Product Catalog Display in CRM WebClient UI

A sales professional or an interaction center agent can navigate the SAP CRM Product Catalog using the SAP CRM WebClient UI (including SAP CRM Interaction Center WebClient) like a customer browsing the CRM Product Catalog in a Web shop.

Prerequisites

You have set up a Java based CRM Product Catalog. For more information, see Creation of Product Catalogs.
You have set up a Web shop running on a Java 2 Enterprise Edition (J2EE) server. For more information about the configuration of the Web shop, see SAP Solution Manager.
You have configured the Extended Configuration Management (XCM) settings. For more information about Extended Configuration Management (XCM) for Web Channel, see SAP Solution Manager.
You have assigned the user to a business role. The following table explains the technical names for each business role in the standard implementation:

Business Role

Technical Name

Web Channel Manager

ECO-MANAGER

Interaction Center Agent

IC_AGENT

Sales Professional

SALESPRO

Service Professional

SERVICEPRO

Note
You can define new business roles. For more information about defining new business roles, see Customizing for Define Business Role under Customer Relationship Management UI Framework Business Roles .

End of the note.

Business Role	Technical Name
Web Channel Manager	ECO-MANAGER
Interaction Center Agent	IC_AGENT
Sales Professional	SALESPRO
Service Professional	SERVICEPRO

Features

Selecting Products for Transactions

You have the following options to select products for transactions from the CRM Product Catalog:

You may create a new CRM sales order, CRM sales quotation, or CRM service quotation first. (You may also create an ERP sales order or ERP sales quotation.) Next, you may navigate to the CRM Product Catalog application, select the desired product from the CRM Product Catalog, and add it to the sales transaction or service transaction.
You may navigate the CRM Product Catalog in the CRM WebClient UI first and then select products. Next, you may create a sales transaction or a service transaction. The products are automatically transferred to the newly created transaction.

Saving Selected Products

Caution Caution

When using the CRM Product Catalog to create a sales transaction or a service transaction, there is no shopping basket. Selected products are stored in virtual memory. Therefore, if you abort a transaction, the selected products can be lost. For example, if you select products from the CRM Product Catalog and you then choose Back or choose a link from the navigation area, the Save Changes – – Web Page Dialog box appears. The text in the dialog box reads, “Do you want to save your changes?”. To save the selected products in the transaction, you must choose Cancel in the dialog box. Next, you must choose Back to Standard Order ERP (the text varies dynamically by transaction type) in the header area. Finally, you must choose Save in the header area. The following table summarizes the alternatives and their effects:

Data Loss Dialogue Box: Saving Selected Products
Data Loss Dialogue Box Choice	Effect
Save	The transaction is saved. The selected products are not saved as they have not been added to the transaction. The Save Changes – – Web Page Dialog box disappears. The requested page is displayed.
No	The transaction is not saved. The selected products are not saved. The Save Changes – – Web Page Dialog box disappears. The requested page is displayed.
Cancel	The transaction is not saved. The selected products are not saved. The Save Changes – – Web Page Dialog box disappears. The requested page is not displayed. Instead, the current page is still displayed. To save the products to the transaction, you must choose Back to Standard Order ERP (text varies). Save your entries.

End of the caution.

More Information

Product Catalog