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

  1. Create a cart using the Creating a Cart from a Quote.
  2. 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.
  3. 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.
  4. 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.
  5. Compare the displayed products using Comparing Products.
  6. Add products to the cart by using Adding Products to a Cart and Adding a Bundle to a Cart.
  7. Update the price using Updating Price For A Cart.
  8. Finalize the cart using Finalizing a Cart.
  9. Update the Quote Line Items using Synchronizing a Cart.