You are here:
Add Products in an Enterprise Quote or Enterprise Order (Managed Package)
In an enterprise quote or enterprise order, you can add products and assign them to locations or subscribers. Using groups allows you to assign the same product to multiple group members and makes creating and managing the quote or order simpler. However, you can also assign products to individual locations or subscribers, which gives you the flexibility to customize the products for each individual location or subscriber.
This feature is part of the Communications Cloud managed package.
Before You Begin
-
Learn how to Create an Enterprise Quote.
-
Learn how to Manage Orders in Enterprise Sales Management (Managed Package) and Create an Enterprise Order Directly in Enterprise Sales Management (Managed Package).
-
Prepare a list of subscribers to upload to your enterprise quote or order as described in Create a File with Location or Subscriber Details.
-
Upload a file with details of multiple subscribers as described in Upload a File Containing Locations or Subscribers for an Account.
-
Create the subscriber group to which you want to add products as described in Create Groups in Enterprise Sales Management.
Once you're ready to add products to quotes or orders, follow these instructions:
- Add Products For Subscribers in Enterprise Sales Management
Add, assign, and configure products for subscribers. - Add Products For Locations in Enterprise Sales Management
Before you add products for selected locations, you can check if the products you're interested in are available at all the selected locations. You might find that not all product families are supported at all the selected locations. You can choose to create the enterprise quote or enterprise order anyway, or you can select the option to remove locations where selected products aren't available.
Add Products For Subscribers in Enterprise Sales Management
Add, assign, and configure products for subscribers.
- On the enterprise quote page or enterprise order page, go to the Subscriber tab.
- To view the subscribers grouped according to your requirement, select the required group from the Group by menu.
- Select the required groups or members. If an offer is assigned to a group, it is displayed in aggregate for the group, not for each member. If an offer is assigned to multiple members, quote items or order items are created for each member.
- When you're done selecting subscribers, click Add Products.
- Select a catalog and a product.
-
Configure any of the product's options, as required.
The configured product line items are displayed for the group.
- You can click Assign Services to assign the selected services to subscribers and to add or remove subscribers.
- When you are done configuring the products and assigning them to subscribers, click Add to Subscribers.
- To view the quote or order, go to the Summary page. The configured product line items are displayed for the group.
Add Products For Locations in Enterprise Sales Management
Before you add products for selected locations, you can check if the products you're interested in are available at all the selected locations. You might find that not all product families are supported at all the selected locations. You can choose to create the enterprise quote or enterprise order anyway, or you can select the option to remove locations where selected products aren't available.
- On the enterprise quote page or enterprise order page, go to the Location tab.
- To view the locations grouped according to your requirement, select the required group from the Group by menu.
- Select the required groups or members. If an offer is assigned to a group, it is displayed in aggregate for the group, not for each member. If an offer is assigned to multiple members, quote items or order items are created for each member.
- When you're done selecting locations, go to the overflow menu at the top of the page and select Check Serviceability.
- Select the product families for which you want to check serviceability and then click Proceed.
-
To view the serviceability result, in Displaying, click Serviceability.
The columns displayed vary depending on the product family selected from the serviceability check. For example, if you selected Internet, the serviceability check shows columns for broadband connection type, the maximum download speed, and the maximum upload speed.
- When you're done viewing the serviceability results, click Add Products.
- Select a catalog and a product.
-
Configure any of the product's options, as required.
The configured product line items are displayed for the group.
- If the selected product isn't available at any of the selected locations, a banner displays a message and provides an option to fix the serviceability issue. If you click Fix Now, locations where the selected products aren't available are removed and the product is added only for locations where it is available.
- You can click Assign Services to view the selected locations. You'll notice that locations that you had selected earlier, where the selected product isn't available, have been removed. You can continue to to add or remove locations.
- When you are done configuring the products and assigning them to locations, click Add to Location.
- To view the quote or order, go to the Summary page. The configured product line items are displayed for the group.
