Add products to a quote
Use the Catalog tab in the 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
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In the Configurable Workspace, select the List view
.
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Select Catalog.
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Use the Customize button 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 window. Pricing window Pricing window that shows selected options, option pricing, and total pricing. Select the plus sign to see more information about each option selected. Validate Option that validates the selections made in the product configurator. Add Adds the product offering to the quote.