Configure an item

Items marked as configurable in your catalog can be configured either by an agent via the Commerce Agent Console or by a shopper via the Commerce Storefront.

Items that have been marked as configurable in your catalog may be configured either by an agent via the Commerce Agent Console, or by a shopper via the Commerce Storefront. This section provides instructions for both methods of configuring an item.

Configure an Item by an Agent

These instructions detail how an agent can configure an item via the Agent Console.

1. Log onto Commerce.
2. Using Agent Console, search for the shopper for whom you wish to create a new order.
3. Click New to create a new order.
4. Select a configurable product from the catalog.
5. Click on the Configure button to open the Oracle Configure, Price, Quote iFrame.

   Note: The Oracle Configure, Price, Quote iFrame is optimized for desktop, laptop, or tablet-size devices and is not recommended for mobile devices. If you need to display on mobile devices, please contact your Oracle Configure, Price, Quote Implementation team and inquire about the CPQ Mobile Layout.

6. Select the configuration options required for the order.
7. Click Add to Cart.

Once the configured item has been added to the cart, the agent can complete the order by going through the normal checkout process.

There is a validation check before the order is processed to ensure that the configuration options selected are valid. If they are valid, the order process completes and the order is placed. If they are not valid, an error message is displayed to the agent telling them that the configuration is invalid and that the order cannot be placed.

Configure an Item by a Shopper

These instructions detail how a shopper can configure an item via Commerce Storefront.

1. Shopper selects a configurable item from the product catalog.
2. Shopper clicks on the Customize button which opens the CPQ iFrame.
3. Shopper selects their desired configuration options for the item.
4. Shopper adds customized item to their cart.
5. Shopper goes to checkout and provides shipping and payment details.

There is a validation before the order is processed to ensure that the configuration options selected are valid. If they are valid, the order process completes and the order is placed. If they are not valid, an error message is displayed to the shopper telling them that the configuration is invalid and that the order cannot be place. The shopper is then unable to place the order until the configuration options have been changed and the configured item passes the validation check.