In the CPQ environment, products consist of a number of sub-items, each with its own properties and costs. For example, when purchasing a laptop, the shopper is provided with a number of choices of processing speed, and hard drive and RAM capacity.

To add a CPQ product to an order:

  1. Add the item to the order. A dialog appears with the name of item, price, quantity, along with other product information. Because there are sub-items associated with this product (for example, a laptop), these sub-items must be chosen separately. To do this, click the Configure button in the dialog.

  2. The next dialog displays a list of the sub-items with default values selected, along with pricing that includes the currently selected sub-items. Scroll through the list and select the appropriate options. Click Update to show how the changes affect the price of the item.

  3. Once the options have all been selected, click Add to Cart. The product appears in the Order Items section, product details column, of the Create Order page. On the Product Details page, a non-returnable flag is displayed for items that cannot be returned. Click the product image to view a product details page for the item.

  4. Click the + Details link to display the sub-items, showing the price and quantity added. Click the sub-item links to display a dialog with information and pricing.

  5. Click the + to expand the tree menu and reveal additional information on sub-items included with the product.

  6. Click Re-configure to return to the sub-item dialog list. When re-configuring the product, click Update whenever changes have been made, and click Add to cart to return to the Create Order page with the changes to the product.

  7. When the order is ready, click Place Order.

    When the order is placed, the system completes a validation check. This check ensures that if there are any configured items in the cart the configuration and price are both still valid.

The details associated with the product and sub-items are available for orders in other statuses, such as edit order, return orders, and exchange orders.


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