Customizing a Product

End users can customize some products in a quote or order by selecting their components. For instance, if a customer is buying a computer, then the customer can select components such as the type of monitor, hard drive, and so on. To create the quote or order, the end user first adds the computer system as a product line item, and then customizes it using Siebel Configurator.

The end user can tell when a product can be configured because the Customize button is enabled when the product record is selected. When a customizable product has components, the end user can expand the item to see the components included in the customizable product.

For more information about customizable products, see Siebel Product Administration Guide.

Note: The customize feature is only available if you have licensed Siebel Configurator.

To customize a product

1. Navigate to the quote or order that contains the product that you want to configure.

2. In the Line Items list, select the line item that contains the product with components, or add a new record for a product with components.

3. With the customizable product selected, click Customize to start a configuration session.

4. In the selection pages, check to see that the item is configured correctly and make any necessary or desired changes.

5. If you are working in a quote, then click the menu button in the quote header and then click Verify.

   Note:

   When you choose the Verify menu option in a quote, the quote is verified as complete or incomplete. Part of the verification process checks to see whether the product with components is incomplete. If you removed an item from the product with components that is part of the minimum configuration, then you must click Configure again to start another configuration session and add it back in.

6. When the product is configured properly, click Submit.