. In case user does not want to continue with the minor overlays journey user can simply click on the skip button on click of which user will not be able to view the tooltips again. However, if user clicks on the next button as -is shown in the screenshot above user will be able to view the next tooltip as-is shown in the screenshot below.

Figure 15: Introduction of tooltip 2 in template listing page

Bug Fixes

Jims’s template Issue: Improper Image Alignment Issue

Previously when the user adds an image + text in the header where the image is by default to the left side in the cell and publishes it then the user used to witness that the image is coming in the middle of the cell in the quote preview and PDF rendered. This is now fixed. Now the user can see that the default image added which is left-aligned, is perfectly left-aligned in the quote preview as well.

Jim’s Template Subtotal Issue: Subtotal added in the quote table is not reflected in the quote

preview and the PDF rendered.

Previously due to technical limitations , the subtotal added while creating a quote is not reflected in the quote preview, and the PDF rendered. This is now fixed. User will now be able to see the subtotal added while creating a quote in the quote preview.

Jim’s Template Notes Issue: Notes added in the quote table are not reflected in the quote

preview and the PDF rendered.

Previously due to technical limitations the notes added while creating a quote were not reflected in the quote preview, and the PDF rendered. This is now fixed. User will now be able to see the notes added while creating a quote in the quote preview.

New Templates not loading in the preview screen when user deletes the last and first columns of the quote table while configuring the quote template.

Previously when user deletes the first and last column of the quote table user used to witness that the respective template was not loaded in the preview screen due to technical limitations. This is now fixed.

Issue witnessed by KARLA: - While zooming out the PDF is getting blurred.

Previously when user used to zoom in or out the quote preview screen and then generate the PDF user used to witness the content in the generated was blurred due to technical limitations. This is now fixed. Now when the user changes the zooming values while viewing quote preview screen and generates the quote PDF user will witness a fine PDF will be generated.

Auto-adjusting of Table based on column configuration.

Previously when user performed addition/deletion of columns in the quote line-item table during configuration user to witness that the table width was not adjusted, and the quote line-item table was not loaded in the quote preview. This is now fixed. User will now be able to add/ columns of the quote line item and will be able to view the table’s width is adjusted accordingly without leading to any quote line-item table error the quote preview.

Known Issues:

1. Spacing Issue between sections created via addition of tables : The default spacing is not shown between any of the tables added and the quote table in the quote preview . So now if the user comes back adds in a space manually than user might witness that quote line-item table is getting disturbed/is not loaded in the quote preview screen.
2. The template page got unresponsive and blanked out: Users might witness that the template editor page may get unresponsive when user performs editing in the footer and the quote table.
3. Deletion of the last and first column of the quote table in the template causes an issue of the Cursor not working : User is unable to remove the text or the merge field from the quote table added i.e., the cursor is not working after the deletion of the first and last column. Note: Publish

the template and re-editing it will allow the user to remove the text or merge field once after the deletion of the first and last column as well

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of May 11th, 2023, the version of PlayClay available in the market is R1.1.14. This document highlights the key areas of innovation planned for PlayClay Version R1.1.14 as described below.

Introduction of project code in quotes

Introduction of Project Code in Quote Creation/Edit Page

A new text field called "Project Code" will be added to the Quote Creation/Edit Page as shown in the image below, where user will be able to add/update the "Project Code" . This field will accept alphanumeric values only. Please refer to the screenshot be low

Figure 1: Addition of Project Code field in Quote Creation/Update Page

Introduction of Project Code in Quote Summary Page

A new ready only field called "Project Code" will be added to the Quote Creation/Edit Page as -is shown in the UI , where user will

be able to view the added the "Project Code” if any. Please refer to the screenshot below

Figure 2: Addition of Project Code field in Quote summary page

Introduction of project code merge field in template editor

A new merge field called "Project Code" will be added to the "Quote Details" section of Quote Fields. User will be able to add the

“Project Code” merge field to any template. Please refer to the screenshot below

Figure 3 : Addition of project code merge field in template editor

Please Note : If the Project Code is added to the selected template while configuring the template, user will be able to view the added project code values in the the Quote Template. Please refer to the screenshot below

Ability to add extended details like project code in quotes.

PlayClay CRM is enhanced to accommodate Additional Discount field which will enable a user aka manufacturer’s representative to apply an added discount to a privileged customer or to promote or sell -off items etc. This is Independent Rep discount which is applied on top the Master/Principal discount.

Introduction of Additional Discount field in Quote Creation/Edit Page

A new field called “Additional Discount” will be added in the Quote Details section, which will enable an Independent Representative to apply an additional discount to the overall quote all at once. If an additional discount is applied to overall quote, system will do the following.

Impact on Quote Line-Item Table: System will default the Additional Discount value in the Discount 2 cell across all the Line-Item rows in the Quote Line-Item Table and will calculate the Net Price, Subtotal accordingly. Though the Additional Discount value will be defaulted in the Discount 2 cell, system will enable a user to edit if required and once added system will update the net price value accordingly. However, if added/updated this value will not have any vice versa impact on the Quote Details Additional Discount field.

Figure 4: Introduction of Additional Discount field in quote creation page

Introduction of Additional Discount field in Quote Summary Page

A new field called “Additional Discount” will be added in the Quote Details section in the Quote Summary Page, which will enable an Independent Representative to view the applied additional discount if any.

Figure 5: Addition of additional discount field in quote summary page

Introduction of Additional Discount field in Template Editor

A new merge field called as “Additional Discount” field shall be added to the Quote Fields > Quote Details section like as -is any

other Quote Field which will enable a user to add the “Additional Discount” field in the Quote Template if required.

Figure 6 : Addition of Additional Discount field in the template editor

Please Note : User will be able to view the Additional Discount values being printed in the Quote Template if and only if user has

added the required merge field “Additional Discount” in the designated template.

Ability to capture customer contact details in quotes.

Introduction of Phone field in Quote Creation/Edit Page

Quote Billing/Shipping details section is enhanced to accommodate the “Phone no” field . This will be a text field accepting positive

whole numbers only. By default, if an account is selected the system will default the account contact details in the phone field. However, if the user selects a contact system will update the phone field with contact details as -is mentioned against the contact and will enable the user to update if required.

Figure 7 : Introduction of phone number field in Quote Creation/Edit Page

Introduction of Phone field in Quote Summary Page

Two new fields called “Phone Number” will be added to the Quote Billing/Shipping Section which will enable a user to view the

added “Phone no” . This will be a read only field.

Figure 8: Introduction of phone number field in quote summary page

Introduction of Phone field in Template Editor

Two new fields called “Billing Phone Number ” and “Shipping Phone Number” will be added to the Quote Fields >> Billing/Shipp ing. User will be able to add such a merge field to the template.

Figure 9: Addition of Billing Phone Number in list of quote fields

Figure 10: Addition of shipping phone number in template editor

Please Note : System will print the Phone details as-is mentioned in the quote in the designated area if the chosen template has this as a merge field tagged.

Figure 11: Insertion of Phone fields in template

Enhancement of the Salesperson field in the Quote Creation/Edit Page

The existing field called “Sales Representative Name” in the Quote Creation/Edit Page is updated to a dropdown menu so that a user can create a quote against another authenticated member of the team under the same organization. This dropdown picklist will list all the username of the users who are registered under the current organization.

By default, system will default this field with the username of the user who have created the pre -selected account but will allow user to edit/update if required.

Figure 12: Converting the salesperson field into a dropdown field.

UI Enhancements

Enhancement of the “Send Email” popup window: The send email button in the Send Email popup window will be greyed out

unless the “Email To” is populated by the user. This will help the user to follow the required steps before sending an email.

Bug Fixes

Enhancement to Resource Page

The “Create a new Quote” button is renamed to “Create Quote.” and the video tutorial names, and time duration is removed from

the UI.

Enhancement of email address validation in “New Contact” popup window in the Quote Creation Page

The email address field in the “Create Contact” popup window addresses is enhanced to support email address which has capital letters post “@”. For example: Email address field can support email address like manufacturer@REPGroup.com

Fix provided for alignment issue in the Project Name field in the “Quote Summary Page.”

The text box size of the Project Name field has been adjusted in the Quote Creation / Summary Page to accommodate lengthy Project Names

Figure 13: UI alignment of the project name data in the quote summary page

Known Issues

1. Phone field accepting the Alphabetical characters, Negative numbers, Decimal numbers, and Special characters as well as on the Accounts and Quotes page"

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of June 20^th 2023, the version of PlayClay available in the market is R1.1.15. This document highlights the key areas of innovation planned for PlayClay Version R1.1.15 as described below.

Enhancement to the ability of adding an email address in the billing/shipping details section in Quote Creation Page

Earlier when users used to add email addresses in non-acceptable system format, the system used to throw an error. This was seen when a user adds an email address like “ Email@abc.com” where the email prefix starts with capital letters.

In the current version of PlayClay this validation is removed and user will be able to add any email address as per users’ needs and user will not be able to able to see any validation error unless the email address follows the system format “abc@gmail.com” , “123@xyz.com” , Elephant@ert.com

Figure 1: Removal of validation from email address fields

Ability to quickly deselect account/contact information in quote creation page.

Earlier user was not able to deselect an account/contact in the quote creation page if the user wanted to create a quote with a contact that is not linked to the account. In such a case user must refresh the entire quote creation page to enable a quote creation with a contact in such a case

Also, if a user has mistakenly added any account in the quote creation page user will not be able to quickly deselect the account in such a case.

Hence to enable the user to quickly deselect an account/ contact a cro ss button is added both in the account and contact field in the quote creation/update page on click of which system will clear out the required data in the respective fields and user will be able to add if required again

Figure 2: Introduction of cross button in the account field

Figure 3: Introduction of cross button in the contact’s name field

Ability to configure margins in quote template.

PlayClay template editor is enhanced to enable a user to apply required page margins and header/footer margins in a template. By default, system will load the template with following page margins, but user will be able to update if required

• Top Margin = 30
• Bottom Margin = 30
• Left Margin = 30
• Right Margin = 30

This is enhanced to accommodate the latest template of the manufacturer. However, when user adds an image into the header section system defaults the top margin to 100 , but user will be able to edit if required

Figure 4: Defaulted page margins to support template designs.

By default, system will load the template with following header/footer margins , but user will be able to update if required.

Figure 5: Defaulted header/footer margins to support template designs.

Ability to header /footer in Tabular format

Earlier users used to face alignment and spacing issues while adding Header/Footer in PlayClay Templates. This is now fixed via the introduction of the Tabular configuration of header/footer. As shown in the screenshot below , in order to add header/footer to the quote template user needs to click on the header and footer button to add a header or footer respectively.

Figure 6: Header/Footer button in the template editor

On click of the header/footer button, the system will load the column options in the template editor as shown below where the user will be able to choose any of the available options.

Figure 7: Header/Footer Table options for alignment

On click of any of the column option system will enable the header/footer section and will load the header/footer section and load the column in the header/footer section respectively and user will be able to update if required as shown in the screenshot below

Figure 8: Sample insertion 2 column table (image + text) in header/footer on selection of Image + Text option

Once the system has enabled the header/footer section, users will be able to quickly update the header/footer margin using the header/footer formatting toolbar. By default, the header/footer margin is set to the following.

• Header from Top : 15
• Footer from Top : 15

However, user will be able to update if required using the page setup option as mentioned above

Ability to view footer (if any) in the quote template.

Earlier when a user had added footer details/section in the configured template , then the user was not able to view the footer section in the system generated quote template pdf. This issue was encountered by the user due to server-side challenges.

With the current version of PlayClay , if a user adds footer details like Project Name , Account Name , Page No etc as shown in the UI below , user will be able to view the footer details in the system generated quote template pdf.

