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eSales - Add To Template Process

Customers create templates to store groups of products that they may want to buy in the future. The eSales - Add To Template workflow is used to add:

• The entire contents of the shopping cart to a template.
• Individual products from a catalog to a template.

The workflow is shown in Figure 6.

Figure 6. eSales - Add To Template Process

The eSales - Add To Template Process is called when a user clicks the Add To Template button in the shopping cart or catalog product detail view. The following events happen:

• The process establishes whether the customer has explicitly logged in. If the customer has not logged in, the eSales - Login View process is called to allow the customer to log in. If the customer has logged in, the process checks whether the customer has one or more existing templates. If the customer:
  • Has one or more templates, the Pick Quote Template View (eSales) appears and the customer either picks a template or chooses to create a new template.
  • Chooses to create a new template, or does not have a template, the New Quote Template View (eSales) appears and the customer creates a template.
• If the workflow was launched from the Shopping Cart, the line items from the Shopping Cart are added to the template. If the workflow was launched from a product catalog, the selected product is added to the template.
• The template is saved. If there is an error, an error message appears and the Shopping Cart View is returned.