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adminhelp:quotesadministration:favorites [2011/08/22 06:54]
njovanovic [User side – Quote]
adminhelp:quotesadministration:favorites [2011/08/22 06:54] (current)
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 +====== Favorites ======
 +
 +===== User side – Favorites Widget =====
 +
 +Favorites will be presented to users in a widget that will be placed in different pages in CPQ (quote, catalog, configuration and special page for Favorites).
 +==== Columns ====
 +
 +For each favorite, users will be able to see favorite’s name, favorite’s description, part number, product that is used as favorite’s base and category where this product belongs to. Users will be able to search favorites based on all these fields.
 +User will be able to sort all columns in this table.
 +Search
 +There are three check boxes on which user will specify whether they want to search My Favorites, Company Favorites  and All Favorites. By default, all three check boxes will be selected. 
 +
 +==== Adding to quote ====
 +
 +Users will be able to add favorites to current quote or to create new quote (if one is not loaded yet in session) by choosing one or more favorites from table and clicking on ‘Add to quote’.
 +If result is success for favorite, it is added to the quote. If at least one favorite is incomplete, user will not be immediately taken to quote. Instead, same screen will be displayed to user from where he can continue to quote or complete favorite (clicking on ‘complete’ link will take user to product configuration with favorite loaded).
 +
 +
 +==== Delete ====
 +
 +User will be able to delete only favorites they have created. System will prompt user whether he/she is sure favorite should be deleted.
 +
 +===== User Side - Catalog =====
 +
 +Two new icons will be added to the catalog:
 +  * **Add to Favorites**
 +       * Users will be able to add both simple and configurable products to favorites from the catalog (for simple product there will be only ‘Add to Favorites’ icon).
 +  * **View Favorite Configurations for this product**
 +       * In catalog, users will be able to see icon  for configurable products (as well as systems and collections).Mouse over for icon will be ‘View Favorite Configurations for this product’. When user clicks on ‘Favorite Configurations’ link, favorites for that product will be displayed.
 +
 +{{:quotesadministration:fav1.png|}}
 +
 +{{:quotesadministration:fav2.png|}}
 +
 +{{:quotesadministration:fav3.png|}}
 +
 +In product configuration, 2 new icons will be added – ‘Add to Favorites’ and ‘View Favorite Configurations for this product’. 
 +Users who belong to appropriate user types will be able to define favorites for their company and for all users (these check boxes will be displayed only to appropriate user types).
 +
 + 
 +===== User side – Quote =====
 +
 +Users will be able to add favorites to current quote from the widget.
 +New quote item action ‘Create Favorite’ will be added. When users click on it, pop-up will be displayed where users will be able to enter favorite’s name and description. Item action will be available for all main items (both configurable and simple products).
 +
 +{{:quotesadministration:fav4.png|}}
  
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