Enterprise Quoting on Medium View

The Enterprise Quoting interface for medium-sized devices are designed to provide a cohesive experience for the user and is optimized for medium-view screens.
When using CPQ Enterprise Quoting on a medium-sized device, such as a tablet, dealer users can access these key areas:
  • Quote and Order lists
  • Line configuration details
  • Customer Creation form
  • Product Catalog

Accessing the application is the same as accessing it on a computer, however when accessing the application on a medium-sized device, the interfaced converts to the medium-view format. In these cases there are variations in the appearance and navigation of the application.

Navigation basics for medium view

A navigation bar is available at the bottom of all CPQ Enterprise Quoting screen in the medium view. From the navigation bar you can access these modules:
  • Home
  • Products
  • Customers
  • My Quotes
  • My Orders

Home

On this screen you have access to these primary action cards:
  • Create customer
  • Create quote
  • View quotes
  • View orders

Additionally, a Recent Quotes section and Recent Orders sections are available. In these sections your two most recently modified quotes or orders are displayed. You can click on an entry to open the Quote or Order page.

Products

On this screen you can view the Product Catalog.

Action buttons are available on each of the product cards. You can click on Configure to open the configurator for that product. You can click on Add Item to initiate a quote or order creation..

When creating a quote through adding an item, a quote summary displays on the top bar that includes the subtotal of the quote. In this case, you can click on View quote to navigate to the quote page.

Customer

On this screen, you can view the list of customers. The information included in the list is the Name, City, and State/Province information for the listed customers. You can click on the Name link to open the Customer page.

A delete button is available to remove selected customers from the list. To create a new customer, you can use the +.

When creating a customer you can specify the relevant information in the Customer Information, General, and Shipping Terms sections on the Create Customer form.

Additionally, You can create a quote directly from the customer page by clicking on + Create quote at the bottom of the screen. When a quote is created directly from this screen, the customer details are automatically populated in the quote page.

My Quotes

On this screen, only quotes created by the user is displayed. You can use the Search, Filter and Sort options to locate a quote.

You can create a new quote by clicking on the Create quote button at the top of the page

My Orders

All orders created by the user is displayed on this screen. You can use the Search, Filter and Sort options to locate an order.

You can create a new order by clicking on the Create order button at the top of the page

Quote and Order forms

The information in a quote or order form are organized into these tabs:
  • Line Details
  • Summary

Line Details tab

This tab contains the items included in the quote or order. Clicking on + Add Items opens the Add Items screen where you can add make product selections. For non-configurable products, an Add Item button is available to add the product to the lines. For configurable products, use the Configure button to navigate to the configurator. There you can specify the configurations and continue to the product selection screen. Additionally, you can use the Select button for configurable products with model constraints to navigate to the Product Catalog Items Details page.

The initial information displayed for each line item include the name, number of items, and price. The Delete action is also available on the summary section. To view the Configuration Details and Pricing details for the item, you can click on the arrow by the price to expand the details section. In expanded details section, you can click ... to access the Change options and Copy actions.

Summary tab

This tab contains the summary details for the quote or order. In the Customer section, you can click Select customer to open the Select Customer form and create or select customer for the quote or order,. You can also specify or review the information for the Header Details, Ship to Information, and Pricing details for the quote or order.