Figure 9: Sample insertion of footer in template editor

Figure 10: Sample footer in quote template pdf

Also, in addition to that earlier use to witness that the page numbering was not increase when the count of the pages was increased, which is now fixed. By default, system will always insert the page number in the bottom right corner of the template editor/page as shown in the image above . Please note that today even if the user will be able to add the page number anywhere in the template editor but when the quote template is generated system will always add the page number in the bottom right corner of the page as shown in the image above.

Due to the page number defaults to the bottom right corner the table cells that add the merge field are left to be blank on the quote preview and PDF Rendered

Bug Fixes

• Earlier when user performs add and delete of quote table then user used to get spacing issues, which is now fixed.
• Earlier when user is deletes any column or cell in the quote table while configuring the template

user use to witness undefined and adjustment in generated the quote pdf. This issue is now fixed.

Know Issues:

1. Jims template Issue: Improper Image Alignment Issue : If the user has added an image + text in the header where the image is by default to the left side in the cell and publishes it then the user will witness that the image is coming in the middle of the cell in the quote preview and PDF rendered.
2. The additional charges and the three-column table are coming on the same line in the quote preview : If the user creates a template via adding Quote Table, Add-ons Table, 3 Columns and publishes the respective template, then in the quote preview user will witness that the additional charges and the three-column table are coming on the same line.
3. Double line margin for the quote table issue: User will witness that quotes with large line items like more than 25 having sub-total will have a double margin in the quote preview and PDF rendered.
4. HOTFIX KARLAS ISSUE Play clay: - While zooming out the PDF is getting blurred: The above Karala issue only occurred when the screen resolution is not fit to 100% and this results the pdf being blurry while zooming out on the quote preview. However, the 100% zoom works perfectly.
5. HOTFIX KARLAS ISSUE Play clay: - When there is no subtotal quote table is getting cropped: If user has created a quote without subtotal and submits the same , while generating the quote pdf user will be able to view that the quote table is being cropped.
6. Old Templates Header is getting cropped at the top in the preview and PDF if the margin size is not set to 120: The header is getting cut at the top of the page in the quote preview and in the PDF rendered for the old templates however if users will change the margin size to 120, we will not see this problem.
7. Increase in the Margin size adjoining the quote line-item table with the Header and Footer: If the user configures a template via doing the following steps
   1. Configuring the left and right page margin size to 50
   2. Configuring top and bottom page margin size to 100
   3. Add a three-column table in the header and
   4. Add a three-column table in the footer and then and publishes the template.

Then user will witness that the margin size is increased resulting in merging of the quote line-item table with the Header and Footer

1. Template ‘{}’ issue: - If the text size is larger and the merge field '{}' is in BOLD, then user will be able to witness that the rendered quote template is a blank page in the quote preview.
2. Old Templates Issue: Editing the old templates is loading the quote table in the preview screen for some templates and for some templates it disables the quote table, and the addon table is added to the baton template creation page.
3. Extending the header up to an extent causes the adjoining issue: The quote line-item table is adjoining the header when the user increases the size of the image up to an extent.
4. Template is getting unresponsive and hanged: When the user adds three column table in the header and performs the insert and delete of columns more than three times then the document editor will be hanged and unresponsive.

Spacing issue & Adjoining issue (Deletion and Re-Addition of any column table in the header causes spacing b/w the quote table and the header)

When the user adds a 3-column table in the header and a quote table on the main page and publishes it, then edits the templates and removes and re-adds a 3-column table, removing and re- adding causing a spacing issue between the quote table and the header, and if a quote had large line items, it is adjoined with the header and footer.

New Templates are not loading in the preview screen when the last and first column of the quote table is got deleted or in case when user updates the column names

The user created a template like Jim’s; then, in the quote table part, some issue is triggered, which makes the user unable to see the template loaded on the preview screen.

Note: Deleting the first and last column in the quote table is causing the issue

i.e., By deleting the last and first column in the quote table which had book bark is causing the problem.

1. Subtotal added in the quote table is not reflected in the quote preview and the PDF rendered. User might witness that the subtotal if added while creating a quote is not reflected in the quote preview, and the PDF rendered.

Notes added in the quote table are not reflected in the quote preview and the PDF rendered.

User might witness that the notes if added while creating a quote are not reflected in the quote preview, and the PDF rendered.

If the column count of the quoteline item table is set to less than six during template configuration system will not load the quote table in the preview and the PDF rendered

If the number of columns deleted from the quote table is less than six, then the quote table created during template creation does not load in the quote preview or PDF rendered.

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of April 3^rd, 2023, the version of PlayClay available in the market is R1.1.13. This document highlights the key areas of innovation planned for PlayClay Version R1.1.13 as described below.

Enhancement to Add Pricelist and Bulk Upload of Pricelist Flow

Enhancement to Add Pricelist Flow

The following changes are made to “Add Pricelist” page and the “Add Pricelist” flow.

• The dropdown field “Type of Pricelist” is removed from the “Add Pricelist” Page
• The “End Date” will no longer act as a mandatory field for Pricelist Creation

Figure 1: Removal of Type of Pricelist Field and End Date as Mandatory field from Add Pricelist User Interface

The following changes are made to “Add Pricelist” flow.

• Earlier on click of the “Save” button in the “Add Pricelist” page, system use to save the designated pricelist and redirect user to the “Pricelist” listing page. While doing so the user has to again navigate to “Update Pricelist User Interface” or the “Bulk Import user interface” to add/update the pricelist lineitems which in turn was navigating the user out of the “Bulk Upload” of the pricelist.

Now in order to save user’s time and navigate user to the next step , on click of the “Save” button , system will redirect user to the “Import Pricelist Lineitems” page. Here system will by default select the object as “Pricelistlineitem” and Pricelist Name as shown in the screenshot below

Figure 2 : User navigated to the “Import Pricelist Lineitems” screen on click of “Save” button in “Add Pricelist” page

Enhancement to “Import of Pricelist Lineitems” User Interface

The existing user interface for “Import Pricelistlineitem” is enhanced to accommodate the following changes.

• Reposition of the “Next Button”: The “Next Button” is repositioned just beneath the “Choose File” dialog box which will enable a user to quickly click on the “Next Button” post updating a file without further scrolling.

Figure 3 : Repositioning of the Next Button in the “Import Pricelist Lineitems” screen.

Enhancement to “Field Mapping for Pricelist Lineitems”

The existing user interface for “Field Mapping for Pricelist Lineitems” is enhanced to accommodate the following changes.

• Introduction of “Help Text” in the “Field Mapping of Pricelist Lineitems” user interface: Help text has been introduced in the “Field Mapping of Pricelist Lineitems” so that user can take an informed decision when mapping excel header columns to PlayClay fields against a designated bulk-upload file. Please refer to the screenshot below
• Renaming of “Amount” field to “List Price”: The “Amount” field is now renamed to “List Price.”

Figure 4: Introduction of Help Text and renaming of Amount field to List Price field in Field Mapping of Pricelist Lineitems UI

• Introduction of Toaster Message in “Field Mapping for Pricelist Lineitems” user interface: A new error toaster message is introduced in the “Field Mapping for Pricelist Lineitems' ' which will be displayed to user on click on the “Next” button if and only if the user has not mapped all the mandatory fields which are highlighted with asterisk.

Figure 5 : Introduction of error toaster message on non-mapping of mandatory fields

• Introduction of Bulk Import “Confirmation Message Popup Window”: Once user has mapped all the required fields in the “Field Mapping for Pricelist Lineitems” screen as shown in the screenshot above, on click of the “Next” button user will be redirected to the “Import Pricelist Lineitems” screen where user will be able to view the “Confirmation Message Popup Window” stating “Thank you for uploading the file. Your import has been scheduled. It will take a few minutes to complete this import. You will receive an email after your file is successfully mapped. Please refresh to view progress of the Bulk Upload in the "Status" column.”

Figure 6 : Introduction of Confirmation Message Popup Window on upload of Pricelist file

User will be able to skip this “Confirmation Message Popup Window” by clicking on the “Done “button in the popup window, on click of which user will land back in the “Import Pricelist Lineitems” page.

Ability to track progress of “Bulk_Upload files” in PlayClay.

PlayClay “Bulk Import” listing screen is enhanced to empower a user to track the progress of the Bulk_Upload of Imported items like Pricelist etc.

Once a user imports a pricelist file, the user will be able to track the progress of the Bulk_Upload file in the “Status” column against the designated file in the “Attached Files” section. Please refer to the screenshot below

Figure 7: Introduction of "Status" of Bulk_Upload File in the "Attached Files” section.

System will display the status of the “Bulk Import” of the designated file in any of the following status:

• InProgress = User will be able to view the status of Bulk Import file as “In Progress” status if the file if uploaded and is currently in progress.
• Completed = User will be able to view the status of Bulk Import file as “Completed” if the file was successfully uploaded and details within are mapped in system

Ability to view details of the uploaded pricelist.

PlayClay Bulk Import listing screen is enhanced to enable a user to view the details of the uploaded pricelist.

• Introduction of “View Pricelist” button in the “Import Pricelist Lineitems” User Interface: A new button called “View Pricelist” is introduced under the “Action” section in the “Attached Files” section in the “Import Pricelist Lineitems” screen

Figure 8: Introduction of “View Pricelist” button in the “Import Pricelist Lineitems” user interface.

Please Note:

• Users will be able to view this button in the “Bulk Import” listing screen however will be able to click this button if and only if the status of the “Bulk Imported File” = Completed.
• For a Bulk Import file whose status = In Progress, users will not be able to click on the “View Pricelist” button.

On click of the “View Pricelist” button, user will be redirected to the existing “Update Pricelist” page where user will be able to view the uploaded pricelist items.

Figure 9: Redirection of user to "Update Pricelist" page on click of the "View Pricelist" button.

Please Note:

• For a deleted pricelist from the UI, if user clicks on the view pricelist button , system will throw an error popup window with the message " Pricelist ID is deleted”. Please refer to the screenshot below

Figure 10: Introduction of error popup window on click of the “View Pricelist” button if the pricelist was deleted.

On click of the “Done” button, in the error popup window (refer to the screenshot above) user will be redirected to the “Pricelist Listing page.

Enhancement to “Update Pricelist” user interface

Enhancement to Update Pricelist Lineitem popup window.

• The existing “Update Pricelist Lineitem” popup window is enhanced to display the “List Price” field which was earlier displayed as “Amount.”

Figure 11: Renaming of the "Amount field" to "List Price" field in the "Update Pricelist Line-Item" popup window

 

• Introduction of field level validations for the “List Price” field in the “Update Pricelist Line-Item” popup window: When the user clicks on the submit button, the system will check if the user has filled mandatory and valid values (positive whole numbers only) in the List Price field. If yes, system will update the List Price value against the pricelist Lineitem, however if the “List Price” field values does not match the above-mentioned criteria system will not update the list price values against the designated pricelist Lineitem and will throw an error message as seen in the below screenshot “*Enter the List Price”

Figure 12 : Introduction of error message if the "List Price" field is not populated.

Introduction of Create Quote Button in the “Update Pricelist Page”

A new button called “Create Quote” is added to the “Update Pricelist” Page. Users will be able to view/click on the button once the pricelist details are always saved/updated. (i.e if the user edits the Pricelist details like: Pricelist Name, Start Date etc.) then the user will be able to click on the “Create Quote” button if and only if the user has clicked on the “Save” button. Until than the “Create Quote” Button will be disabled

Figure 13: Introduction of “Create Quote” button in the Update Pricelist Page

On click of the “Create Quote” button , the system will redirect the user to “Quote Creation” Page where user will be able to view the respective Pricelist Name being defaulted in the “Pricelist” field. However, user will be able to edit the pricelist if required. Please refer to the screenshot below:

Figure 14 : Redirecting user to the Quote Creation Page on click of "Create Quote" button with Pricelist being defaulted in the Pricelist field.

