Creating Product Selection Favorites

Product selection favorites are combinations of products that have been saved for easy reuse. The entire favorite can then be added to a quote or order, instead of adding each product individually.

An administrator can set up product favorites in advance and make them publicly available. Also, individual users can create private favorites of frequently used products.

This task is a step in Roadmap for Setting Up Order Management.

To create a product selection favorite

1. Navigate to the Administration - Product screen, and then the Favorites view.

2. In the Product Favorite list, add a new record, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for the favorite.
   Type	Select Private to make this favorite available only to yourself, or public to make it available to all end users.

3. In the Product Favorite Items list, add a record.

   The Pick Product dialog box appears.

4. In the dialog box, select one or more products and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Order Qty	Enter the quantity of this product in the favorite.
   Product	Displays the name of the product. If you enter a value for Order Qty, then the product is included in the favorite.

5. In the dialog box, click OK.

   The products you selected are added to the Product Favorite Items list.