Filter catalogs by location in a quote

  • Release version: Xanadu
  • Updated September 27, 2024
  • 1 minute to read

    • Agents can use the location option on the catalog tab to filter products by location in Quote Management.

    Before you begin

    Role required: sales_agent

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quote > All-Quotes.
    3. Select the quote that you’re working with.
    4. Select the Catalog tab.
    5. In the Select a location field, select a location.
      The products in the catalog are filtered according to the selected location.