Siebel Order Management Guide > Creating a Quote or Sales Order > Common Tasks for Creating Quotes and Sales Orders >

Adding Line Items to a Quote or an Order

Users can add products to a quote or order as line items in the following ways:

• Adding Multiple Items at One Time
• Adding Line Items One at a Time
• Adding Line Items by Browsing the Catalog
• Adding Line Items by Using a Favorite
• Adding Line Items Using Siebel Advisor
• To add a write-in product
• Adding a Package Line Item
• Adding a Service Product to a Quote or Order

This task is part of the Common Tasks for Creating Quotes and Sales Orders.

Adding Multiple Items at One Time

The Add Items feature allows an end user to add multiple items at one time and to specify the quantity and attributes for those items at the same time.

NOTE:  Your company can set a flag in Siebel Tools to show only the products in the selected price list. For more information, see Using Siebel Tools.

To add a product to a quote or order using Add Items

1. Navigate to the quote or order to which you want to add items.
2. Click the Line Items view tab.
3. In the Line Items list, select Add Items from the menu.
4. In the Pick Products dialog box, select the products to add to the quote.
   1. Enter the quantity in the Order Qty field for the products you want to add and click Add.
   2. To specify attributes for a product, click Attributes in the link bar and specify the attributes in the Line Item Attributes list.
   3. When you are finished specifying product quantity and attributes, click OK.

      The products appear in the Line Items list.

Adding Line Items One at a Time

The New Record menu option allows an user to enter one record at a time. This method is useful when the end user already knows the product name.

To add items one at a time

1. Navigate to the quote or order to which you want to add items.
2. Click the Line Items view tab.
3. In the Line Items list, click New.
4. In the Line Items list, in the Product field, select the product.
5. Make any necessary changes to the quantity or attributes.

Adding Line Items by Browsing the Catalog

While end users are creating quotes or orders, they can select products by browsing the product catalog. Some products may also have deals associated with them, which the end user can select to obtain special pricing for a customer.

For more details about working with the Catalog, see About Dynamic Product Catalogs.

To browse the catalog to add line items

1. Navigate to the quote or order to which you want to add items.
2. Click the Catalog view tab.
3. In the Browse list, click one of the Categories.

   The products in that category appear.

4. If you want to select a simple product with attributes, you can modify the values of the attributes in the Items list.

   Modifying attributes in the catalog is optional. You can also select attributes after adding the product as a line item.

5. Click Add Item to add a product.

Adding Line Items by Searching the Catalog

While end users are creating quotes or orders, they can select products by browsing the product catalog. Some products may also have deals associated with them, which the end user can select to obtain special pricing for a customer.

For more details about working with the Catalog, see About Dynamic Product Catalogs.

To search the catalog to add line items

1. Navigate to the quote or order to which you want to add items.
2. Click the Catalog view tab.
3. In the Catalog view link bar, click Search.
4. In the Search form, use the drop-down list to select the product family that you want to search.

   The search fields are displayed that are appropriate for that product family.

5. Enter criteria in one or more search fields, and click Search.
6. In the Products list, select a desired product.
7. If this product has attributes, select the values of the attributes in the Product Attributes list below the Products list.

   Selecting attributes in the catalog is optional. You can also select attributes after adding the product as a line item.

8. In the Products list, click Add Selected Items.

Adding Line Items by Using a Favorite

Product selection favorites are groups of products and attributes that have been saved for reuse:

• Some product selection favorites are public, and are available to anyone using the Siebel application. Public templates are created by the product administrator.
• Other product selection favorites are private, and are available only to a specific user. Private favorites are templates that end users create for themselves.

When the end user adds a favorite, the items and associated attributes are copied into the quote or order as line items. The end user can make any additional changes to the line items, such as configuring a product with attributes or components.

For information about creating favorites, see Creating Product Selection Favorites.

To add a favorite to the current quote or order

1. Navigate to the quote or order to which you want to add items.
2. Click the Catalog view tab.
3. In the Catalog view link bar, click Favorites.
4. To quickly add a product, enter the information in the Product Name or Part Number text box, and click Add Item.
5. Alternatively, add items using the Favorites list:
   1. In the Favorites list, select a record.

      The line items in the favorite are displayed in the Products list, below the favorites list.

   2. Select one or more products in the Favorites list.
   3. If a product has attributes, select the values of the attributes in the Product Attributes form below the Products list.

