Siebel Order Management Guide > Setting Up Order Management > The Process of Setting Up Order Management >

Creating Product Selection Templates

Product selection templates are combinations of products, including specific configuration of customizable products, that have been saved for easy reuse. They can then be added to a quote or order at once.

An administrator can set up product templates in advance and make them publicly available. In addition, individual users can create private templates of frequently-used products.

When you create a product template, it includes the following information about each line item: sequence, description, unit of measure, type, and associated attributes.

To create a product template, you define what products to include, the quantity, and the attributes that should be used as the default.

To set up an order template

  1. From the application-level menu, select View > Site Map > Application Administration > Templates.
  2. In the Product Template List, add a new record.
  3. Enter a name and description for the template.
  4. In the Product Template Item List, click the Add Items button to open the Pick Products dialog box.
  5. In the Pick Products dialog box, follow these steps to define the products you want to include in the template:
    1. Use the Query function to locate the products you want to include in this template.
    2. For each product you want to include, enter a number in the Max Order Qty field to specify the maximum quantity that may be ordered at one time.
    3. For products with attributes, click the Attributes button and define the attributes to be set for the product.

      4. NOTE:  You can also set and change attributes later. Attributes associated with an item are displayed in list below the Product Template Item List.

    4. In the Product Template Item List, select each customizable product, click Customize, make any desired changes, and click Done to return to the Product Template List view.
    5. When you are finished specifying products, click OK.

 Siebel Order Management Guide 
 Published: 18 April 2003