Creating Favorite And Default Configurations
With NetSuite CPQ Configurator, users with an administrator role and employees can save frequently used or unfinished configurations as favorites and reload them anytime. By loading a saved set of features and options, favorites help save time and create accurate configurations for each product.
Favorites are organized by product. To create a favorite configuration, go to the Favorites menu on the product user interface and select Save as Favorite. Provide a name for your favorite and, optionally, a short and a long description. Only the short description is visible when viewing the favorite list. When you have finished entering information, click the Save Favorite button. You can create as many favorite configurations as needed.
To view your favorite configuration list, go to the Favorites menu and select Retrieve as Favorite. You can click the Retrieve button on the favorites list to reload a favorite configuration. To delete a favorite configuration from the list, click the Delete button.
Favorite Configurations for Administrators
Users with an administrator role can perform additional tasks related to favorites:
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Allow employees to view favorite configurations created by any user – Go to the Access subtab on the employee record. In the Extended Role Privileges field, select Advanced and click the Save button. This option encourages knowledge sharing within your business. Users with basic permissions can view only their own favorites by default.
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Create favorites from the product preview – You can create favorites without launching products from transactions. To access the product preview, click the Run Standalone button on the product record. Then, create favorites following the usual steps.
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Create public favorite configurations – You can create predefined and commonly used configurations in your business and make them available to all users from the Favorites menu. To create a public favorite configuration, check the Save as Public box before saving your favorite. All users can view public configurations, regardless of the option set in the Extended Role Privileges field on their employee record.
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Create a default configuration for each product – A default configuration is a set of predefined features and options that automatically loads whenever users start a new configuration or click Submit & New. To create a default favorite configuration, check the Save as Default box before saving your favorite.
The default favorite is automatically saved as a public favorite, and you can view it from the favorite list. You can create only one default favorite for each product. When you create a new default configuration, the replaced favorite remains available in the favorite list as a public favorite.
Note:The default favorite is not loaded when users edit an existing configuration or click the Submit & Copy button.