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Customizing a Product for a Quote

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If your organization has purchased the Siebel Product Configurator, you can customize products when you add line items to a quote. Customizing might involve adding components to one or more products within the quote.

For example, if your customer is interested in a quote for a computer system, you can simply select a computer CPU, or you can customize the product by adding a monitor, a hard drive, and an operating system to create a complete product. You customize the selected product using configuration tools in your Siebel application. For more information, see Product Administration Guide.

To customize a product

Navigate to the Opportunities screen.
In the Opportunities list, select the opportunity associated with the quote, and then click the Quotes view tab.
In the Quotes list, drill down on the hyperlink in the Name field.
In the Line Items list, add a new record, and complete the fields in the line item form.
In the Line Items list, click the select button in the Part # field.
In the Pick Product dialog box, select the product, and then click OK.
Click Customize.

The Customize button is only available if the selected product is a customizable product.

In the Configurator window, verify that the item is configured correctly.
If the product is configured correctly, click Done.
If the product is not configured correctly, make the necessary changes, click Save, and then click Done.
In the Line Items list, click Verify.

When you click Verify, the quote is verified as complete or incomplete. A message appears to confirm the status. If the quote is incomplete, the message indicates the missing information. You can add the missing information and finish the quote.

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