1. Order Management Guide
  2. Adding Line Items by Using a Favorite

Adding Line Items by Using a Favorite

Product selection favorites are groups of products and attributes that have been saved for reuse:

  • Some product selection favorites are public, and are available to anyone using the Siebel Business Application. Public templates are created by the product administrator.

  • Other product selection favorites are private, and are available only to a specific user. Private favorites are templates that end users create for themselves.

When the end user adds a favorite, the items and associated attributes are copied into the quote or order as line items. The end user can make any additional changes to the line items, such as configuring a product with attributes or components. For information about creating favorites, see Creating Product Selection Favorites.

To add a favorite to the current quote or order

  1. Navigate to the quote or order to which you want to add items.

  2. Click the Catalog view tab.

  3. In the Catalog view link bar, click Favorites.

  4. To quickly add a product, enter the information in the Product Name or Part Number text box, and click Add Item.

  5. Alternatively, add items using the Favorites list:

    1. In the Favorites list, select a record.

      The line items for the selected record are displayed in the Products list, which appears after the favorites list.

    2. Select one or more products in the Products list.

    3. If a product has attributes, then select the values of the attributes in the Product Attributes form, which appears after the Products list.

      Selecting attributes in the catalog is optional. You can also select attributes after adding the product as a line item.

    4. Click Add Selected Items.

Use the following procedure to create a private product template.

To create a private product template

  1. Make sure the current quote or order contains the line items you want to save in the favorite.

  2. In the Quote or Order header summary form, from the menu select Save As Favorite.

  3. In the Save As Template dialog box, enter a name for the template and click Save.

    The items in the quote or order are saved as a private template.

    Note: If two quote items have same integration id, then only one quote item is copied to private product template.