Filter product catalog by location

  • Release version: Xanadu
  • Updated October 16, 2024
  • 1 minute to read
  • Agents can filter products in the catalog by using the location function in Order Management. The location filter helps agents be more efficient when creating orders.

    Before you begin

    Role required: sn_ind_tmt_orm.order_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Select Customer Orders > All, choose the order you want to work with.
      The order opens in the Catalog tab with the Select a location field available.
    3. Select a location.

      The products in the catalog are filtered according to the selected location.