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Select Products in Guided Product Selector

This article describes how to use the out-of-the box Guided Product Selectors to add base and add-on products to quotes.

Add Products and Rate Plans in Guided Product Selectors

Integrated with the product catalog, the out-of-the-box Guided Product Selectors lead you through the product selection process to add products and product rate plans to quotes. These Guided Product Selectors contain the first step to add base products, followed by the second step to add add-on products. The base and add-on products are specified in the Zuora Product Catalog and synchronized to Zuora Quotes. 

By default, the Guided Product Selectors displays up to 30 product rate plans per quote, including existing product rate plans previously added to the quote or to the subscription being amended. See Advanced Quoting Configuration Settings if you want to customize this setting to display more or fewer number of rate plans in the Guided Selectors.

Prerequisites

To use the Guided Product Selectors, you must satisfy the following prerequisites:

  1. Enable the Guided Product Selector setting.
  2. Synchronize the product catalog from Zuora.

Access the Guided Product Selector

To access the Guided Product Selector:

  1. In the quote wizard when creating a new quote, the Choose Product and Charges page opens after you enter and save the quote information.
    Alternatively, click Select Products on the Quote Detail page.
  2. If you enabled the Guided Product Selector setting, the Guided Selling Flow button bars appear. The following image shows the out-of-the-box flow button for New Subscription quotes:
    AccessGuidedProductSelector.png

You can create a custom Guided Selling plugin for the Product Selector button bar, and override the default Guided Selling plugin. You can also conditionally hide the out-of-the-box Guided Selling Flow in Guided Product Selector. See Guided Product Selectors for configuring Guided Selling Flows and Steps.

New Quote Flow

To add products to a quote for a New Subscription:

  1. Click New Quote Flow to add products to a quote for a New Subscription.
  2. Click Add Base Products. A list of products and their rate plans display. In this step, only the products whose Category field is set to "Base Products" or "Miscellaneous Products" appear.
    NewAddBase.png
    • The page includes the Guided Selling Step title, a search box, and a list of products and rate plans.
    • You can search product names and rate plan names to narrow down the product rate plan selection list.
  3. Click the checkbox next to the product rate plans to select them for the quote.
  4. Click Add and Next to add the base products and move to the next step.
  5. In the Add Add On Products step:
    • A list of products and their rate plans display. In this step, only the products whose Category field is set to "Add On Services" appear.
    • You can search product names and rate plan names to narrow down the product rate plan list.
  6. Click the checkbox next to the products and rate plans to select the add-on products to the quote.
    NewQuoteAddOn.png
  7. Click Add to add the selected products and rate plans to the quote.
  8. Click Previous to go back to the first flow to add more base products. 
    WarnNavy2.png Even after you clicked Add, if you click Previous, you loose your current selection of products and rate plans.
  9. Click Done to close the Guided Product Selector.

On the Choose Product and Charges page, you can update or remove selected products as described in Select Products and Charges for a Quote

To add more products, click New Quote Flow and re-open the Guided Product Selector.

Renew/Amend Quote Flow

To add products to a quote for Renewal or Amendment:

  1. Click Renew/Amend Quote Flow to add products to a quote.
  2. Click Add Base Products. A list of products and their rate plans displays. In this step, only the products whose Category field is set to "Base Products" appear.
    • The page includes the Guided Selling Step title, a search box, and a list of products and rate plans.
    • You can search product names and rate plan names to narrow down the product rate plan list.
  3. Click the checkbox next to the products and rate plans to add them to the quote.
  4. Click Add and Next.
  5. In the Add Add On Products step:
    • A list of products and their rate plans display. In this step, only the products whose Category field is set to "Add On Services" appear.
    • You can search product names and rate plan names to narrow down the product rate plan list.
  6. Click the checkbox next to the products and rate plans to add the add-on products to the quote.
  7. Click Add to add the selected products to the quote.
  8. Click Previous to go back to the first flow to add more base products.
    WarnNavy2.png Even after you clicked Add, if you click Previous, you lose your current selection of products and rate plans.
  9. Click Done to close the Guided Product Selector.

On the Choose Product and Charges page, you can update or remove selected products as described in Select Products and Charges for a Quote

To add more products, click Renew/Amend Quote Flow and re-open the Guided Product Selector.

Last modified
18:11, 18 Feb 2016

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