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Configuring Products

This section discusses how to configure products using Lightly Configurator.

Page Name

Definition Name

Usage

<Configure Product> Page

CP_DYNAMIC_PANEL

Create a dynamic package from within Order Capture.

Use the <Configure Product> page (CP_DYNAMIC_PANEL) to create a dynamic package from within Order Capture.

Navigation

  • select Orders and Quotes, then select Add Order, then select Order - Entry Form

    Click the select Configure Package link next to a package product on the Order - Entry Form: Products page.

  • select Orders and Quotes, then select Add Quote, then select Quote - Entry Form

    Click the select Configure Package link of a package product on the Quote - Entry Form: Products page.

Image: <Configure Product> page

This example illustrates the fields and controls on the <Configure Product> page.

<Configure Product> page

Configured product packages are established using these components: Product Definition and Package Components.

In a package component definition, you specify the maximum and minimum number of optional or required components that a customer can select, and specify (for each component) the maximum and minimum quantity that a customer can order.