Search for answers or browse our documentation.
AccountManager Design Wins
AccountManager provides the ability to create and manage Design Wins including those received from your representative companies as Split Commission Requests. While Design Wins can be shared by all the users of an AccountManager database, your AccountManager Administrator may have set certain restrictions in place, such as allowing field sales people to only see their own Design Wins.
Design Wins are part of a group of documents in AccountManager referred to as Business Documents, or “BizDocs.” Other BizDocs include Opportunities, RFQ’s, Quotes, Samples, and Registrations. BizDocs can be used to “Copy Into” other BizDocs to save time, and link documents from one program or project together.
Creating DesignWins
1. Open the AccountManager database and go to the “Design Wins” view. Click the “New Design Win/Split Request” button on the action bar.
2. A Design Win form will be displayed pre-populated with a system-generated Design Win Number, your name as the Owner (can be changed), and the current date.
3. In the Header area, select the End Customer this design win is associated with. (You may also select a Distributor and CEM if appropriate).
4. Also in the Header, select the Representative this design win is for if it did not populate based on the End Customer selection.
5. Select a Design Win Type and Design Win Status from by clicking the respective hyperlinks (choices populated by your AccountManager administrator).
6. On the “Main” tab/”Program” sub-tab, fill in the basic information such as Program, Application, Annual Units, and Production Date.
7. If you’d like to add line items or part numbers to this design win now, click the “Line Item” button and the “Add Line Item” choice under that. Fill in the pertinent information for that line item, and repeat as needed.
8. You may now “Save” and “Close” the design win at this point, or continue adding additional information on the Detail Tabs as defined below.
“Copying Into” Design Wins from Other BizDocs
Another method for creating Design Wins, is to use an existing BizDoc (such as an Opportunity, Quote Sample or RFQ) pertaining to this sales project, to “copy into” the Design Win. The recommended method, and most common, is to use an existing opportunity profile, with at least one line item marked as “Won” to copy into a design win. This saves time and links the two documents together. Additionally, it will only bring over line items that have been marked as “Won” since the last design win was created. This way, you would not inadvertently create multiple split commission requests for the same part numbers and programs.
9. Open an existing opportunity profile, where at least one part number has been qualified by the end customer.
10. Click “Edit”, open the qualified line item, mark it as “Won”, click “OK” and then “Save”.
11. Click the “Copy Into” button, and then on the “Design Win” choice underneath.
12. A Design Win/Split Commission Request will open pre-populated with the common information from the opportunity but only the “Won” line items that have not already been copied into Design Wins.
13. Fill in additional details on the Design Win as desired.
14. “Save” and “Close” the Design Win/Split Commission Request.
Design Win Field Descriptions:
(Note: The content and/or arrangement of fields on your Design Wins may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
[Design Wins Screenshot 1]
Action Buttons:
(Note: The dropdown choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with any questions).
