Adding Line Items by Browsing the Catalog

While end users are creating quotes or orders, they can select products by browsing the product catalog. Some products may also have deals associated with them, which the end user can select to obtain special pricing for a customer. For more details about working with the Catalog, see About Dynamic Product Catalogs.

You add line items differently if you are using Siebel High Interactivity User Interface or Siebel Open UI.

To to add line items by browsing the catalog using Siebel Open UI

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

2. Click the Catalog view tab.

3. Use the Catalog drop-down list to select one of the available catalogs.

4. Use the Category Explorer Selector to select a category in the catalog.

   The products in that category appear.

5. Navigate through the list of products to find the one you want.

6. If the product is a promotion, you can use the Edit Promotion control to edit the promotion.

7. If the product is customizable, you can use the Customize control to customize it.

8. Click Add Item to add a product to the Shopping Cart.

To to add line items by browsing the catalog using Siebel High Interactivity User Interface

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

2. Click the Catalog view tab.

3. In the Browse list, click one of the Categories.

   The products in that category appear.

4. If you want to select a simple product with attributes, then you can modify the values of the attributes in the Items list.

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

5. Click Add Item to add a product.