UI corrections for Update Pricelist Listing Page

The following sections are updated to reflect the following.

• The “Amount” field in the “List of Pricelist Line-Items” is renamed to “List Price
• The “No of Pricelist Lineitems” is corrected to “No of Pricelist Line-items.”
• The “List of Pricelist Lineitems” is corrected to “List of Pricelist Line-items.”
• The “Add Lineitem” button name is corrected to “Add Line-Item.”
• The “Upload Lineitem” button is corrected to “Upload Line-Items.”

Figure 15: Grammatical corrections in Update Pricelist page

Enhancement to Pricelist Listing Page

UI enhancement of the Pricelist Listing Page

The existing columns of the Pricelist Listing Page are updated to support only required pricelist columns. Also, the user interface of the pricelist listing page is enhanced to accommodate the display of E2E Pricelist Name in the “Name” column. Please refer to the screenshot below

Figure 16: Removal of unwanted columns and display of E2E Pricelist Name in the Pricelist Listing Page

• The “Upload Pricelist Lineitems” button is renamed to “Upload Line-Items.”

Figure 17 : Renaming of the "Upload Pricelist Lineitem" to "Upload Line-items"

Enhancement to the Quote Creation/Edit Page

Introduction of “Select Pricelist” Popup Window in the Quote Creation/Edit Page

A manufacturer’s representative heavily relies on the Pricelist details like “Pricelist Name, Pricelist Start Date etc.” when user selects a pricelist in the Quote Creation Process. PlayClay Quote Creation/Edit process earlier used to enable the manufacturer’s representative to select a pricelist based on the pricelist names only.

This pricelist selection step is now enhanced so that a user can access/view all the required priceless information like pricelist name, pricelist start date etc., so that s/he makes an informed decision while selecting a pricelist.

As seen on the screenshot above, a search icon is added against the “Pricelist” field. On click of which, system will display the “Select Pricelist” popup window.

This “Select Pricelist” popup window will have all the required details like: Pricelist Name, Pricelist Start Date etc., that will empower the Manufacturer’s Representative to make a pricelist selection.

System will enable a user to select any of the listed pricelist from the “Select Pricelist” popup window, on selection of which system will auto-close the “Select Pricelist” popup window and will display the selected pricelist’s name in the “Pricelist” field as seen in the screenshot below

Enhancement of the disclaimer message in the Quote Creation/Edit Page

The existing disclaimer message in the “Quote Creation/Edit Page” is enhanced to accommodate the extended communication which elaborates on the steps that a user shall take to add a pricelist line item to “Quote Line-Item Table”. Please refer to the screenshot below

Enhancement to Quote Line-Item Table:

The existing column “Unit Price” is now renamed to “List Price.”

Enhancement of the “Add Custom Line-Item” popup window in the Quote Creation/Edit Page

• The existing “Add Custom Line-Item” popup window is enhanced to rename the Unit Price field to “List Enhancement of the “Add Custom Line-Item” popup window in the Quote Creation/Edit Page. Please refer to the screenshot below

Ability to delete Subtotal from Quote Line-Item Table

PlayClay Quote Line-Item Table is enhanced to enable a user to delete subtotal from the quote Line-Item table.In order to do so , the user needs to first select the desired subtotal record/s . Once the desired subtotal record/s are selected, the user needs to left click on the mouse on selecting the respective row header/s . Once the user left clicks on the mouse against the row headers , the user will be able to view the “Subtotal” dropdown option being displayed. User needs to click on the “Subtotal” button on which the user will be able to view the “Delete Subtotal” button. Now the user needs to click on the “Delete Subtotal” button , on click of which the respective subtotal rows will be deleted. Please refer to the screenshot below:

Please Note:

• User can select one or more subtotal at once and delete the same using the steps explained above
• If there are more than one subtotals in the line item table and user wants to delete the 1st subtotal, system will allow user to select the subtotal record and on click of delete, system will delete the designated subtotal record and calculate the running total in the 2nd Subtotal record or the next consecutive subtotal
• If there are more than one subtotal in the line-item table and the user wants to delete all the subtotals, the system will allow the user to select all the subtotals and on click of delete system will delete all the subtotal and in this case no running subtotal will be calculated as.
• If there are more than one subtotal in the line item table and the user wants to delete the last subtotal, the system will allow the user to select the last subtotal record and on click of delete , the system will delete the designated subtotal record and no running subtotal will be calculated for the last group of line items
• Also the deletion of subtotal does not impact any other record types like : quote line items , additional charges and notes

Ability to delete “Additional Charges” in Quote Line-Item Table

Earlier users were not able to delete all underlying additional charges all at once in the Quote Line-Item Table. PlayClay Quote Line-Item Table is enhanced to enable deletion of all the added additional charges.

A new button called “Delete all additional charges” is introduced in the “Additional Charges” extended dropdown menu as shown in the screenshot below. Users will be able to select any row containing the additional charges and delete all the added additional charges using the “Delete all the additional charges” button.

Enhancement to Quote Summary Page

Appropriate UI representation of field values in Quote Summary Page

• PlayClay Quote Summary Page is enhanced to display the values of Master Discounts, Taxes with designated symbols like ($, % etc.) if the user has specified the same in the Quote Creation/Update page. As seen in the figure below, system displays the % symbol against the Master Discount value as this field is always captured in %
• Also, for the Tax field, the system will display the % symbol against the Tax value as this field is captured in % in the Quote Creation/Update Page. However, if is captured in $ system display list the Tax value in $

Enhancement to the Submit Flow in the Quote Summary Page

The existing flow of Submit/Creating a Quote is enhanced to empower a user to Email/Download the Quote Template from a Single Popup Window

Once user clicks on the "Submit" button, in the Quote Summary Page, user will be able to view/access Email Popup Window

This Email Popup Window will have the following options:

• This email popup window will enable a user to download the Quote Templates in a designated file format using the “Download” button. Please refer to the screenshot below

• This email popup window will also enable a user to send an email in the desired quote template to designated email id in designated email template format. User will be able to select the “Quote Template” using the “Select Quote Template” dropdown and enter the email address in the “Email To” field and select the desired email template using the “Select Email Template” dropdown and will be able to send the email using the “Send Email” button. Please refer to the screenshot below

Last but not the least this popup window will have a button called "Close" on click of which system will close the preview popup window.

Enhancement to Template Editor

Addition/Remove Quote Fields in Templates:

Following fields are to be added in the list of Quote Fields under Quote Details Section

• Total Line Item
• Master Discount

• Also the name “Pricelist” is updated

Ability to configure Quote ID Number

PlayClay is enhanced to empower a Manufacturer’s Representative to configure the Quote ID in order to do the following:

• Set a Quote ID format that is in alignment with the OMS /Procurement Systems of a Manufacturer.
• Set a Quote ID format so as track the count of Quotes generated by each sales rep in an organization.

To do so , user needs to navigate to the “Settings” button under the “Username” dropdown menu as shown in the screenshot below

On click of the “Settings” button, user will be redirected to the “Settings” Page

In this page users can set the “Prefix”, “Suffix”, “Quote ID length” etc. as is shown in the screenshot above. In addition to the existing fields a new checkbox called "Disable System Generated Quote ID " , is introduced so as to enable a user to disable the system generated Quote ID number.

If user has checked this box and updated the changes, user will be able to see the Quote ID being generated as -

VR-5000-73152157-RE which is in the following format: Prefix -Start With-System Generated Quote ID-Suffix. Please refer to the screenshot below

However, if user does not want the “System Generated Quote ID” to be printed than user needs to check the box “Disable System Generated Quote Number” in the settings screen as shown in the screenshot below

Once user checks the box and saves the updated changes by clicking on the “Update” button system will start generating the Quote ID in the desired format

VR-5000-RE which is in the following format: Prefix -Start With-Suffix. Please refer to the screenshot below

Please Note:

Now let's say the running Quote Number is VR-99999999-RE which is the last 8-digit Quote ID as set by the user. Please refer to the screenshot below for the set “Quote ID Length”

In such a case the system will auto-increase the Quote ID length to running whole number and start generating Quote ID's. Hence the next successive Quote ID will be VR-100000000-RE

Bug Fixes

• Correct Tax Representation in Quote Template: PlayClay Rendered Quote Templates is enhanced to display Tax Amount field if added to the Template with appropriate designations like dollar or percentage.

Please Note : User needs to edit and save the existing quotes for it to take effect

• Ability to delete “Additional Charges” in Quote Line-Item Table

PlayClay Quote Line-Item Table is enhanced to enable deletion of all the added additional charges.

A new button called “Delete all additional charges” is introduced in the “Additional Charges” extended dropdown menu as shown in the screenshot below. User will be able to select any row containing the additional charges and delete all the added additional charges using the “Delete all the additional charges” button.

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of April 3^rd, 2023, the version of PlayClay available in the market is R1.1.13. This document highlights the key areas of innovation planned for PlayClay Version R1.1.13 as described below.

 

Enhancement to Add Pricelist and Bulk Upload of Pricelist Flow

Enhancement to Add Pricelist Flow

The following changes are made to “Add Pricelist” page and the “Add Pricelist” flow.

• The dropdown field “Type of Pricelist” is removed from the “Add Pricelist” Page
• The “End Date” will no longer act as a mandatory field for Pricelist Creation

Figure 1: Removal of Type of Pricelist Field and End Date as Mandatory field from Add Pricelist User Interface

The following changes are made to the “Add Pricelist” flow.

• Earlier on click of the “Save” button in the “Add Pricelist” page, system use to save the designated pricelist and redirect user to the “Pricelist” listing page. While doing so the user has to again navigate to “Update Pricelist User Interface” or the “Bulk Import user interface” to add/update the pricelist lineitems which in turn was navigating the user out of the “Bulk Upload” of the pricelist.

Now to save user’s time and navigate user to the next step, on click of the “Save” button, system will redirect user to the “Import Pricelist Lineitems” page.  Here system will by default select the object as “Pricelistlineitem” and Pricelist Name as shown in the screenshot below.

Figure 2: User navigated to the “Import Pricelist Lineitems” screen on click of “Save” button in “Add Pricelist” page

Enhancement to “Import of Pricelist Lineitems” User Interface

The existing user interface for “Import Pricelistlineitem” is enhanced to accommodate the following changes.

Reposition of the “Next Button”: The “Next Button” is repositioned just beneath the “Choose File” dialog box which will enable a user to quickly click on the “Next Button” post updating a file without further scrolling.

Figure 3: Repositioning of the Next Button in the “Import Pricelist Lineitems” screen.

Enhancement to “Field Mapping for Pricelist Lineitems”

The existing user interface for “Field Mapping for Pricelist Lineitems” is enhanced to accommodate the following changes.

• Introduction of “Help Text” in the “Field Mapping of Pricelist Lineitems” user interface: Help text has been introduced in the “Field Mapping of Pricelist Lineitems” so that user can take an informed decision when mapping excel header columns to PlayClay fields against a designated bulk-upload file. Please refer to the screenshot below
• Renaming of “Amount” field to “List Price”: The “Amount” field is now renamed to “List Price.” Please refer to the screenshot below

Figure 4: Introduction of Help Text and renaming of Amount field to List Price field in Field Mapping of Pricelist Lineitems UI

Introduction of Toaster Message in “Field Mapping for Pricelist Lineitems” user interface: A new error toaster message is introduced in the “Field Mapping for Pricelist Lineitems' ' which will be displayed to user on click on the “Next” button if and only if the user has not mapped all the mandatory fields which are highlighted with asterisk.

