Creating and Updating Quote and Quote Line Items
A customer with a valid account can create a quote from an existing opportunity. Using the Quote ID and a valid price list, you can create a cart from scratch and by browsing the product catalog you can navigate for a product and select the required product manually or can search for a product. You can enable searches using the search text field in the cart page and enable the user to search for a desired product by category, sub-category, or options available with the product. This section lists all the possible scenarios for which a customer can create a quote and or view a product listing.
To create and update quote and quote line items
- Create a cart using the Creating a Cart from a Quote.
- Browse products by categories and subcategories using the search text entered by the user by utilizing Retrieving Products and List Prices For a Price List Category and Search Text and Retrieving Products and List Prices For a Price List and Search Text. Using this API, the customer can search for a product directly or select a category and enter search text to refine the search further.
- Browse for categories and option groups using Retrieving Categories for a Price List and Retrieving Option Groups, Options, and List Prices for a Price List Product.
- Browse for products using Retrieving Products and List Prices for a Price List and Retrieving Products and List Prices for a Price List and Category.
- Compare the displayed products using Comparing Products.
- Add products to the cart by using Adding Products to a Cart and Adding a Bundle to a Cart.
- Update the price using Updating Price For A Cart.
- Finalize the cart using Finalizing a Cart.
- Update the Quote Line Items using Synchronizing a Cart.