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.
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 |
|
Interaction Center Agent |
|
Sales Professional |
|
Service Professional |
|
Note
You can define new business roles. For more information about defining new business roles, see Customizing for Define Business Role
under .
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.
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 Choice |
Effect |
---|---|
|
|
|
|
|
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