Siebel Order Management Guide Addendum for Industry Applications > Customer Use of Order Management >
Saving a Shopping Cart as a Quote or Quote Template (End User)
When a customer working through the Web saves the shopping cart, the system first verifies that the user is logged in. If not, the user is required to log in. If the user is not a registered user, the application makes the user register.
When the user saves the shopping cart as a quote, the quote is added to My Quotes. The user can convert the quote to an order at a later time. When the user converts a quote to an order from My Quotes, the quote is removed from My Quotes.
When the user saves a quote as a template, the quote is added to My Templates. The user can use the template to create orders at a later time. Templates are not removed from My Templates when they are used to create quotes.
To save a shopping cart as a quote or quote template
- Navigate to the Shopping Cart.
- Click Save Cart.
The Save Cart form appears.
- In the Name field, enter a descriptive name.
- To save the shopping cart as a quote, click Save as Quote.
If you save the shopping cart as a quote, My Quotes appears and lists the quote. The shopping cart is emptied.
- To save the shopping cart as a quote template, click Save as Template.
If you save the shopping cart as a template, Shopping Cart appears, and its contents are unchanged.