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tutorials:gettingstarted:navigating [2018/11/05 05:15]
mnikolic
tutorials:gettingstarted:navigating [2019/02/09 13:15] (current)
bdjordje
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-====== Navigating SAP CPQ ====== + ====== Navigating SAP CPQ ====== 
-All data in SAP CPQ is organized into pages under three tabs: **Quotes**, **Catalog** and **Setup**. In addition, there are pages accessible from the menu under the logged user's name.\\ + 
-<note>SAP CPQ does not support working on more than one quote at the time for the single user. This means that users should not open another quote in another tab of the same browser and work concurrently on both of them. If it is needed to have another quote open, you can log into SAP CPQ through another browser, which will assign a new session.</note> +The layout of SAP CPQ consists of three parts: 
-As SAP CPQ does not have a dedicated home page, after logging in, the product catalog opens.\\ +  Shell bar 
-The look and feel and the layout of your SAP CPQ depend on the branding and customization. The image below shows a SAP CPQ environment with the default branding and without any customization.\\ +  Main navigation toolbar 
-{{:tutorials:gettingstarted:ch_cpq_home_page.png?800}}\\ +  Central screen area 
-The layout of SAP CPQ consists of three areas:  + 
-  * top bar with user's name +<note> 
-  * main navigation bar +SAP CPQ does not support working on more than one quote at the time for the single user. This means that users should not open another quote in another tab of the same browser and work concurrently on both of them. If it is needed to have another quote open, you can log into SAP CPQ through another browser, which will assign a new session. 
-  * central screen area +</note> 
-===== Top Bar with User's Name ===== + 
-The name of the logged user displays in the top right corner, above the main navigation bar. Clicking the name opens a menu that provides a quick access to managing user data, customers, generated documents, quote layouts, etc. You can also choose to log out of SAP CPQ in this menu. +As SAP CPQ does not have a dedicated home page, after logging in, the product catalog opens. \\  
-<note>The menu under the user's name contains options according to the delegated authority in Setup > Delegation of Authority.</note> +The look and feel and the layout of your SAP CPQ depend on the branding and customization. This image shows a SAP CPQ environment with the default branding and without any customization.\\ 
-===== Main Navigation Bar ===== + 
-From the main menuyou can access the following: +{{:tutorials:gettingstarted:fregew.png?700}} 
-  * **Quotes** - existing and new quotes+ 
-  * **Catalog** product items. Selected by default when landing to SAP CPQ. +==== Shell Bar ==== 
-  * **Setup** - SAP CPQ settingsAavailable to administrators only+ 
-  * {{:tutorials:gettingstarted:ch_cpq_favorites_icon.png?15}} - list of favorite products. +**New Project/Quotation**, **Recently Viewed**, **Favorites** and **User Menu** icons are located in the right corner of the shell bar
-  * {{:tutorials:gettingstarted:ch_cpq_clock_icon.png?15}} - list of recently viewed objects+  * Clicking **New Project/Quotation** {{:tutorials:gettingstarted:cpq_1902_ui_new_quote_icon.png?15}} lands you on the catalog page where the product items are displayedThis is also the default landing page to SAP CPQ. 
-  * {{:tutorials:gettingstarted:ch_cpq_shopping_cart.png?15}} - the current quote. Available only when an existing quote is loaded or when adding products to new quote.  +  * Clicking **Recently Viewed** {{:tutorials:gettingstarted:cpq_1902_ui_recently_viewed_icon.png?15}} opens a dropdown menu containing the last five items you have viewed.  
-{{:tutorials:gettingstarted:ch_cpq_main_menu.png?800}}\\ +  * Clicking **Favorites** {{:tutorials:gettingstarted:cpq_1902_ui_favorites_icon.png?15}} opens the page where all favorited products are located
-The top bar and the main navigation bar are fixed and always visible when a page under **Quotes** or **Catalog** is opened+  * Clicking **User Menu** {{:tutorials:gettingstarted:cpq_1902_ui_user_menu_icon.png?15}} opens a dropdown menu with your name and user group on top and various options including [[tutorials:gettingstarted:user_page|User Page]] and **Logout**. 
-===== Central Screen Area ===== + 
-When you access SAP CPQ, the **Catalog** tab is selected by default and product item categories display in the central screen area. All categories and subcategories are displayed on the left for easier browsing. Buttons for ordering, sorting and choosing the view type, displayed in the top right corner, are used for customizing the category layout.\\ +==== Main Navigation bar ==== 
-{{:tutorials:gettingstarted:ch_cpq_home_page_catalog.png?800}}\\ + 
-When opening other pages under the Quotes and Catalog tabs, the content will display in the central screen area.\\ +The main menu is located on the left side of the screen and can be expanded and collapsedFrom it, you can access the following: 
-<note>It is possible to customize the landing page per user types. To do this, access a user type and in Start page enter the URL of the landing page (e.g. quotation/LoadQuote.aspx to land to existing quotes).</note> + 
 +  * **Load Existing Project/Quotation** {{:tutorials:gettingstarted:cpq_1902_ui_load_existing_quote_icon.png?15}} - an interactive list of the [[usersideinformation:loadexistingquotes|quotes]] user has created is located here
 +  * **Catalog** {{:tutorials:gettingstarted:cpq_1902_ui_categories_icon.png?15}} - product item categories can be accessed here.  
 +  * **Setup** {{:tutorials:gettingstarted:cpq_1902_ui_settings_icon.png?15}} - **Setup**, **Developer Console**, **Script Workbench** and **Log** can be accessed here. This part of SAP CPQ is available to administrators only
 + 
 +==== Central Screen Area ==== 
 + 
 +When you access SAP CPQ, the **Catalog** tab is selected by default and product item categories display in the central screen area. All categories and subcategories are displayed on the left for easier browsing. Buttons for ordering, sorting and choosing the view type, displayed in the top right corner, are used for customizing the category layout. 
 + 
 +{{:tutorials:gettingstarted:aaaaaaaaaaa.png?700}} 
 + 
 +<note> 
 +It is possible to choose the landing page per user types. To do this, go to **Users** > **User Types**, find a user type you need and under **Start page** enter an URL of landing page of choice (e.g. quotation/LoadQuote.aspx to land to existing quotes). 
 +</note>
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