|
Button Name |
Usage |
|
Close |
Closes the Design Win. |
|
Save / Edit (toggles between) |
Edit – Enables the ability to edit Design Win. No changes can be made until the Edit button is clicked. Save – Saves the Design Win. |
|
Line item |
Add Line Item – Opens a new Opportunity Line Item dialog box for capturing information on one part number being considered for this opportunity. Repeat as needed for each additional part number. Insert Line Item – Opens a new Opportunity Line Item dialog box after prompting the user for the point of insertion into the list of previously generated line items. Delete Line Item – Deletes an Opportunity Line Item after prompting the user to select the corresponding line item number. |
|
New |
Account – Opens a new, blank Account profile. Contact – Opens a new, blank Contact profile. Opportunity – Opens a new, blank Opportunity profile. Sample – Opens a new, blank Sample request. Quote > Quote – Opens a new, blank Quotation. > Quick Quote – Opens a new, blank Quick Quote. RFQ – Opens a new, blank Request For Quotation. Registration – Opens a new, blank Registration. Design Win / Split Request – Opens a new, blank Design Win. |
|
Copy Into |
Your AccountManager administrator can set a configuration option to copy Line Item “Notes” into other BizDocs along with the default information noted below. Opportunity – Opens a new Opportunity pre-populated with common fields and information from the Design Win. Sample – Opens a new Sample request pre-populated with common fields and information from the Design Win. Quote – Opens a new Quote pre-populated with common fields/information from the Design Win. Quick Quote – Opens a new Quick Quote pre-populated with common fields/information from the Design Win. RFQ – Opens a new Request for Quote pre-populated with common fields/information from the Design Win. Registration – Opens a new Registration pre-populated with common fields/information from the Design Win. |
|
Link to Opportunity |
Allows you to link the Design Win to an existing opportunity. (Click the hyperlink to select from a list). |
|
View* |
Emailed Items – In the embedded view, displays the emails created and sent by using the “Email” button described above. Line Items – Returns the embedded view to displaying the line items. Forecasts – Displays forecast information for this design win in the embedded view. *(This button may not be visible if your organization does not use the Forecasting feature) |
Header Section:
(Note: The content and/or arrangement of fields on your Design Win headers may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
|
Field Name |
Description |
|
Design Win Number |
System-generated design win number. (This cannot be modified). |
|
Status |
Status of design win (Open, Closed, On Hold). |
|
Representative Opp Number |
A reference to the Representative’s Opportunity, used primarily to coordinate with the Representatives’ CRM software. |
|
End Customer |
End Customer associated with this design win. (Click the hyperlink to select. Choices are a list of your End Customer account profiles). |
|
Distributor |
Distributor associated with this design win. (Click the hyperlink to select. Choices are a list of your Distributor account profiles). |
|
Date |
Date the design win was created (defaults to current date, but can be changed). |
|
Design Win Status |
Status of the design win. (Click the hyperlink to select. Choices populated by your AccountManager administrator). |
|
Design Win Type |
Type of design win this is. (Click the hyperlink to select. Choices populated by your AccountManager administrator) |
|
Representative |
Representative company associated with this design win. (Click the hyperlink to select. Choices are a list of your Representative account profiles). |
|
CEM |
CEM associated with this design win. (Click the hyperlink to select. Choices are a list of your CEM account profiles). |
|
Opportunity Profile (hyperlink) |
If displayed, this hyperlink will open the linked opportunity profile when clicked on. |
“Main” Detail Tab / “Program” Sub-Tab:
(Note: The content and/or arrangement of fields on this tab may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
|
Field Name |
Description |
|
Program |
End Customer’s program name. |
|
Application |
Brief description of the application. |
|
Competition |
Competitors that are also trying to win this business. |
|
Owner |
Person responsible for updating this Design Win/Split Request (Defaults to person creating the design win, but can be changed). |
|
Annual Units |
The annual number of units (of the end product) to be produced by the customer. (Note: This is not necessarily the Estimated Annual Usage (EAU) of any one component). |
|
Total |
Calculated sum of line items’ totals. |
|
Approved By |
Person approving the Split Commission Request (at your principal). |
|
Submitted Date |
Date the Split Commission Request was submitted. |
|
Approved Date |
Date the Split Commission Request was approved by your principal. |
|
Production Date |
Date the end product is scheduled to go into mass production. |
|
Expiration Date |
Date the Split Commission Request expires |
|
Current Reporting Status |
Current status of the design win as it relates to production. This field is likely to be updated more often than most as new information becomes available. Clicking the hyperlink will preface your comments with a date and name-stamp, and move any previous comments to the “Status History” tab, so that only the most recent updates appear on reports. |
“Main” Detail Tab / “Follow Up” Sub-Tab:
|
Field Name |
Description |
|
Enable Follow Up |
Checking this box includes the design win in the appropriate Activities views, as well as on the daily follow up emails if you have enabled that feature on your AccountManager user profile. |
|
Follow up Date |
Date follow up is required on this design win. Displays in the appropriate Activities views, and includes the design win on the daily follow up emails on and after this date, until the document is updated, and the follow-up date is moved forward. This field auto-populates to the number of days forward specified on your AccountManager user profile when creating the design win. Once the date has passed, and upon editing the design win, you will be asked if you’d like to move the date forward that default number of days again. This date can be modified at any time. |
|
Scheduled For |
User(s) responsible for following up on the design win. Defaults to the creator of the design win, this field can be modified to include other users as well. The people listed here will see the design win in the appropriate Activities views, as well as receive daily follow up emails including this design win as indicated above. |
“Main” Tab / “Status History” Sub-Tab:
|
Field Name |
Description |
|
(Unlabeled field) |
This field is auto-populated with historical “Current Status” updates, as they are superseded by more recent updates on the Program tab. Nothing is directly entered into this field. |
“Main” Tab / “Comments” Sub-Tab:
|
Field Name |
Description |
|
Internal Comments |
Additional comments for internal use only. Will not display on reports. |
|
Comments |
Additional comments regarding this Design Win. These do display on the Split Commission Request when printing or emailing. |
|
Attachments |
Files attached to this design win. |
Account Detail Tabs (i.e. “End Customer”, “Representative”, “Distributor”, and “CEM”):
(Note: The existence, content, and arrangement of these tabs may vary depending upon your company’s configuration. See your AccountManager administrator with questions).
