"Process Presets" allow you to apply a "group" of these process settings to a quote in one convenient operation. A key advantage of using presets is that it standardizes the responses between staff members. For example, rather than staff members entering a customer run rate or setup time (which may vary from person to person) then, they only need to understand if the process for the quote at hand is easy, standard or difficult, and staff members are likely to estimate the same prices.
Examples where presets are helpful include:
Example 1 | Machine Settings
A digital printing machine has several print modes - CMYK High Quality, CMYK + White. Depending on the mode selected, the speed of the process will change. By adding a preset representing each mode, we can easily apply the appropriate settings to the process.
Example 2 | Degrees of Difficulty
When considering how long a process will take for a given job, it will often depend on the degree of difficulty of the job at hand. Commonly the process will be as follows:
- Not Required - the process is not needed at all; it will take no time
- Easy - requiring relatively little time compared to a standard job
- Standard - it is expected to take the average time allowed for the process
- Complex - the process will take longer than usual, and a lower runtime is applied
Creating a New Preset
The new preset can be added by selecting the "Presets" (1) Tab, clicking on the [Add Preset] (2) button and clicking on the "Edit Preset Name" (3) to change the name of the preset. After changing the preset's name, press the green [tick] button.
The values on the preset are the same as those described in the [Processes section]
Using Presets in Wizards
The most convenient way to use a preset is to incorporate them in a product configuration wizard. This will present a predetermined list of presets for the user. Then, when the wizard is run, the preset selections are all applied to the process.
This article shows how to include presets in wizards.