Activate location-based transactions
Turn on location-based transactions for opportunities, quotes, and orders by using the sn_sales_common.enable_location_based_transactions system property.
Before you begin
Role required: admin
About this task
The sn_sales_common.enable_location_based_transactions system property enables your agents to select a customer location and view only the eligible products for that customer location when adding product lines to an opportunity, quote, or order. This feature also enables agents to copy line items to another location within the same transaction (opportunity, quote, or order).
Procedure
Navigate to All and in the filter enter
sys_properties.list.Open the sn_sales_common.enable_location_based_transactions system property.
In the Value field, enter
true.Select Update.
The location filter is displayed in the product catalog interface. Agents can use the filter to select a location when adding product lines to an opportunity, quote, or order. The catalog displays the eligible product offerings for the location. After adding products from the catalog, agents can then copy selected products (line items) to another location within the same transaction, without having to create another opportunity, quote, or order for a different customer location.
What to do next
Define the product eligibility rule filters and matrices that control the product offerings displayed by location.
Parent Topic:Configuring location-based product transactions
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