Siebel Order Management Guide Addendum for Communications > Partner Asset-Based Ordering > Order Management with Standard Partner Commerce >

Saving a Shopping Cart as a Quote or Quote Template (Standard Partner Commerce)

When the user saves the shopping cart, the Siebel application prompts the user to log in if the user is not logged in. If the user is not a registered user, the Siebel application prompts the user to register.

When the user saves the shopping cart as a quote, the quote is added to My Quotes. The user can later convert the quote to an order. 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 later use the template to create orders. When the user uses a template from My Templates, the template is not removed from My Templates.

To save a shopping cart as a quote or quote template

1. Navigate to the shopping cart.
2. Click Save Cart.

   The Save Cart form appears.

3. In the Name field, enter a descriptive name.
4. To save the shopping cart as a quote, click Save as Quote.

   My Quotes appears listing the quote. The shopping cart is empty.

5. To save the shopping cart as a quote template, click Save as Template.

   The shopping cart appears. The shopping cart contents are unchanged.