Figure 5: Introduction of error toaster message on non-mapping of mandatory fields

• Introduction of Bulk Import “Confirmation Message Popup Window”: Once user has mapped all the required fields in the “Field Mapping for Pricelist Lineitems” screen as shown in the screenshot above, on click of the “Next” button user will be redirected to the “Import Pricelist Lineitems” screen where user will be able to view the “Confirmation Message Popup Window” stating “Thank you for uploading the file. Your import has been scheduled. It will take a few minutes to complete this import. You will receive an email after your file is successfully mapped. Please refresh to view progress of the Bulk Upload in the "Status" column.”

Figure 6: Introduction of Confirmation Message Popup Window on upload of Pricelist file

 

User will be able to skip this “Confirmation Message Popup Window” by clicking on the “Done “button in the popup window, on click of which user will land back in the “Import Pricelist Lineitems” page.

Ability to track progress of “Bulk_Upload files” in PlayClay

PlayClay “Bulk Import” listing screen is enhanced to empower a user to track the progress of the Bulk_Upload of Imported items like Pricelist etc.

Once a user imports a pricelist file, the user will be able to track the progress of the Bulk_Upload file in the “Status” column against the designated file in the “Attached Files” section. Please refer to the screenshot below

Figure 7: Introduction of "Status" of Bulk_Upload File in the "Attached Files” section.

 System will display the status of the “Bulk Import” of the designated file in any of the following status:

• InProgress = User will be able to view the status of the Bulk Import file as “In Progress” status if the file is uploaded and is currently in progress.
• Completed = User will be able to view the status of Bulk Import file as “Completed” if the file was successfully uploaded and details within are mapped in system

Ability to view details of the uploaded pricelist.

PlayClay Bulk Import listing screen is enhanced to enable a user to view the details of the uploaded pricelist.

• Introduction of “View Pricelist” button in the “Import PriceList LineItems” User Interface: A new button called “View Pricelist” is introduced under the “Action” section in the “Attached Files” section in the “Import Pricelist Lineitems” screen.

Figure 8: Introduction of “View Pricelist” button in the “Import Pricelist Lineitems” user interface.

Please Note:

• Users will be able to view this button in the “Bulk Import” listing screen however will be able to click this button if and only if the status of the “Bulk Imported File” = Completed.
• For a Bulk Import file whose status = In Progress, users will not be able to click on the “View Pricelist” button.

On click of the “View Pricelist” button, user will be redirected to the existing “Update Pricelist” page where user will be able to view the uploaded pricelist items.

Figure 9: Redirection of user to "Update Pricelist" page on click of the "View Pricelist" button.

Please Note:

• For a deleted pricelist from the UI, if the user clicks on the view pricelist button, the system will throw an error popup window with the message " Pricelist ID is deleted”. Please refer to the screenshot below

Figure 10: Introduction of error popup window on click of the “View Pricelist” button if the pricelist was deleted.

On click of the “Done” button, in the error popup window (refer to the screenshot above) user will be redirected to the “Pricelist Listing page.

Enhancement to “Update Pricelist” user interface

Enhancement to Update Pricelist Lineitem popup window.

• The existing “Update Pricelist Lineitem” popup window is enhanced to display the “List Price” field which was earlier displayed as “Amount.”

Figure 11: Renaming of the "Amount field" to "List Price" field in the "Update Pricelist Line-Item" popup window.

Introduction of field level validations for the “List Price” field in the “Update Pricelist Line-Item” popup window: When the user clicks on the submit button, the system will check if the user has filled mandatory and valid values (positive whole numbers only) in the List Price field. If yes, system will update the List Price value against the pricelist Lineitem, however if the “List Price” field values does not match the above-mentioned criteria system will not update the list price values against the designated pricelist Lineitem and will throw an error message as seen in the below screenshot “*Enter the List Price.”

Figure 12: Introduction of error message if the "List Price" field is not populated.

Introduction of Create Quote Button in the “Update Pricelist Page”

A new button called “Create Quote” is added to the “Update Pricelist” Page. Users will be able to view/click on the button once the pricelist details are always saved/updated. (i.e if the user edits the Pricelist details like: Pricelist Name, Start Date etc.) then the user will be able to click on the “Create Quote” button if and only if the user has clicked on the “Save” button. Until than the “Create Quote” Button will be disabled.

 

Figure 13: Introduction of “Create Quote” button in the Update Pricelist Page

On click of the “Create Quote” button, the system will redirect the user to “Quote Creation” Page where user will be able to view the respective Pricelist Name being defaulted in the “Pricelist” field. However, users will be able to edit the pricelist if required. Please refer to the screenshot below:

Figure 14: Redirecting user to the Quote Creation Page on click of "Create Quote" button with Pricelist being defaulted in the Pricelist field.

UI corrections for Update Pricelist Listing Page

The following sections are updated to reflect the following.

• The “Amount” field in the “List of Pricelist Line-Items” is renamed to “List Price
• The “No of Pricelist Lineitems” is corrected to “No of Pricelist Line-items.”
• The “List of Pricelist Lineitems” is corrected to “List of Pricelist Line-items.”
• The “Add Lineitem” button name is corrected to “Add Line-Item.”
• The “Upload Lineitem” button is corrected to “Upload Line-Items.”

Figure 15: Grammatical corrections in Update Pricelist page

Enhancement to Pricelist Listing Page

UI enhancement of the Pricelist Listing Page

• The existing columns of the Pricelist Listing Page are updated to support only required pricelist columns. Also, the user interface of the pricelist listing page is enhanced to accommodate the display of E2E Pricelist Name in the “Name” column. Please refer to the screenshot below

Figure 16: Removal of unwanted columns and display of E2E Pricelist Name in the Pricelist Listing Page

• The “Upload Pricelist Lineitems” button is renamed to “Upload Line-Items.”

Renaming of the "Upload Pricelist Lineitem" to "Upload Line-items"

 

Enhancement to the Quote Creation/Edit Page

Introduction of “Select Pricelist” Popup Window in the Quote Creation/Edit Page

A manufacturer’s representative heavily relies on the Pricelist details like “Pricelist Name, Pricelist Start Date etc.” when the user selects a pricelist in the Quote Creation Process. PlayClay Quote Creation/Edit process earlier used to enable the manufacturer’s representative to select a pricelist based on the pricelist names only.

This pricelist selection step is now enhanced so that a user can access/view all the required priceless information like pricelist name, pricelist start date etc., so that s/he makes an informed decision while selecting a pricelist.

Figure 18: Introduction of Search Icon in the Pricelist field in the Quote Creation /Edit Page

As seen on the screenshot above, a search icon is added against the “Pricelist” field. On click of which, system will display the “Select Pricelist” popup window.

Figure 19: Introduction of “Select Pricelist” popup window with required details in the Quote Creation/Edit Page

This “Select Pricelist” popup window will have all the required details like: Pricelist Name, Pricelist Start Date etc., that will empower the Manufacturer’s Representative to make a pricelist selection.

System will enable a user to select any of the listed pricelist from the “Select Pricelist” popup window, on selection of which system will auto close the “Select Pricelist” popup window and will display the selected pricelist’s name in the “Pricelist” field as seen in the screenshot below.

Figure 20: Defaulting of selected pricelist name in the Pricelist field.

Enhancement of the disclaimer message in the Quote Creation/Edit Page

The existing disclaimer message in the “Quote Creation/Edit Page” is enhanced to accommodate the extended communication which elaborates on the steps that a user shall take to add a pricelist line item to “Quote Line-Item Table”. Please refer to the screenshot below

Figure 21: Introduction of extended disclaimer message in the Quote Creation/Edit Page

UI Enhancement to Quote Line-Item Table:

The existing column “Unit Price” is now renamed to “List Price.”

Figure 22: Renaming of Unit Price field to “List Price” field.

Enhancement of the “Add Custom Line-Item” popup window in the Quote Creation/Edit Page

The existing “Add Custom Line-Item” popup window is enhanced to rename the Unit Price field to “List Price” field in Enhancement of the “Add Custom Line-Item” popup window in the Quote Creation/Edit Page. Please refer to the screenshot below

Figure 23: Renaming of the “Unit Price” field to “List Price” field in the Add Custom Line-Item popup window

Ability to delete Subtotal from Quote Line-Item Table

PlayClay Quote Line-Item Table is enhanced to enable a user to delete subtotal from the quote Line-Item table. To do so, the user needs to first select the desired subtotal record/s. Once the desired subtotal record/s are selected, the user needs to left click on the mouse on selecting the respective row header/s. Once the user left clicks on the mouse against the row headers, the user will be able to view the “Subtotal” dropdown option being displayed. User needs to click on the “Subtotal” button on which the user will be able to view the “Delete Subtotal” button. Now the user needs to click on the “Delete Subtotal” button, on click of which the respective subtotal rows will be deleted. Please refer to the screenshot below:

 

Figure 24: Introduction of “Delete Subtotal” button under “Subtotal” drop-down in the Quote Line-Item Table

Please Note:

• User can select one or more subtotal at once and delete the same using the steps explained above
• If there are more than one subtotals in the line-item table and user wants to delete the 1st subtotal, system will allow user to select the subtotal record and on click of delete, system will delete the designated subtotal record and calculate the running total in the 2nd Subtotal record or the next consecutive subtotal.
• If there are more than one subtotal in the line-item table and the user wants to delete all the subtotals, the system will allow the user to select all the subtotals and on click of delete system will delete all the subtotal and in this case no running subtotal will be calculated as.
• If there are more than one subtotal in the line-item table and the user wants to delete the last subtotal, the system will allow the user to select the last subtotal record and on click of delete, the system will delete the designated subtotal record and no running subtotal will be calculated for the last group of line items.
• Also the deletion of subtotal does not impact any other record types like: quote line items , additional charges and notes

 

Ability to delete “Additional Charges” in Quote Line-Item Table

Earlier users were not able to delete all underlying additional charges all at once in the Quote Line-Item Table. PlayClay Quote Line-Item Table is enhanced to enable deletion of all the added additional charges.

A new button called “Delete all additional charges” is introduced in the “Additional Charges” extended dropdown menu as shown in the screenshot below. Users will be able to select any row containing the additional charges and delete all the added additional charges using the “Delete all the additional charges” button.

Figure 25: Introduction of “Delete all the additional charges” button in the “Additional Charges” in the Quote Line-Item Table

Enhancement to Quote Summary Page

Appropriate UI representation of field values in Quote Summary Page

• PlayClay Quote Summary Page is enhanced to display the values of Master Discounts, Taxes with designated symbols like ($, % etc.) If the user has specified, the same in the Quote Creation/Update page. As seen in the figure below, system displays the % symbol against the Master Discount value as this field is always captured in %
• Also, for the Tax field, the system will display the % symbol against the Tax value as this field is captured in % in the Quote Creation/Update Page. However, if is captured in $ system display list the Tax value in $

Figure 26: Proper representation of Master Discount and Tax symbols in the “Quote Summary page”

Enhancement to the Submit Flow in the Quote Summary Page

The existing flow of Submit/Creating a Quote is enhanced to empower a user to Email/Download the Quote Template from a Single Popup Window. Once user clicks on the "Submit" button, in the Quote Summary Page, user will be able to view/access Email Popup Window.

Figure 27: Introduction of Send Email popup window on click of the “Submit” button in the Quote Summary Page

This Email Popup Window will have the following options:

• This email popup window will enable a user to download the Quote Templates in a designated file format using the “Download” button. Please refer to the screenshot below

Figure 28: Addition of “Download” button in the “Send Email” popup window.

• This email popup window will also enable a user to send an email in the desired quote template to designate email id in designated email template format. User will be able to select the “Quote Template” using the “Select Quote Template” dropdown and enter the email address in the “Email To” field and select the desired email template using the “Select Email Template” dropdown and will be able to send the email using the “Send Email” button. Please refer to the screenshot below

Figure 28: Introduction of Email ID, Select Email Template and Send Email button in “Send Email” popup window.

Last but not the least this popup window will have a button called "Close" on click of which system will close the preview popup window.

