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adminhelp:administration:cfavorites [2019/10/30 08:59]
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adminhelp:administration:cfavorites [2019/10/30 10:24] (current)
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 ====== Favorites ====== ====== Favorites ======
  
- +Favorites are a great way to reduce the time it takes you to create quotes. They allow you to assemble a list of favorite configurations and products or services, such as those sold most often to a particular customer, particular vertical, or for any other reason you would want to add products or configurations to a quote with one click. 
-Favorites are a great way to reduce the time it takes you to create quotes. They allow you to assemble a list of favorite configurations and products or services, such as those sold most often to a particular customer, particular vertical, or for any other reason you would want to add products or configurations to a quote with one click. You can access **Favorites** from multiple areas. Click the **Favorites** icon {{:adminhelp:administration:cpq_1911_favorites_sidebar.jpg|}} in the **Categories** tree to access the **Favorites** page with the list of previously added favorites. In this page, you can configure, delete, edit or add favorites to a quote.+
  
 <note> Favorites are only available in Quote 1.0. </note> <note> Favorites are only available in Quote 1.0. </note>
  
-{{:adminhelp:administration:cpq_1911_favorites_page.jpg?650}}+To access the **Favorites** page, click the {{:adminhelp:administration:cpq_1911_favorites_sidebar.jpg|}} button in the **Categories** tree to access the **Favorites** page with the list of previously added favorites. In this page, you can configure, delete, edit or add favorites to a quote by clicking {{:adminhelp:administration:cpq_1905_settings_icon.jpg?17}}. You can filter the favorites list by clicking {{:adminhelp:administration:cpq_1905_filter_icon.jpg?18}}. \\ 
 + 
 +{{:adminhelp:administration:cpq_1911_favorites_page_red.jpg?650}} \\ 
 + 
 +Alternatively, you can access the **Favorites** page from a quote, by clicking {{:adminhelp:administration:cpq_1911_favorites_button.jpg|}} in the **Products** panel. 
 + 
 +==== Adding Favorites ====
  
 New favorites can be added in the following ways: New favorites can be added in the following ways:
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     * Tick the **Share with users in my company** checkbox if you want to share your favorites with other users in your company \\     * Tick the **Share with users in my company** checkbox if you want to share your favorites with other users in your company \\
     * Tick the **Share with all users** checkbox if you want to share your favorites with other SAP CPQ users. \\     * Tick the **Share with all users** checkbox if you want to share your favorites with other SAP CPQ users. \\
-  * Once you click **Save** the configuration will appear in the **Favorites** page.+  * Once you click **Save** the configuration will appear in the **Favorites** page. \\ 
  
  
 <note>The **Share with users in my company** and **Share with all users options** are displayed if the administrator has made them visible. The two options’ checkboxes are ticked by default, but you have the option to untick them if you do not want to share the favorites with users in your company or all users in the system. </note> <note>The **Share with users in my company** and **Share with all users options** are displayed if the administrator has made them visible. The two options’ checkboxes are ticked by default, but you have the option to untick them if you do not want to share the favorites with users in your company or all users in the system. </note>
  
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-     *Now click {{:adminhelp:administration:favorites_purple.png|}} to see your list of existing Favorites (//Figure 1.4//).  
-     *Tick the check mark boxes in the **Add To Quote** column to form a products list that will be available on the Quotation page. 
-     *Tick the **My Favorites** check box to display Favorites available to you only. Tick the **My Company Favorites** check box if you want to see Favorites other users are sharing with you. Tick the **All Favorites** check box if you want to display all Favorites available to you.   
-     *Click **Add To Quote** button at the bottom of the page. Since this list can get quite long you can search or sort products by **Name**, **Product**, **Part Number** and other fields.  
-     *Click **Go to Quote**.  
- 
-<note> 
-The Favorites list is also available in the cart, making Favorites an exceptionally convenient way to build quotes. It allows you to add one or more simple products or configurations to your quote, without having to go to the Catalogue and configure a product from scratch.   
-</note> 
- 
-{{:adminhelp:administration:favor14.png|}} 
- 
-     *Now that you are in the Quote (//Figure 1.5//), or cart, tick the check mark boxes in the **Add To Quote** column to select products you want to add to the quote. 
-     *Click **Add to Quote**.  
- 
-{{:adminhelp:administration:quote_widget_fav.png|}} 
- 
-If you failed or forgot to complete any product configurations after clicking **Add To Quote** CPQ will remind you and ask you to complete them (//Figure 1.6//).  
- 
-{{:adminhelp:administration:incomplete_final_3.png|}} 
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