A Guide on Communicating Special System Configuration Requests

Process

• Adding Notes when Creating a Deal 
• Adding Notes when on a Deal Record

When do I use this?

Why is this important?

How does this work?

Have I Completed all my steps?

Process

• This process will eliminate the need to add special system configuration instructions in the comments of the quote's purchase terms
• When you have specific special system configuration instructions to communicate, follow one of the two methods below

1. When Creating a deal

• You will then see a property below the product and system design questions labeled, 
  "Special System Configuration Request" as seen below

• In this field is where you will put specific special system configuration requests 
• You can then continue on creating your deal

2. When on a deal record

• If you are looking to add those notes after a deal is already created, you will locate the property on the left panel of the deal record, as seen below
  
  
• Here you will input any notes for the team and SAVE the changes

When do I use this?

• Wireless Point-to-Multipoint Systems (and not the Wireless 1-1 kits) 
• RAID HDD Configuration for recorders
• Customized NEMA orders (and not the standard NEMA setup)
  

Why is this important?

It's important everyone understands one process

How does this work?

• The "Special System Configuration" field will sync over to NetSuite
• The notes will display on the opportunity, the sales order, the work order, and the pick ticket for all teams
• Operations will be notified when there is a value in the field to verify and proceed. 

Have I Completed all my Steps? 

Sales Reps: 

1. Did you add your instructions in the Special System Configuration field on the deal record and save your changes? 

Operations: 

1. Look out for a notification from NetSuite telling you there are Special System Configuration instructions 
2. Review those notes for accuracy
3. Add the required details as a Stockroom Msg Line Item as needed.