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Siebel Order Management Guide Addendum for Industry Applications > Order Management in Siebel PRM > Standard Partner Commerce Order Management >

Standard Partner Commerce Quote Management Procedures

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This section provides instructions for the following Standard Partner user procedures:

To add items to a shopping cart from a catalog.
To customize an item.
To add bulk items to the shopping cart
To save a shopping cart as a quote or quote template.
To check out an order.

Adding Items to a Shopping Cart

Standard Partner end users can add items to the shopping cart in several ways:

By selecting items from a catalog
By selecting items saved to Favorites
By choosing an item from Recommended items
By using Quick Add to specify an item
By retrieving a stored quote
By retrieving a quote template

When the user adds and item to the shopping cart from a catalog, the user remains in the catalog view and the item is displayed in the Last Item Added area.

If there are items in the shopping cart when the user exits the session, these items remain in the shopping cart when the user next logs in.

Users do not have to log in before adding items to the shopping cart. However, users must log in to convert the shopping cart contents into an order or to save the shopping cart as a quote or quote template.

There are two types of shopping cart pricing:

Non-recurring charge (NRC). This price is charged only once. Items such as hardware or one-time installation charges are examples.
Monthly recurring charge (MRC). This price is charged on a subscription basis such as once of a week or once a month. The time period is specified in the unit of measure (UoM) field. Monthly telephone line service charges are an example.

Separate totals are maintained for each price type.

This task uses the workflow CUT eSales - Modify Products and Services Process, which is described in Modifying Products and Installed Assets.

To add items to a shopping cart from a catalog

Log in to the Partner Portal and click the Product Catalog tab.
In the Browse list, click on the catalog that you need.

The catalog screen displays all the items in the catalog.

To see related items and literature for an item, click the item name.

A view appears that shows item information. This view lists related items and literature. In this view, you can also perform the following tasks:

Enter an item quantity.
Click Customize to select components and attributes.
Click Add to Favorites to add this item to your Favorites list.
Click Change Items Attributes (simple products).
In the Catalog Items list, enter the quantity of the item in the Qty field of the item you want.
Click the Add Item button adjacent to the item name.

This adds the item to the shopping cart. The Last Item Added display updates to display the item name, number of line items in the shopping cart and total price of all items in the shopping cart.

In the real-time Shopping Cart, click View Details.

The screen shows the Shopping Cart form with the item that you selected, and also a Recommended Items form listing other items that you may need.

Verify that the items you selected display correctly.

The following table describes some of these shopping cart fields.

Field	Comments
Line #	The Siebel application assigns a number to each line item. If an item has components, a file folder displays in this field. Click on the file folder to see the item's components.
Item	Item name. Click the item name to see additional information about the product, including product literature and related products.
Qty	Quantity of the item. Click in this field to revise the quantity.
MRC Subtotal	Monthly recurring charge (MRC) subtotal for this item.
NRC Subtotal	Non-recurring charge (NRC) subtotal for this item.
Options	Product attributes.
Action	Action codes.
Unit	Unit of measurement (per month, year, quarter).
Comments	Comments from the Pricer.

Customizing an Item

Standard Partner Commerce users customize items by selecting item components and attributes in a configuration session. To start a configuration session, the user clicks Customize. When the user exits the configuration session, the configuration is transferred to the shopping cart.

NOTE:  Only Customer products can be customized.

If the quantity of a configurable item is greater than one when the user starts a configuration session, the configuration is applied to each of the configurable items. For example, a user adds a configurable Residential Phone Service Package to the shopping cart and specifies 4 in the Qty field, and clicks Customize. When the user exits the configuration session, the configuration is applied to all 4 of the Residential Phone Service Packages.

An eConfigurator license is required to configure items with components.

To customize an item

In the Catalog screen, in the Items list, click Customize.

Selection pages appear showing configurable components and attributes.

In each category, select the component and enter a quantity (if applicable).

If a component has configurable attributes, an icon appears in the Customize column.

Click the icon to configure the attributes for the component.

If you select combinations of components or quantities that are incompatible, a configuration message displays and presents alternatives.

After configuring the item, click Save.
When you are finished, click Done.

You are returned to the Shopping Cart.

Revising the Contents of the Shopping Cart

Standard Partner Commerce users can remove single items from the shopping cart or remove all items at once. Users can also change the quantity of items. In addition, end users can reconfigure items and add new items.

To revise the contents of the shopping cart

Navigate to the Shopping Cart.
Perform one or more of the following, as appropriate:
To delete an item, click the item's active record indicator (the diamond icon in the left column), and then click the trash can button.
To delete all the items, click Empty Cart.
To change the quantity of an item, enter a new quantity in the Qty field and click the Update Quantity button.
To use Quick Add to add items, enter the Item Name, Item Code, or Manufacturer Code and click Add to Cart.
To add an item from Recommended Items, click on the item name. Then, when a view showing item information appears, click Add To Cart to add the item.

In the real time Shopping Cart, click View Cart to return to Shopping Cart.

Adding Bulk Items to the Shopping Cart

Business users frequently need to order configurable items in bulk. For example, a business user may order 20 configurable phone lines for installation at the same location. Rather than configure each instance separately, users can configure the item once and apply the configuration to all the instances. They can then adjust the configuration of individual instances of the item as needed.

This procedure uses the workflow CUT eSales - Ungroup Quote, which is described in Ungrouping Quotes.

To add bulk items to the shopping cart

Add a configurable item to the Shopping Cart.
Navigate to the Shopping Cart and click the item's active record indicator (the diamond button in the left column).
In the item's Qty field, enter the quantity.
Click Update Quantity.
If necessary, click the item's active record indicator to select it again.
Click Customize.

Selection pages appear that display the configurable components and attributes of the item.

Select components and attributes, and then click Done.

The Shopping Cart appears.

Verify that the item's active record indicator is highlighted, and then click Ungroup.
To adjust the configuration of an ungrouped instance of the item, click its active record indicator, and then click Customize.

Saving a Shopping Cart as a Quote or Quote Template

When the user saves the shopping cart, the system first verifies 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.
To save the shopping cart as a quote template, click Save as Template.

If you save the shopping cart as a quote, My Quotes appears and lists the quote. The shopping cart is emptied.

If you save the shopping cart as a template, Shopping Cart appears, and its contents are unchanged.

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