Add products or services to an order in Order Management

  • Release version: Washingtondc
  • Updated April 29, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sn_ind_tmt_orm.order_agent

    About this task

    Add products and services to your order in Order Management using the product catalog and product configurator.
    Note:
    Check your entitlements to see if the product configurator is available.

    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 product configurator that lets agents select product options.

    Figure 2. Product configurator used to select 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 Lists tab. view.
    2. Navigate to Customer Orders > All.
    3. Select your order.
    4. Select Add to add a simple product (product with no options) to your order.
    5. Select Customize to add products that have options.
      The Customize button opens the product configurator that lets you choose available options for the product or service. The following table explains the product configurator options.
      Table 1. Product configurator form
      Field Description
      Product Hierarchy Field shows the hierarchy of the catalog items and includes parent level products and child level products.
      Options Selection The field displays the options available for the product.
      Current Selection The field lists the selected products with pricing.
      Reprice Button The button resets the pricing and updates the total price when changes are made.
      Validate Button The button validates the product and prices when changes are made.
      Add Button The button adds the product to the order.
    6. Select Add to add the product to your order.
      The product or service is added to the order as an order line item.
    7. Select the Order Line Item tab to view products and services in your order.