Add covered products to a quote

  • Release version: Xanadu
  • Updated September 16, 2024
  • 1 minute to read

    • Agents can add a covered product to line items in a quote in Quote Management.

    Before you begin

    Role required: sales_agent or sales_manager

    About this task

    Covered products are products that are added to a warranty or entitlement. Once you have added a warranty or entitlement to your quote line items, the covered product option becomes available.

    Procedure

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quote > All-Quotes and select a quote that you want to add covered product too.
    3. From the Quote line items tab, select the quote line item.
    4. Select More > Covered product.
    5. In the Covered Product tab, select New.
    6. In the Create New Covered Product form, select the covered product line item you want to add.
      There are three types of covered products types that you can add to a line item:
      Covered product typeDescription
      Covered quote line item Select a quote line item to be added as a covered product.
      Covered sold product

      Select a covered sold product to be added as a covered product.
      Covered install base item Add an install base item as a covered product.
    7. Select Save.
    8. On the quote line item page, select the contract start date and the contract end date.
    9. Change the state to Complete.
      A contract is created with the contract details for the order line.