Add products or services to an order in Order Management

  • Release version: Yokohama
  • Updated April 7, 2025
  • 1 minute to read

    • Once an order is started, add order lines for products or services using the product catalog and product configurator in Order Management.

    Before you begin

    Note:
    Check your entitlements to see if the product configurator is available.

    Role required: sn_ind_tmt_orm.order_agent

    About this task

    The product catalog shows tiles that contain product information. Simple products have an Add button that adds the product to the order with no options available.

    Figure 1. Product Catalog used to add products to orders
    Product catalog used to add products and services to orders.

    Products with options have a Customize button that opens the product configurator, which lets you select product options.

    Figure 2. Product configurator for selecting product options
    Product configurator lets agents choose product options.

    The product configurator consists of three columns. The Product Hierarchy column displays product catalog items and child products associated with the product. The Option Selection column shows any available options for the product or service and order lines and order tasks. The Current Selections column shows the products options selected and the pricing.

    Procedure

    1. In the Configurable Workspace, select the List view.
    2. Navigate to Customer Orders > All.
    3. Select your order.
    4. Add products to your order.
      • Select Add to add a simple product (product with no options) to your order.
      • Select Customize to add products that have configurable options.
        The product configurator opens for choosing available options for the product or service. For details on the configurator interface, see Using Sales Customer Relationship Management applications. As you are configuring your product, you use the following options:
        Table 1. Product configurator options
        Option Description
        Reprice Resets the pricing and updates the total price when changes are made.

        If cascading pricing is enabled, pricing information is cascaded from parent to child line items. See Control cascading quantity values in child product offerings for more information.
        Validate Validates the product and prices when changes are made.
        Add Adds the product to the order after you've configured it.
      The product or service is added to the order as an order line item.
    5. Select the Order Line Item tab to view products and services in your order.