 

Enhancement to Quote Listing Page

• Enhancement of the Email Popup Window in the Quote Listing Page

 

To preview a Quote in the desired Quote Template, the user needs to click on the “Preview” button against the respective Quote, to open the “Preview Popup Window”. Also, to send an email against a Quote, the user needs to click on the “Email” button to open the “Send Email” popup window, which was causing user time.

 

Now to Preview/Send Email against a desired Quote , user needs to click on the “Email” button as shown in the screenshot below.

Figure 29: Removal of Preview and Addition of Email Button under Actions drop-down

On click of the “Email” button, the user will be able to view the “Send Email” popup window.

Figure 30: Introduction of “Send Email” popup window on click of the “Email” button under actions dropdown in Quote Listing Page

This “Send Email” popup window will enable the user to Preview and Download the Quote in the desired Quote Template using the “Download” button. Please refer to the screenshot below

Figure 31: Introduction of “Download” button in the “Send Email” popup window.

This “Send Email” popup window also enables the user to send the email to the designated email id in the desired Quote Template and Email Template. Once necessary details are selected users will be able to “Send Email” using the “Send Email” button.

Figure 32: Introduction of Email To, Send Email Template , Send Email button in “Send Email” popup window 

Please make sure the “Select Quote Template” is always selected.

Lastly if user clicks on the “Cancel” button , system will close the “Send Email” popup window and user will land back in the Quote Listing Page

Enhancement to Template Editor

Addition/Remove Quote Fields in Templates:

Following fields are to be added in the list of Quote Fields under Quote Details Section

• Total Line Item
• Master Discount
• Also, the name “Pricebook” is renamed to “Pricelist”.

Figure 33: Addition of Master Discount and Renaming of Pricelist Tag under Quote Details in Quote Field Section in Template Editor Page

Figure 34: Addition of Total Line-Item Tag under Quote Total in Quote Fields section in Template Editor Page

 

Ability to configure Quote ID Number

PlayClay is enhanced to empower a Manufacturer’s Representative to configure the Quote ID to do the following:

• Set a Quote ID format that is in alignment with the OMS /Procurement Systems of a Manufacturer.
• Set a Quote ID format so as to track the count of Quotes generated by each sales rep in an organization.

To do so, the user needs to navigate to the “Settings” button under the “Username” dropdown menu as shown in the screenshot below. On click of the “Settings” button, user will be redirected to the “Settings” Page

Figure 35: Addition of “Disable System Generated Quote Number” checkbox in the Settings Page

In this page users can set the “Prefix”, “Suffix”, “Quote ID length” etc. as is shown in the screenshot above. In addition to the existing fields a new checkbox called "Disable System Generated Quote ID “, is introduced to enable a user to disable the system generated Quote ID number.

If user has checked this box and updated the changes, user will be able to see the Quote ID being generated as -

VR-5000-73152157-RE which is in the following format:  Prefix -Start With-System Generated Quote ID-Suffix. Please refer to the screenshot below

Figure 36: Display of Quote ID if “Disable System Generated Quote Number” is unchecked.

However, if the user does not want the “System Generated Quote ID” to be printed than user needs to check the box “Disable System Generated Quote Number” in the settings screen as shown in the screenshot below.

Figure 37: Check Marking of the “Disable System Generated Quote Number” in the Settings Page

Once user checks the box and saves the updated changes by clicking on the “Update” button system will start generating the Quote ID in the desired format

VR-5000-RE which is in the following format:  Prefix -Start With-Suffix. Please refer to the screenshot below

Please Note:

 

Now let's say the running Quote Number is VR-99999999-RE which is the last 8-digit Quote ID as set by the user. Please refer to the screenshot below for the set “Quote ID Length”. In such a case the system will auto-increase the Quote ID length to the next running whole number and start generating Quote ID's. Hence the next successive Quote ID will be VR-100000000-RE

Enhancement of User Session Management

Earlier user was redirected to the “Sign-In” Page if the user clicked on the “PlayClay” button in the Bulk_Upload Email. However, now PlayClay user session is enhanced to enable a user to sign-in and land in the “Update Pricelist” details page on click of the “PlayClay” button.

Figure 39: Figure displaying PlayClay button in the “Bulk_Upload” success email

Please Note:

• For a deleted pricelist from the UI, if user clicks on the view pricelist button, system will throw an error popup window with the message " Pricelist ID is deleted”. Please refer to the screenshot below

Figure 40: Introduction of error popup window if the pricelist was deleted

On click of the “Done” button, in the error popup window (refer to the screenshot above) user will be redirected to the “Pricelist Listing page.

 

Bug Fixes

 

• Correct Tax Representation in Quote Template: PlayClay Rendered Quote Templates is enhanced to display Tax Amount field if added to the Template with appropriate designations like dollar or percentage.

 

Please Note: User needs to edit and save the existing quotes for it to take effect.

Figure 39: Addition of Tax Value in dollars in Quote

Figure 39: Representation of Tax value in dollars as "Tax" was captured in dollars in the Quote.

Figure 40: Addition of Tax value in Dollars in Quote

Figure 41: Display of Tax value in percentage in Quote Template

• Handling of Duplicate Notes in Quote Line-Item Table in Quote Summary Page: Earlier when user use to add notes post line items are added in the Quote Line-Item Table in the Quote Creation Page, system use to create duplicate records of Notes in the Quote Summary Page. This is now fixed. User will no longer be able to view duplicate records of Notes in Quote Summary Page

Known Issues

• If there are two groups of line items and subtotal in the Quote Line-Item Table, and the user intends to delete the second subtotal and perform the addition/deletion of subtotal multiple no of times in that case if you add additional charges and want to delete it restricts you to delete. On top of the same if you add more additional charges, it breaks out from the previous group of additional charges.
• When users come to create a new quote, and you try to add notes, the system doesn’t display the Notes option. However, you can click on the mouse by pointing to the designated cell, and the system will display the notes.
• If the user adds only notes in the quote line-item table, it is not coming in the summary page. Also iIf added notes contain more than 19 characters, users might witness issues while previewing/downloading /emailing the quote template.
• If the user is deleting subtotal from the keyboard, it will delete the text but in the Quote Template it will show a wrong calculation.
• If user has created a quote in which he has not added any additional charges in the Quote Line-Item Table , than user will witness undefined error while previewing the Quote in a desired template if and only if the template has additional charges table
• If user adds multiple subtotals and additional charges in the Quote LineItem Table in the Quote Creation/Edit page and deletes the last subtotal and goes ahead to summary page, user might witness that the additional charges is not displayed in the summary page
• If a user has added a start with a number once and created a quote it will not give any issue. However if the user again goes to settings and updates the changes again where the changes = initials then it will start sequence from that number.

 

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of March 1^st, 2023, the version of PlayClay available in the market is R1.1.12. This document highlights the key areas of innovation planned for PlayClay Version R1.1.12 as described below.

Enhancement of Bulk_Upload of Pricelist

 The existing feature “Bulk Upload of Pricelist '' is to improve the performance of ingesting  large pricelists into the system. With the current enhancement, price lists with  100,000 line items in less than 2 minutes.

Known Issues:

• If a pricelist contains blank records against mandatory fields like Product Code, the system will still upload the same with .0 value. So, it advised not to upload a pricelist which has blank records
• With the upcoming release these rows will be auto eliminated if encountered and users would be updated about such records.

Introduction of Dashboards in PlayClay

A new feature called “Dashboard” is introduced in PlayClay to provide insights into an organization. Couple of key considerations which have been made while designing the Dashboard are the following:

• The dashboard is driven by Mongo Charts.
• A few out of the box metrics have been delivered as part of this release.

A new button called “Dashboards” is added to the hamburger menu in the PlayClay CRM. A logged in user will be able to view/click on this button, on click of which system will redirect the user to the Dashboard page.

Figure 1: Introduction of Dashboard Button in the Flyout menu

On click of the “Dashboard” Button as shown in the figure above, the user will be redirected to the “Dashboard Page”. This page will house the respective insights of the KPI’s as shown in the UI below.

Figure 2: Introduction of Dashboard page in PlayClay CRM

This Dashboard Page will have a drop-down button called Select Period where the user will be able to specify the period for which user wants to view the insights of.

Figure 3: Introduction of Select Period button in Dashboard Page

This selects period dropdown (as shown in the figure above) will have the following values:

 

• Today: On click,, user will be able to view the results against the pre-configured KPI’s for the current system date only
• Week: On click,, user will be able to view the results against the pre-configured KPI’s for past 7 days starting from current system date/time
• Month: On click,, user will be able to view the results against the pre-configured KPI’s for past 30 days starting from current system date/time
• 3 months: On click, the user will be able to view the results against the pre-configured KPI’s for the past 3 months starting from the current system date/time.
• 6 months: On click of which, the user will be able to view the results against the pre-configured KPI’s for the past 6 months starting from the current system date/time.
• 1 year: On click of which , the user will be able to view the results against the pre-configuredKPI’s for the past 12 months starting from the current system date/time
• Select Period : This select period dropdown also provides a custom calendar option , so as to enable a user to specify the required dates against which the user wants to view the insight

Figure 4: Introduction of "Custom Range” in "Select Period" dropdown.

To do so, a user needs to click on the Custom Calendar button (under the dropdown menu) as shown in the figure above , on click of which, the user will be able to view the calendar popup window where user will be able to specify the custom period via selecting start date and end date.

 

Figure 5: Introduction of Custom Calendar Popup Window

Please note: Both the start date and end date are mandatory selections, and the Start Date can be < = End Date.

Once the dates are specified by the user, the user can click on the Apply Button which is in the bottom right corner of the Calendar Popup window. On click of the Apply button, user will be able to view the update KPI results accordingly.

Figure 6: Addition of Apply/Cancel Button in the Custom Calendar Popup Window

Note: By default, system will provide the insight for past 6 months from the current system date

The insights for Independent Representatives will track the following KPI’s:

• Number of Accounts: This KPI enables No of Accounts created/updated in the selected time.

Figure 7: Addition of Number of Accounts KPI in dashboard page

 

• Number of Quotes: This KPI enables a user to view and track the count of quotes that were created/updated in the selected time.

Figure 8: Introduction of Number of Quotes KPI in dashboard page 

Grand Total of Quotes  : This KPI enables a user to view the Sum of the Grand Total of all the Quotes in the selected time. Please Note: This value is calculated in dollar amount

Figure 9: Introduction of Grand Total of Quotes KPI in dashboard page

 

• Average Net on Quotes: This KPI enables a user to have a rough estimate on the Quote values across all the applicable quotes in the selected time. This is calculated as {Average Net on Quotes = Sum of the Grand Total of Quotes created in the selected time / # of Quotes} that contributed to that sum in selected time. Please Note : This value is calculated in $ amount.

Figure 10: Introduction of Average Net on Quotes KPI in the dashboard page

• Top valued accounts: This KPI enables a user to view the top 6 Accounts against which high valued quotes were generated in the selected time.

 

Figure 11: Introduction of Top Valued Accounts KPI in the dashboard page

Quote Activity via Manufacturer’s Pricelist:  This KPI enables a user to track top 6 price list against which highest valued Quotes were generated in the selected time

Figure 12: Introduction of Quote Activity via Manufacturer's Pricelist KPI in dashboard page

• Top Projects: This KPI enables a user to view and track the top 6 Quotes/Projects created/updated in the selected time

Figure 13: Introduction of Top Projects KPI in the dashboard page

Known Issues

• Dashboard: - Any newly created quote will take 1 -3 mins time to reflect in the dashboard.
• Templates: - User might face loading issues when user tries to paste data in the table. This will be handled in upcoming releases.
• Templates: - Users might face issues while selecting text within a column and deleting it by backspace . In addition to that another scenario where the user might face issues is the column will be deleted when the text from the additional charges table is removed and clicked on the undo button. This will be handled in upcoming releases.
• Templates: Delete border button for quote table and additional charges table is not fully functional as of This will be handled in upcoming releases

 

Disclaimer

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of
FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to
anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended
solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment
to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The
development, release, and timing of any features or functionality described in this document remain at the sole discretion of
FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this
document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is
intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on
this Feature.

