Getting Started

Getting Started

Lifecycle of Project Sales for Building Materials
What is Baucore
Win Projects for Building Material Manufacturers
Best Practice to win Projects for Building Materials

Projects & Opportunities

Project Management

Activity Overview
Project Matching
Handle Inquiries to Quotes
Project Home
Manage Projects

Opportunity Management

Considerations for Opportunity Management
Key Concepts of Opportunity Management V2
V2 - Multiple Opportunities for each Project
Enable Baucore Functionalities for Opportunity Management
Set Up Baucore Opportunity Sync Service
V1 - Single Opportunity for each Project
Using Opportunity Management with Baucore Logics
Setup Options for Opportunity Management V2

Project Lead

Contact Fields for Project Lead
Lead Fields for Project Lead
Project Lead Fields
Project Lead Home
Project Lead Record Types
Project Qualification with Project Lead
Set Up Project Lead for Salesforce Lead Process
Use Cases for Integration of Project Lead to Salesforce Lead
Use Cases for Project Lead
Use Map to avoid Possible Duplicates
Convert Project Lead to an Opportunity
Map Project Lead fields to Project

Project & Project Lead Creation

Considerations for Project and Project Lead creation
Create New Project and Project Lead
Set up Project and Project Lead creation From Outlook
Set up Project and Project Lead Creation

Quoting & Submissions

Quoting

Quote Line Editor
Configure Multi-Instance Setup for Quote Line Editor
Configure Quote Line Editor
Import Data with Quote Line Editor
Manage Project Quote
Setup Project Quote and BOQ Fields
Use Quote Line Editor

Inquiry to Quote

Create BOQ Calculation
Create Quote for an existing BOQ
Document Generation for BOQ and Quote
Enable External Pricing Engine for Quotes
Getting Started with Inquiry to Quote
Handle Inquiry to create a Quote
Import GAEB x81 File as BOQ
Pricing Methods for Products
Use Cases for Inquiry to Quote

Spec Text

Send Spec Text
Setup Spec Text Collaterals
Setup Email Template for Spec Text
Spec Text

Submission Process

Account Fields for Submission Process
Customizing Project Decision component
Getting Started with Submission Process
Participant Fields for Submission Process
Set Up Submission Process
Setting Roles in the Submission Process
Trigger Project Decision Process without User Interaction
Show Submission Result Component on the Page

Participants & Recommendations

Stakeholder Management

Participant Management
Filter Matching Records Based on Record Type
Filter Possible Duplicates Based on Picklist Fields
Account Fields for Stakeholder Management
Account Performance and Loyalty Indicator
Filter Fields
Global Filter Fields
Manage Participants for a Project Lead
Manage Participants for a Project
Stakeholder Management
Understanding Stakeholder Relationships
Use Cases for Participant
Win More Projects with the Right Participants
Participant Management Component
My Company

Project Status & Recommendations

Automate Project Status Check
Project Status Setting Fields
Recommendation Action Fields
Set Up Project Status and Recommendations
Traffic Light System for Project Status
Use Project Status and Recommendations to ensure high efficiency
Auto Update Project Phase
Considerations for Project Status and Recommendations

Dealer Recommendation

Set Up Dealer Recommendation
Use the Dealer Recommendation Process
Use Cases for Dealer Recommendation
Dealer Recommendation

Recommendation Configuration

Parameters for Processor Recommendation Flow
Recommendation Fields
Recommendation Participant Fields
Setup Email Templates for Recommendation Process
Recommendation Configuration

Processor Recommendation

Processor Recommendation
Use Cases for Processor Recommendation
Use the Processor Recommendation Process

Supply Chain & Data Quality

Project Navigator

Forecast possible decisions using Supply Chain
Set Up Supply Chain
Use Project Navigator to analyze relationships
Set Up Project Navigator
Use Stakeholder Map to see relationship intensity

Product Hierarchy

Setup Product and Product Hierarchy

Agents

Baucore Inbox

Considerations about Baucore Inbox
Baucore Inbox — User Guide
Baucore Inbox — Admin Setup Guide
Baucore Inbox Credits
Set Up Baucore Inbox from Outlook

Project Match

BC Project Match Component
AI Project Match — Admin Guide
AI Project Match — User Guide

Project Watch

Configure Project Watch
Project Watch Overview
Set Up Baucore Agents Field Mapping

Baucore Agents

BC SpecifiQ Admin Guide
BC SpecifiQ User Guide

Integrations

External Data Providers

Barbour ABI Subscription
Barbour ABI Research
Barbour ABI Setup
Barbour ABI
MyProjectSales Research
MyProjectSales Setup
MyProjectSales Subscription
MyProjectSales
ibau Research
ibau Setup
ibau
ibau Subscription

Integrations

External Data Providers

Setup & Administration

Setup & Administration

Baucore Migration Guide: 1GP to 2GP
Activate salesforce geocoding for accounts
Assign baucore Permissions and Licenses
Baucore Implementation Guide
Baucore Setup Page
Deactivate Baucore Trigger
Extend baucore standard object page layouts
Install the baucore Managed Package
Known Installation Issues
Required Metadata for Baucore
Set Up baucore
Troubleshooting Baucore
Upgrade the baucore Managed Package
Avoid standard recordtype Selector
Content Security Policy (CSP) Updates for Maps

Release Notes

Release Notes

BauCore Release Notes
BauCore V10.09.00 Release Notes
BauCore V10.12.00 Release Notes
BauCore V10.06.00 Release Notes
BauCore V10.16.00 Release Notes
BauCore V5.0.3 Release Notes
BauCore V5.1 Release Notes
BauCore V5.15 Release Notes
BauCore V5.20 Release Notes
BauCore V6.22 Release Notes
BauCore V6.0 Release Notes
BauCore V7.0 Release Notes
BauCore V7.21 Release Notes
BauCore V7.31 Release Notes
BauCore V7.85 Release Notes
BauCore V7.65 Release Notes
BauCore V7.88 Release Notes
BauCore V8.1 Release Notes
BauCore V8.30 Release Notes
BauCore V8.43 Release Notes
BauCore V8.55 Release Notes
BauCore V8.66 Release Notes
BauCore V8.76 Release Notes
BauCore V8.817 Release Notes
BauCore V8.8298 Release Notes
BauCore V8.8310 Release Notes
BauCore V8.8339 Release Notes
BauCore V8.8359 Release Notes
BauCore V8.8372 Release Notes
BauCore V9.190201 Release Notes
BauCore V8.8383 Release Notes

BauCore V7.88 Release Notes

Releaseadminuser

Features:

Optimizations:

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Related

BauCore Release Notes (all versions)
Newer: BauCore V8.1 Release Notes
Older: BauCore V7.85 Release Notes
Upgrade the baucore Managed Package

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