POWERSALES USER GUIDE

1.
2.
3.
4.
5.
6.
7.

PREPARE AN OFFER .................................................................................... 2

CREATE OR MODIFY A CONFIGURATION................................................... 7
SHARING CONFIGURATION WITH COLLEAGUES OF SAME COMPANY. 13
OFFER APPROVAL PROCESS.................................................................... 14
CONFIGURATION TO OFFER TO ORDER PROCESS................................ 15
INTERCOMPANY ORDERS AND SYSTEM ORDERS.................................. 18
IMPORTANT NOTES SAVING WITH POWERSALES: .............................. 19

1. PREPARE AN OFFER
1) OPEN A NEW OPPORTUNITY IN SALESFORCE
2) ONCE FILLED ALL INFORMATION ON THE NEW OPPORTUNITY CLICK ON
Powersales BUTTON

3) ENTER YOUR POWERSALES USER AND PASSWORD

4)

Always remember
to save quotations

Output documents
(Commercial offers,
PMC, Technical
offers) can be sent
via email

Change offer status

Select the output

document you want
to generate

Generate the output

document

Quotation No. can be edited by

the user to align it to local
quotation coding
Create a new
Revision or select a
previous one to
modify

Validity is used in
the commercial
offer final document

Comments are
used to take note of
considerations and
comments to ease
the user when
he/she comes back
to this offer in the
future

Customer
Reference is used
to ease the search
of this offer once
saved

5) IN THE Customer TAB, CUSTOMER INFORMATION IS ALREADY FILLED IN

FROM SALESFORCE. CONTACT PERSON INFORMATION MUST BE ENTERED
BY THE USER. THE CONTACT PERSON IS THE PERSON TO WHOM THE
COMMERCIAL DOCUMENT WILL BE ADDRESSED

6) IN THE Sender TAB IT IS POSSIBLE TO SELECT WHO IS PREPARING THE

QUOTATION ON BEHALF OF THE SALES PERSON IN CONTACT WITH THE
CUSTOMER BY CHANGING THE NAME IN Handled by. THE Sender IS THE
PERSON IN CONTACT WITH THE CUSTOMER AND THE SENDERS NAME
WILL BE THE ONE APPEARING IN THE COMMERCIAL OFFER

7) IN THE Terms TAB SPECIFIC TERMS TO INDICATE IN THE COMMERCIAL

OFFER CAN BE EITHER SELECTED FROM THOSE AVAILABLE IN THE
DATABASE OR CAN ALSO BE EDITED NEW TERMS.
Modify or enter new terms in the text box
Enter all terms in one line. Use the ; where you
want the configurator to create a line break: in
the commercial offer document it will continue
the terms on a new line

Click on folder to
select terms
available in the
database

Indicate the number

of weeks from order
receipt to delivery
from Factory

8) IN THE Texts TAB ADDITIONAL TEXT CAN BE TYPED IN. IT WILL BE ADDED
TO THE COMMERCIAL OFFER DOCUMENT

9) IN THE Enclosures TAB EXTERNAL DOCUMENTS CAN BE ADDED TO THE

OFFER (SUCH AS LAYOUTS, PICTURES, VIDEOS, ETC.)

Select from files available

in Powerales Database

Select from files on your

PC

Note. Enclosure will not be automatically added to the commercial quotation generated
by Powersales.
10) ONCE THE OFFER IS READY YOU CAN ALSO SEND IT VIA EMAIL VIA THE
Email BUTTON SHOWN BELOW.

11) YOU CAN SELECT WHICH DOCUMENTS YOU WANT TO SEND WITH THE
EMAIL INCLUDING ANY ENCLOSURES YOU HAVE PREVIOUSLY SELECTED
IN THE Enclosures TAB.

