What a configuration could hand over
A Finnish made-to-order supplier prices a job by hours and materials, so the project should exist as soon as the quote is accepted. A configuration can bring the customer and the quoted lines that work is then recorded against. The field scope is verified against your own Severa setup.
Customer
The customer from the configurator could be created in Severa with a contact person, or matched to an existing customer you already keep.
Sales case
An enquiry could open a sales case, where the salesperson sees the estimated value and the sales stage.
Proposal
A proposal could be attached to the sales case with lines following the configuration: products and material as products, installation as work.
Project and phases
Once the proposal is accepted, the sales case could carry on as a project with phases for the survey, the build and the installation, against which hours are then recorded.
What we need to connect it
The REST API is switched on in Severa as an add-on, after which your administrator creates client credentials (client ID and client secret) under Integrations > REST API in the settings.
Scopes are chosen when the credentials are created; the connection would need only read and write access to customers and projects, nothing more.
We need the list of products, work types and phases you use in Severa, so the proposal lines match the way you invoice.
If you have a Severa test environment, the connection is verified there first.
Worth deciding up front
- A configuration knows the product, the material and the dimensions, but not an estimate of installation hours. If the proposal should include work, we need a rule for deriving the hours from the dimensions.
- Deletion through the interface is permanent in Severa, so the connection would only create and update records, never delete them.
- If you sell to Finland and elsewhere, we agree in which currency and under which business unit the proposal should be created.
Questions about this connection
Will a project be created in Severa for every enquiry?
A project is not necessarily created for every enquiry. An enquiry could open only a sales case, with the project following once the proposal is accepted, in line with your own process.
How does the price get into Severa?
As the value of the proposal lines. Whether that uses the configurator's price or the product price list in Severa is decided while designing the mapping.
Other integrations
Put Visma Severa to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.