Location-based transactions for Opportunity Management
Agents can create opportunities and support product configurations and services for different locations.
Agents can use the location filter in the product catalog to select a particular customer location. The catalog only displays the products associated with that location. This enables the agents to add appropriate product lines to an opportunity. Agents can also copy products and services from one location to the other within a single transaction. This eliminates the need to create multiple opportunity line items for each location. To learn more about copying locations, see Copy opportunity line items to a location.
Using location-based transactions
To use the location filter in Opportunity Management, complete the following steps.
Note: As an agent, you can use the location feature if the location-based transactions property is enabled by your admin and eligibility rule filters and product eligibility rules have been configured by your product catalog admin.
| Step | Description | Role |
|---|---|---|
| Use location filter to add opportunity line items | Use the Service location filter in the Catalog tab to add opportunity line items to a location. | Agent |
| Copy opportunity line items to a location | Copy existing line items to another location in the opportunity based on the eligibility rules set up by your product catalog adminThe copy line items modal is displayed when selecting Copy on the line items related list. If the system property is false, all the line items are copied. | Agent |
- Use location filter to add opportunity line items
Use the Service location filter in the product catalog to add products (line items) to a location. - Copy opportunity line items to a location
Duplicate existing line items to another location using Copy on the Line items tab.
Parent Topic:Using Opportunity Management
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