Planned Scope

As of Feb – 15th
-2023, the version of PlayClay available in the market is R1.1.11. This document highlights the key areas of
innovation planned for PlayClay Version R1.1.11 as described below.

Enhancement of Template Editor Components
Enhancement of the Table Component
The existing table component is enhanced to accommodate quick edit options. On click of the Table component system will
launch the table popup where user will be able to view/access the below mentioned options:
● Insert Table: On click of which, the system will enable a user to insert a custom table via the insert table configuration
popup window.
● Delete Table: On click of which, the system will delete the selected table only.
● Delete Row: On click of which, the system will delete the row of the selected table only.
● Delete Column: On click of which, the system will delete the column of the selected table only.
● Delete Border: On click of which, the system will delete the border of the selected table only.

• Quote Line Item Table is enhanced to accept only positive natural numbers only in the Quantity Column.
  If a user adds any positive integer value, the system will round up /down to the nearest positive number ( For
  Example : 35.6 = 36)
  Also if user has added any negative value system will update it 0 always ( For Example : -35.6 = 0)
• Quote Line Item Table is enhanced to load the Quote Line Item Table even if user has selected a price list which
  has no price list line items within
• Quote Creation/Edit and Quote Templates is enhanced to handle auto calculation of "Weight" and "Cubic ft."
  attributes
• Copy / Paste of Quote Line Items : Copy/Paste of Quote Line Item Table is enhanced to accommodate the following.
  User will be able to copy a line item and paste it in the designated line item via simply selecting /copy any cell of
  the parent row like "Product Code", "Product Description" "Quantity" etc. .
  Once user has copied the content of the source row via simple selection and copy of a cell , users will be able to
  paste the same in the designated row.
  However, if user copies a source line item which has Discount 1 <> Master Discount , user will be able to view
  that instead of the Discount 1 value of the source row , the Master Discount is pasted in the Discount 1 cell of
  the designated line item row. This is because user has applied a Master Discount to the Quote
  Known Issue : Also today we have a limitation for Discount 1 cell. Contents of the Discount 1 cell from the
  source row is not pasted in the designated row. However user will be able to updated the Discount 1 cell of the
  designated row if required.
• Enhancement to Sign Up Page: If user has not added mandatory details like "Full Name" and "Email Address" user
  will be able to view error messages as -is shown in the UI below when user clicks on the "Sign-Up" button

 

However when user adds the required details post this above mentioned step, user will be not be viewing any error
message as user has already added the required details and system will execute the sign up request from the user

 

DISCLAIMER

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of
FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to
anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is
intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality described in this document remain at the sole
discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features
described in this document without risking significant destabilization of the code.

PURPOSE

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It
is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases
on this Feature.

PLANNED SCOPE

As of 23-Dec- 2022, the version of PlayClay available in the market is R1.1.9. This document highlights the key areas of
innovation planned for PlayClay Version R1.1.9 as described below.

ENHANCEMENTS IN QUOTE LINE-ITEM TABLE IN THE QUOTE CREATION PAGE

RESTRICTION ON EDITING OF FORMULAS IN QUOTE LINE-ITEM TABLE
The Quote Line-Item Table is enhanced to restrict users to edit the formulas of columns like “Discount 1”, Discount 2”,
“Unit Price”, “Net Price”, “Extended Price” etc. This is enhanced to nullify human error that might impact the underlying
calculations if left un-restricted

INTRODUCTION OF FIELD VALIDATIONS IN QUOTE LINE -ITEM TABLE
The Quote-Line-Item Table is enhanced to restrict users to add any non- positive floating numbers in the following columns
like “Discount 1”, “Discount 2”, “Unit Price” to maintain the standard norms of the given columns. However, user will be
able to add any non-negative floating numbers greater than 0.

SUPPORT FOR BLANK PRICELIST
The Quote-Line-Item Table is enhanced to support the Blank Pricelist i.e., a pricelist contains no line item. If user selects a
pricelist which has no line item within its user will be able to view an error message “Please select a pricelist that includes
line items

Figure 1 : Error message shown on selection of blank pricelist

ENHANCEMENTS IN QUOTE DETAILS SECTION OF THE QUOTE CREATION PAGE

RESTRICT ON ADDING CONTACT OR ACCOUNT VIA MANUAL TYPING
Both the fields “Contact Name” and “Account Name” is enhanced to restrict users to add Contact Name and Account Name
in the respective fields via keyboard typing. However, if the user wants to add a Contact/Account Name user will be able to
do so via selection of any contact/account names available in the drop-down list. If the contact/account name is not
previously added user will be able to add a new contact/account name via the “Create a New Contact” / “Create a New
Account” button respectively

ENHANCNEMENTS IN UPDATE PRICELIST PAGE
INTRODUCTION OF NO OF PRICELIST LINE-ITEMS IN UPDATE PRICELIST PAGE
The existing “Update Pricelist” Page is enhanced to accommodate the “No of Pricelist Line-Items” field which will update
user about the latest count of line items available in the pricelist

Figure 2: Addition of “No of Pricelist Lineitems” count in Update Pricelist Page

ENHANCEMENT OF EMAIL ID’S OF SIGN UP AND EMAIL QUOTE
The Email IDs involved in the flow of Sign-Up and Email Quote has been updated to contact@playclay.io . With this update
user will be receiving email from the given email id

Figure 3 : Update of Email Id’s for Sign-Up and Email

ENHANCEMENT TO DATE FORMAT IN PLAYCLAY CRM
PlayClay CRM is enhanced to accommodate US date format as applicable across all modules like Quotes, Pricelist etc
INTRODUCTION OF US DATE FORMATS IN PRICELIST LISTING PAGE

Figure 4 : US date formats in “Begin Date” and “End Date” in List of Pricelist Page

Figure 5 : US date format in “Start Date” and “End Date” in Update Pricelist Page

INTRODUCTION OF US DATE FORMAT IN LIST OF QUOTES PAGE

Figure 6 : US date format in “Created Date” in List of Quotes Page

INTRODUCTION OF US DATE FORMAT IN EDIT/CREATE QUOTE PAGE

Figure 7 : US date format in “Quote Date” and “Expiry Date” in Edit/Create Quote Page

INTRODUCTION OF US DATE FORMAT IN QUOTE SUMMARY

Figure 8 : US date format in “Quote Date” and “Expiry Date” in the Quote Summary Page

BUG FIXES
• Previously in R 1.1.8 an unwanted subtotal was shown in the generated Quote Template even though user has not
added sub-total. This is now fixed. With the current build user will not be able to view any unwanted sub-totals being
added in the Quote Template Preview
• Previously while previewing a Quote in a selected Quote Template in the Preview window, sometimes users might
encounter that the Quote is not being printed in the chosen template even though the user has selected the
respective template. This is now fixed. With the current build user will be able to view the Quote in the chosen
Template
• Previously at times users used to get two signup mail while placing a sign-up request. This is now fixed. With the
current user will not receive the “Reset Password” email more than once
• Previously user was able to view expired pricelist in the Quote Creation Page. This is now fixed. With the current build
system will only list the non-expired pricelist in the Quote Creation Page considering that the expiry date of the
pricelist has not exceeded the user system date
KNOWN ISSUES
• Grammar correction across all modules will be handled in upcoming releases
• Pricelist: Support for auto-update of the pricelist status for an active pricelist that has expired will be provided in the
upcoming build
• Quotes: Today a pricelist which has not expired is not shown in the Pricelist dropdown in the Quote Creation Page.
This is happening for a pricelist which has the End Date = Current System Date of the user. This will be fixed in the
upcoming build
• Accounts: Currently we are supporting US as the only country in the “Country” field in “Add Account” Page to handle
underlying states of the country. In response to this today we support 51+ states against the US country which will be
fixed in upcoming build to support all countries and 51 states only against US country.
• Cache issue: If a user logs in with two different email ids, then user will be able to view his previously logged in email
id (out of two) when user lands in the “Manage Templates” Page. This will be fixed in the upcoming build
• Quote Line-Item Table: Today the Quote Line-item table supports decimal values in the Quantity Column. This will be
enhanced to restrict users to add any floating numbers in the “Quantity” column to maintain the standard norms of
the given columns. However, user will be able to add any natural number
• Quote Line-ItemTable: As of today, system do accept a decimal point even if it is the only entered character in the:
Quantity, Discount 1, Discount 2, Unit Price: columns. However, user will be able to view error as shown in the UI
below. This will be fixed in the upcoming build

Figure 9:Error message shown for invalid character input

• Quote Line-Item Table: Today while copying line items, couple of inline values are copied and pasted without it. This
will be fixed in upcoming build
• Template Editor Page: Selection of data in template table box will be supported in upcoming builds
• Template Editor Page: Quote Owner and Quote Owner Email address to be added in list of merge fields Template
• Template Editor Page: Today a user will not be able to add a table in table like iterative tables. In addition to this user
will not be able to add image and text in same line
• Quote Template: Today an unwanted border is populating at times in the Quote templates. This will be fixed in
upcoming build

Disclaimer

This document in any form, software, orprinted matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

Purpose

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

Planned Scope

As of 20th -Jan-2023, the version of PlayClay available in the market is R1.1.10. This document highlights the key areas of innovation planned for PlayClay Version R1.1.10 as described below.

Duplication of Manufacturer’s Pricelist

System will now enable a user to duplicate/clone a manufacturer’s /default pricelist so that a user is able to update pricelist line item/s details and at the same time be able to create a custom pricelist against the respective pricelist.

A new button called “Duplicate” is added in the Actions dropdown menu, which will enable the user to duplicate/clone the manufacturer's pricelist which was restricted earlier.

Figure 1 : Introduction of Duplicate button in the Action’s Dropdown

On click of the “Duplicate” button, user will be able to view the confirmation message as shown below “Details saved successfully.

Figure 2 : Introduction of Toaster Message on successful execution of Duplicate Pricelist

User will also be able to view the duplicate pricelist record as shown below. The name of the pricelist will be appended with “_copy” i.e “Pricelist Name_copy”. However, user will be updating the pricelist details as required using the “Edit” button

Figure 3 : Duplicate pricelist record generated on click of “Duplicate” button

Note:

• User shall wait for the cloning/duplicate activity to be completed as shown in the progress indicator to perform any actions against the pricelist

 

Tagging of Manufacturer’s Pricelist

A new UI tag called as “Default” is added against the manufacturer’s pricelist record. This is added to indicate the OOB manufacturer’s pricelist to a user when user registers/logs -in the PlayClay CRM

Figure 4 : Introduction of Default Tag against a OOB Manufacturer’s Pricelist

Enhancements to Pricelist Dates and Status

• Introduction of additional mandatory fields in “Add Pricelist” Page: In addition to the existing mandatory fields in the “Add Pricelist” page, couple of other fields will also act as a mandatory field when user creates/updates a pricelist - “Start Date” and “End Date” as shown System will take these dates into consideration along with the status of the pricelist when the user tries to create a quote, so that user always views/selects a pricelist for which the Current System Date falls in between “Start Date” and “End Date” and is an active pricelist i.e in “Create Quote” page pricelist will be filtered by current date (Start Date <= Current System Date <= End Date”) and status of the pricelistFigure 5: Introduction of extended mandatory fields in the “Add/Update Pricelist Page.”