Click on the grey bar to

open a new address line

You can select which

documents you want to send
with this email

2. CREATE OR MODIFY A CONFIGURATION

12) IN THE Products and Pricing TAB ALL CONFIGURATIONS CREATED FOR
THAT OFFER ARE SHOWN
To modify or delete an existing
configuration:
Click on Add Product to create a
- select first which configuration from
brand new configuration. This new
those listed in the sheet you want to
configuration will be added at the
modify or delete
bottom of the list of configurations
- click on reconfigure or delete
already created for this offer

In case of multiple machines in the same

offer with this check box the single prices
for each machine will not be shown in the
commercial offer. Only total price of the
offer is shown

With these check boxes you can select

which additional information you want to
hide/show in the Commercial offer

13) WHEN CREATING A NEW CONFIGURATION YOU HAVE THE POSSIBILITY TO

CREATE A NEW CONFIGURATION FROM SCRATCH OR TO RETRIEVE A
SAVED CONFIGURATION

Create a new
configuration
Search a saved
configuration

14) IN THE MAIN PAGE GENERAL INFORMATION HAVE TO BE ENTERED FIRST

The dynamic report

provides a dynamic
summary of the
configuration

15) IN THE Project level Software YOU CAN FIND TULUS OFFICE RELATED
SOFTWARES, WHICH ARE SELECTED ONLY ONCE PER OFFER
16) IN THE Other Project Level Costs TAB PROJECT RELATED COST
INFORMATION MUST ALSO BE ENTERED

Transport costs are only rough

estimates. Please always double
check case by case the correct
value for transport
External purchases can be used
to enter purchases made locally
by subsidiaries.
What is entered in Description
will also appear in commercial
offer
17) SELECT THE PRODUCT FAMILY YOU WANT TO CONFIGURE FROM THE
BUTTONS AT THE BOTTOM OF THE PAGE

Select the product

family

18) SELECT MODEL, OPTIONS, TOOLS, SOFTWARE AND SERVICES

Select Show Upgrade only if you only
need to include in the offer
options/tools/software/services related to a
specific machine

Indicate if preacceptance is
included and if the acceptance
protocol is standard or not

Click on custom to select any

customisation previously agreed
with tendering department

19) TOOL HOLDERS TO PUNCHING CAN BE SELECTED FROM Turret layout TAB.
DEFAULT SELECTION WILL APPEAR BASED ON SELECTED TURRET UNDER
Options. TOOL HOLDERS ARE INDEPENDENT FROM ANY OTHER OPTIONS
THAN TURRET AND HAS TO BE ALWAYS SELECTED SEPARATELY. THIS HAS
TO BE NOTICED ESPECIALLY WITH FORMING.

20) SELECT MANDATORY OPTIONS. IF YOU DO NOT SELECT THEM YOU WILL
RECEIVE A MESSAGE CONFIGURATION NOT READY

21) CLICK ON OK TO CONFIRM THE CONFIGURATION OF THIS MACHINE

22) IF IN THE SAME CONFIGURATION YOU WANT TO INCLUDE MORE THAN ONE
MACHINE THEN SELECT ONE MACHINE AT THE TIME AND YOU WILL SEE
THE LIST OF CONFIGURED MACHINES AT THE BOTTOM OF THE PAGE

23) IN THE MAIN TAB YOU CAN STILL:

Click on this check box to be able
to modify the total sales price to
the customer

Check the margin offset of the

configuration. When the margin
offset is zero it means that the
minimum margin has been
reached
If you check Customer mode
box, all information about costs
and margin will disappear from
the screen

24) ONCE THE CONFIGURATION IS COMPLETE CLICK ON Add to Offer

With Export PDF you can eport

the entire configuration

3. SHARING CONFIGURATION WITH COLLEAGUES OF SAME

COMPANY
In each selling company there are at least two profiles: one for back office and one
for sales.
All users belonging to the same profile can see each other configurations. Back
office can see all configuration of sales users, but sales users cannot see
configurations saved by back office users.
If a user from back office needs to share a configuration with a user in sales then:
1) Click Save
2) In the save window click Edit under Extended Visibility

3) Select the profile you wish to share the configuration with and then with the blue
arrow move it to the right box.

4) Press OK. Now also the people in Sales can see the configuration.

4. OFFER APPROVAL PROCESS

1) If the negotiation brings you below to the minimum margin the margin offset you
can read from Powersales will be negative. The approval steps will be those
indicated in the minimum margin divisional policy.
2) To have an offer checked and approved by your management you firstly need to
save the offer as shown in point 4 above.
3) Once you have saved the offer you can inform the person in charge to approve
your offer with the offer ID or offer title so that this person can access Powersales,
search your offer and check it.

