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Adding Product Groups to New Multi-Site Quotes

When you add product groups to a new multi-site quote, you categorize multiple service accounts and service points into groups according to the services provided at the sites and other considerations, such as the cost-to-serve these services. To facilitate the process of configuring and pricing multi-site quotes, consider defining product groups to be consistent with the site aggregates that the pricing engine uses to price quotes. For more information about pricing, see About Pricing for Multi-Site Quotes.

Before you submit a new multi-site quote, you can delete a product group record that you add to it. The records in the Sites list and the Products list for that product group are also deleted.

This task is a step in Process of Creating New Multi-Site Quotes (End User).

To add a product group to a new multi-site quote

1. Navigate to the Multi-Site Quotes screen, then the List view.
2. Drill down on the name of the multi-site quote.
3. Click the Product Groups view tab.
4. In the Product Groups list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   New	Displays a check for a newly added product group. Note the following points: For new product group records on a new multi-site quote or on a multi-site quote revision, this check box is selected. For existing product group records on a multi-site quote revision, this check box is not selected.
   Group Name	Displays the group identifier by default. You can enter a different name to identify the product group.
   Group ID	Displays a group identifier that is automatically generated.
   Description	Type a description for the product group.