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getting_started:cart_personalization [2019/09/20 03:50]
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getting_started:cart_personalization [2019/09/20 07:37] (current)
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 ====== Customizing the Quote ====== ====== Customizing the Quote ======
  
-To change the style of the main cart area for a user group+You can customize the quote by changing the UI design, adding tabs and custom fields, and customizing the document generation templates. 
-  - Click **Setup » Users » User Groups** + 
-  - Find the user group whose cart styles you wish to change.+=== Changing the UI Design === 
 + 
 +To change the UI design of the quote for a user type
 +  - Click **Setup » Users » User Types** 
 +  - Find the user type whose quote styles you wish to change.
   - Click the **Edit **icon.   - Click the **Edit **icon.
-  - Select cart style under **Visual Style (Shopping Cart/Quote)**. +  - For classic design, select quote style under **Legacy UI Design** > **Visual Style (Shopping Cart/Quote)**. For responsive design, select a template under **UI Design** > **Add new custom template**. 
-  - Click** Save** to Finish. +  - Click** Save** to finish\\ The selected style is now applied to the quote.
-<note> Each style differs in not only visual style but also in how discounting is handled. Nineteen different shopping cart styles come standard with CPQFor more information on each standard cart style, see [[adminhelp:usersadministration:usergroups#Visual Styles|Visual Styles]].</note>+
  
-To add additional tabs to the shopping cart: +<note> Each style differs in not only visual style but also in how discounting is handled. Nineteen different shopping cart styles come standard with SAP CPQ. For more information on each standard cart style, see [[adminhelp:usersadministration:usergroups#Visual Styles|Visual Styles]].</note> 
-  - Click **Setup » General » Tabs**+ 
 +=== Adding Tabs === 
 + 
 +To add tabs to the quote, follow the procedure below.  
 + 
 +  - Click **Setup General Tabs**
   - Click **Add New**.   - Click **Add New**.
-  - Enter **Tab name**. +  - Enter the **Tab name**. 
-  - Enter **Default Tab Rank **(1-9999). Tab ranks determine how the tabs will be displayed on the screen from left to right, lowest to highest respectively.+  - Enter the **Default tab rank **(1-9999). \\ Tab ranks determine how the tabs will be displayed on the screen from left to right, lowest to highest respectively.
   - Click **Save** to create a tab.   - Click **Save** to create a tab.
   - To add the tab you just created to the cart click **Quotes » Quote Tabs**   - To add the tab you just created to the cart click **Quotes » Quote Tabs**
   - Click **Add New**.   - Click **Add New**.
-  - Select the Tag you created from the dropdown **Tab Name**.+  - Select the tab you created from the dropdown **Tab Name**.
   - Modify the **Tab Rank**.   - Modify the **Tab Rank**.
-  - Click **Save **to finish.+  - Click **Save **to finish. \\ The tab is now added to the quote.
 For more information on tabs, see [[usersideinformation:shoppingcart-quote:quotetabsandfields|Quote Tabs and Fields]]. For more information on tabs, see [[usersideinformation:shoppingcart-quote:quotetabsandfields|Quote Tabs and Fields]].
 \\  \\ 
  
-To add Custom Fields: +=== Adding Custom Fields === 
-  - Click **Setup » Quotes » Custom Fields**.+ 
 +To create custom fields, follow the procedure below. 
 + 
 +  - Click **Setup Quotes Custom Fields**.
   - Click** Add New.**   - Click** Add New.**
-  - Enter** **the **Name.** +  - Enter the **Name.** 
-  - Select field type:+  - Select the field **Type**:
       * Free Form – Text field of max 2000 characters.       * Free Form – Text field of max 2000 characters.
       * Attribute – Drop down with attribute values.       * Attribute – Drop down with attribute values.
       * Date – Date input field with popup calendar.       * Date – Date input field with popup calendar.
       * Long Text – Text area of max 2000 characters.       * Long Text – Text area of max 2000 characters.
-  - Click **Save** to finish. +  - Select the tab to which you wish to add the custom field under **Tab**. 
-For more information, see [[adminhelp:quotesadministration:customfields|Custom Fields]].+  - Click **Save** to finish. \' The custom field is now created
 +For more information about adding the custom field to the quote, see [[adminhelp:quotesadministration:customfields|Custom Fields]].
 \\  \\ 
  
-To customize document generation templates: +=== Customizing Document Generation Templates === 
-  - Click **Setup » Quotes » Document Generation Templates**+ 
 +To customize document generation templates, follow the procedure below. 
 + 
 +  - Click **Setup Quotes Document Generation Templates**
   - Select a template to customize.   - Select a template to customize.
   - Click **Download Template** under **Filename**   - Click **Download Template** under **Filename**
-  - Open and modify the templateThe format and style of the generated pdf and word documents is based on how the document generation template is laid out, including fonts, colors, and images. The quote template tags allow you to insert any information from the configuration, the quote, customer information, or user information. For more information, see [[adminhelp:quotesadministration:document_generation|Document Generation]]. +  - Open and modify the template. \\ The format and style of the generated PDF and DOCX documents is based on how the document generation template is laid out, including fonts, colors, and images. The quote template tags allow you to insert any information from the configuration, the quote, customer information, or user information. For more information, see [[adminhelp:quotesadministration:document_generation|Document Generation]]. 
-  - Save the modified template.+  - Save the modified template on your computer.
   - Click **Upload** under **Filename**.   - Click **Upload** under **Filename**.
   - Click **Browse** and navigate to the modified template.   - Click **Browse** and navigate to the modified template.
   - Click **Save** to close the upload window.   - Click **Save** to close the upload window.
-  - Click **Save** in the Document Generation Templates » Edit window to finish. +  - Click **Save** in the **Document Generation Templates** > **Edit** window to finish. \\ The template is now uploaded.
-===== See Also =====+
  
 +== More Information ==
 +\\
 +\\
 [[usersideinformation:shoppingcart-quote:shoppingcart-quote|Shopping Cart/Quote]]\\  [[usersideinformation:shoppingcart-quote:shoppingcart-quote|Shopping Cart/Quote]]\\ 
 +\\
 [[usersideinformation:shoppingcart-quote:cartanditemactions|Cart and Item Actions]]\\  [[usersideinformation:shoppingcart-quote:cartanditemactions|Cart and Item Actions]]\\ 
 +\\
 [[usersideinformation:shoppingcart-quote:discountsandmultipliers|Discounts and Multipliers]]\\  [[usersideinformation:shoppingcart-quote:discountsandmultipliers|Discounts and Multipliers]]\\ 
 +\\
 [[adminhelp:quotesadministration:document_generation:creating_a_document_generation_template|Creating a Document Generation Template]]\\  [[adminhelp:quotesadministration:document_generation:creating_a_document_generation_template|Creating a Document Generation Template]]\\ 
  
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