Add products to a quote

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Use the Catalog tab in Quote Management to add products to your quote.

    Before you begin

    Role required: sales_agent

    About this task

    You can use the Catalog tab to search for and select product offerings from catalogs and add them to your quote. You can choose simple and complex product offerings. Complex product offerings are configurable with options that you select using the product configurator.
    Note:
    Check your entitlements to see if the product configurator is available.

    Procedure

    1. In the Configurable Workspace, select the List view .
    2. Navigate to QuotesAll and select the quote that you want to work with.
    3. Select Catalog.
    4. Use the following table to learn about the functionality of the Catalog form.
      Table 1. Catalog tab
      Form and options Description
      Product catalog hierarchy This option selects the product catalog.
      Location Selecting a location filters the catalog for products and services from that location.
      Customize button The Customize button appears on cards with configurable product offerings. Selecting the Customize button opens the product configurator.
      Add button The Add button adds the product to the quote. The Add button appears for simple products that don’t have any selectable options.
      Search field Use the search field to search for a product in the product catalog hierarchy selected.
    5. Select Customize to open the product configurator and choose options for a product.
      Table 2. Product configurator
      product configurator Description
      Option fields Option that lets order agents select product options.
      Reprice Option that recalculates all pricing and removes manual pricing adjustments.
      Save Option that saves your selections and updates the pricing page.
      Current selection Pane that shows selected pricing options and totals. Select the plus sign to see more information about each option selected.
      Validate Option that validates the selections made in the product configurator.
      Add Option that adds the product offering to the quote as a quote line item.
    6. Select Add.
      The product offering is added to the quote as a line item.