Using Sales Customer Relationship Management applications

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • As agents and managers, you use the CSM Configurable Workspace to complete various tasks when using the Sales Customer Relationship Management applications. From the workspace you can access product catalogs to see the product offerings available in your organization. You can also use the product configurator to add configurable products to opportunities, quotes, and orders, manage sold products and product inventory, and work on MACD orders.

    Using product catalogs

    When you start an opportunity, quote, or order, a Catalog tab (related list) opens, which provides a visual display of the product offerings available in a catalog.

    Figure 1. Product catalog interface
    Product catalog interface that shows the product catalog hierarchy, product tiles with product images, and search option.
    The catalog view has the following features for selecting products:
    • Catalog navigation tree: Catalog and a list of its categories used to organize product offerings. Selecting a category filters the display and shows only the product tiles for that category.
    • Search bar: Option for finding product offerings by product name, code, or description. The search feature displays the product tiles that match the name, code, or search string entered.
    • Product tiles: Cards that depict each product, which has a product image, brief description, and an option to add or customize the product offer. The Add option displays when the product is a simple (fixed) product offering. The Customize option displays for configurable product offerings that can be tailored for a customer. Selecting Customize opens the product configurator for configuring the product offering.

    Using the product configurator

    The product configurator is an interface for customizing configurable product offers. It displays the product options available and automatically calculates product pricing as you select options.

    The interface consists of three main sections:
    • Product hierarchy: Lists the parent and child product relationships for configurable products.
    • Option selection: Displays the product options that can be selected, for example product characteristics such as color or model.
    • Current Selection: Shows the pricing for the options that you select. The pricing is calculated automatically and displayed dynamically as you select product options.
    Figure 2. Product configurator interface
    Interface for adding configurable products that has sections for navigating the product hierarchy, selecting product and characteristic options, and reviewing the current selection with pricing

    When you're adding configurable products to opportunities, quotes, and orders, you can create and manage multiple offering instances for certain types of child offerings. You can then configure the product options and characteristics for each offering instance separately, rather than use the same set of options and characteristics for the entire quantity of a particular child offering. For more information, see Create multiple configurations.