Siebel Order Management Guide > Creating and Managing Catalogs >

About the Siebel Sales Catalog in Open UI

Siebel Sales Catalog in Open UI uses the features that Open UI makes available in Siebel CRM. The most important are the Tree Explorer and Tile Renderer, which are available in quotes, sales orders and service orders.

About Navigating the Catalog in Siebel Open UI

The user navigates through the catalog using separate applets, each having its own renderer and modeler.

The Quote Catalog List Applet OUI Drop-Down Applet

The renderer for this applet is responsible for displaying the accessible catalogs to the user in a drop-down control. To customize the applet, use the manifest administration functionality to reference a new renderer or a new model for the drop-down. For more information, see Configuring Siebel Open UI.

When the user works with the Catalog drop-down list, this list displays the catalogs that are available to the user each time the view is refreshed. The catalogs that are available depend on the access control features described in Assigning Access to Catalogs.

When the user selects a catalog, the child applet supported by the tree explorer control displays the appropriate categories for the user.

To change this behavior of the tree applet, you must modify the renderer or model file. To customize the applet, use the manifest administration functionality to reference a new renderer or a new model for the tree explorer. For more information, see Configuring Siebel Open UI.

The Category Explorer Applet

The Category Explorer applet provides a collapsed view of all visible categories when the catalog is selected.

If the user selects the expand icon of the category without placing the cursor on the category, the control opens the category and navigates the cursor to highlight the first available subcategory. The Category Products applet displays the products of the highlighted category.

When the user selects a category without clicking the expand icon, the category remains in its current state and the available products of the Category Products applet are displayed.

When the user navigates to a different root category within the same catalog, the previously expanded root category is collapsed.

About Adding Products to the Shopping Cart in Siebel Open UI Catalog Browse View

The user can add products using several applets.

The Quote Catalog Product List Applet - Add to Cart Tree Applet

This applet provides three distinct user experiences, so the user can choose whichever they prefer to add products to the Shopping Cart from the Catalog.

The renderer for this applet is responsible for displaying the accessible products using one of the three modes by default. To customize the applet, use the manifest administration functionality to reference a new renderer or a new model for the drop-down. For more information, see Configuring Siebel Open UI

To switch between Compact, List, and Detail displays, the user clicks the buttons with these names at the top of this applet:

• Compact Display. displays the products as Compact Tiles.

  If no eligibility or compatibility rule exists for a product, the tile includes only the pricing details for the product. If an eligibility or compatibility rule exists for a product, the tile includes two separate sections, one describing the pricing details and the other describing the rule violation.

  From the pricing details section, the user can:

  • change the quantity.
  • click the edit promotion or customize product icon to configure the promotion or product and save it to the Cart.
  • click the Shopping Cart icon to add the product to the Cart.
• List Display. Displays the products in a grid layout. The user can:
  • Click the Customize and Edit Promotion buttons at the top of the applet to modify products and promotions. These buttons become active or inactive as the user select products.
  • Click the Add Item button used to add the selected button to the Shopping Cart.
• Detail Display. Display product details in an expanded tile, which is similar to the compact tiles but has more room for descriptive text.

  Scroll through products by using the scrolling arrows which are displayed at the top and bottom of the applet when enough products are listed to require scrolling.

About Viewing the Shopping Cart in Siebel Open UI Catalog Browse View

The user clicks the Shopping Cart icon to display the Shopping Cart in the Browse Catalog view. By default, the Cart is collapsed and only expanded by user notification.

The Quote Item List Applet - Short OUI

The renderer for this applet is responsible for displaying the products selected and configured within the existing quote. To customize the applet, use the manifest administration functionality to reference a new renderer or a new model for the drop-down. For more information, see Configuring Siebel Open UI.

Using the Shopping Cart

When the user navigates to the Browse Catalog view, the Shopping Cart is collapsed by default. To access the Cart, the user clicks the Shopping Cart icon, and the Shopping Cart drop-down appears with the products that have been added.

The user can click the Garbage Can icon in the Shopping Cart to remove a product that has been added previously.

The Messages list below the Shopping Cart includes any upsell or cross-sell messages that are displayed as a result of the user's previous selections.

The user can collapse the Shopping Cart, by clicking the Shopping Cart icon again.