• Auto-update of pricelist status: If the pricelist end date exceeds the current system date system will mark the status of the pricelist as “Inactive.”
• Restrict Quote Creation from Inactive Pricelist: System will not allow user to “Create a Quote” from a pricelist whose status is flagged as “Inactive”. The “Create a Quote” button will be disabled in the action’s dropdown menu against such a pricelist However, user will always be able to “Create a Quote” form an active pricelist. Also, if a pricelist which tends to be active at a future date, then “Create a Quote” will be enabled in the actions dropdown menu when the current system date > = future date

 

Figure 6: Disabling of “Create a Quote” button in the action’s dropdown against an In Active Pricelist

Addition of Extended Quote Fields in the Template Editor Page

Two new Quote Fields called as “Quote Owner Email” and “Quote Owner Name” is added to the Quote Details section of the Quote Fields

Figure 7 : Addition of new quote fields in Template Editor

User will be able to select this new quote fields from the Quote field dropdown and will be able to add the same in the template as shown below.

Figure 8: Post Insertion of Quote Fields: Quote Owner Name and Quote Owner Email

Note:

Today when user adds the merge fields named as :Quote Owner Name and Quote Owner Email in the Template Editor as shown above this quote fields are tagged as {owner_name} and {owner_username}

Addition/Restriction of Quote Fields in Quote Table and Additional Charges Table

• System will restrict user to add quote fields of the following type in the Quote Table and Additional Charges Table: Quote Details, Quote Total, Billing Address, Shipping Address. In case user tries to add the above-mentioned Quote, Fields user will be able to view the error message as shown below “These fields are not allowed in Quote Table & Add - ons ”
• System will allow only the quote fields of the quote field type = Line items in the Quote Table however user will not be able to add the same in the Additional Charges Table. If the use adds these field also in the Add-ons table user will be able to view the error message as mentioned above

 

Figure 9: Error message shown when user tries to add restricted quote fields in the Quote Table and Add-ons Table

Enhancement of the Quote Line-Item Table

• Rounding of Quantity value and auto-calculation of Extended Price: The Quote Line-item table is enhanced to accommodate the auto-calculation of Extended Price post rounding of the Quantity value while the user is in the Quantity cell against a line-item
• Restriction of selection/pasting headers: System will restrict user to select / paste on the headers like Product Code, Product Description of the Quote Line-Item Table

DISCLAIMER

This document in any form, software, or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced, or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remain at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.

PURPOSE

This document provides an overview of the strategic product plans for PlayClay CRM and related options from FocalCXM. It is intended solely to help PlayClay customers understand the value proposition in upcoming releases and current releases on this Feature.

PLANNED SCOPE

As of 23-Nov-2022, the version of PlayClay available in the market is R1.1.8. This document highlights the key areas of innovation planned for PlayClay Version R1.1.8 as described below.

INTRODUCTION OF TEMPLATES IN PLAYCLAY CRM

PlayClay CRM is enhanced to accommodate a new feature called Templates, which will enable a PlayClay user to create and publish Quote Templates based on his/her organizational needs. Once the Quote Template is published, these published quote templates can then be leveraged to be download or viewed or send an email of the Quote in the chosen Quote Template.

PlayClay CRM houses the Quote Template Creation and Publishing Process under a newly introduced feature called Configurations.
And the existing Quote Creation Process is enhanced to enable a Quote to be viewed / emailed/downloaded in any of these published Quote Template

ENHANCMENT OF THE PLAYCLAY SETTINGS DROPDOWN

A new button called “Manage Templates” is added in the settings dropdown menu as shown to enable a user to navigate him/herself to the Configurations Page. User will be able to view and click this button on click of which s/he will be redirected to the Configurations Page.

Figure 1: Introduction of Manage Templates button in the Settings Dropdown

INTRODUCTION OF CONFIGURATIONS PAGE IN PLAYCLAY CRM
A new page called “Configurations Page” is added in the Play Clay CRM. User will be able to land in this page on click of the “Manage Templates” button as shown above. This Configuration page houses all the configurations options, which one will be able to configure in the Play Clay CRM. As of now this configuration page houses only “Templates” and “Administration” Card options as shown.

Figure 2: Introduction of Configurations Page

• Administration Card: On click of the Administration Card, user will be redirected back to PlayClay Landing Page
• Template Card: On click of the Template Card, user will be redirected to the Template Listing Page

INTRODUCTION OF TEMPLATES LISTING PAGE
A new page called “Templates” Listing Page is introduced in the PlayClay CRM. On click of the Template Card in the Configurations Page, user will be redirected to the Template Listing Page. User will be able to view all the available templates in the Template Listing Page. The list of all available templates comprises of the PlayClay OOB Default Templates and user created templates.
This page will also enable the user to create/edit/delete and duplicate templates

Figure 3: Introduction of Template Listing Page

OOB DEFAULT TEMPLATES
These are PlayClay OOB default (sample) template, which aims to help the user to quickly create a Quote Template from any of the available OOB default template. By default, PlayClay provides 3 default templates as of today.
Example of Default Template:

Figure 4: Example of Default Template highlighted in Red

User will be able to perform the all the listed actions as mentioned below against a OOB Default Template

• Duplicate: User will be able to Duplicate a Quote Template via clicking on the “Duplicate” Button against the Default Template, on click of which user will be able to view a duplicate template being created and listed in the Template Listing Page. The duplicate template created from an existing template will inherit all the details form the source template with.

USER-CREATED TEMPLATES
This are list of templates which the user has created previously. User will be able to edit/delete/duplicate the pre-created templates

Figure 5: List of actions that can be performed against user-created templates

• Duplicate: User will be able to Duplicate a Quote Template via clicking on the “Duplicate” Button against the Template, on click of which user will be able to view a duplicate template being created and listed in the Template Listing Page. The duplicate template created from an existing template will inherit all the details form the source template with.
• Edit Button: On click of the Edit, user will be redirect to the template editor page where s/he will be able to Edit Details as required
• Delete Button: On click of the Delete button, user will be able to view the “Delete Confirmation Window”. User
will be able to confirm the deletion of the pre-selected Quote Template via clicking on the “OK” button
On click of which, system will delete Quote Template form the Template Listing page

Figure 6: Delete Template Popup Window

INTRODUCTION OF CREATE TEMPLATE BUTTON IN TEMPLATE LISTING PAGE
A new button called “Create Template” is introduced in the Template Listing page. User will be able to view and click this
button, on click of which, system will take the user through the Template Creation Steps.

Figure 7: Introduction of the Create Template button in the Template Listing Page

CREATE TEMPLATE POPUP WINDOW:

Figure 8: Introduction of Create Template Popup Window

The first step in this template creation is specifying basic details like Template Name and Module Name.

On click of the “Create Template” button in the Template Listing page, user will be able to view the “Create Template” Popup Window. This is a newly added window, where user will be able to specify the Template Name and the Module against which the Template will be associated.
As shown in the UI, all the mandatory fields must be filled by the user to go ahead with the Quote Template Creation Process. On click of the Submit button, system will check if all the mandatory needs are added or not. If not, user will be able to view error message as shown below. However, if met user will redirected to the “Template Editor Page”

Figure 9: Error messages shown if any of the mandatory fields are not met

INTRODUCTON OF TEMPLATE EDITOR PAGE
The second step in this template creation is adding/updating details to the Template using the Template Editor Tool.On
click of the Submit button in the “Create Template Popup Window” or “Edit” button against a template record, user will be redirected to the “Template Editor Page.This is a newly added page in the PlayClay CRM Configurations, which will provide all the necessary components to the user to create a template as shown.

Figure 10: Introduction of Template Editor Page

Template Name: This is a newly introduced field in the Template Editor Page, which will enable user to specify the
Template Name. System will default the Template Name if any as specified in the “Create Template” popup window

Components: Components are tools using which user will be able to add/update the Template. The Template Editor Page
houses all the components within the “Component Section”.

Figure 10: Addition of Component Section in the Template Editor Page Some of the most used components are explained below:

IMAGE
An “Image” component aims to provide the user the placeholder to add /edit details company logo, standard signatures
etc. A new button called “Image” is added to the “Components” section in the Template Editor Page.

BREAK
A “Break” component aims to provide the user the placeholder to define at which point in the page s/he wants to end one
page/section and begin with the next page/section.

TABLES
A couple of “Table” options like Table , Quote Table , Add-ons Table is introduced to the "component" section which enables the user to add Tables to the Template Form. System will let a user add any of the available tables in the Template form
The list of available tables that a user can add to the Template Form:

TABLE
A new button called "Basic Table" is added into the Components >> Table section. On click of which, user will be able to
view the “Insert Table” popup window

Figure 11: Insertion of Basic Table into Template Editor Form

INSERT TABLE POPUP WINDOW
A new popup window called “Insert Table” popup window is added where user will be able to specify the number of columns and rows that is expected in the Table.

Figure 12: Insert Table Popup Window

On click of the “OK” button, system will insert the table in the template form with the specified no of rows and columns, where user will be able to add details in the Table

ADD-ONS TABLE
A new button called "Add-ons table " is added into the Components. An Add-Ons table is the Additional Charges Line-Item Table with pre-defined column names (like Description, Amount etc.), which a user can insert to the template form. Post selection of the Add-Ons Table, system will insert the Additional Charges Line-Item Table as shown. User will be able to format the any of the table mentioned above using the available formatting toolbars

Figure 13: Insertion of Add-Ons Table in Template Editor Form

QUOTE TABLE
A new button called "Quote Table" is added into the Components >> Table section. A Quote table is the Quote Line-Item Table with pre-defined column names (like Product Code | Product Description etc.), which a user can insert to the template form. Post selection of the Quote Table, system will insert the Quote Line-Item Table as shown. User will be able to format the any of the table mentioned above using the available formatting toolbars

Figure 14: Insertion of Quote Table into Template Editor Form

 

QUOTE FIELDS
A new button called “Quote Fields” is added to the “Component” Section which will allow user to insert module based “CRM fields” in the Template. Using this fields, a user can specify where in the Quote Template the Quote details needs to be printed

Figure 15: Insert of Quote Fields Button in Template Editor Components

On click of the Quote Fields button, system will list all the available system defined fields as-is in the Quote Creation Page today. User will be able to select any of these fields, on selection of which system will insert the respective field in the Template Form. Once inserted user will be able to view the quote templates in the Template

PUBLISH/SAVE DRAFT/PEVIEW/ CANCEL A QUOTE TEMPLATE
Post editing of Quote Template, user will be able to Publish or Save the Template as Draft or Cancel any changes/updated
against a template in the “Template Editor Page”

Publish Button: A new button called Publish is added to the Template Editor Page, using which a user will be able to publish a template.

Figure 16: Introduction of Publish Button in Template Editor

On click Publish Button, system will check if the Template Name is added or not. If not, system will throw an error/popup window

Figure 17: Introduction of Error Message if Publish Conditions not met

If the template name is added system will save and publish the template with a status marked as Published. Post a successful publish, user will be able to view the publish confirmation message as shown below “Template published
successfully” and user will be redirected to the “Template Listing Page”. User will be able to view the publish template in
the “Template Listing Page

Figure 18: Publish Confirmation Message on successful publish of template

Save Draft Button: A new button called “Save Draft” is added to the Template Editor Page using which user will be able to
save a template name in the “Draft” status.

Figure 19: Introduction of Save Draft button in Template Editor Page

On click Save Draft Button, system will check if the Template Name is added and is unique or not. If not, system will throw an error/popup window

Figure 20: Error Messages shown if Save Draft Conditions are not met

If the template name is added and is unique system will save the template in the Draft Status. Post a successful Save, user
will be able to view the “Saved as Draft Confirmation Message” in the Template Editor Page

Figure 21: Save Draft Confirmation Message once template is saved as draft

Cancel Button: A new button called “Cancel” is added to the Template Editor Page. User will be able to view/click on the “Cancel” button at any point of item.

