Process: Work with quote line items
Flow

Legend
Objective
To allow a Customer Service Representative to record the products for which
the customer wishes to confirm pricing.
Description
Customer service representatives can add, edit, or remove line items.
Features
- A Customer Service Representative can find products of interest in
different ways.
- If a product is chosen which requires additional information such as a
color or component selection, a Customer Service Representative only needs to
respond to the concise prompts provided.
- A Customer Service Representative only needs to change the product quantity
if the customer wants more than one.
- A Customer Service Representative can choose a shipping address from those
already recorded for the customer or add a new one.
- A Customer Service Representative may change the shipping carrier and
carrier service level if the product's default selection doesn't suit
the customer's needs.
- A Customer Service Representative can specify shipping instructions to be
passed to the shipping carrier should the customer place an order based on the
quote.
- A Customer Service Representative can see, and convey to the customer, the
best price to which the customer is entitled.
- A Customer Service Representative may override the default price and will
be warned if the price is below their override limit.
- A Customer Service Representative can review product inventory levels.
- A Customer Service Representative can see, and convey to the customer,
up-sells, cross-sells and accessories. If the customer agrees they would like
one of the associated products, a Customer Service Representative can easily
update the order.
Customization
You can add, change or suppress how elements display by configuring the
properties.
Tasks