      Selecting attributes in the catalog is optional. You can also select attributes after adding the product as a line item.

   4. Click Add Selected Items.

Use the following procedure to create a private product template.

To create a private product template

1. Make sure the current quote or order contains the line items you want to save in the favorite.
2. In the Quote or Order header summary form, from the menu select Save As Favorite.
3. In the Save As Template dialog box, enter a name for the template and click Save.

   The items in the quote or order are saved as a private template.

   NOTE:  If two quote items have same integration id, only one quote item is copied to private product template.

Adding Line Items Using Siebel Advisor

Siebel Advisor helps customers find products that meet their requirements. For information about setting up Advisor applications, see Siebel Advisor Administration Guide.

When a sales representative user starts Advisor, a list of questions to help identify the appropriate solution for the customer appears. Depending on the information that the sales representative enters, Advisor displays a recommended product that can be added to a quote or order.

If a product has attributes, then the end user can make changes to the product.

To use Advisor to add line items

1. Navigate to the quote or order to which you want to add items.
2. Click the Catalog view tab.
3. In the Catalog view link bar, click Get Advice.
4. In the Advisors list, click the name of one of the available Advisor options.
5. Read and answer the needs analysis questions.
6. Click Add Items to add the product as a line item.

Adding Write-In Products

An end user can also create and add a write-in product for items that are not included in the price list.

To add a write-in product

1. Navigate to the quote or order to which you want to add the product.
2. Click the Line Items view tab.
3. In the Line Items list, click New.
4. In the Product field, click the Select button.
5. In the Pick Product dialog box, in the Starting With text box, type *Write* and then click Go.

   A product named Write-In Product is entered as a line item.

6. Enter the price and other information for this product in the Line Item record.

   You can enter the price in the Manual Price Override or Manual Discount Amount field.

7. In the Item Details view, in the Comment field, enter the product's name or description.

Adding a Package Line Item

The end user can use the Line Items list to create a group of products identified as a package. The package price is the rolled-up price of all the products in the group. This is useful when the end user wants to give a price break to a customer based on the purchase of two or more items.

To add a package line

1. Navigate to Line Items view for the quote or order where you want to create the package.
2. In the Line Items list, add all the line items that you want to include in the package.
3. Select all the line items that you want to include in the package.
4. From the Line Items menu, select Package.

   All the selected items are added to the package. A new line item record named Package is added, and the selected line items are indented below it to show that they are part of the package.

Use the following procedure to remove products from a package.

To remove products from a package

1. Navigate to Line Items view for the quote or order that contains the package.
2. In the Line Items list, select one or more products that are part of a package.
3. From the Line Items menu, select Unpackage.

   The selected items are removed from the package and are no longer indented. If you selected all the items in the package, the line item named Package is deleted.

Adding a Service Product to a Quote or Order

Service products are generally associated with a physical product. For example, a warranty extension for a new computer would be set up as a service product.

When an end user adds a service product to a quote or order, the price of the service product is based on its list price plus a percentage based on a service method. The price, percentage, and service method are all specified in the price list for the service product. The service method specifies how the service price is calculated.

For example, if the list price of a service product is $100, the service method is Net Price (of the covered product) and the percentage is 10, then the price of the service will be $100 (its own list price) plus 10 percent of the net price of the product with which it is associated.

You use different methods for adding service products to a quote and to an order.

To add a service product to a quote

1. Navigate to the quote to which you want to add a service product.
2. Click the Line Items view tab.
3. In the Line Items list, select the line item for the covered product for which you want to add a service product.
4. From the Line Items menu, select Service.
5. In the Pick Sales Service Product dialog box, select the appropriate service product and click OK.

   The product is added to the Line Items list and the total price appears in the Totals form.

Use the following procedure to add a service product to an order.

To add a service product to an order

1. Navigate to the order to which you want to add a service product.
2. Click the Line Items view tab.
3. In the Line Items list, add the product with which the service product will be associated.
4. In the Line Items list, add a record for the service product.
   1. In the Product field, enter the name of the of service product.

      The base price of the service product appears.

   2. In the Covered Product field for the service product, click the select button.

      NOTE:  The Covered Product field can only be edited when the line item is a service product. For other products, this field is read-only.

   3. In the dialog box, select the physical product with which this service product is associated and click Add.

      The price now reflects the service method and percentage, as well as the base price.