Configure Products from the Catalog
If you have attributes and/or options associated to your products, you can configure them from the Catalog page.
Configure Product Attributes - You can select and configure attributes for your products from the Attributes page.
Configure Options for bundle product - You can select and configure options for your products from the Configuration page. If you have selected a product with 'auto-include' true, then you can see the Auto-Included Product icon next to the option name.
If the system is configured such that you have to include one or more products along with your regular product selection, you may view the following possibilities on the Catalog page and Configuration page:
- If there is only one product, it is auto-included automatically and you will see only the Add to Cart button.
- If there is an option to select only one product from a product group, you will see a radio button next to each product and the Add to Cart button.
- If there is an option to select multiple products, depending on the minimum/maximum number of products set for your organization, you will see a checkbox next to each product and the Add to Cart button. This enables you to select multiple products at once.
You can see the following buttons on the Configuration page:
|
Action |
Description |
|---|---|
|
Validate |
Validates that the Catalog is configured correctly, that is, there is no validation or other rule-related errors in catalog configurations. This button ensures that the constraint and pricing rules are processed for your products. While the configurations are validated, the Go to Pricing button is disabled on the Configuration page. After the configurations are validated, the Go to Pricing button is enabled. After you click Go to Pricing, the Cart page is displayed. |
|
Go to Pricing |
Calculates the price of products on the Configuration or Catalog page, and navigates you to the Cart page. When your administrator has enabled the Bypass Shopping Cart setting, this button is hidden on the Configuration and Catalog pages. However, you can still finalize the quote using the Mini cart. |
|
Add More Products |
Returns to the Catalog page to add more products. |
|
Installed Products |
Navigates to the Installed Products page. You can select products from a list of purchased products that are associated with the account, which is associated with the proposal. This enables you to select products directly that are previously purchased by the account. |
|
Update Price |
Calculates the price of a bundle and its options on
the Configuration page. This button is enabled whenever you change field
values on the Configuration page and is disabled once the pricing is
updated.
Note: If an administrator enables the For more information on Override Settings in Revenue Admin UI, see Editing a Flow in the CPQ for Administrators. |
|
Abandon |
Abandons the current cart (deletes the cart). |
|
Close |
Closes the cart without saving any changes to it. |
|
Edit |
The Edit button in the menu under the proposal name enables you to edit the Quote details. |
|
View |
The View button in the menu under the proposal name enables you to view the Quote details. |
|
Confirm Option Selections |
Initiates calculation of pricing, expression, and execution of rules on the Configuration page. Click this button after you configure all the options and attributes. This button is only displayed if the administrator enables it. |