Elfsquad Academy

Elfsquad Basics

• 1.1 - Welcome to the Elfsquad Academy
• 1.2 - Basic functionalities
• 1.3 - Configuration model and Features
• 1.4 - Relationship types between Features
• 1.5 - General Feature settings
• 1.6 - Display of Features

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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 - Introduction Pricing
• 3.2 - Pricing on Features
• 3.3 - Manage Prices
• 3.4 - Discount Possibilities
• 3.5 - Discount order
• 3.6 - Setting prices (Exercise Roadmaster 100)

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General settings

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

Quotation Basics

• 5.1 - Introduction Quotation templates
• 5.2 - Categories
• 5.3 - CategoryTree
• 5.4 - How to show a specific configuration model on quotation
• 5.5 - Quotation Document
• 5.6 - Placing Repeats

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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

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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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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

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

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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