The Save as Favorite feature allows logged-in accounts to save and reuse cart configurations or catalog products. This feature helps speed up the quoting process by letting you quickly add saved favorites to quotes and ensuring consistency with all selected products, options, and attributes.

Every line item on the Cart Details page and every product card on the Catalog has a checkbox. Selecting a checkbox opens a drawer with the selected items. You can use the Select All option to include all items or choose specific ones to save as a favorite. From the Selection drawer, select Save as Favorite and click Confirm to save the selected items with their configurations.

Although there is no limitation on the number of products or line items you can add for your favorite configuration, it is advisable to have a quantity of less than 100 to avoid operations failing or taking too long to complete.

Cart details page

Catalog

Selecting Save as favorite and clicking Confirm opens an Add Favorite popup that allows you to add a new one or update an existing favorite.

To add a new favorite, see Adding New Favorite.

To update an existing favorite, see Updating Existing Favorite.