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This article explains how to start MKG and how the MKG Homepage functions. Additionally, we explain how to customize the homepage to your preferences.
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In the Sales Dashboard module, under the 'Invoices' tab, you will find the standard view Invoice Value (8201). In this standard view, the sum of all created invoices is displayed per debtor. Additionally, a breakdown is made based on the fields Invoice Date.
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In the Sales Dashboard module, you will find the standard view Order Value (8201) under the 'Orders' tab. This standard view displays the sum of all created orders per debtor. Additionally, a breakdown is provided based on the fields Order Date.
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In the Sales Dashboard module, under the 'Quotes' tab, you will find the standard view Quote Value (8201). This standard view displays the sum of all created quotes per relationship. Additionally, a breakdown is made based on the fields Date Offered.
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SalCon is Virtutec's 3D configuration solution, focused on use in marketing and sales. Show customers quickly and realistically what the sales conversation is about. Give a virtual tour in VR, AR or Web3D before the product has been delivered. Or provide dealers and representatives with a digital product configurator that far exceeds any brochure! With this integration you can easily connect this CPQ configurator to your CRM or ERP system.
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In several modules in MKG, you will find the navigation tree. The navigation tree is a tool that allows you to oversee a process with all its underlying components, such as calculations, bills of materials, or production orders with all semi-finished products, at a glance.
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Where on your screen do you want to see your opened modules? How large should the tabs of these opened modules be? And do you want only text, only an icon, or both? In this video, you will see how to adjust the location, style, and size of the module bar.
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Which modules do you use frequently? You can easily place them on the MKG Start Page and organize your own start screen this way. This video shows you how to add modules, adjust the size of the tiles, and arrange the blocks on the MKG Start Page according to your preference.
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During implementation, MKG is delivered with a default skin, the DevExpress style. However, you can customize MKG with your own style by selecting from over 50 available skins. This video shows you how to do that and what other options you have.
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MKG includes several dashboards specifically developed for the start page. This means you do not have to navigate to the module each time to quickly consult the current data. In this video, you will see how to add the Invoiced dashboard to the MKG Start Page.
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Which reports do you frequently consult? You can easily place them on the MKG Homepage, so you don't have to navigate to the module each time. This video demonstrates how to add a report and conveniently position it on your personal homepage.
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Most modules have their own start screen, the module start page. From here, you can initiate several actions. Sometimes this can be somewhat cumbersome. Indeed, it can also be faster. MKG has a number of 'hidden' functionalities that can help you achieve the same results with fewer mouse clicks.
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The search screen in MKG contains a limited number of predefined modules that can be searched. However, you can fully determine what you want to search for and what not. In this video, you will see how to easily configure this.
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MKG includes multiple dashboards, which allow you to gain insights from the data in your database. When you know how the dashboards work and can be configured, you can use them optimally. In this video, you can see how the dashboards are structured.
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