Process: Work with quote line items

Flow

Work with quote line items
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

Customization

You can add, change or suppress how elements display by configuring the properties.

Tasks

Task Description Role Demo (store) Demo (tools)
Work with merchandising Customer Service Representative    
Select product Customer Service Representative    
Alter shipping attributes Customer Service Representative    
Override price

A Customer Service Representative responds to a customer's request for a better price on a product.

Customer Service Representative