Adding Line Items by Searching 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.

To search the catalog to add line items

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 Search.

4. In the Search form, enter criteria in one or more search fields, and click Search.

5. In the Products list, select a desired product.

6. If this product has attributes, then select the values of the attributes in the Product Attributes list, 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.

7. In the Products list, click Add Selected Items.