Figure 21: Introduction of Cancel Button in Template Editor Page

On click of the “Cancel Button”, system will open the “Cancel” popup window where user will have two options "Discard "
or "Save as Draft" and user will be able to select at max one.

Figure 22: Cancel Popup Window shown on click of Cancel Button

On click of the "No " Button, system will not save the Template and redirect the user to the "Template Listing Page". On click of the “Yes" Button, system will check if user have added Template Name and is unique or not.
• If yes system will save the template and redirect the user to the Template Listing Page and user will be able to view the Template Record in the Template Listing Page with status = Draft.
• If user has not added any Template Name or not added a unique template name, system will throw an error and
will redirect the user to the “Template Editor Page

Preview Button: A new button called “Preview” is added to the “Template Editor Page” using which user will be able to
preview the HTML View of the Template. User will be able to view/click on the “Preview” button at any point in time.

Figure 23: Introduction of Preview Button in the Template Editor Page

On click of which system will open the “Preview Popup Window” and will load the HTML view of the Quote Template

Figure 24: Preview Popup Window shown on click of the Preview Button

ENABLING SELECTION OF QUOTE TEMPLATE IN THE QUOTES

ENHANCMENTS IN THE PREVIEW POPUP WINDOW IN THE QUOTE LISTING PAGE

The existing preview popup window in the Quote Listing Page is enhanced to provide the user the option to preview a quote in any of the selected quote template. User will also be able to download the PDF file of the Quote in the pre- selected quote template

Figure 25: Enhancement of the Preview Popup Window in Quote Listing

ENHANCMENTS IN THE EMAIL POPUP WINDOW IN THE QUOTE LISTING PAGE

The existing Email popup window in the Quote Listing Page is enhanced to provide the user the option to preview and send a quote in any of the selected quote template.

Figure 26: Enhancement of Email Popup Window on Quote Listing

A new dropdown called as “Select Quote Template” is introduced in the Email Popup Window, on click of user will be able to view all the published quote template. System will allow user to select at max one, on selection of which, system will generate the HTML view of the Quote in the pre-selected quote template
On click of the “Send Email” system will check if user has selected a quote template in addition to other checks as-is performed today. If all necessary conditions are met, system will send the email and will show “Email Sent” confirmation message

ENHANCEMENT OF THE QUOTE CREATION PAGE

INTRODUCTION OF SUBMIT BUTTON IN THE QUOTE SUMMARY PAGE
A new button called “Submit” button is introduced in the quote summary page, which will enable a user to submit a quote once s/he has reviewed the quote.

Figure 27: Introduction of Submit Button in the Quote Summary Page

A user will be able to Submit a quote by clicking on the “Submit” button, on click of which system will save the quote and will redirect the user to quote listing page

Figure 28: Quote Submitted Successfully message shown on click of Submit Button

 

INTRODUCTION OF THREE DOTS IN THE QUOTE SUMMARY PAGE
A new button called “Three Dots” is introduced in the quote summary page, which houses the generate preview and send an email option. On click of the “Three Dots” button, user will be able to view the “Preview” and “Email” button in the Three Dots dropdown menu.

Figure 29: Introduction of Three Dots in the Quote Summary Page

INTRODUCTION OF THE PREVIEW POPUP WINDOW
A new popup window called “Preview” Popup window is introduced in the Quote Summary Page. User will be able to view
the Preview popup window on click of the “Preview” button, also will be able to skip/exit the preview popup window via
clicking on the “Cancel” button in the popup window

Figure 30: Introduction of Preview Popup Window in the Quote Summary Page

This preview popup window will provide the user the option to preview a quote in any of the published quote templates. User will be able to do so via selecting any of the published quote template form the “Select Quote Template” dropdown list, on selection of which system will generate the HTML view of the quote in the selected quote template in the “Preview Popup Window”.
A user will also be able to specify the format in which s/he wants to download the Quote via the “Select Format”
dropdown option.

On click of the “Export” button, system will validate if all the mandatory fields (as represented by asterisk) are populated or not. If necessary, conditions are met, system will download the Quote in the selected quote format.

INTRODUCTION OF THE EMAIL POPUP WINDOW
A new popup window called “Email” Popup window is introduced in the Quote Summary Page. User will be able to view the Email popup window on click of the “Email” button and will also be able to skip the window via clicking on the “Cancel” button in the Email Popup window
User will be able to select a Quote Template from the list of available published templates in the “Select Quote Template” dropdown, on selection of which system will generate the HTML view of the template in the Email Popup window. User will also be able to add recipient details as shown in the UI

Figure 31: Introduction of Email Popup Window in the Quote Summary Page

On click of the “Send Email” system will check if user has selected a quote template in addition to other checks as-is
performed today. If all necessary conditions are met, system will send the email and will show “Email Sent” confirmation
message.

Figure 32: Email Sent Successfully Confirmation message shown on click of the Send Email Button

ENHANCMENTS TO SIGNUP AND SIGNIN PROCESS

ENHANCEMENT TO SIGNUP SCREEN

The existing Sign-Up Screen is enhanced to capture user specific details as user “Industry” with an aim to provide a curated CRM experience. This is done by addition of a new attribute called “Select Industry” in the Sign-Up screen (as shown in the figure below), which aims to capture the industry, to which a user belongs.

User will be able to specify the industry to which the user belongs to via clicking on the “Select Industry” dropdown list, on click of which user will be able to view and select an industry form the all the list of available industries. By default, user will be able to view the “Manufacturers Representative” being pre-selected

Figure 33: Enhancement of Sign-Up screen and addition of "Select Industry” dropdown list

Figure 34: List of available industries in the dropdown

On click of the “Sign Up” button, system will check is user has filled in all the mandatory fields for a successful Sign Up. If any of the mandatory fields are not filled in by the user, system will throw an error

Figure 35: : Example of error messages shown when Sign Up conditions are not met

However, if user have filled in all the mandatory fields, user will be able to view the “Request for Password
Reset” confirmation window as shown below.

Figure 36: Popup Window Shown Post a Successful Sign-Up Request

In addition to that user will receive a “Reset Password” link in the user given email address. On click of the
“Done” button in this popup window, user will be redirected to the Sign in Page

Figure 37: Redirected to the Sign-In page on click of the Done Button

RESET PASSWORD SCREEN

The existing “Reset Password” screen is enhanced with a more user-friendly UI without interfering with the
existing “reset password” steps


Figure 38: Enhancement of the Reset Password Screen

On successful password reset, user will be able to view the successful password reset confirmation window. On click of the “Done” button in successful password reset confirmation window, user will be redirected to the Sign In Page

Figure 39: Introduction of the " password reset confirmation window " in the Reset Password Page

ENHANCMENT TO SIGN IN PAGE

The existing “Sign-In” Screen is enhanced with a more user-friendly UI without interfering with the existing “Sign- In” steps

Figure 40: Enhancement to Sign-In Page

On successful Sign In, user will be redirected to the PlayClay Home Page called as the “Resource Page”

INTRODUCTION OF THE RESOURCE PAGE IN PLAYCLAY CRM

A new page called “Resource Page” is introduced in PlayClay CRM, which aims to provide video tutorials and resources to a user, so that user can educate himself/herself, on how to leverage PlayClay features to achieve his/her end goal.

User will be able to access /view the Resource Page either on a successful Sign-In for the very first time or on click
of the “Resource” button as shown in the UI

Figure 41 : Introduction of Resource Page in PlayClay CRM

By default, when a user lands into the Resource Page for the very first time, a user will be able to view a video card being highlighted as shown. User will be able to watch the video via clicking on the “Play” button. User will also be able to skip the video if required via clicking on the “Cancel” button. User will be able to view and watch any of the videos listed in the video section in the Resource Page


Figure 42: Addition of the Videos section in the resource page

This welcome page also provides the user the option to quickly create a quote. User will be able to do so via click
on the “Create Quote” button, on click of which, system will redirect the user to Quote Creation Page

Figure 43: Introduction of “Create New Quote” Button in the Resource Page

ENHANCEMENT TO PRICELISTS IN PLAYCLAY CRM

INTRODUCTION OF LEADING MANUFACTURER’ S PRICELIST IN PRICELIST LISTING PAGE
PlayClay CRM application is enhanced to provide OOB pricelist of some of the leading manufacturers like Metro etc. of the Manufacturers’ Representative Industry. User will be able to access the OOB manufacturer's pricelist in the Pricelist Listing Page if and only if s/he has registered against the Manufacturer’s Representative Industry during the Sign-Up Process as mentioned above

Figure 44: Introduction of Manufacturer’s Pricelist in Pricelist listing page

On click of the actions “Three dots” button, user will be able to view/click on all the actions that can be performed against a OOB pricelist.

Figure 45: List of available actions against a manufacturer’s pricelist

Create a Quote from a Pricelist:
User will be able to create a quote using a OOB manufacturer’s pricelist via clicking on the “Create a Quote”
button in the action dropdown menu against the OOB manufacturer’s pricelist record (as shown above)

On click of the “Create a Quote” button user will be redirected to the “Quote Creation” Page with the selected
pricelist being defaulted in the “Pricelist”. Even if defaulted, user will be to update the pricelist in the Quote Page
if required

Figure 46: Defaulting of selected pricelist in the quote creation page

View a Pricelist
User will be able to view the details of the OOB manufacturer’s Pricelist via clicking on the “View” button in the action dropdown menu against the OOB manufacturer’s pricelist record (as shown above)

On click of the “View” button user will be redirect user to the “Update” Page, where user will only be able to view the details of the OOB manufacturer’s pricelist

Figure 47 : Read only view of the OOB manufacturer's pricelist Please note that the user created pricelist will continue to work as-is today

ENHANCEMENT OF THE ADD PRICELIST PAGE
A new popup window called “Do you want to view available manufacturer's pricelist?" is added to “Add Pricelist Page”. This popup window is introduced to make the user aware of the available manufacturer’s pricelist. This Popup Window is accessible only for the very first-time a user lands in the “Add Pricelist” Page.

Figure 48: Introduction of View Manufacturer's Pricelist Popup window

 

If user wishes to view the available OOB manufacturer’s pricelist user will be able to do so via clicking on the “Yes” button in the “View available pricelist” popup window. On click of the “Yes” user will be redirected to the Pricelist listing page, where s/he will be able to view the available OOB manufacturer’s pricelist. However, if user wants to start adding his/er customized pricelist, s/he will be able to do so via clicking on the “No” button.

REMOVAL OF RESTRCITIONS OF ADDING SUBTOTALS

Earlier user was able to add a subtotal only from the right-hand column. PlayClay CRM is enhanced to enable a user to add a subtotal via clicking on any of the column in the appropriate line. However, when done so the subtotal will still appear to the fat right when it populates

INTRODUCTION OF SAME AS BILLING ADDRESS CHECKBOX

Earlier users have to re-type the shipping address again even when the Billing Address was same as the Shipping Address. In order to address this, a new checkbox called as “Same as Billing Address” is introduced in the Quote Creation Page, which if flagged by the user, will default the details of the Billing address in the Shipping Address . However, user will be able to update if required

Figure 49: Introduction of Same as Billing Address Checkbox in Quote Creation Page

BUG FIXES:

• Some of the calculations in Excel sheet in the Quote Creation Page was earlier rounded down which in turn was impacting the net value of the Quote. PlayClay CRM is now enhanced to support rounding off the respective calculations going ahead
• Issue was reported against addition of subtotal before additional charges- Our team did try to regenerate issue, but this seems to cache issue and browser history problem.
• It was earlier reported that user was not being able to “advance and actually create a quote” as user had to use the scrolls as was present in the UI. This is now fixed with the enhancement of the UI as shown below
• Appearance of address fields are corrected as requested. But this will be now handled on the user end with the introduction of Template feature in PlayClay.
• Dollar Formatting issues is fixed to accommodate commas in all totals in printed quote templates as requested