These instructions detail how an agent can configure an item via the Agent Console.
Log onto Commerce Cloud.
Using Agent Console, search for the customer for whom you wish to create a new order.
Click New to create a new order.
Select a configurable product from the catalog.
Click on the Configure button to open the CPQ iFrame.
Note: The CPQ iFrame is optimized for desktop, laptop, or tablet-size devices and is not recommended for mobile devices. If you need to display on mobile devices, please contact your CPQ Implementation team and enquire about the CPQ Mobile Layout.
Select the configuration options required for the order.
Click Add to Cart.
Once the configured item has been added to the cart, the agent can complete the order by going through the normal checkout process.
There is a validation check before the order is processed to ensure that the configuration options selected are valid. If they are valid, the order process completes and the order is placed. If they are not valid, an error message is displayed to the agent telling them that the configuration is invalid and that the order cannot be placed.