The account detail tabs allow you to store additional details about each company involved in this Design Win/Split Request. Each tab auto-populates with the company name when those companies are selected in the Header area. The field names and structure of each tab is identical as described below:
|
Field Name |
Description |
|
Company (labeled by Account Type) |
Auto populates with selection made on Header (i.e. End Customer company name is populated on “End Customer” tab, Principal company name is populated on “Principal” tab, etc). Account’s address and phone information is displayed to the right. |
|
Account Manager |
Field/Outside salesperson/people assigned to this account. |
|
Contact 1 |
Primary contact at this account associated with the design win. Click the hyperlink to select. Contact’s phone and email information displays to the right. |
|
Contact 2 |
Secondary contact at this account associated with the design win. Click the hyperlink to select. Contact’s phone and email information displays to the right. |
|
Territory |
Auto-populates with the Territory specified on this company’s Account profile. |
|
Category |
Auto-populates with the Category specified on this company’s Account profile. |
“Principal” Detail Tab
|
Field Name |
Description |
|
Principal |
Auto-populates to your company’s information. Phone and address information displays to the right. |
|
Prepared By |
Auto-populates to the user creating the design win. Phone and email information displays to the right. (This field can be changed to another user, if desired). |
Design Win “Line Items”:
[Design Wins Screenshot 2]
|
Field Name |
Description |
|
Mfr Part Number |
Manufacturer’s part number. (If your company uses the Part Number Lookup database, this could be a clickable hyperlink, allowing you to select the part number from a list, and populate the Product Line and Description fields. See your AccountManager administrator with questions). |
|
Product Line |
Product Line or category, often as designated within your principal’s organization. |
|
Description |
Description (often technical) of this part number. |
|
Cust Part Number |
End Customer’s internal part number. |
|
QTY/Unit |
Quantity of this component to be used on each unit produced by the end customer. (Note: This is not the Estimated Annual Usage (EAU) of any one component. This number will be multiplied with the “Annual Units” on the Program tab to calculate Line Totals and other figures). |
|
ASP |
Average selling price. (Your organization or principals may have internal policies regarding the actual pricing used on design wins, such as Book Costs, Resales, etc.) |
|
Line Total |
Calculated value of “Qty/Unit” x “Annual Units” x “ASP”. |
|
Notes |
Additional notes pertaining to this line item. (Your AccountManager administrator can enable a configuration option to copy these notes into other BizDocs using the “Copy Into” button). |
|
Won Date |
Date the part number on this line item was won. If the design win is copied from an opportunity this field is copied as well. |
|
Forecasted Commission Paid Date |
Date you expect to begin paying commissions for this part number. Used in populating the “Design Wins > Commission” views. |
|
Commission Paid Date |
Date you began paying commissions for this part number. Used in populating the “Design Wins > Commission” views. |
Embedded View:
The embedded view displays either the line items for this design win, or the forecast information. Use the “View” action button to switch between Line Items or Forecasts.