5. CONFIGURATION TO OFFER TO ORDER PROCESS

1) CLICK ON CONFIGURATOR AND OPEN A NEW CONFIGURATION OR
EXISTING ONE

Click on Configurator

2) MAKE YOUR CONFIGURATION

3) ONCE CONFIGURATION IS DONE CLICK ON OFFER AND OPEN A NEW
OFFER OR A SAVED ONE

Click on Offer

4) THEN CLICK AGAIN ON CONFIGURATOR. IT WILL SHOW THE LATEST

CONFIGURATION YOU HAVE WORKED ON

5) CLICK ON Add to offer. IT WILL AUTOMATICALLY REDIRECT YOU TO THE

OFFER SECTION

Click on Add to offer

6) NOW YOU CAN DECIDE WHICH DOCUMENT YOU WANT TO GENERATE

7)
Click here to open the list of
documents that can now be
generated

Select the document you want to

generate

Then click Preview to generate

the document

8) IF YOU NEED TO MODIFY THE OFFER SAVE THE CURRENT VERSION AND
CREATE A NEW VERSION AND THEN REPEAT THE STEPS ABOVE
Versions can be created in
General tab

Here you can create a new

version of this offer or open a
previous version

9) WHEN YOU WANT TO TURN THE OFFER INTO AN ORDER CHANGE THE
STATUS TO Order

Click here to open the status

window
Change the status to Order

10) CLICK Yes TO CONVERT OFFER TO ORDER AND INFORM YOUR SALES
BACK OFFICE TO GENERATE AN INTERNAL ORDER TO PU.

11) NOW YOU ONLY NEED TO INFORM PRODUCT UNIT THAT THE ORDER
HAS BEEN CREATED. GIVE THEM THE OFFER NUMBER AND THEY WILL
PROCESS THE ORDER.

Send this offer ID to product units

to process the order you have
just created.

6. INTERCOMPANY ORDERS AND SYSTEM ORDERS

1) INTERCOMPANY ORDERS CAN BE AUTOMATICALLY DOWNLOADED BY
PRODUCTION UNITS ONCE THE SELLING UNIT CHANGE THE STATUS OF
AN OFFER TO Order.
NB. INTERCOMPANY ORDERS AND PROFITABILITY TEMPLATES SHOULD NO
LONGER BE EXCHANGED VIA EMAIL
2) INTERCOMPANY ORDERS ARE AUTOMATICALLY GENERATED BY
POWERSALES WITH THE CORRECT TRANSFER PRICE FOR EACH
PRODUCT UNIT INVOLVED IN THE PROJECT
3) IN CASE OF SYSTEM ORDERS POWERSALES ALSO GENERATE AN
ADDITIONAL ORDER WHICH IS THE MAIN INTERCOMPANY ORDER
BETWEEN THE SELLING UNIT AND THE PRODUCT UNIT RESPONSIBLE FOR
THE PROJECT (IN POWERSALES REFERRED AS Intercompany Vendor)
4) INTERCOMPANY VENDOR CAN BE SELECTED FROM CONFIGURATOR,
MAIN TAB.

When more than 1 machine is

selected, the Select
intercompany vendor will appear

7. IMPORTANT NOTES SAVING WITH POWERSALES:

1) POWERSALE DOES NOT AUTO-SAVE. CONFIGURATIONS, OFFERS AND
ORDERS NEED TO BE SAVED EVERY TIME IF YOU WANT TO KEEP THEM
FOR FUTURE USE OR TO SHARE THEM WITH SOMEONE ELSE.
2) UNLESS YOU SELECT Save as new FROM THE Save WINDOW,
POWERSALES OVERWRITE THE CURRENT CONFIGURATION WHEN
SAVING. WHEN WORKING ON SOMEONE ELSES CONFIGURATION ALWAYS
REMEMBER TO SAVE IT SELECTING Save as new UNLESS YOU REALLY
WANT TO OVERWRITE THE CURRENT ONE.

3) WHEN OPENING SOMEONE ELSES OFFER POWERSALES WILL ASK IF YOU

WANT TO CREATE A NEW VERSION. UNLESS YOU REALLY WANT TO
OVERWRITE THE EXISTING VERSION, ALWAYS REMEMBER TO CLICK YES
TO CREATE A NEW VERSION.