Product Configuration in Sales Transactions
You can configure products in the sales transaction.
When you choose a configurable product in a quotation, for example, the possible characteristics for the product are displayed automatically at item level. You can select the characteristic values that you want, and so determine a specific attribute for the configurable product. You can copy the configuration from this quotation, into a sales order.
In your Web shop, customers can display and select product variants, view the costs of the selected options, and initiate a sales order.
The order information can be transferred to SAP ERP for further processing.
This function is available in the CRM WebClient UI and in the following channels: Interaction Center, Web Channel, and CRM Mobile.
Integration
You configure a product with the configuration engine.
For the product configuration, you use master data that you either download from SAP ERP, or model and edit directly in SAP Customer Relationship Management (SAP CRM). For more information about product modeling in SAP CRM, see Modeling Configurable Products.
Prerequisites
SAP ERP
For more information about the settings in SAP ERP and downloading data to the configuration engine, see Using SAP ECC Master Data.
SAP CRM
You have activated product configuration or connected an external configurator. For more information about external configurators, see Customizing under
Customer Relationship Management
Basic Functions
Product Configuration
Settings for External Configurators
.You have created products and marked them as configurable. For more information about settings for product modeling and products in SAP CRM, see Customizing under
Customer Relationship Management
Master Data
Products
Settings for Configurable Products
.In Customizing, you have set up item categories that enable product configuration, and entered the settings for the bill of material explosion in them. You make the settings for the item categories in Customizing, under
Customer Relationship Management
Transactions
Basic Settings
Define Item Categories
.You have set up copying control for the item categories, according to the requirements for product configuration. For more information, see Customizing under
Customer Relationship Management
Basic Functions
Product Configuration
Copying Control for Configurable Products
.
Features
You can enter configurable products, and configure them directly in the sales transaction.
You can also configure products in ERP transactions.
You can assign characteristics in the item details, using the configuration interface.
You can tailor the user interface of the product configurator to your needs, with the UI Designer.
You can integrate an external product configurator into your CRM WebClient UI.