Using Sales and Order Management applications

As agents and managers, you use the CSM Configurable Workspace to complete various tasks when using the Sales and Order Management applications. From the workspace you can access product catalogs to see the product offerings available in your organization. You also use the product configurator to create 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

The catalog view has the following features for selecting products: Location filter : If location-based transactions have been enabled by your admin, the location filter displays a list of customer locations applicable to your opportunity, quote, or order. When you select a location, the product catalog is filtered and shows only the product tiles applicable for the selected location. 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 can have 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