Creating Product Favorites for Fleet Management

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

Product favorites have the advantage of allowing the customer service representative to associate accounts, agreements, or lines of business with the product favorite, as described in Adding Product Favorites. This association is useful because:

  • A favorite can represent a common scenario of order fulfillment for a specific account, line of business, or agreement.

  • Within the common scenario, a favorite can include products automatically using associated product favorites.

  • Favorites can be used to create actions automatically.

Product favorites can reduce the effort of creating orders, and can also add another level of control to eliminate errors in order entry.