SALESXPRESS - TEST CASE 9

TEST CASE STEPS:

  1. Open existing Home Selection record (or create a new one)
  2. Navigate to the Sales Options tab
  3. Expand one of the steps to view a list of product categories
  4. Expand one of the product categories to view a list of available products
  5. Select a product
  6. Assign a room, add notes, builder reference - Add Option
  7. Repeat steps 3 to 6 to add two additional sales options to existing addendum
  8. Switch to Selection Review
  9. Load Standard Options and save
  10. Remove duplicate sales options
  11. Edit an addendum - builder reference, sales options
  12. Delete an addednum
  13. Print addendum to pdf

EXPECTED RESULTS:

  1. Tester can select sales options in step / rooms / addendum view
  2. Tester can edit addendum to remove sales options selections
  3. Tester can load standard options
  4. Tester can assign a room to a sales option selection

Below is the DATA seen while executing testing:

  1. Steps
  2. Sales Options
  3. Standard, Custom, Upgrade Options
  4. Rooms
  5. Builder Reference

See attached for DATA ITEMS specific to your Region/Business Unit:

E.g., Community = 51919.41 PORT AND MILL

 

Job function Sales Administrator, Area Sales Managers
Summary This test is to confirm the Sales Options functionality in the Sales Agent Portal
Pre-Conditions Home Selection exists; Prospects created in SX, Login Credentials; Product setup complete