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 whenever they need. By loading a saved set of features and options, favorites help save time and create accurate configurations.

Favorites are organized by product. To create a favorite configuration, go to the Favorites menu on the product interface and select Create Favorite. Provide a name for your favorite and, optionally, a short and a long description. Only the short description is visible to users when viewing the favorite list. When you're finished entering information, click the Save button. You can create as many favorite configurations as needed.

To view your list of favorite configurations, go to the Favorites menu and select View Favorites. You can click the Load button next to any favorite 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:

Allow employees to view favorite configurations created by any user – Go to the Access subtab on the employee record. In the CPQ Configurator Permissions field, select Advanced and click the Save button. This option encourages knowledge sharing in your business. Users with basic permissions can view only their own favorites by default.
Create favorites from the product preview – You can create favorites without opening products from transactions. To access the product preview, click the Run Standalone button on the product record. Then, create favorites following the usual steps.
Create public favorite configurations – You can create predefined or commonly used configurations and make them available to all users from the Favorites menu. To create a public favorite configuration, check the Public Favorite box before saving your favorite. All users can view public favorite configurations, regardless of the option set in the CPQ Configurator Permissions field on their employee record.
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 the Submit & New button. To create a default favorite configuration, check the Default Favorite 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. If you create a new default configuration, the replaced favorite remains available in the list as a public favorite.

Note:
The default favorite doesn't load when users edit an existing configuration or click the Submit & Copy button.

Favorite Configurations for Administrators

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