Set Up the Multilocation Quotes Feature

Set up the multilocation quotes feature to help your customers create complex quotes for products in multiple locations. The process involves assigning permissions, updating quote and order record pages, and establishing the inherent logic for pricing and qualification procedures. It also covers the Product Discovery setup, ensuring sales teams can efficiently match media products to specific locations in a unified workflow.

• Assign Permissions to Multilocation Feature Users
  The admin users must assign the CME Sales Features permission sets to the standard users to use multilocation quote feature.
• Set Up the Multi-Recipient Product Discovery Flow
  Set up the Multi-Recipient Product Discovery flow to allow site-specific product selection in quotes.
• Configure Pricing Procedure
  Update the context definition for your pricing procedure to make sure that it references the correct data structure for multi-recipient product discovery.
• Configure Qualification Rules Procedure
  Update the context definition for your qualification rules procedure to make sure that it references the correct data structure for multi-recipient product discovery.
• Edit the Quote Record Page
  Improve the quoting experience by customizing the quote record page with transaction line editors and recipient wrappers.
• Edit the Order Record Page
  Improve the ordering experience by customizing the order record page with transaction line editors.
• Configure Product Discovery for the Multilocation Feature
  Update the Product Discovery settings to define the context definition and pricing procedures used during product selection.