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Rather than adding individual line items to the order, the customer service representative can use product favorites, which are groups of line items that are commonly ordered together. For more information about actions, see Adding Actions to the Order.
Before CSRs can use product favorites, the product administrator must define them. For more information, see Creating Product Favorites for Fleet Management.
The product administrator can associate product favorites with an account, a line of business, or an agreement, and can create an effective start date and end date for the product favorite. When the customer service representative creates an order, the customer service representative must choose an account and line of business for the order, and can choose an agreement for the order. When the customer service representative chooses a product favorite to add to the order, product favorites are available to add to that order only if they meet the following conditions:
This task is a step in Process of Creating Orders for Fleet Management.
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