Elfsquad Academy

Elfsquad Fundamentals

• 1.1 - Features & Configuration Models
• 1.2 - Relationships & Constraints
• 1.3 - Display Settings & Behaviors

Elfsquad Basics

• 1.1 - Introduction to Elfsquad
• 1.2 - What is Elfsquad?
• 1.3 - Configuration model and Features
• 1.4 - Relationship types between Features
• 1.5 - General Feature settings
• 1.6 - Display of Features

See all 7 articles

Constraints Basics

• 2.1 - What are constraints?
• 2.2 - Required
• 2.3 - Exclude
• 2.4 - Filter Selection
• 2.5 - Condition
• 2.6 - Calculated value

Pricing basics

• 3.1 - Setting prices
• 3.2 - Calculating prices
• 3.3 - Hidden Price Calculations

General settings

• 4.1 - Step editor basics
• 4.2 - CRM accounts
• 4.3 - Creating a Quotation
• 4.4 - User Permissions

Quotation Templates pt. 1

• 5.1 - Quotation Document
• 5.2 - Placing Repeats
• 5.3 - Categories Configurations
• 5.4.- Quotation template - Final assignment

Visualization 2D & 3D

• 6.1 - Introduction Visualization
• 6.2 - Preparations Elfcar - Introduction Visualizations
• 6.3 - Step Editor - Introduction Visualization
• 6.4 - Adding a 2D visualization - 2D Visualizations
• 6.5 - Shaping 2D visualizations - 2D Visualizations
• 6.6 - 2D, Hotspots - 2D Visualizations

See all 13 articles

Excel add-in

• 7.1 - Adding the add-in to excel
• 7.2 - Adding Features with the Excel add-in
• 7.3 - Assigning Feature Properties

Feature Properties & Dynamic Groups

• 8.1 - What are Feature Properties?
• 8.2 - Feature Property: Associated Feature.
• 8.3 - Feature Property: Input
• 8.4 - Calculating with Feature Properties
• 8.5 - What is a Dynamic Group?
• 8.6 - Preparing Dynamic Groups

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Exact Online

• 9.1 - Introduction Exact Online
• 9.2 - How to add and link Exact Online to Elfsquad
• 9.3 - Synchronizing Relations
• 9.4 - Synchronizing Articles
• 9.5 - Using linked Features
• 9.6 - Adding triggers

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Linked Configurations

• 11.1 - Introduction Linked Configurations
• 11.2 – How to add Linked Configurations
• 11.3 - Multipliers
• 11.4 - Multiple Instances
• 11.5 - Constraints and Linked Configurations

Sub-Organizations

• 12.1 - What are Sub-organizations?
• 12.2 - How to add a Sub-organization
• 12.3 - How to link CRM Accounts
• 12.4 - Sellable Configurations
• 12.5 - Pricing
• 12.6 - Quotations with Sub-Organizations

Quotation Templates pt. 2

• 13.1 - Introduction Quotation templates
• 13.2 - Categories
• 13.3 - CategoryTree
• 13.4 - How to show a specific configuration model on quotation

Formulas

• 14.1 - Introduction Formulas
• 14.2 - OR and AND formulas
• 14.3 - Iif-formulas
• 14.4 - Math Expressions
• 14.5 - Text Expressions

Quotation Settings

• 15.1 - Introduction Quotation Settings
• 15.2 - Allowed quotation actions
• 15.3 - Required Fields
• 15.4 - Workflow Matrix
• 15.5 - Other settings

Pricing

• 16.1 - Introduction Pricing
• 16.2 - Pricing on Features
• 16.3 - Manage Prices
• 16.4 - Discount Possibilities
• 16.5 - Discount order

Best practices basic configurations

• 17.1 - Optional vs. Alternatives Yes/NO
• 17.2 - How constraints are interchangeable
• 17.3 - Fake 'IsMandatory'
• 17.4 - Summarizing prices by hiding nodes
• 17.5 - Filters
• 17.6 - Notification when configuring if condition is not met

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Custom Showroom

• 20.1 - Custom Showroom

Business Central Integration

• 21.1 - Installing the Business Central connector
• 22.2 - Customization: Features
• 21.3 - Customization: Quotations