Searching Product or Category
You can search for a product by doing any of the following:
From the Browse Catalog list, select a category hierarchy you want to view.
Based on your selection, the products are displayed in the Product Catalog section. If you have Refine Your Search configured, all the filter fields related to the selected category and Search bar are displayed dynamically in the Refine Your Search section. The system displays the products you search using the Search box, Refine Your Search, and Browse Catalog features collectively.
You can also switch the catalog display between list view and tile view to browse products in a tile-based similar to e‑commerce style layout. In tile view, you see all existing product actions and information on each tile, including a placeholder image when no product image is available. The tile view is responsive to your browser size and zoom, keeps your chosen view when you leave and return to the catalog, works across categories and favorites, and lets you open the product information modal by selecting the product name while continuing to honor existing visibility and constraint rules. To switch the catalog display from list view to tile view, click the icon.
Proposal Locations are defined to differentiate the products as per your customer locations. Depending on the Account and Proposal Locations defined for your Quote/Proposal, the system displays products on the catalog page:
- If no account is selected on Quote/Proposal, the system does not filter any product.
- If an account is associated with your Quote/Proposal, the system return displays account locations (in the drop-down list) that are associated with the Account.
- If no proposal locations are defined, the system filters the products based on the account (previous 2 points).
- If you have defined proposal locations on your Quote/Proposal, the system displays only proposal locations in the drop-down list.
- If you add a product to the cart after you defined a location, any product that is auto-included through a constraint rule inherits the location you defined for the condition product.
You can further filter the product list by selecting the filter values from the Refine Your Search section. These filter fields change dynamically based on your Category and Search to further filter the products.
If you perform another search again, all your previous search selections are reset.
The product is added to the Selected Products panel on the right. If a product is configurable, you can configure the product with multiple options or attributes.
When you open the product from the product list on catalog page, the product details are displayed including Name, Description, Type, File Type, Action , and Collateral.
