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Quote - Select Products

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This area is used when adding a new product to a quote. A custom Select Products screen was developed.  This screen allows for filtering products presented based on search criteria provided. 

quote product 1

Multiple products can be added to the quote by moving Available Products into the Selected Products section.  As products are added, the price of the product is returned, live, from the MAS 500 system, based on the customer being quoted and the quantity of product being quoted.  More details on the price integration will follow later in this document.

The Select Product screen allows users to select and customize BTO Kits.  When selecting products, the left most column in the “Available Products” grid identifies if the product is a BTO Kit or just a stand alone product.  If a BTO Kit component is added to the quote, a dialog is presented to the user where they can modify the BTO Kit components, if required.  See this post on BTO Kits.

quote product 2

Additional dialog presented to the user to customize the BTO Kit as it is added to the Quote

When products are added to the Quote, a real-time pricing query is made against the MAS 500 accounting system. Using the MAS 500 pricing APIs, an accurate pricing is returned for each product at the current time. See this post for specifics on pricing.

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